Purchases and Sales Made in Q3 2023 in American Tower Corp (AMT)
This table provides information about the institutional ownership of American Tower Corp (AMT) during Q3 2023. The information is specifically focused on institutions that hold shares of AMERICAN TOWER CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
BUY
|
- |
7+ 0.24% |
$1.12K - $1.39K
|
2.92K
$551K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 2.27% |
$1.12K - $1.39K
|
316
$59.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
7+ 0.46% |
$1.12K - $1.39K
|
1.53K
$289K
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
7+ 0.42% |
$1.12K - $1.39K
|
1.67K
$316K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
7+ 0.05% |
$1.12K - $1.39K
|
13.4K
$2.53M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6+ 0.25% |
$958 - $1.19K
|
2.42K
$458K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6+ 0.09% |
$958 - $1.19K
|
6.37K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6+ 46.15% |
$958 - $1.19K
|
19
$3.59K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.29% |
$958 - $1.19K
|
2.08K
$392K
|
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
5+ 0.09% |
$798 - $992
|
5.36K
$1.01M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
5+ 0.01% |
$798 - $992
|
35.3K
$6.66M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
5+ 0.2% |
$798 - $992
|
2.56K
$484K
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
BUY
|
- |
5+ 0.16% |
$798 - $992
|
3.14K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$798 - $992
|
5
$944
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
5+ 0.02% |
$798 - $992
|
29.4K
$5.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
4+ 0.28% |
$639 - $793
|
1.41K
$266K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3New |
$479 - $595
|
3
$567
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3+ 7.89% |
$479 - $595
|
41
$7.74K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 0.65% |
$479 - $595
|
463
$87.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3New |
$479 - $595
|
3
$567
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 50.0% |
$479 - $595
|
9
$1.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.12% |
$319 - $397
|
1.68K
$318K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 2.53% |
$319 - $397
|
81
$15.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 1.54% |
$319 - $397
|
132
$24.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$160 - $198
|
2.27K
$428K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 25.0% |
$160 - $198
|
5
$944
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.02% |
$160 - $198
|
4.17K
$787K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.98% |
$160 - $198
|
103
$19.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 1.96% |
$160 - $198
|
52
$9.82K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 1.15% |
$160 - $198
|
88
$16.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.85% |
$160 - $198
|
119
$22.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.81% |
$160 - $198
|
122
$23K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.81% |
$160 - $198
|
122
$23K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1- 1.52% |
$160 - $198
|
65
$12.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2- 0.11% |
$319 - $397
|
1.82K
$344K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-2- 0.08% |
$319 - $397
|
2.58K
$487K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2- 0.71% |
$319 - $397
|
278
$52.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2- 7.41% |
$319 - $397
|
25
$4.72K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2- 0.08% |
$319 - $397
|
2.48K
$468K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2Closed |
$319 - $397
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 0.22% |
$479 - $595
|
1.36K
$256K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3- 0.2% |
$479 - $595
|
1.51K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.07% |
$479 - $595
|
4.39K
$829K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 1.98% |
$639 - $793
|
198
$37.4K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-5- 1.67% |
$798 - $992
|
295
$55.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5- 0.05% |
$798 - $992
|
9.29K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-5- 0.94% |
$798 - $992
|
528
$99.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5- 62.5% |
$798 - $992
|
3
$567
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-5- 1.64% |
$798 - $992
|
300
$56.7K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5- 3.16% |
$798 - $992
|
153
$28.9K
|