Purchases and Sales Made in Q4 2023 in Amgen Inc (AMGN)
This table provides information about the institutional ownership of Amgen Inc (AMGN) during Q4 2023. The information is specifically focused on institutions that hold shares of AMGEN INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
766New |
$196K - $221K
|
766
$228K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
760+ 58.82% |
$194K - $219K
|
2.05K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
759New |
$194K - $219K
|
759
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
757+ 19.87% |
$194K - $218K
|
4.57K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
753+ 26.74% |
$193K - $217K
|
3.57K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
751New |
$192K - $217K
|
751
$224K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
750+ 26.74% |
$192K - $216K
|
3.56K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
747New |
$191K - $215K
|
747
$223K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
745+ 3.41% |
$190K - $215K
|
22.6K
$6.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
742New |
$190K - $214K
|
742
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
740New |
$189K - $213K
|
740
$221K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
739New |
$189K - $213K
|
739
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
739New |
$189K - $213K
|
739
$220K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
737New |
$188K - $213K
|
737
$220K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
737New |
$188K - $213K
|
737
$220K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
734+ 4.0% |
$188K - $212K
|
19.1K
$5.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
728+ 101.53% |
$186K - $210K
|
1.45K
$431K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
728New |
$186K - $210K
|
728
$217K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
724New |
$185K - $209K
|
724
$216K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
722New |
$185K - $208K
|
722
$215K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
722New |
$185K - $208K
|
722
$215K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
721New |
$184K - $208K
|
721
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
721New |
$184K - $208K
|
721
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
717New |
$183K - $207K
|
717
$214K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
715New |
$183K - $206K
|
715
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
715New |
$183K - $206K
|
715
$213K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
714+ 38.53% |
$183K - $206K
|
2.57K
$766K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
713+ 35.7% |
$182K - $206K
|
2.71K
$808K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
711+ 3.44% |
$182K - $205K
|
21.4K
$6.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
710New |
$182K - $205K
|
710
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
708New |
$181K - $204K
|
708
$211K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
707New |
$181K - $204K
|
707
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
707New |
$181K - $204K
|
707
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
704+ 26.07% |
$180K - $203K
|
3.4K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
702New |
$180K - $202K
|
702
$209K
|
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
700New |
$179K - $202K
|
700
$209K
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
700New |
$179K - $202K
|
700
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
700+ 129.63% |
$179K - $202K
|
1.24K
$370K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
700+ 25.0% |
$179K - $202K
|
3.5K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
700New |
$179K - $202K
|
700
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
700+ 10.08% |
$179K - $202K
|
7.64K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Massachusetts Institute Of Technology
Cambridge, MA |
BUY
|
- |
700New |
$179K - $202K
|
700
$209K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
699New |
$179K - $202K
|
699
$208K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
699New |
$179K - $202K
|
699
$208K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
697New |
$178K - $201K
|
697
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
BUY
|
- |
697New |
$178K - $201K
|
697
$208K
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
697New |
$178K - $201K
|
697
$208K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
696New |
$178K - $201K
|
696
$208K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
695New |
$178K - $200K
|
695
$207K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
693New |
$177K - $200K
|
693
$207K
|