Latest Institutional Transactions on Amazon Com Inc (AMZN)
This table provides information on the latest institutional transactions involving Amazon Com Inc (AMZN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
1.14KNew |
$165K - $206K
|
1.14K
$230K
|
|
|
May 09, 2024
Q1 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-1.11K- 28.37% |
$160K - $200K
|
2.8K
$563K
|
|
|
May 09, 2024
Q1 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
2.79KNew |
$403K - $502K
|
2.79K
$561K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-60- 0.62% |
$8.67K - $10.8K
|
9.65K
$1.94M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
4.87KNew |
$704K - $878K
|
4.87K
$981K
|
|
|
May 08, 2024
Q1 2024
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
SELL
|
- |
-2.79K- 10.25% |
$404K - $504K
|
24.5K
$4.93M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
PUT |
2.5KNew |
$361K - $451K
|
2.5K
$504K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.3KNew |
$1.06M - $1.32M
|
7.3K
$1.47M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
782New |
$113K - $141K
|
782
$158K
|
|
|
May 08, 2024
Q1 2024
|
Summit Rock Advisors, LP
|
BUY
|
- |
11.3KNew |
$1.64M - $2.04M
|
11.3K
$2.28M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
CALL |
-4K- 16.67% |
$578K - $722K
|
20K
$4.03M
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
18+ 12.86% |
$2.6K - $3.25K
|
158
$31.8K
|
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
1.53KNew |
$221K - $276K
|
1.53K
$308K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
637+ 11.56% |
$92.1K - $115K
|
6.15K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
340New |
$49.2K - $61.3K
|
340
$68.5K
|
|
|
May 07, 2024
Q1 2024
|
Valliance Asset Management LTD
|
BUY
|
- |
16.3KNew |
$2.36M - $2.94M
|
16.3K
$3.28M
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
CALL |
3KNew |
$434K - $541K
|
3K
$604K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.9K+ 1.21% |
$274K - $342K
|
159K
$32M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$14.5K - $18K
|
100
$20.1K
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
5.73KNew |
$829K - $1.03M
|
5.73K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
481New |
$69.5K - $86.8K
|
481
$96.9K
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
227+ 13.67% |
$32.8K - $40.9K
|
1.89K
$380K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
76+ 4.72% |
$11K - $13.7K
|
1.69K
$340K
|
|
|
May 06, 2024
Q1 2024
|
Yarra Square Partners LP
|
BUY
|
- |
6.45K+ 14.84% |
$932K - $1.16M
|
49.9K
$10.1M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
115KNew |
$16.7M - $20.8M
|
115K
$23.2M
|
|
|
May 06, 2024
Q1 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-8- 0.46% |
$1.16K - $1.44K
|
1.73K
$348K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.85K- 19.61% |
$267K - $333K
|
7.58K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
100+ 2.65% |
$14.5K - $18K
|
3.88K
$782K
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.9K- 60.17% |
$420K - $524K
|
1.92K
$387K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
60New |
$8.67K - $10.8K
|
60
$12.1K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
7.3KNew |
$1.06M - $1.32M
|
7.3K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-220- 14.1% |
$31.8K - $39.7K
|
1.34K
$270K
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-814- 29.99% |
$118K - $147K
|
1.9K
$383K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
CALL |
1.3KNew |
$188K - $234K
|
1.3K
$262K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-516- 4.56% |
$74.6K - $93.1K
|
10.8K
$2.17M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.22KNew |
$176K - $220K
|
1.22K
$245K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.63KNew |
$525K - $655K
|
3.63K
$732K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-74- 2.99% |
$10.7K - $13.3K
|
2.4K
$483K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.25KNew |
$180K - $225K
|
1.25K
$251K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
33.6KNew |
$4.86M - $6.06M
|
33.6K
$6.77M
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.22KNew |
$177K - $221K
|
1.22K
$246K
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.32KNew |
$191K - $238K
|
1.32K
$266K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
14.8K+ 5.3% |
$2.14M - $2.67M
|
294K
$59.2M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-5.68K- 80.26% |
$821K - $1.02M
|
1.4K
$281K
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-200- 8.7% |
$28.9K - $36.1K
|
2.1K
$423K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
13.1KNew |
$1.89M - $2.36M
|
13.1K
$2.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-1- 0.03% |
$145 - $180
|
3.96K
$797K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
184+ 1.42% |
$26.6K - $33.2K
|
13.1K
$2.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-899- 8.74% |
$130K - $162K
|
9.39K
$1.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
1.16KNew |
$168K - $210K
|
1.16K
$234K
|