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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
CALL |
200New |
$34.7K - $39.6K
|
200
$44.3K
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-80- 2.99% |
$13.9K - $15.8K
|
2.6K
$575K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.07KNew |
$185K - $211K
|
1.07K
$236K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.7K+ 21.6% |
$643K - $733K
|
20.9K
$4.62M
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
148KNew |
$25.7M - $29.3M
|
148K
$32.8M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
400New |
$69.5K - $79.1K
|
400
$88.6K
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
60+ 1.5% |
$10.4K - $11.9K
|
4.05K
$897K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
700New |
$122K - $138K
|
700
$155K
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
2.09K+ 7.91% |
$362K - $413K
|
28.5K
$6.3M
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
480+ 2.62% |
$83.4K - $95K
|
18.8K
$4.16M
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-240- 9.16% |
$41.7K - $47.5K
|
2.38K
$527K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
188New |
$32.6K - $37.2K
|
188
$41.6K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
73.9K+ 65.9% |
$12.8M - $14.6M
|
186K
$41.2M
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
106+ 1.21% |
$18.4K - $21K
|
8.89K
$1.97M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
8.26K+ 6.3% |
$1.43M - $1.63M
|
139K
$30.9M
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-220- 7.05% |
$38.2K - $43.5K
|
2.9K
$642K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
125+ 0.42% |
$21.7K - $24.7K
|
29.7K
$6.58M
|
|
Jul 22, 2024
Q2 2024
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
195+ 0.2% |
$33.9K - $38.6K
|
99.8K
$22.1M
|
|
Jul 22, 2024
Q2 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
1.1KNew |
$191K - $218K
|
1.1K
$244K
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-48- 0.04% |
$8.34K - $9.5K
|
134K
$29.6M
|
|
Jul 22, 2024
Q2 2024
|
Blue Drive Global Investors LLP
London, X0 |
BUY
|
- |
16.4K+ 33.51% |
$2.84M - $3.24M
|
65.2K
$14.4M
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
371+ 28.54% |
$64.4K - $73.4K
|
1.67K
$370K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-8.02K- 4.77% |
$1.39M - $1.59M
|
160K
$35.5M
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
25.6K+ 3.48% |
$4.45M - $5.07M
|
762K
$169M
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-69.9K- 6.39% |
$12.1M - $13.8M
|
1.02M
$227M
|
|
Jul 18, 2024
Q2 2024
|
Pictet Bank & Trust LTD
|
SELL
|
PUT |
-1.03K- 48.54% |
$179K - $204K
|
1.09K
$242K
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-947- 43.52% |
$164K - $187K
|
1.23K
$272K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
986+ 25.38% |
$171K - $195K
|
4.87K
$1.08M
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-1.53K- 50.93% |
$266K - $303K
|
1.48K
$327K
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
21.6K+ 26.07% |
$3.76M - $4.28M
|
105K
$23.2M
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1+ 0.04% |
$174 - $198
|
2.5K
$553K
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
1.1KNew |
$191K - $218K
|
1.1K
$244K
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
35+ 1.02% |
$6.08K - $6.92K
|
3.46K
$765K
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-26.6K- 83.5% |
$4.62M - $5.26M
|
5.26K
$1.16M
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
160+ 12.31% |
$27.8K - $31.7K
|
1.46K
$323K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
100+ 20.83% |
$17.4K - $19.8K
|
580
$128K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
73.6K+ 491.33% |
$12.8M - $14.6M
|
88.6K
$19.6M
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-2K- 5.53% |
$347K - $396K
|
34.2K
$7.57M
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-138- 3.43% |
$24K - $27.3K
|
3.89K
$862K
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
5.96KNew |
$1.04M - $1.18M
|
5.96K
$1.32M
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
377+ 9.46% |
$65.5K - $74.6K
|
4.36K
$966K
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
50+ 1.92% |
$8.68K - $9.89K
|
2.65K
$587K
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
95+ 4.4% |
$16.5K - $18.8K
|
2.26K
$499K
|
|
Jul 11, 2024
Q2 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-363- 4.9% |
$63K - $71.8K
|
7.04K
$1.56M
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
139+ 0.98% |
$24.1K - $27.5K
|
14.3K
$3.17M
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
4+ 0.14% |
$695 - $791
|
2.8K
$621K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-286- 1.58% |
$49.7K - $56.6K
|
17.8K
$3.94M
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-340- 2.02% |
$59K - $67.3K
|
16.5K
$3.65M
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
554+ 4.74% |
$96.2K - $110K
|
12.2K
$2.71M
|
|
Jul 03, 2024
Q2 2024
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
131+ 8.35% |
$22.8K - $25.9K
|
1.7K
$376K
|