Purchases and Sales Made in Q1 2023 in Amazon Com Inc (AMZN)
This table provides information about the institutional ownership of Amazon Com Inc (AMZN) during Q1 2023. The information is specifically focused on institutions that hold shares of AMAZON COM INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
40+ 0.15% |
$3.32K - $4.52K
|
27.4K
$5.75M
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
BUY
|
- |
35+ 1.41% |
$2.91K - $3.95K
|
2.51K
$528K
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
35+ 0.16% |
$2.91K - $3.95K
|
21.8K
$4.58M
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
35+ 0.5% |
$2.91K - $3.95K
|
7.08K
$1.49M
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
35New |
$2.91K - $3.95K
|
35
$7.35K
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
34+ 0.22% |
$2.83K - $3.84K
|
15.2K
$3.2M
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
34+ 0.38% |
$2.83K - $3.84K
|
8.91K
$1.87M
|
|
May 15, 2023
Q1 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
32+ 0.11% |
$2.66K - $3.61K
|
29.8K
$6.26M
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
31+ 2.15% |
$2.58K - $3.5K
|
1.48K
$310K
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
31+ 0.18% |
$2.58K - $3.5K
|
17.2K
$3.62M
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
31+ 0.9% |
$2.58K - $3.5K
|
3.48K
$731K
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
30+ 0.1% |
$2.49K - $3.39K
|
29.3K
$6.15M
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
30+ 0.29% |
$2.49K - $3.39K
|
10.2K
$2.15M
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
30+ 0.84% |
$2.49K - $3.39K
|
3.62K
$759K
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
27+ 0.26% |
$2.24K - $3.05K
|
10.3K
$2.16M
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
27+ 1.11% |
$2.24K - $3.05K
|
2.47K
$518K
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
24+ 0.07% |
$1.99K - $2.71K
|
36.6K
$7.69M
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
24+ 0.01% |
$1.99K - $2.71K
|
189K
$39.7M
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
22+ 0.39% |
$1.83K - $2.48K
|
5.64K
$1.19M
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
21+ 0.68% |
$1.75K - $2.37K
|
3.1K
$652K
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
20+ 0.22% |
$1.66K - $2.26K
|
9.25K
$1.94M
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
20+ 0.45% |
$1.66K - $2.26K
|
4.48K
$941K
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
20+ 25.0% |
$1.66K - $2.26K
|
100
$21K
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
20+ 0.53% |
$1.66K - $2.26K
|
3.78K
$795K
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
20+ 0.08% |
$1.66K - $2.26K
|
24.5K
$5.15M
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
20+ 0.09% |
$1.66K - $2.26K
|
22K
$4.62M
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
19+ 0.14% |
$1.58K - $2.15K
|
13.3K
$2.8M
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
19+ 0.64% |
$1.58K - $2.15K
|
3.01K
$632K
|
|
Aug 14, 2023
Q1 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
18+ 0.05% |
$1.5K - $2.03K
|
39.3K
$8.26M
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
16+ 0.53% |
$1.33K - $1.81K
|
3.01K
$632K
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
16+ 0.19% |
$1.33K - $1.81K
|
8.3K
$1.74M
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16+ 0.05% |
$1.33K - $1.81K
|
32.7K
$6.88M
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
14+ 0.29% |
$1.16K - $1.58K
|
4.8K
$1.01M
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
13+ 0.29% |
$1.08K - $1.47K
|
4.46K
$937K
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
12+ 40.0% |
$997 - $1.35K
|
42
$8.82K
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
12+ 0.15% |
$997 - $1.35K
|
8.04K
$1.69M
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
12+ 0.34% |
$997 - $1.35K
|
3.49K
$733K
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
11+ 0.32% |
$914 - $1.24K
|
3.48K
$730K
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
10+ 0.03% |
$831 - $1.13K
|
33.1K
$6.95M
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.23% |
$831 - $1.13K
|
4.43K
$931K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10+ 6.37% |
$831 - $1.13K
|
167
$35.1K
|
|
May 05, 2023
Q1 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
9+ 0.08% |
$748 - $1.02K
|
10.9K
$2.29M
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
8+ 0.1% |
$665 - $903
|
8.12K
$1.7M
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
8+ 0.09% |
$665 - $903
|
8.61K
$1.81M
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
8+ 0.03% |
$665 - $903
|
28.5K
$5.99M
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7+ 0.04% |
$582 - $790
|
15.8K
$3.32M
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
7+ 0.04% |
$582 - $790
|
18.9K
$3.96M
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6+ 0.12% |
$499 - $677
|
5.11K
$1.07M
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
6+ 0.13% |
$499 - $677
|
4.78K
$1M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6+ 0.0% |
$499 - $677
|
136K
$28.5M
|