Purchases and Sales Made in Q2 2023 in Amazon Com Inc (AMZN)
This table provides information about the institutional ownership of Amazon Com Inc (AMZN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
104+ 0.62% |
$10.2K - $13.6K
|
16.8K
$3.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
103+ 1.8% |
$10.1K - $13.4K
|
5.81K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
103+ 1.37% |
$10.1K - $13.4K
|
7.63K
$1.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
101+ 2.35% |
$9.88K - $13.2K
|
4.4K
$924K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
101+ 5.04% |
$9.88K - $13.2K
|
2.11K
$442K
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
100+ 0.44% |
$9.78K - $13K
|
23K
$4.83M
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
100+ 1.23% |
$9.78K - $13K
|
8.23K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
100+ 2.12% |
$9.78K - $13K
|
4.81K
$1.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
100+ 4.17% |
$9.78K - $13K
|
2.5K
$525K
|
|
|
Jul 20, 2023
Q2 2023
|
Coerente Capital Management
|
BUY
|
- |
100+ 0.08% |
$9.78K - $13K
|
126K
$26.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
100+ 2.28% |
$9.78K - $13K
|
4.48K
$941K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
100+ 0.88% |
$9.78K - $13K
|
11.5K
$2.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
100+ 7.09% |
$9.78K - $13K
|
1.51K
$317K
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
100+ 0.34% |
$9.78K - $13K
|
29.5K
$6.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
100+ 6.41% |
$9.78K - $13K
|
1.66K
$349K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
100+ 2.68% |
$9.78K - $13K
|
3.83K
$803K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
100+ 4.24% |
$9.78K - $13K
|
2.46K
$516K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
99+ 1.23% |
$9.69K - $12.9K
|
8.13K
$1.71M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
99+ 0.4% |
$9.69K - $12.9K
|
25K
$5.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
99+ 0.06% |
$9.69K - $12.9K
|
169K
$35.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
97+ 0.25% |
$9.49K - $12.6K
|
39.1K
$8.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
95+ 0.51% |
$9.29K - $12.4K
|
18.6K
$3.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
94+ 1.01% |
$9.2K - $12.3K
|
9.4K
$1.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
92+ 1.05% |
$9K - $12K
|
8.85K
$1.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
89+ 2.03% |
$8.71K - $11.6K
|
4.48K
$940K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
87+ 3.33% |
$8.51K - $11.3K
|
2.7K
$567K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
85+ 0.09% |
$8.32K - $11.1K
|
90.2K
$19M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
84+ 2.84% |
$8.22K - $11K
|
3.04K
$638K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
84+ 2.57% |
$8.22K - $11K
|
3.35K
$704K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
83+ 2.43% |
$8.12K - $10.8K
|
3.49K
$734K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
81+ 1.88% |
$7.92K - $10.6K
|
4.38K
$921K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
81+ 2.19% |
$7.92K - $10.6K
|
3.77K
$793K
|
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
80+ 1.08% |
$7.83K - $10.4K
|
7.52K
$1.58M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
80+ 0.99% |
$7.83K - $10.4K
|
8.2K
$1.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
80+ 1.23% |
$7.83K - $10.4K
|
6.6K
$1.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
80+ 1.45% |
$7.83K - $10.4K
|
5.6K
$1.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
80New |
$7.83K - $10.4K
|
80
$16.8K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
80+ 1.6% |
$7.83K - $10.4K
|
5.09K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
80+ 0.43% |
$7.83K - $10.4K
|
18.6K
$3.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
80+ 2.35% |
$7.83K - $10.4K
|
3.49K
$733K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
79+ 0.72% |
$7.73K - $10.3K
|
11.1K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
79+ 3.98% |
$7.73K - $10.3K
|
2.07K
$434K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
78+ 1.46% |
$7.63K - $10.2K
|
5.44K
$1.14M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
78+ 0.53% |
$7.63K - $10.2K
|
14.7K
$3.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
77+ 0.62% |
$7.53K - $10K
|
12.5K
$2.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
77+ 0.71% |
$7.53K - $10K
|
11K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
77+ 0.88% |
$7.53K - $10K
|
8.84K
$1.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
75+ 1.3% |
$7.34K - $9.78K
|
5.82K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
75+ 0.53% |
$7.34K - $9.78K
|
14.2K
$2.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
74+ 3.6% |
$7.24K - $9.65K
|
2.13K
$448K
|