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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18+ 0.09% |
$1.76K - $2.35K
|
19.1K
$4.01M
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
18+ 0.03% |
$1.76K - $2.35K
|
70.4K
$14.8M
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
BUY
|
- |
18+ 0.09% |
$1.76K - $2.35K
|
20.4K
$4.28M
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 0.44% |
$1.76K - $2.35K
|
4.15K
$872K
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
17+ 0.03% |
$1.66K - $2.22K
|
50.3K
$10.6M
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
16+ 0.52% |
$1.57K - $2.09K
|
3.07K
$644K
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16+ 0.03% |
$1.57K - $2.09K
|
58.4K
$12.3M
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.13% |
$1.57K - $2.09K
|
12.7K
$2.66M
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
15+ 0.53% |
$1.47K - $1.96K
|
2.86K
$601K
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15+ 0.21% |
$1.47K - $1.96K
|
7.33K
$1.54M
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
15+ 0.18% |
$1.47K - $1.96K
|
8.19K
$1.72M
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
15+ 0.19% |
$1.47K - $1.96K
|
8K
$1.68M
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
15+ 0.49% |
$1.47K - $1.96K
|
3.09K
$649K
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
14+ 0.57% |
$1.37K - $1.83K
|
2.49K
$523K
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
14+ 0.91% |
$1.37K - $1.83K
|
1.55K
$326K
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
14+ 0.11% |
$1.37K - $1.83K
|
13.3K
$2.8M
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
13+ 0.63% |
$1.27K - $1.69K
|
2.06K
$434K
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
13+ 0.37% |
$1.27K - $1.69K
|
3.53K
$742K
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
13+ 0.02% |
$1.27K - $1.69K
|
53.3K
$11.2M
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
13+ 0.15% |
$1.27K - $1.69K
|
8.88K
$1.86M
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
12+ 0.06% |
$1.17K - $1.56K
|
20.7K
$4.36M
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
12+ 0.03% |
$1.17K - $1.56K
|
39.1K
$8.21M
|
|
Jul 20, 2023
Q2 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
10+ 0.41% |
$978 - $1.3K
|
2.46K
$516K
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
10+ 0.11% |
$978 - $1.3K
|
9.46K
$1.99M
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7+ 0.11% |
$685 - $913
|
6.32K
$1.33M
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
7+ 0.02% |
$685 - $913
|
32.1K
$6.75M
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
6+ 0.13% |
$587 - $782
|
4.68K
$983K
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
5+ 0.07% |
$489 - $652
|
7.15K
$1.5M
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
5+ 0.02% |
$489 - $652
|
23.5K
$4.93M
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$489 - $652
|
9.6K
$2.02M
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5+ 0.03% |
$489 - $652
|
19.9K
$4.19M
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
4+ 0.13% |
$391 - $521
|
3.02K
$633K
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
4+ 0.13% |
$391 - $521
|
3.18K
$669K
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4New |
$391 - $521
|
4
$840
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$293 - $391
|
2.99K
$629K
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$196 - $261
|
2.01K
$423K
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2+ 0.02% |
$196 - $261
|
9.02K
$1.89M
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.02% |
$196 - $261
|
11.7K
$2.46M
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$196 - $261
|
24.4K
$5.12M
|
|
Jul 24, 2023
Q2 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1+ 0.03% |
$97.8 - $130
|
2.92K
$614K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.06% |
$97.8 - $130
|
1.78K
$375K
|
|
Aug 02, 2023
Q2 2023
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$97.8 - $130
|
4.14K
$870K
|
|
Aug 08, 2023
Q2 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.0% |
$97.8 - $130
|
226K
$47.4M
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1+ 0.01% |
$97.8 - $130
|
17.2K
$3.61M
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1+ 0.01% |
$97.8 - $130
|
17.2K
$3.61M
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$97.8 - $130
|
9.74K
$2.05M
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1- 0.02% |
$97.8 - $130
|
5K
$1.05M
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1- 0.23% |
$97.8 - $130
|
439
$92.2K
|
|
Aug 14, 2023
Q2 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-1- -0.0% |
$97.8 - $130
|
62.6K
$13.1M
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 0.02% |
$97.8 - $130
|
4.04K
$849K
|