Purchases and Sales Made in Q3 2023 in Amazon Com Inc (AMZN)
This table provides information about the institutional ownership of Amazon Com Inc (AMZN) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Worm Capital, LLC
Austin, TX |
BUY
|
- |
2.9K+ 4.44% |
$365K - $420K
|
68.3K
$14.1M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.9K+ 1.9% |
$365K - $419K
|
155K
$32.1M
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.85KNew |
$359K - $413K
|
2.85K
$591K
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.85K+ 31.72% |
$359K - $413K
|
11.8K
$2.45M
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
2.83K+ 3.63% |
$356K - $409K
|
80.6K
$16.7M
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.82K+ 5.04% |
$355K - $409K
|
58.8K
$12.2M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.81K+ 8.3% |
$354K - $407K
|
36.7K
$7.6M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.8K+ 4.24% |
$353K - $406K
|
68.8K
$14.2M
|
|
Oct 24, 2023
Q3 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
2.8K+ 60.56% |
$352K - $405K
|
7.42K
$1.54M
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
2.79K+ 2.71% |
$351K - $404K
|
106K
$21.9M
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.77K+ 9.63% |
$349K - $401K
|
31.5K
$6.53M
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
2.76K+ 21.53% |
$348K - $400K
|
15.6K
$3.23M
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
2.75K+ 4.15% |
$347K - $399K
|
69K
$14.3M
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.74K+ 0.79% |
$345K - $397K
|
349K
$72.2M
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.73K+ 17.98% |
$344K - $395K
|
17.9K
$3.71M
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
2.73K+ 56.56% |
$343K - $395K
|
7.55K
$1.56M
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.71K+ 75.24% |
$342K - $393K
|
6.32K
$1.31M
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.71K+ 7745.71% |
$342K - $393K
|
2.75K
$569K
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
2.68K+ 1.25% |
$338K - $388K
|
218K
$45.1M
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.67K+ 24.0% |
$336K - $386K
|
13.8K
$2.85M
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.67KNew |
$336K - $386K
|
2.67K
$553K
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.67K+ 7.9% |
$336K - $386K
|
36.4K
$7.54M
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.63K+ 12.35% |
$331K - $380K
|
23.9K
$4.95M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
2.63K+ 0.08% |
$331K - $380K
|
3.18M
$659M
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
BUY
|
- |
2.62K+ 1.78% |
$331K - $380K
|
150K
$31.1M
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
2.61K+ 13.71% |
$328K - $378K
|
21.6K
$4.48M
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
2.61KNew |
$328K - $377K
|
2.61K
$540K
|
|
Nov 13, 2023
Q3 2023
|
Forest Avenue Capital Management LP
Coconut Grove, FL |
BUY
|
- |
2.6K+ 5.7% |
$328K - $377K
|
48.2K
$9.98M
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.58K+ 146.73% |
$326K - $374K
|
4.35K
$900K
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
2.58K+ 1.38% |
$325K - $374K
|
190K
$39.3M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.58K+ 4.52% |
$324K - $373K
|
59.6K
$12.3M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.58K+ 0.51% |
$324K - $373K
|
503K
$104M
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
2.58K+ 20.41% |
$324K - $373K
|
15.2K
$3.15M
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.57K+ 26.41% |
$323K - $372K
|
12.3K
$2.54M
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
2.56K+ 25.34% |
$323K - $371K
|
12.7K
$2.62M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.55K+ 1.54% |
$321K - $369K
|
168K
$34.9M
|
|
Oct 10, 2023
Q3 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
2.53K+ 2.74% |
$318K - $366K
|
94.6K
$19.6M
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.52K+ 9.7% |
$317K - $365K
|
28.5K
$5.9M
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.51K+ 12.1% |
$317K - $364K
|
23.3K
$4.82M
|
|
Nov 13, 2023
Q3 2023
|
Gavilan Investment Partners LLC
Burlingame, CA |
BUY
|
- |
2.5K+ 1.12% |
$315K - $362K
|
227K
$46.9M
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.5K+ 84.52% |
$315K - $362K
|
5.46K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2.5K+ 10.42% |
$315K - $362K
|
26.5K
$5.49M
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
2.49K+ 13.95% |
$314K - $361K
|
20.3K
$4.21M
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.49K+ 22.4% |
$313K - $360K
|
13.6K
$2.81M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.48K+ 0.39% |
$312K - $359K
|
640K
$133M
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.43K+ 1.64% |
$306K - $351K
|
150K
$31.2M
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.43K+ 23.38% |
$306K - $351K
|
12.8K
$2.65M
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.42K+ 1.67% |
$304K - $350K
|
148K
$30.6M
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.4KNew |
$302K - $347K
|
2.4K
$497K
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
2.39K+ 24.47% |
$302K - $347K
|
12.2K
$2.52M
|