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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
19+ 0.24% |
$2.39K - $2.75K
|
7.79K
$1.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
19+ 0.54% |
$2.39K - $2.75K
|
3.53K
$740K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
19+ 0.11% |
$2.39K - $2.75K
|
17.6K
$3.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Private Harbour Investment Management & Counsel, LLC
|
BUY
|
- |
19+ 0.11% |
$2.39K - $2.75K
|
17.6K
$3.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
19+ 0.11% |
$2.39K - $2.75K
|
17.1K
$3.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
19+ 0.41% |
$2.39K - $2.75K
|
4.64K
$975K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
17+ 0.06% |
$2.14K - $2.46K
|
27.3K
$5.74M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
16+ 0.09% |
$2.02K - $2.32K
|
18.5K
$3.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
16+ 0.86% |
$2.02K - $2.32K
|
1.87K
$393K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
15+ 0.14% |
$1.89K - $2.17K
|
11K
$2.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15+ 0.81% |
$1.89K - $2.17K
|
1.86K
$390K
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
14+ 0.7% |
$1.76K - $2.03K
|
2.03K
$426K
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.29% |
$1.64K - $1.88K
|
4.55K
$955K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13+ 1.43% |
$1.64K - $1.88K
|
922
$194K
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
13+ 0.39% |
$1.64K - $1.88K
|
3.35K
$703K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
13+ 0.3% |
$1.64K - $1.88K
|
4.4K
$924K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
12+ 0.08% |
$1.51K - $1.74K
|
14.2K
$2.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
11+ 0.25% |
$1.39K - $1.59K
|
4.4K
$924K
|
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
10+ 0.04% |
$1.26K - $1.45K
|
23.5K
$4.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10+ 2.06% |
$1.26K - $1.45K
|
495
$104K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9+ 0.49% |
$1.13K - $1.3K
|
1.85K
$388K
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
9+ 0.18% |
$1.13K - $1.3K
|
5.02K
$1.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9+ 0.01% |
$1.13K - $1.3K
|
168K
$35.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9+ 0.22% |
$1.13K - $1.3K
|
4.16K
$874K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
BUY
|
- |
9+ 0.34% |
$1.13K - $1.3K
|
2.67K
$560K
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
7+ 0.03% |
$882 - $1.01K
|
25.9K
$5.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
7+ 0.38% |
$882 - $1.01K
|
1.83K
$385K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
7+ 0.05% |
$882 - $1.01K
|
14.3K
$2.99M
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
6+ 0.28% |
$756 - $869
|
2.12K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6+ 0.05% |
$756 - $869
|
13.3K
$2.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
5+ 0.01% |
$630 - $724
|
36.2K
$7.59M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4+ 0.01% |
$504 - $579
|
33.4K
$7.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$504 - $579
|
25.7K
$5.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
BUY
|
- |
4+ 0.04% |
$504 - $579
|
11.2K
$2.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3+ 0.05% |
$378 - $435
|
6.03K
$1.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$378 - $435
|
4.87K
$1.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
3+ 7.14% |
$378 - $435
|
45
$9.45K
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$378 - $435
|
3K
$630K
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$378 - $435
|
3.77K
$791K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.04% |
$126 - $145
|
2.57K
$540K
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
1+ 0.02% |
$126 - $145
|
4K
$841K
|
|
|
Oct 16, 2023
Q3 2023
|
Prospect Hill Management, LLC
|
BUY
|
- |
1+ 0.0% |
$126 - $145
|
52.4K
$11M
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$126 - $145
|
5.65K
$1.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
1+ 0.02% |
$126 - $145
|
4.81K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$126 - $145
|
3.83K
$804K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.11% |
$126 - $145
|
932
$196K
|
|
|
Nov 13, 2023
Q3 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$126 - $145
|
16.3K
$3.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1+ 0.0% |
$126 - $145
|
26.9K
$5.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1- -0.0% |
$126 - $145
|
35.3K
$7.42M
|