Purchases and Sales Made in Q4 2021 in Amazon Com Inc (AMZN)
This table provides information about the institutional ownership of Amazon Com Inc (AMZN) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
86+ 1.19% |
$13.7K - $15.9K
|
7.3K
$1.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
86+ 3.02% |
$13.7K - $15.9K
|
2.93K
$607K
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
86New |
$13.7K - $15.9K
|
86
$17.8K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
85+ 0.47% |
$13.6K - $15.7K
|
18.2K
$3.77M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
85+ 12.96% |
$13.6K - $15.7K
|
741
$153K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
85New |
$13.6K - $15.7K
|
85
$17.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
85+ 1.42% |
$13.6K - $15.7K
|
6.09K
$1.26M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
85+ 10.02% |
$13.6K - $15.7K
|
933
$193K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
85+ 6.81% |
$13.6K - $15.7K
|
1.33K
$276K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
85+ 1.91% |
$13.6K - $15.7K
|
4.53K
$938K
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
84+ 12.44% |
$13.4K - $15.5K
|
759
$157K
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
84New |
$13.4K - $15.5K
|
84
$17.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
84+ 12.43% |
$13.4K - $15.5K
|
760
$157K
|
|
|
Jan 18, 2022
Q4 2021
|
Pendal Group LTD
|
BUY
|
- |
84+ 1.26% |
$13.4K - $15.5K
|
6.76K
$1.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
84+ 16.37% |
$13.4K - $15.5K
|
597
$124K
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
84+ 3.25% |
$13.4K - $15.5K
|
2.67K
$552K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
83+ 1.4% |
$13.2K - $15.3K
|
6.03K
$1.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Bahl & Gaynor Inc
|
BUY
|
- |
83+ 7.43% |
$13.2K - $15.3K
|
1.2K
$249K
|
|
|
Feb 01, 2022
Q4 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
83+ 2.77% |
$13.2K - $15.3K
|
3.08K
$637K
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
83New |
$13.2K - $15.3K
|
83
$17.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
83New |
$13.2K - $15.3K
|
83
$17.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
82+ 8.09% |
$13.1K - $15.2K
|
1.1K
$227K
|
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
82+ 16.11% |
$13.1K - $15.2K
|
591
$122K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
82+ 0.7% |
$13.1K - $15.2K
|
11.8K
$2.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
82New |
$13.1K - $15.2K
|
82
$17K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
81+ 2.61% |
$12.9K - $15K
|
3.18K
$659K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
81+ 11.39% |
$12.9K - $15K
|
792
$164K
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
81New |
$12.9K - $15K
|
81
$16.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
81+ 114.08% |
$12.9K - $15K
|
152
$31.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
81+ 1.31% |
$12.9K - $15K
|
6.29K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
81+ 12.94% |
$12.9K - $15K
|
707
$146K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
81+ 2.59% |
$12.9K - $15K
|
3.21K
$666K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
81+ 0.33% |
$12.9K - $15K
|
24.8K
$5.14M
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
80+ 9.08% |
$12.8K - $14.8K
|
961
$199K
|
|
|
Jan 24, 2022
Q4 2021
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
80+ 0.11% |
$12.8K - $14.8K
|
70.7K
$14.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
80+ 43.48% |
$12.8K - $14.8K
|
264
$54.7K
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
80New |
$12.8K - $14.8K
|
80
$16.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
80+ 1.38% |
$12.8K - $14.8K
|
5.9K
$1.22M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
80+ 5.11% |
$12.8K - $14.8K
|
1.65K
$341K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
80+ 2.16% |
$12.8K - $14.8K
|
3.78K
$782K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
80New |
$12.8K - $14.8K
|
80
$16.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
BUY
|
- |
79New |
$12.6K - $14.6K
|
79
$16.4K
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
79New |
$12.6K - $14.6K
|
79
$16.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
79+ 2.84% |
$12.6K - $14.6K
|
2.87K
$593K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
79+ 1.7% |
$12.6K - $14.6K
|
4.72K
$977K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
79+ 1.3% |
$12.6K - $14.6K
|
6.17K
$1.28M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
78+ 3.06% |
$12.4K - $14.4K
|
2.63K
$544K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
78New |
$12.4K - $14.4K
|
78
$16.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
78+ 2.04% |
$12.4K - $14.4K
|
3.9K
$808K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
78New |
$12.4K - $14.4K
|
78
$16.2K
|