Purchases and Sales Made in Q4 2023 in Amazon Com Inc (AMZN)
This table provides information about the institutional ownership of Amazon Com Inc (AMZN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
11.3KNew |
$1.35M - $1.73M
|
11.3K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
11.2KNew |
$1.34M - $1.73M
|
11.2K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.2K+ 3.71% |
$1.34M - $1.73M
|
314K
$65M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
11.2K+ 363.55% |
$1.34M - $1.73M
|
14.3K
$2.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
11.2K+ 3.6% |
$1.34M - $1.72M
|
322K
$66.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
11.1K+ 6.45% |
$1.33M - $1.71M
|
183K
$38M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11K+ 7.0% |
$1.32M - $1.7M
|
168K
$34.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11K+ 27.21% |
$1.31M - $1.69M
|
51.3K
$10.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
10.9K+ 16.18% |
$1.31M - $1.68M
|
78.5K
$16.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10.9KNew |
$1.31M - $1.68M
|
10.9K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
10.9KNew |
$1.3M - $1.67M
|
10.9K
$2.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
10.8K+ 35.44% |
$1.3M - $1.67M
|
41.4K
$8.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.8K+ 3.46% |
$1.29M - $1.66M
|
323K
$66.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
10.7K+ 1.98% |
$1.28M - $1.65M
|
553K
$115M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.7K+ 6.02% |
$1.28M - $1.65M
|
189K
$39.1M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
10.6K+ 71.88% |
$1.27M - $1.64M
|
25.4K
$5.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10.6K+ 2161.1% |
$1.27M - $1.63M
|
11.1K
$2.3M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
10.6KNew |
$1.27M - $1.63M
|
10.6K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.6K+ 5.06% |
$1.27M - $1.63M
|
220K
$45.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
10.6KNew |
$1.26M - $1.63M
|
10.6K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.5K+ 8.97% |
$1.26M - $1.62M
|
128K
$26.5M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
10.5KNew |
$1.25M - $1.62M
|
10.5K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
10.5KNew |
$1.25M - $1.61M
|
10.5K
$2.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
10.4K+ 3.84% |
$1.24M - $1.6M
|
281K
$58.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10.4K+ 40.58% |
$1.24M - $1.6M
|
35.9K
$7.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
10.3K+ 24.56% |
$1.24M - $1.59M
|
52.4K
$10.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
10.3K+ 39.27% |
$1.23M - $1.59M
|
36.6K
$7.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
10.3K+ 245.16% |
$1.23M - $1.59M
|
14.5K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
10.3KNew |
$1.23M - $1.58M
|
10.3K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
10.3KNew |
$1.23M - $1.58M
|
10.3K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
10.2K+ 17.11% |
$1.22M - $1.57M
|
69.9K
$14.5M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
10.2K+ 340.09% |
$1.21M - $1.56M
|
13.1K
$2.72M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
10.1KNew |
$1.2M - $1.55M
|
10.1K
$2.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10K+ 6.43% |
$1.2M - $1.55M
|
166K
$34.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9.92KNew |
$1.19M - $1.53M
|
9.92K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
9.91KNew |
$1.19M - $1.53M
|
9.91K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
BUY
|
- |
9.9K+ 1.23% |
$1.18M - $1.53M
|
812K
$168M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.88K+ 27.99% |
$1.18M - $1.52M
|
45.2K
$9.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
9.86K+ 14.25% |
$1.18M - $1.52M
|
79K
$16.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
9.84KNew |
$1.18M - $1.52M
|
9.84K
$2.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
9.8K+ 119.03% |
$1.17M - $1.51M
|
18K
$3.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
9.79KNew |
$1.17M - $1.51M
|
9.79K
$2.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
9.73KNew |
$1.16M - $1.5M
|
9.73K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Point Break Capital Management, LLC
Miami, FL |
BUY
|
- |
9.72KNew |
$1.16M - $1.5M
|
9.72K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
9.69KNew |
$1.16M - $1.49M
|
9.69K
$2.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.67K+ 19.06% |
$1.16M - $1.49M
|
60.4K
$12.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
9.65KNew |
$1.15M - $1.49M
|
9.65K
$2M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
9.59K+ 11.58% |
$1.15M - $1.48M
|
92.3K
$19.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
9.58K+ 22.26% |
$1.15M - $1.48M
|
52.6K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
9.52KNew |
$1.14M - $1.47M
|
9.52K
$1.97M
|