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 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
3.78K+ 7.23% |
$452K - $582K
|
56K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
3.75KNew |
$449K - $578K
|
3.75K
$777K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.75KNew |
$448K - $578K
|
3.75K
$777K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.74K+ 145.47% |
$447K - $576K
|
6.31K
$1.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
3.71K+ 6.68% |
$444K - $572K
|
59.3K
$12.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.7K+ 6.04% |
$442K - $570K
|
64.9K
$13.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.67K+ 1.88% |
$439K - $566K
|
199K
$41.2M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.66KNew |
$438K - $565K
|
3.66K
$759K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.65K+ 21.25% |
$436K - $562K
|
20.8K
$4.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.65K+ 8.04% |
$436K - $562K
|
49K
$10.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.64KNew |
$435K - $561K
|
3.64K
$754K
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
BUY
|
- |
3.63K+ 3.68% |
$434K - $560K
|
102K
$21.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.63K+ 20.08% |
$434K - $559K
|
21.7K
$4.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.61K+ 0.64% |
$432K - $557K
|
571K
$118M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.61K+ 9.31% |
$431K - $556K
|
42.4K
$8.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
3.6K+ 25.42% |
$430K - $555K
|
17.8K
$3.68M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
3.59KNew |
$430K - $554K
|
3.59K
$744K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.59K+ 3.58% |
$429K - $553K
|
104K
$21.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.58K+ 9.11% |
$428K - $551K
|
42.8K
$8.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
3.58KNew |
$427K - $551K
|
3.58K
$740K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.57K+ 11.37% |
$427K - $550K
|
35K
$7.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.56K+ 0.31% |
$426K - $549K
|
1.15M
$237M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.56K+ 2.37% |
$426K - $549K
|
154K
$31.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
3.55K+ 2.67% |
$425K - $547K
|
136K
$28.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.55K+ 19.67% |
$425K - $547K
|
21.6K
$4.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.52K+ 1.8% |
$421K - $542K
|
199K
$41.3M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.48K+ 22.98% |
$416K - $536K
|
18.6K
$3.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
3.48K+ 1.62% |
$416K - $536K
|
218K
$45.2M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.47K+ 62.53% |
$415K - $534K
|
9.02K
$1.87M
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
3.47KNew |
$414K - $534K
|
3.47K
$718K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
3.46K+ 4.93% |
$413K - $532K
|
73.5K
$15.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.43KNew |
$410K - $529K
|
3.43K
$711K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.43KNew |
$410K - $528K
|
3.43K
$710K
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
3.42K+ 3.12% |
$409K - $527K
|
113K
$23.4M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3.42K+ 3.9% |
$408K - $526K
|
91.1K
$18.9M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.41K+ 7.96% |
$408K - $526K
|
46.3K
$9.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.41K+ 1.76% |
$408K - $526K
|
197K
$40.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
3.4K+ 21.38% |
$407K - $524K
|
19.3K
$4M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
3.4KNew |
$407K - $524K
|
3.4K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.39K+ 11.42% |
$405K - $522K
|
33.1K
$6.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.39K+ 1.04% |
$405K - $522K
|
330K
$68.4M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.38KNew |
$404K - $521K
|
3.38K
$700K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.38K+ 29.12% |
$404K - $520K
|
15K
$3.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.35K+ 20.73% |
$401K - $517K
|
19.5K
$4.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.35K+ 3.38% |
$401K - $516K
|
102K
$21.2M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.35KNew |
$400K - $516K
|
3.35K
$693K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.34K+ 7.37% |
$400K - $515K
|
48.7K
$10.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.33K+ 1.94% |
$398K - $513K
|
175K
$36.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
3.33K+ 2.83% |
$398K - $513K
|
121K
$25M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.31K+ 2.33% |
$396K - $510K
|
145K
$30.1M
|