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
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
3.31KNew |
$396K - $510K
|
3.31K
$685K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.31K+ 9.33% |
$395K - $510K
|
38.8K
$8.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.3K+ 93.46% |
$395K - $509K
|
6.83K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
BUY
|
- |
3.3K+ 6.42% |
$394K - $508K
|
54.6K
$11.3M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
3.29K+ 86.2% |
$394K - $507K
|
7.11K
$1.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
3.27K+ 0.84% |
$391K - $504K
|
393K
$81.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.26KNew |
$390K - $503K
|
3.26K
$676K
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.26K+ 135.82% |
$389K - $502K
|
5.66K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
3.25K+ 4.47% |
$389K - $501K
|
76K
$15.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
3.24K+ 6.83% |
$388K - $500K
|
50.7K
$10.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
3.24KNew |
$388K - $500K
|
3.24K
$672K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
3.24K+ 23.03% |
$387K - $499K
|
17.3K
$3.58M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.22KNew |
$385K - $496K
|
3.22K
$666K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.22K+ 5.52% |
$385K - $495K
|
61.5K
$12.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
3.2K+ 10.0% |
$383K - $493K
|
35.2K
$7.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3.19K+ 2.64% |
$381K - $491K
|
124K
$25.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.17K+ 26.59% |
$379K - $488K
|
15.1K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
3.17K+ 4.63% |
$379K - $488K
|
71.6K
$14.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
3.15KNew |
$376K - $485K
|
3.15K
$652K
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
3.15KNew |
$376K - $485K
|
3.15K
$652K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
3.15K+ 1.61% |
$376K - $485K
|
198K
$41.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.14K+ 183.52% |
$375K - $484K
|
4.85K
$1M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.13KNew |
$374K - $482K
|
3.13K
$648K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.13K+ 9.55% |
$374K - $482K
|
35.9K
$7.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.12K+ 5.41% |
$373K - $481K
|
60.8K
$12.6M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.12KNew |
$373K - $480K
|
3.12K
$645K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.11K+ 0.74% |
$372K - $480K
|
423K
$87.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.1K+ 34.89% |
$371K - $478K
|
12K
$2.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.1K+ 10.75% |
$370K - $477K
|
31.9K
$6.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.09KNew |
$370K - $476K
|
3.09K
$640K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.09KNew |
$369K - $476K
|
3.09K
$639K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
3.07K+ 15.3% |
$367K - $472K
|
23.1K
$4.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
3.06K+ 2.87% |
$366K - $471K
|
110K
$22.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.06KNew |
$365K - $471K
|
3.06K
$633K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
3.05K+ 51.65% |
$365K - $470K
|
8.96K
$1.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.04K+ 1.77% |
$364K - $469K
|
174K
$36.1M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.03K+ 2.1% |
$362K - $467K
|
147K
$30.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
3.02K+ 45.66% |
$361K - $465K
|
9.62K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.01K+ 10.74% |
$360K - $464K
|
31K
$6.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3.01KNew |
$359K - $463K
|
3.01K
$623K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
3K+ 5.46% |
$359K - $463K
|
58K
$12M
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
3K+ 319.15% |
$359K - $462K
|
3.94K
$816K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3KNew |
$359K - $462K
|
3K
$621K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3KNew |
$358K - $461K
|
3K
$620K
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.99KNew |
$358K - $461K
|
2.99K
$620K
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
2.98KNew |
$357K - $459K
|
2.98K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.98KNew |
$356K - $459K
|
2.98K
$616K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.97K+ 4.36% |
$355K - $457K
|
71K
$14.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.96KNew |
$354K - $456K
|
2.96K
$613K
|
|
|
May 16, 2024
Q4 2023
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
2.96K+ 23.45% |
$354K - $456K
|
15.6K
$3.22M
|