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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
65+ 1.45% |
$7.77K - $10K
|
4.56K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
65+ 0.56% |
$7.77K - $10K
|
11.6K
$2.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
65+ 0.82% |
$7.77K - $10K
|
7.99K
$1.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
63+ 0.97% |
$7.53K - $9.71K
|
6.59K
$1.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
63+ 3.27% |
$7.53K - $9.71K
|
1.99K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
63+ 0.1% |
$7.53K - $9.71K
|
62.5K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
62+ 2.48% |
$7.41K - $9.55K
|
2.56K
$587K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
61+ 0.39% |
$7.29K - $9.4K
|
15.5K
$3.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
61+ 0.09% |
$7.29K - $9.4K
|
64.4K
$14.7M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
61+ 0.45% |
$7.29K - $9.4K
|
13.6K
$3.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
60+ 1.46% |
$7.17K - $9.24K
|
4.18K
$958K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
60+ 2.45% |
$7.17K - $9.24K
|
2.51K
$575K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
60+ 1.89% |
$7.17K - $9.24K
|
3.23K
$741K
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
60+ 0.15% |
$7.17K - $9.24K
|
40.6K
$9.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
60+ 1.33% |
$7.17K - $9.24K
|
4.59K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
60+ 0.08% |
$7.17K - $9.24K
|
70.8K
$16.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
59+ 1.37% |
$7.05K - $9.09K
|
4.37K
$1M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
58+ 0.79% |
$6.94K - $8.94K
|
7.38K
$1.69M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
58+ 0.41% |
$6.94K - $8.94K
|
14.2K
$3.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
57+ 0.34% |
$6.82K - $8.78K
|
16.6K
$3.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
57+ 1.3% |
$6.82K - $8.78K
|
4.45K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
57+ 1.74% |
$6.82K - $8.78K
|
3.33K
$762K
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
57+ 0.12% |
$6.82K - $8.78K
|
45.7K
$10.5M
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
56+ 1.73% |
$6.7K - $8.63K
|
3.29K
$754K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
55+ 0.63% |
$6.58K - $8.47K
|
8.81K
$2.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
55+ 0.23% |
$6.58K - $8.47K
|
23.6K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
55+ 1.68% |
$6.58K - $8.47K
|
3.33K
$763K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
54+ 0.48% |
$6.46K - $8.32K
|
11.3K
$2.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
53+ 0.53% |
$6.34K - $8.17K
|
10.1K
$2.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
53+ 0.14% |
$6.34K - $8.17K
|
38.9K
$8.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
53+ 0.04% |
$6.34K - $8.17K
|
118K
$27.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
52+ 0.22% |
$6.22K - $8.01K
|
23.2K
$5.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
52+ 0.46% |
$6.22K - $8.01K
|
11.3K
$2.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
51+ 0.2% |
$6.1K - $7.86K
|
25.1K
$5.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
50+ 0.91% |
$5.98K - $7.7K
|
5.53K
$1.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
50+ 0.17% |
$5.98K - $7.7K
|
28.7K
$6.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
50+ 2.73% |
$5.98K - $7.7K
|
1.88K
$431K
|
|
|
Feb 08, 2024
Q4 2023
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
50+ 1.3% |
$5.98K - $7.7K
|
3.91K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
50+ 0.23% |
$5.98K - $7.7K
|
22.2K
$5.09M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
50+ 1.12% |
$5.98K - $7.7K
|
4.5K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
49+ 0.63% |
$5.86K - $7.55K
|
7.79K
$1.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
48+ 0.56% |
$5.74K - $7.4K
|
8.61K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
48+ 0.45% |
$5.74K - $7.4K
|
10.7K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
48+ 1.45% |
$5.74K - $7.4K
|
3.35K
$767K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
47+ 0.52% |
$5.62K - $7.24K
|
9.17K
$2.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
47+ 0.2% |
$5.62K - $7.24K
|
24K
$5.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
47+ 0.37% |
$5.62K - $7.24K
|
12.7K
$2.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
47+ 0.01% |
$5.62K - $7.24K
|
613K
$141M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
47+ 0.53% |
$5.62K - $7.24K
|
8.95K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
46+ 1.56% |
$5.5K - $7.09K
|
3K
$686K
|