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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
20+ 0.2% |
$2.39K - $3.08K
|
9.79K
$2.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
19+ 0.19% |
$2.27K - $2.93K
|
10.2K
$2.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
18+ 0.1% |
$2.15K - $2.77K
|
17.7K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
17+ 0.33% |
$2.03K - $2.62K
|
5.2K
$1.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
17+ 0.03% |
$2.03K - $2.62K
|
48.7K
$11M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
17+ 0.04% |
$2.03K - $2.62K
|
44.1K
$9.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
16+ 0.1% |
$1.91K - $2.47K
|
15.7K
$3.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
15+ 0.44% |
$1.79K - $2.31K
|
3.46K
$779K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
15+ 0.02% |
$1.79K - $2.31K
|
72K
$16.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
15+ 0.21% |
$1.79K - $2.31K
|
7.03K
$1.58M
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
14+ 0.56% |
$1.67K - $2.16K
|
2.52K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
14+ 0.81% |
$1.67K - $2.16K
|
1.75K
$394K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
13+ 0.1% |
$1.55K - $2K
|
13.5K
$3.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
13+ 0.03% |
$1.55K - $2K
|
47.8K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
13+ 0.06% |
$1.55K - $2K
|
21.2K
$4.77M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
13+ 0.03% |
$1.55K - $2K
|
47.8K
$10.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
12+ 0.17% |
$1.43K - $1.85K
|
7.07K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
12+ 0.08% |
$1.43K - $1.85K
|
16K
$3.6M
|
|
|
Aug 06, 2024
Q4 2023
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
12+ 0.69% |
$1.43K - $1.85K
|
1.74K
$392K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
11+ 0.23% |
$1.32K - $1.69K
|
4.82K
$1.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
11+ 0.23% |
$1.32K - $1.69K
|
4.84K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
10+ 0.06% |
$1.2K - $1.54K
|
17K
$3.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
10+ 0.15% |
$1.2K - $1.54K
|
6.58K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10+ 2.02% |
$1.2K - $1.54K
|
505
$114K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 0.14% |
$1.2K - $1.54K
|
7.22K
$1.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
9+ 0.44% |
$1.08K - $1.39K
|
2.04K
$458K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
9+ 0.28% |
$1.08K - $1.39K
|
3.24K
$730K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9+ 0.15% |
$1.08K - $1.39K
|
6K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
9+ 0.51% |
$1.08K - $1.39K
|
1.77K
$398K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
8+ 0.03% |
$957 - $1.23K
|
31.4K
$7.07M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
8+ 0.08% |
$957 - $1.23K
|
10.1K
$2.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$837 - $1.08K
|
18.1K
$4.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
6+ 0.38% |
$717 - $924
|
1.59K
$357K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
6+ 0.05% |
$717 - $924
|
11.7K
$2.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6+ 0.07% |
$717 - $924
|
9.13K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.04% |
$717 - $924
|
14.2K
$3.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$598 - $770
|
3.4K
$765K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5+ 0.21% |
$598 - $770
|
2.39K
$538K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
5+ 0.06% |
$598 - $770
|
8.45K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
5+ 0.12% |
$598 - $770
|
4.14K
$932K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
3+ 0.04% |
$359 - $462
|
7.1K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$359 - $462
|
3K
$675K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2+ 0.05% |
$239 - $308
|
4.28K
$963K
|
|
|
Jan 12, 2024
Q4 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2+ 0.01% |
$239 - $308
|
17.1K
$3.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2+ 0.04% |
$239 - $308
|
4.68K
$1.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1+ 0.05% |
$120 - $154
|
1.85K
$416K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.02% |
$120 - $154
|
4.43K
$996K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.03% |
$120 - $154
|
3.34K
$752K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1- -0.0% |
$120 - $154
|
225K
$50.8M
|