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 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-687- 6.85% |
$82.1K - $106K
|
9.34K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-687- 3.81% |
$82.1K - $106K
|
17.3K
$3.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-690- 3.15% |
$82.5K - $106K
|
21.2K
$4.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-696- 4.55% |
$83.2K - $107K
|
14.6K
$3.03M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-697- 17.21% |
$83.3K - $107K
|
3.35K
$695K
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-698- 5.31% |
$83.5K - $108K
|
12.4K
$2.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-699- 12.7% |
$83.6K - $108K
|
4.81K
$995K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-700- 12.82% |
$83.7K - $108K
|
4.76K
$986K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-706- 2.96% |
$84.4K - $109K
|
23.2K
$4.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-708- 0.54% |
$84.7K - $109K
|
131K
$27.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-712- 4.68% |
$85.1K - $110K
|
14.5K
$3M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-713- 1.59% |
$85.3K - $110K
|
44.3K
$9.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Rdst Capital LLC
Seattle, WA |
SELL
|
- |
-715- 1.46% |
$85.5K - $110K
|
48.3K
$10M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-716- 2.27% |
$85.6K - $110K
|
30.8K
$6.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-717- 9.71% |
$85.7K - $110K
|
6.67K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-723- 2.85% |
$86.4K - $111K
|
24.7K
$5.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
SELL
|
- |
-724- 8.32% |
$86.6K - $112K
|
7.98K
$1.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-725- 2.55% |
$86.7K - $112K
|
27.7K
$5.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-725- 12.56% |
$86.7K - $112K
|
5.05K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-727- 8.84% |
$86.9K - $112K
|
7.5K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-728- 2.11% |
$87K - $112K
|
33.8K
$7.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-730- 4.14% |
$87.3K - $112K
|
16.9K
$3.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-731- 5.75% |
$87.4K - $113K
|
12K
$2.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-732- 4.9% |
$87.5K - $113K
|
14.2K
$2.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-732- 2.02% |
$87.5K - $113K
|
35.5K
$7.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-732- 2.22% |
$87.5K - $113K
|
32.3K
$6.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-735- 0.9% |
$87.9K - $113K
|
80.8K
$16.7M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-736- 7.01% |
$88K - $113K
|
9.77K
$2.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-737- 7.66% |
$88.1K - $114K
|
8.88K
$1.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-738- 2.51% |
$88.2K - $114K
|
28.7K
$5.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-738- 0.57% |
$88.2K - $114K
|
129K
$26.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
SELL
|
- |
-743- 0.59% |
$88.8K - $114K
|
126K
$26.1M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-745- 2.95% |
$89.1K - $115K
|
24.5K
$5.08M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-745- 5.3% |
$89.1K - $115K
|
13.3K
$2.76M
|
|
|
Feb 12, 2024
Q4 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-750- 12.43% |
$89.7K - $116K
|
5.29K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-750- 3.15% |
$89.7K - $116K
|
23.1K
$4.78M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-750- 2.79% |
$89.7K - $116K
|
26.1K
$5.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-752- 28.19% |
$89.9K - $116K
|
1.92K
$397K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-753- 9.8% |
$90K - $116K
|
6.93K
$1.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-755- 0.59% |
$90.3K - $116K
|
127K
$26.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-761- 2.12% |
$91K - $117K
|
35.2K
$7.29M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-765- 22.03% |
$91.5K - $118K
|
2.71K
$561K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-771- 3.78% |
$92.2K - $119K
|
19.6K
$4.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-775- 7.35% |
$92.7K - $119K
|
9.78K
$2.02M
|
|
|
May 21, 2024
Q4 2023
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-780- 1.53% |
$93.3K - $120K
|
50.4K
$10.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-781- 1.23% |
$93.4K - $120K
|
62.5K
$12.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-781- 9.94% |
$93.4K - $120K
|
7.07K
$1.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-782- 0.69% |
$93.5K - $120K
|
112K
$23.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-784- 6.82% |
$93.7K - $121K
|
10.7K
$2.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-785- 1.87% |
$93.9K - $121K
|
41.1K
$8.51M
|