Latest Institutional Transactions on Amazon Com Inc (AMZN)
This table provides information on the latest institutional transactions involving Amazon Com Inc (AMZN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
256+ 2.63% |
$41.2K - $51.2K
|
9.99K
$2.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
59.1KNew |
$9.52M - $11.8M
|
59.1K
$13.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-66- 1.9% |
$10.6K - $13.2K
|
3.4K
$779K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-1.25K- 4.34% |
$201K - $249K
|
27.5K
$6.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Provident Trust CO
|
BUY
|
- |
1.35KNew |
$217K - $269K
|
1.35K
$308K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
194+ 5.46% |
$31.2K - $38.8K
|
3.75K
$859K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-20- 0.35% |
$3.22K - $4K
|
5.7K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
408+ 2.65% |
$65.7K - $81.6K
|
15.8K
$3.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-952- 4.67% |
$153K - $190K
|
19.4K
$4.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
27+ 0.32% |
$4.35K - $5.4K
|
8.4K
$1.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-5.8K- 20.08% |
$934K - $1.16M
|
23.1K
$5.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
683+ 1.89% |
$110K - $137K
|
36.8K
$8.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-628- 0.32% |
$101K - $126K
|
195K
$44.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
512+ 5.68% |
$82.4K - $102K
|
9.52K
$2.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-60- 0.3% |
$9.66K - $12K
|
19.9K
$4.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
154+ 10.33% |
$24.8K - $30.8K
|
1.65K
$377K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
527+ 0.78% |
$84.9K - $105K
|
68.4K
$15.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
CALL |
14KNew |
$2.25M - $2.8M
|
14K
$3.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-64.2K- 75.83% |
$10.3M - $12.8M
|
20.5K
$4.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
4.33K+ 5.0% |
$698K - $867K
|
91K
$20.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.23K+ 13.49% |
$198K - $246K
|
10.4K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.07K+ 24.76% |
$655K - $814K
|
20.5K
$4.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-383- 1.9% |
$61.7K - $76.6K
|
19.8K
$4.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.33K+ 20.27% |
$375K - $466K
|
13.8K
$3.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.49K- 41.11% |
$241K - $299K
|
2.14K
$490K
|
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
BUY
|
- |
438K+ 269.13% |
$70.6M - $87.7M
|
601K
$138M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
962+ 25.55% |
$155K - $192K
|
4.73K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.6K+ 4.85% |
$4.28M - $5.31M
|
575K
$132M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.02% |
$161 - $200
|
5.54K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
9+ 0.07% |
$1.45K - $1.8K
|
13.4K
$3.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-7.07K- 4.33% |
$1.14M - $1.41M
|
156K
$35.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
388+ 16.23% |
$62.5K - $77.6K
|
2.78K
$637K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-505- 5.89% |
$81.3K - $101K
|
8.07K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
706+ 11.46% |
$114K - $141K
|
6.87K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
100+ 1.94% |
$16.1K - $20K
|
5.26K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-20.6K- 20.52% |
$3.32M - $4.12M
|
79.9K
$18.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.31K+ 3.04% |
$211K - $262K
|
44.4K
$10.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
410+ 2.5% |
$66K - $82K
|
16.8K
$3.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-188- 11.12% |
$30.3K - $37.6K
|
1.5K
$344K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
175+ 1.13% |
$28.2K - $35K
|
15.7K
$3.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-7.44K- 5.38% |
$1.2M - $1.49M
|
131K
$29.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
527+ 3.15% |
$84.9K - $105K
|
17.3K
$3.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.08K- 1.06% |
$173K - $215K
|
101K
$23M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.76K+ 10.92% |
$284K - $353K
|
17.9K
$4.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.67K- 11.54% |
$268K - $333K
|
12.8K
$2.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
736+ 0.83% |
$119K - $147K
|
89.2K
$20.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
300+ 2.16% |
$48.3K - $60K
|
14.2K
$3.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
187+ 0.83% |
$30.1K - $37.4K
|
22.8K
$5.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1- 0.08% |
$161 - $200
|
1.29K
$294K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.81K+ 18.09% |
$613K - $761K
|
24.8K
$5.69M
|