Purchases and Sales Made in Q1 2023 in Amazon Com Inc (AMZN)
This table provides information about the institutional ownership of Amazon Com Inc (AMZN) during Q1 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 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-909- 1.26% |
$75.6K - $103K
|
71K
$14.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-912- 19.1% |
$75.8K - $103K
|
3.86K
$778K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-920- 24.53% |
$76.5K - $104K
|
2.83K
$570K
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-928- 6.05% |
$77.1K - $105K
|
14.4K
$2.9M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-930- 0.55% |
$77.3K - $105K
|
169K
$34M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-930- 22.84% |
$77.3K - $105K
|
3.14K
$633K
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-940- 26.7% |
$78.1K - $106K
|
2.58K
$520K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-941- 0.75% |
$78.2K - $106K
|
125K
$25.2M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-945- 1.79% |
$78.5K - $107K
|
51.8K
$10.4M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-955- 1.64% |
$79.4K - $108K
|
57.1K
$11.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Saybrook Capital
|
SELL
|
- |
-960- 3.68% |
$79.8K - $108K
|
25.2K
$5.07M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-973- 6.36% |
$80.9K - $110K
|
14.3K
$2.88M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-973- 20.9% |
$80.9K - $110K
|
3.68K
$742K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-975- 15.39% |
$81K - $110K
|
5.36K
$1.08M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-978- 16.16% |
$81.3K - $110K
|
5.07K
$1.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-980- 17.31% |
$81.5K - $111K
|
4.68K
$943K
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-980- 24.87% |
$81.5K - $111K
|
2.96K
$596K
|
|
|
May 12, 2023
Q1 2023
|
Martin Currie LTD
Edinburgh, X0 |
SELL
|
- |
-980- 0.69% |
$81.5K - $111K
|
141K
$28.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-990- 5.5% |
$82.3K - $112K
|
17K
$3.43M
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-991- 57.92% |
$82.4K - $112K
|
720
$145K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-993- 1.16% |
$82.5K - $112K
|
85K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-993- 7.27% |
$82.5K - $112K
|
12.7K
$2.55M
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 5.28% |
$83.1K - $113K
|
17.9K
$3.61M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1K- 28.24% |
$83.1K - $113K
|
2.54K
$512K
|
|
|
May 10, 2023
Q1 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-1K- 7.04% |
$83.1K - $113K
|
13.2K
$2.66M
|
|
|
May 02, 2023
Q1 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-1.01K- 3.08% |
$83.5K - $113K
|
31.6K
$6.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.01K- 3.13% |
$83.7K - $114K
|
31.2K
$6.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.01K- 6.17% |
$84K - $114K
|
15.4K
$3.1M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.01K- 26.95% |
$84K - $114K
|
2.74K
$551K
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.01K- 3.91% |
$84.3K - $114K
|
24.9K
$5.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.02K- 3.8% |
$84.4K - $115K
|
25.7K
$5.18M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.02K- 29.31% |
$84.8K - $115K
|
2.46K
$496K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.02K- 27.0% |
$84.8K - $115K
|
2.76K
$556K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.03K- 8.62% |
$85.4K - $116K
|
10.9K
$2.2M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.03K- 3.63% |
$85.6K - $116K
|
27.4K
$5.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.03K- 6.91% |
$85.9K - $117K
|
13.9K
$2.81M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-1.04K- 13.16% |
$86.4K - $117K
|
6.86K
$1.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.04K- 7.38% |
$86.6K - $118K
|
13.1K
$2.63M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.05K- 10.24% |
$86.9K - $118K
|
9.16K
$1.85M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.05K- 2.98% |
$87K - $118K
|
34K
$6.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.05K- 1.07% |
$87.6K - $119K
|
97.6K
$19.7M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1.05K- 8.24% |
$87.6K - $119K
|
11.7K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.06K- 1.43% |
$87.7K - $119K
|
72.5K
$14.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.06K- 5.41% |
$87.9K - $119K
|
18.5K
$3.73M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.06K- 11.12% |
$88.1K - $120K
|
8.48K
$1.71M
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.06K- 21.97% |
$88.4K - $120K
|
3.78K
$761K
|
|
|
Apr 20, 2023
Q1 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-1.07K- 2.24% |
$88.5K - $120K
|
46.5K
$9.37M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.08K- 9.16% |
$89.4K - $121K
|
10.7K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.08K- 5.65% |
$89.5K - $122K
|
18K
$3.62M
|
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-1.08K- 20.78% |
$89.7K - $122K
|
4.11K
$829K
|