Purchases and Sales Made in Q1 2024 in Amazon Com Inc (AMZN)
This table provides information about the institutional ownership of Amazon Com Inc (AMZN) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
6.12K+ 23.49% |
$885K - $1.1M
|
32.2K
$7.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
6.06K+ 43.25% |
$876K - $1.09M
|
20.1K
$4.43M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
6.04K+ 49.78% |
$874K - $1.09M
|
18.2K
$4.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.03K+ 7.95% |
$871K - $1.09M
|
81.8K
$18M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
6.01KNew |
$869K - $1.08M
|
6.01K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
La Financiere De L'Echiquier
|
BUY
|
- |
6K+ 0.55% |
$868K - $1.08M
|
1.09M
$241M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
6K+ 34.89% |
$867K - $1.08M
|
23.2K
$5.11M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.99K+ 3.62% |
$866K - $1.08M
|
171K
$37.8M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
5.99K+ 6.2% |
$866K - $1.08M
|
103K
$22.6M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
5.99K+ 6.2% |
$866K - $1.08M
|
103K
$22.6M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
5.98K+ 39.54% |
$864K - $1.08M
|
21.1K
$4.65M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
5.98K+ 16.45% |
$864K - $1.08M
|
42.3K
$9.33M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.96K+ 18.09% |
$862K - $1.08M
|
38.9K
$8.58M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
5.96K+ 2.55% |
$861K - $1.07M
|
239K
$52.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.95K+ 10.31% |
$860K - $1.07M
|
63.7K
$14M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
5.88K+ 9.71% |
$850K - $1.06M
|
66.4K
$14.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
5.88KNew |
$849K - $1.06M
|
5.88K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
5.86K+ 9.76% |
$847K - $1.06M
|
65.9K
$14.5M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.86K+ 51.53% |
$847K - $1.06M
|
17.2K
$3.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.84K+ 14.8% |
$844K - $1.05M
|
45.3K
$9.98M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
5.83K+ 2.09% |
$843K - $1.05M
|
285K
$62.9M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.82K+ 1.98% |
$841K - $1.05M
|
299K
$65.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5.8K+ 25.03% |
$839K - $1.05M
|
29K
$6.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.77K+ 1.1% |
$834K - $1.04M
|
531K
$117M
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
BUY
|
- |
5.75K+ 10.52% |
$831K - $1.04M
|
60.4K
$13.3M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
5.73KNew |
$829K - $1.03M
|
5.73K
$1.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
5.69K+ 352.82% |
$823K - $1.03M
|
7.3K
$1.61M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
5.69K+ 8.38% |
$822K - $1.03M
|
73.6K
$16.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
5.67K+ 1.58% |
$819K - $1.02M
|
363K
$80.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.67K+ 29.48% |
$819K - $1.02M
|
24.9K
$5.49M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.66K+ 3.75% |
$818K - $1.02M
|
156K
$34.5M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5.66K+ 3.99% |
$818K - $1.02M
|
147K
$32.5M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
5.65K+ 18.69% |
$817K - $1.02M
|
35.9K
$7.91M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5.63K+ 25.1% |
$814K - $1.02M
|
28.1K
$6.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.61K+ 1.2% |
$811K - $1.01M
|
474K
$105M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
5.61KNew |
$811K - $1.01M
|
5.61K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
5.6K+ 55.89% |
$809K - $1.01M
|
15.6K
$3.44M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.57K+ 1.7% |
$805K - $1M
|
333K
$73.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
5.56K+ 0.78% |
$804K - $1M
|
715K
$158M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.55K+ 5.03% |
$803K - $1M
|
116K
$25.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
5.54K+ 8.81% |
$800K - $998K
|
68.4K
$15.1M
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
5.5KNew |
$795K - $992K
|
5.5K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.49K+ 34.59% |
$793K - $990K
|
21.4K
$4.71M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.46K+ 6.14% |
$789K - $985K
|
94.4K
$20.8M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.43K+ 2.89% |
$786K - $980K
|
194K
$42.7M
|
|
|
May 15, 2024
Q1 2024
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
5.43K+ 3.64% |
$785K - $980K
|
155K
$34.1M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
5.4K+ 75.0% |
$781K - $974K
|
12.6K
$2.78M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.38K+ 1.95% |
$777K - $970K
|
282K
$62.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.36K+ 5.14% |
$775K - $968K
|
110K
$24.2M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
5.36K+ 3.38% |
$775K - $966K
|
164K
$36.2M
|