Purchases and Sales Made in Q2 2023 in Amazon Com Inc (AMZN)
This table provides information about the institutional ownership of Amazon Com Inc (AMZN) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
30+ 0.05% |
$2.93K - $3.91K
|
58.7K
$13M
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
28+ 1.19% |
$2.74K - $3.65K
|
2.39K
$529K
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
27+ 0.76% |
$2.64K - $3.52K
|
3.57K
$791K
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
27+ 0.18% |
$2.64K - $3.52K
|
14.9K
$3.3M
|
|
Jul 18, 2023
Q2 2023
|
Whelan Financial
|
BUY
|
- |
26+ 0.61% |
$2.54K - $3.39K
|
4.28K
$947K
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
26+ 0.44% |
$2.54K - $3.39K
|
5.94K
$1.32M
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
25+ 0.21% |
$2.45K - $3.26K
|
12K
$2.67M
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
25+ 0.15% |
$2.45K - $3.26K
|
17.3K
$3.82M
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
24+ 0.04% |
$2.35K - $3.13K
|
56.9K
$12.6M
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
24+ 0.19% |
$2.35K - $3.13K
|
12.5K
$2.78M
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
24+ 0.21% |
$2.35K - $3.13K
|
11.5K
$2.54M
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
23+ 0.64% |
$2.25K - $3K
|
3.64K
$806K
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
22+ 0.77% |
$2.15K - $2.87K
|
2.86K
$634K
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
22+ 0.05% |
$2.15K - $2.87K
|
43.6K
$9.67M
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
21+ 0.41% |
$2.05K - $2.74K
|
5.13K
$1.14M
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
20+ 0.57% |
$1.96K - $2.61K
|
3.52K
$779K
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
20+ 0.42% |
$1.96K - $2.61K
|
4.8K
$1.06M
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
20+ 0.09% |
$1.96K - $2.61K
|
22.5K
$4.98M
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
20+ 0.66% |
$1.96K - $2.61K
|
3.06K
$678K
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
20+ 0.29% |
$1.96K - $2.61K
|
6.87K
$1.52M
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
20+ 0.12% |
$1.96K - $2.61K
|
16.9K
$3.73M
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
20+ 0.53% |
$1.96K - $2.61K
|
3.8K
$842K
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
19+ 0.38% |
$1.86K - $2.48K
|
4.99K
$1.1M
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18+ 0.09% |
$1.76K - $2.35K
|
19.1K
$4.23M
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
18+ 0.03% |
$1.76K - $2.35K
|
70.4K
$15.6M
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
BUY
|
- |
18+ 0.09% |
$1.76K - $2.35K
|
20.4K
$4.51M
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 0.44% |
$1.76K - $2.35K
|
4.15K
$920K
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
17+ 0.03% |
$1.66K - $2.22K
|
50.3K
$11.1M
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
16+ 0.52% |
$1.57K - $2.09K
|
3.07K
$679K
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16+ 0.03% |
$1.57K - $2.09K
|
58.4K
$12.9M
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.13% |
$1.57K - $2.09K
|
12.7K
$2.81M
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
15+ 0.53% |
$1.47K - $1.96K
|
2.86K
$634K
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15+ 0.21% |
$1.47K - $1.96K
|
7.33K
$1.62M
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
15+ 0.18% |
$1.47K - $1.96K
|
8.19K
$1.81M
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
15+ 0.19% |
$1.47K - $1.96K
|
8K
$1.77M
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
15+ 0.49% |
$1.47K - $1.96K
|
3.09K
$684K
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
14+ 0.57% |
$1.37K - $1.83K
|
2.49K
$551K
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
14+ 0.91% |
$1.37K - $1.83K
|
1.55K
$344K
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
14+ 0.11% |
$1.37K - $1.83K
|
13.3K
$2.95M
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
13+ 0.63% |
$1.27K - $1.69K
|
2.06K
$457K
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
13+ 0.37% |
$1.27K - $1.69K
|
3.53K
$783K
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
13+ 0.02% |
$1.27K - $1.69K
|
53.3K
$11.8M
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
13+ 0.15% |
$1.27K - $1.69K
|
8.88K
$1.97M
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
12+ 0.06% |
$1.17K - $1.56K
|
20.7K
$4.59M
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
12+ 0.03% |
$1.17K - $1.56K
|
39.1K
$8.66M
|
|
Apr 10, 2025
Q2 2023
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
11+ 0.12% |
$1.08K - $1.43K
|
9.16K
$2.03M
|
|
Jul 20, 2023
Q2 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
10+ 0.41% |
$978 - $1.3K
|
2.46K
$544K
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
10+ 0.11% |
$978 - $1.3K
|
9.46K
$2.09M
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7+ 0.11% |
$685 - $913
|
6.32K
$1.4M
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
7+ 0.02% |
$685 - $913
|
32.1K
$7.12M
|