Purchases and Sales Made in Q3 2023 in Amazon Com Inc (AMZN)
This table provides information about the institutional ownership of Amazon Com Inc (AMZN) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
27+ 0.1% |
$3.4K - $3.91K
|
27.5K
$6.14M
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
26+ 0.36% |
$3.28K - $3.77K
|
7.18K
$1.6M
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
26+ 1.05% |
$3.28K - $3.77K
|
2.51K
$560K
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
25+ 0.31% |
$3.15K - $3.62K
|
8.21K
$1.83M
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
25+ 0.27% |
$3.15K - $3.62K
|
9.44K
$2.11M
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
25+ 0.06% |
$3.15K - $3.62K
|
41.3K
$9.23M
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
25+ 1.21% |
$3.15K - $3.62K
|
2.1K
$468K
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
24+ 0.12% |
$3.02K - $3.48K
|
20.2K
$4.52M
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.24% |
$2.9K - $3.33K
|
9.48K
$2.12M
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
23+ 1.34% |
$2.9K - $3.33K
|
1.74K
$388K
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
22+ 0.2% |
$2.77K - $3.19K
|
10.9K
$2.43M
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
22+ 0.04% |
$2.77K - $3.19K
|
49K
$11M
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
22+ 0.3% |
$2.77K - $3.19K
|
7.44K
$1.66M
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
21+ 0.23% |
$2.65K - $3.04K
|
9.01K
$2.01M
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
21+ 0.05% |
$2.65K - $3.04K
|
40.7K
$9.1M
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
20+ 0.24% |
$2.52K - $2.9K
|
8.25K
$1.84M
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
20+ 0.24% |
$2.52K - $2.9K
|
8.48K
$1.89M
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
20+ 0.45% |
$2.52K - $2.9K
|
4.45K
$994K
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
20+ 0.25% |
$2.52K - $2.9K
|
7.96K
$1.78M
|
|
Nov 14, 2023
Q3 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
20+ 0.77% |
$2.52K - $2.9K
|
2.61K
$583K
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
19+ 0.41% |
$2.39K - $2.75K
|
4.69K
$1.05M
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
19+ 0.21% |
$2.39K - $2.75K
|
9.04K
$2.02M
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
19+ 0.24% |
$2.39K - $2.75K
|
7.79K
$1.74M
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
19+ 0.54% |
$2.39K - $2.75K
|
3.53K
$788K
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
19+ 0.11% |
$2.39K - $2.75K
|
17.6K
$3.94M
|
|
Oct 31, 2023
Q3 2023
|
Private Harbour Investment Management & Counsel, LLC
|
BUY
|
- |
19+ 0.11% |
$2.39K - $2.75K
|
17.6K
$3.92M
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
19+ 0.11% |
$2.39K - $2.75K
|
17.1K
$3.82M
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
19+ 0.41% |
$2.39K - $2.75K
|
4.64K
$1.04M
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
17+ 0.06% |
$2.14K - $2.46K
|
27.3K
$6.1M
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.05% |
$2.14K - $2.46K
|
31.7K
$7.07M
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
16+ 0.09% |
$2.02K - $2.32K
|
18.5K
$4.12M
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
16+ 0.86% |
$2.02K - $2.32K
|
1.87K
$418K
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
15+ 0.14% |
$1.89K - $2.17K
|
11K
$2.46M
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15+ 0.81% |
$1.89K - $2.17K
|
1.86K
$415K
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
14+ 0.7% |
$1.76K - $2.03K
|
2.03K
$453K
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.29% |
$1.64K - $1.88K
|
4.55K
$1.02M
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13+ 1.43% |
$1.64K - $1.88K
|
922
$206K
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
13+ 0.39% |
$1.64K - $1.88K
|
3.35K
$748K
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
13+ 0.3% |
$1.64K - $1.88K
|
4.4K
$982K
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
12+ 0.08% |
$1.51K - $1.74K
|
14.2K
$3.18M
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
11+ 0.25% |
$1.39K - $1.59K
|
4.4K
$983K
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
10+ 0.04% |
$1.26K - $1.45K
|
23.5K
$5.24M
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10+ 2.06% |
$1.26K - $1.45K
|
495
$111K
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9+ 0.49% |
$1.13K - $1.3K
|
1.85K
$413K
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
9+ 0.18% |
$1.13K - $1.3K
|
5.02K
$1.12M
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9+ 0.01% |
$1.13K - $1.3K
|
168K
$37.5M
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9+ 0.22% |
$1.13K - $1.3K
|
4.16K
$930K
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
BUY
|
- |
9+ 0.34% |
$1.13K - $1.3K
|
2.67K
$595K
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
7+ 0.03% |
$882 - $1.01K
|
25.9K
$5.78M
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
7+ 0.38% |
$882 - $1.01K
|
1.83K
$409K
|