Purchases and Sales Made in Q4 2023 in Amazon Com Inc (AMZN)
This table provides information about the institutional ownership of Amazon Com Inc (AMZN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
8.48K+ 26.68% |
$1.01M - $1.31M
|
40.3K
$7.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8.45K+ 13.16% |
$1.01M - $1.3M
|
72.6K
$14.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
8.44K+ 13.61% |
$1.01M - $1.3M
|
70.4K
$13.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.43K+ 8.33% |
$1.01M - $1.3M
|
110K
$21.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
8.42K+ 9.31% |
$1.01M - $1.3M
|
98.8K
$19.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
8.4KNew |
$1M - $1.29M
|
8.4K
$1.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
8.35K+ 115.52% |
$999K - $1.29M
|
15.6K
$3.07M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
8.35K+ 8.81% |
$999K - $1.29M
|
103K
$20.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
8.3KNew |
$992K - $1.28M
|
8.3K
$1.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
8.29K+ 10.34% |
$991K - $1.28M
|
88.4K
$17.4M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
8.28K+ 0.93% |
$990K - $1.28M
|
903K
$178M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
8.27KNew |
$989K - $1.27M
|
8.27K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
8.2K+ 32.85% |
$981K - $1.26M
|
33.2K
$6.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
8.13K+ 8.64% |
$972K - $1.25M
|
102K
$20.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
8.12KNew |
$971K - $1.25M
|
8.12K
$1.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.09K+ 3.41% |
$967K - $1.25M
|
245K
$48.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
8.03KNew |
$960K - $1.24M
|
8.03K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.02KNew |
$959K - $1.24M
|
8.02K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.98K+ 2.8% |
$954K - $1.23M
|
293K
$57.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.86K+ 319.25% |
$940K - $1.21M
|
10.3K
$2.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
7.84K+ 32.54% |
$937K - $1.21M
|
31.9K
$6.29M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
7.8KNew |
$933K - $1.2M
|
7.8K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
7.78K+ 4.28% |
$931K - $1.2M
|
189K
$37.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7.78KNew |
$931K - $1.2M
|
7.78K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
7.68K+ 12.88% |
$918K - $1.18M
|
67.3K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
7.62K+ 3.01% |
$911K - $1.17M
|
260K
$51.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
7.62KNew |
$911K - $1.17M
|
7.62K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
7.61K+ 7.54% |
$910K - $1.17M
|
109K
$21.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
7.6K+ 5.21% |
$909K - $1.17M
|
153K
$30.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
7.57KNew |
$905K - $1.17M
|
7.57K
$1.49M
|
|
|
Jan 11, 2024
Q4 2023
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
7.56KNew |
$904K - $1.16M
|
7.56K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
7.56KNew |
$904K - $1.16M
|
7.56K
$1.49M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
7.56KNew |
$903K - $1.16M
|
7.56K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
7.54KNew |
$902K - $1.16M
|
7.54K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
7.53K+ 32.17% |
$900K - $1.16M
|
30.9K
$6.09M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7.52KNew |
$899K - $1.16M
|
7.52K
$1.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
7.48K+ 47.36% |
$895K - $1.15M
|
23.3K
$4.59M
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
7.35KNew |
$879K - $1.13M
|
7.35K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.33K+ 1.53% |
$876K - $1.13M
|
488K
$96.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.32K+ 2.22% |
$875K - $1.13M
|
338K
$66.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
7.32K+ 5.87% |
$875K - $1.13M
|
132K
$26M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.31K+ 1.44% |
$874K - $1.13M
|
515K
$101M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.3K+ 31.95% |
$873K - $1.12M
|
30.1K
$5.94M
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
7.27KNew |
$869K - $1.12M
|
7.27K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
7.26K+ 3.96% |
$868K - $1.12M
|
191K
$37.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.26K+ 36.86% |
$868K - $1.12M
|
27K
$5.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
7.24K+ 159.35% |
$866K - $1.12M
|
11.8K
$2.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
7.22KNew |
$863K - $1.11M
|
7.22K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
7.22K+ 0.34% |
$863K - $1.11M
|
2.11M
$416M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
7.2K+ 5.56% |
$861K - $1.11M
|
137K
$26.9M
|