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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.43KNew |
$410K - $529K
|
3.43K
$753K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.43KNew |
$410K - $528K
|
3.43K
$752K
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
3.42K+ 3.12% |
$409K - $527K
|
113K
$24.8M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3.42K+ 3.9% |
$408K - $526K
|
91.1K
$20M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.41K+ 7.96% |
$408K - $526K
|
46.3K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.41K+ 1.76% |
$408K - $526K
|
197K
$43.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
3.4K+ 21.38% |
$407K - $524K
|
19.3K
$4.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
3.4KNew |
$407K - $524K
|
3.4K
$746K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.39K+ 11.42% |
$405K - $522K
|
33.1K
$7.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.39K+ 1.04% |
$405K - $522K
|
330K
$72.5M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.38KNew |
$404K - $521K
|
3.38K
$742K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.38K+ 29.12% |
$404K - $520K
|
15K
$3.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.35K+ 20.73% |
$401K - $517K
|
19.5K
$4.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.35K+ 3.38% |
$401K - $516K
|
102K
$22.5M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.35KNew |
$400K - $516K
|
3.35K
$734K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.34K+ 7.37% |
$400K - $515K
|
48.7K
$10.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.33K+ 1.94% |
$398K - $513K
|
175K
$38.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
3.33K+ 2.83% |
$398K - $513K
|
121K
$26.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.31K+ 2.33% |
$396K - $510K
|
145K
$31.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
3.31KNew |
$396K - $510K
|
3.31K
$726K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.31K+ 9.33% |
$395K - $510K
|
38.8K
$8.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.3K+ 93.46% |
$395K - $509K
|
6.83K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
BUY
|
- |
3.3K+ 6.42% |
$394K - $508K
|
54.6K
$12M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
3.29K+ 86.2% |
$394K - $507K
|
7.11K
$1.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
3.27K+ 0.84% |
$391K - $504K
|
393K
$86.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.26KNew |
$390K - $503K
|
3.26K
$716K
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.26K+ 135.82% |
$389K - $502K
|
5.66K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
3.25K+ 4.47% |
$389K - $501K
|
76K
$16.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
3.24K+ 6.83% |
$388K - $500K
|
50.7K
$11.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
3.24KNew |
$388K - $500K
|
3.24K
$711K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
3.24K+ 23.03% |
$387K - $499K
|
17.3K
$3.79M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.22KNew |
$385K - $496K
|
3.22K
$706K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.22K+ 5.52% |
$385K - $495K
|
61.5K
$13.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
3.2K+ 10.0% |
$383K - $493K
|
35.2K
$7.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3.19K+ 2.64% |
$381K - $491K
|
124K
$27.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.17K+ 26.59% |
$379K - $488K
|
15.1K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
3.17K+ 4.63% |
$379K - $488K
|
71.6K
$15.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
3.15KNew |
$376K - $485K
|
3.15K
$690K
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
3.15KNew |
$376K - $485K
|
3.15K
$690K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
3.15K+ 1.61% |
$376K - $485K
|
198K
$43.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.14K+ 183.52% |
$375K - $484K
|
4.85K
$1.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.13KNew |
$374K - $482K
|
3.13K
$686K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.13K+ 9.55% |
$374K - $482K
|
35.9K
$7.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.12K+ 5.41% |
$373K - $481K
|
60.8K
$13.3M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.12KNew |
$373K - $480K
|
3.12K
$684K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.11K+ 0.74% |
$372K - $480K
|
423K
$92.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.1K+ 34.89% |
$371K - $478K
|
12K
$2.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.1K+ 10.75% |
$370K - $477K
|
31.9K
$7M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.09KNew |
$370K - $476K
|
3.09K
$678K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.09KNew |
$369K - $476K
|
3.09K
$677K
|