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 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.66K+ 34.64% |
$318K - $410K
|
10.3K
$2.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.65KNew |
$317K - $408K
|
2.65K
$522K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.64K+ 2.58% |
$316K - $407K
|
105K
$20.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.63K+ 3.66% |
$315K - $406K
|
74.7K
$14.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.63K+ 2.54% |
$314K - $404K
|
106K
$20.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.62KNew |
$313K - $404K
|
2.62K
$516K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
2.61K+ 1.22% |
$312K - $402K
|
217K
$42.7M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
2.61K+ 3.59% |
$312K - $402K
|
75.2K
$14.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.6KNew |
$311K - $401K
|
2.6K
$513K
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.6K+ 4.0% |
$311K - $401K
|
67.6K
$13.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.59K+ 2.29% |
$310K - $400K
|
116K
$22.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.59K+ 8.58% |
$309K - $399K
|
32.7K
$6.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.58K+ 70.07% |
$308K - $397K
|
6.26K
$1.23M
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
2.57KNew |
$307K - $395K
|
2.57K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
2.56K+ 8.43% |
$306K - $395K
|
33K
$6.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
2.56K+ 29.82% |
$306K - $394K
|
11.1K
$2.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.56K+ 5.43% |
$306K - $394K
|
49.7K
$9.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.55K+ 120.11% |
$305K - $393K
|
4.67K
$921K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
2.53K+ 0.77% |
$303K - $390K
|
331K
$65.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.53K+ 0.59% |
$302K - $390K
|
430K
$84.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.53K+ 0.69% |
$302K - $389K
|
369K
$72.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
2.53K+ 4.22% |
$302K - $389K
|
62.4K
$12.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.53K+ 6.88% |
$302K - $389K
|
39.2K
$7.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.52K+ 9.3% |
$302K - $389K
|
29.7K
$5.85M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.52K+ 5.94% |
$301K - $387K
|
44.9K
$8.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.5K+ 30.59% |
$299K - $386K
|
10.7K
$2.11M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.5K+ 15.17% |
$299K - $386K
|
19K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
2.5K+ 3.85% |
$299K - $385K
|
67.5K
$13.3M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.5K+ 2.47% |
$299K - $385K
|
104K
$20.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.48K+ 7.94% |
$297K - $382K
|
33.7K
$6.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.48K+ 1.03% |
$297K - $382K
|
243K
$48M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.48K+ 10.88% |
$296K - $382K
|
25.3K
$4.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.46KNew |
$294K - $379K
|
2.46K
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.46K+ 34.04% |
$294K - $379K
|
9.68K
$1.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.46K+ 3.42% |
$294K - $379K
|
74.4K
$14.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.46KNew |
$294K - $378K
|
2.46K
$484K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.45K+ 6.35% |
$293K - $378K
|
41.1K
$8.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.45K+ 17.76% |
$293K - $377K
|
16.2K
$3.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.44K+ 12.97% |
$292K - $376K
|
21.3K
$4.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
2.44KNew |
$292K - $376K
|
2.44K
$481K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.43K+ 4.39% |
$290K - $374K
|
57.7K
$11.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
2.43K+ 6.22% |
$290K - $374K
|
41.4K
$8.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
2.42K+ 1.36% |
$290K - $373K
|
180K
$35.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
2.42KNew |
$289K - $373K
|
2.42K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.42K+ 10.54% |
$289K - $372K
|
25.3K
$5M
|
|
|
Feb 09, 2024
Q4 2023
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
2.4KNew |
$287K - $370K
|
2.4K
$473K
|
|
|
Jan 26, 2024
Q4 2023
|
Gruss & Co., LLC
|
BUY
|
- |
2.4K+ 114.29% |
$287K - $370K
|
4.5K
$887K
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
2.39KNew |
$286K - $368K
|
2.39K
$471K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.39K+ 1.76% |
$285K - $367K
|
138K
$27.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.38KNew |
$285K - $367K
|
2.38K
$470K
|