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 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.46KNew |
$294K - $379K
|
2.46K
$543K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.46K+ 34.04% |
$294K - $379K
|
9.68K
$2.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.46K+ 3.42% |
$294K - $379K
|
74.4K
$16.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.46KNew |
$294K - $378K
|
2.46K
$541K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.45K+ 6.35% |
$293K - $378K
|
41.1K
$9.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.45K+ 17.76% |
$293K - $377K
|
16.2K
$3.58M
|
|
|
Dec 26, 2024
Q4 2023
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
2.44KNew |
$292K - $377K
|
2.44K
$539K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.44K+ 12.97% |
$292K - $376K
|
21.3K
$4.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
2.44KNew |
$292K - $376K
|
2.44K
$538K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.43K+ 4.39% |
$290K - $374K
|
57.7K
$12.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
2.43K+ 6.22% |
$290K - $374K
|
41.4K
$9.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
2.42K+ 1.36% |
$290K - $373K
|
180K
$39.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
2.42KNew |
$289K - $373K
|
2.42K
$533K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.42K+ 10.54% |
$289K - $372K
|
25.3K
$5.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
2.4KNew |
$287K - $370K
|
2.4K
$530K
|
|
|
Jan 26, 2024
Q4 2023
|
Gruss & Co., LLC
|
BUY
|
- |
2.4K+ 114.29% |
$287K - $370K
|
4.5K
$992K
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
2.39KNew |
$286K - $368K
|
2.39K
$527K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.39K+ 1.76% |
$285K - $367K
|
138K
$30.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.38KNew |
$285K - $367K
|
2.38K
$526K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.37K+ 20.18% |
$284K - $366K
|
14.1K
$3.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.37K+ 69.79% |
$284K - $366K
|
5.77K
$1.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.37K+ 10.88% |
$283K - $365K
|
24.1K
$5.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.37K+ 2.51% |
$283K - $364K
|
96.6K
$21.3M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.37K+ 2.51% |
$283K - $364K
|
96.6K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
2.36KNew |
$282K - $364K
|
2.36K
$521K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
2.35K+ 3.9% |
$281K - $363K
|
62.7K
$13.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.34K+ 15.21% |
$280K - $360K
|
17.7K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
2.33K+ 1.88% |
$279K - $360K
|
127K
$27.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.33K+ 20.32% |
$278K - $359K
|
13.8K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2.33K+ 32.02% |
$278K - $358K
|
9.59K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.32K+ 8.38% |
$277K - $357K
|
30K
$6.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.31K+ 0.13% |
$276K - $356K
|
1.77M
$389M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
2.3K+ 52.99% |
$275K - $355K
|
6.65K
$1.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
2.3K+ 18.55% |
$275K - $354K
|
14.7K
$3.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.29K+ 21.82% |
$274K - $353K
|
12.8K
$2.82M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
2.27K+ 3.28% |
$272K - $350K
|
71.6K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.27KNew |
$272K - $350K
|
2.27K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
2.26KNew |
$271K - $349K
|
2.26K
$499K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.26K+ 1.27% |
$270K - $348K
|
180K
$39.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.26K+ 2.23% |
$270K - $347K
|
103K
$22.8M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.25K+ 4.44% |
$269K - $347K
|
53K
$11.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.23KNew |
$266K - $343K
|
2.23K
$491K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.22K+ 221.9% |
$265K - $342K
|
3.22K
$710K
|
|
|
Feb 02, 2024
Q4 2023
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
2.21KNew |
$264K - $340K
|
2.21K
$487K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.2K+ 3.07% |
$263K - $339K
|
74K
$16.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.2K+ 11.37% |
$263K - $339K
|
21.6K
$4.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
2.2K+ 5.62% |
$263K - $338K
|
41.2K
$9.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.19K+ 2.69% |
$261K - $337K
|
83.4K
$18.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
2.18K+ 5.37% |
$261K - $336K
|
42.8K
$9.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.18K+ 6.94% |
$260K - $335K
|
33.5K
$7.4M
|