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 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
976+ 16.53% |
$117K - $150K
|
6.88K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
973+ 0.35% |
$116K - $150K
|
275K
$56.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
971+ 1.55% |
$116K - $150K
|
63.6K
$13.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
969+ 16.19% |
$116K - $149K
|
6.95K
$1.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
967+ 8.48% |
$116K - $149K
|
12.4K
$2.55M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
966+ 1.26% |
$116K - $149K
|
77.6K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
964+ 17.18% |
$115K - $149K
|
6.57K
$1.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
963+ 0.54% |
$115K - $148K
|
179K
$36.8M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
960+ 3.06% |
$115K - $148K
|
32.3K
$6.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
960+ 16.27% |
$115K - $148K
|
6.86K
$1.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
958+ 7.47% |
$115K - $148K
|
13.8K
$2.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
950+ 21.65% |
$114K - $146K
|
5.34K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
950+ 1.14% |
$114K - $146K
|
84.1K
$17.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
950+ 3.78% |
$114K - $146K
|
26.1K
$5.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
943+ 13.08% |
$113K - $145K
|
8.15K
$1.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
941+ 6.41% |
$113K - $145K
|
15.6K
$3.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
937+ 6.12% |
$112K - $144K
|
16.2K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
935+ 48.47% |
$112K - $144K
|
2.86K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
930+ 10.24% |
$111K - $143K
|
10K
$2.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
927+ 12.82% |
$111K - $143K
|
8.16K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
925+ 770.83% |
$111K - $143K
|
1.05K
$215K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
921+ 1.23% |
$110K - $142K
|
75.8K
$15.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
917+ 2.21% |
$110K - $141K
|
42.5K
$8.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
916+ 0.08% |
$110K - $141K
|
1.08M
$223M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
912+ 2.75% |
$109K - $141K
|
34.1K
$7.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
911+ 0.46% |
$109K - $140K
|
199K
$41M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
910+ 8.45% |
$109K - $140K
|
11.7K
$2.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
910+ 4.38% |
$109K - $140K
|
21.7K
$4.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
907+ 4.04% |
$108K - $140K
|
23.3K
$4.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
904+ 17.79% |
$108K - $139K
|
5.99K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
902+ 5.15% |
$108K - $139K
|
18.4K
$3.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
902+ 3.31% |
$108K - $139K
|
28.1K
$5.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
901+ 4.47% |
$108K - $139K
|
21.1K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
900+ 34.75% |
$108K - $139K
|
3.49K
$718K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
894+ 2.34% |
$107K - $138K
|
39.1K
$8.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
893+ 2.89% |
$107K - $138K
|
31.8K
$6.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
891+ 1.41% |
$107K - $137K
|
64.2K
$13.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
883+ 1.56% |
$106K - $136K
|
57.5K
$11.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
881+ 3.13% |
$105K - $136K
|
29K
$5.97M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
881+ 20.79% |
$105K - $136K
|
5.12K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
880+ 51.31% |
$105K - $136K
|
2.6K
$534K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
876+ 4.04% |
$105K - $135K
|
22.6K
$4.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
875+ 2.17% |
$105K - $135K
|
41.3K
$8.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
875+ 1.0% |
$105K - $135K
|
88.5K
$18.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
871+ 18.44% |
$104K - $134K
|
5.59K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
867+ 3.3% |
$104K - $134K
|
27.1K
$5.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
865+ 0.54% |
$103K - $133K
|
160K
$33M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
865+ 1.32% |
$103K - $133K
|
66.5K
$13.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
865New |
$103K - $133K
|
865
$178K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
864+ 2.89% |
$103K - $133K
|
30.8K
$6.33M
|