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 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
863New |
$103K - $133K
|
863
$178K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
863+ 7.16% |
$103K - $133K
|
12.9K
$2.66M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
862+ 1.93% |
$103K - $133K
|
45.6K
$9.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
861+ 3.51% |
$103K - $133K
|
25.4K
$5.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
860+ 13.8% |
$103K - $133K
|
7.09K
$1.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
859+ 9.35% |
$103K - $132K
|
10K
$2.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
857+ 18.99% |
$102K - $132K
|
5.37K
$1.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
852+ 2.83% |
$102K - $131K
|
31K
$6.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
849+ 1.0% |
$102K - $131K
|
85.6K
$17.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
BUY
|
- |
830+ 2.35% |
$99.2K - $128K
|
36.1K
$7.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
826+ 2.56% |
$98.8K - $127K
|
33.1K
$6.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
824+ 1.59% |
$98.5K - $127K
|
52.6K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
822+ 1.8% |
$98.3K - $127K
|
46.6K
$9.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
821+ 8.92% |
$98.2K - $126K
|
10K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
820+ 0.69% |
$98K - $126K
|
120K
$24.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
819+ 3.31% |
$97.9K - $126K
|
25.6K
$5.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
817+ 11.4% |
$97.7K - $126K
|
7.98K
$1.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
816+ 13.39% |
$97.6K - $126K
|
6.91K
$1.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
815+ 1.43% |
$97.4K - $126K
|
57.9K
$11.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
BUY
|
- |
815+ 9.18% |
$97.4K - $126K
|
9.7K
$1.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
814+ 42.84% |
$97.3K - $125K
|
2.71K
$558K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
814+ 3.4% |
$97.3K - $125K
|
24.8K
$5.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
812+ 2.4% |
$97.1K - $125K
|
34.7K
$7.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
811+ 6.16% |
$97K - $125K
|
14K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
811+ 0.77% |
$97K - $125K
|
107K
$21.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
810+ 2.62% |
$96.9K - $125K
|
31.7K
$6.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
809+ 6.1% |
$96.7K - $125K
|
14.1K
$2.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
806+ 14.82% |
$96.4K - $124K
|
6.24K
$1.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
805+ 0.5% |
$96.3K - $124K
|
161K
$33.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
805+ 0.43% |
$96.3K - $124K
|
189K
$39M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
804+ 7.47% |
$96.1K - $124K
|
11.6K
$2.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
802+ 23.93% |
$95.9K - $124K
|
4.15K
$855K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
802+ 45.83% |
$95.9K - $124K
|
2.55K
$525K
|
|
|
Feb 08, 2024
Q4 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
800+ 5.63% |
$95.7K - $123K
|
15K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Dempze Nancy E
|
BUY
|
- |
800+ 3.57% |
$95.7K - $123K
|
23.2K
$4.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
799+ 3.47% |
$95.5K - $123K
|
23.8K
$4.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
789+ 6.04% |
$94.3K - $122K
|
13.9K
$2.85M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
788+ 16.42% |
$94.2K - $121K
|
5.59K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
786+ 1.0% |
$94K - $121K
|
79.7K
$16.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
784+ 0.83% |
$93.7K - $121K
|
94.9K
$19.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
783+ 2.78% |
$93.6K - $121K
|
28.9K
$5.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
783+ 5.04% |
$93.6K - $121K
|
16.3K
$3.36M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
779+ 5.26% |
$93.1K - $120K
|
15.6K
$3.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
778+ 0.63% |
$93K - $120K
|
123K
$25.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
775+ 2.56% |
$92.7K - $119K
|
31.1K
$6.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
774+ 0.7% |
$92.5K - $119K
|
111K
$22.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
774+ 20.91% |
$92.5K - $119K
|
4.48K
$921K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
767+ 17.12% |
$91.7K - $118K
|
5.25K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
767+ 43.53% |
$91.7K - $118K
|
2.53K
$520K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
765+ 2.4% |
$91.5K - $118K
|
32.6K
$6.72M
|