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 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
580+ 1.65% |
$69.4K - $89.4K
|
35.8K
$7.37M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
576+ 4.06% |
$68.9K - $88.7K
|
14.8K
$3.04M
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
575+ 9.67% |
$68.8K - $88.6K
|
6.52K
$1.34M
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
569+ 1.16% |
$68K - $87.7K
|
49.4K
$10.2M
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
568+ 13.11% |
$67.9K - $87.5K
|
4.9K
$1.01M
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
568+ 0.44% |
$67.9K - $87.5K
|
129K
$26.6M
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
557+ 3.88% |
$66.6K - $85.8K
|
14.9K
$3.07M
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
556+ 9.35% |
$66.5K - $85.7K
|
6.5K
$1.34M
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
555+ 1.02% |
$66.4K - $85.5K
|
55.1K
$11.3M
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
552+ 0.8% |
$66K - $85K
|
69.9K
$14.4M
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
548+ 7.65% |
$65.5K - $84.4K
|
7.71K
$1.59M
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
547+ 0.67% |
$65.4K - $84.3K
|
82.4K
$16.9M
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
544+ 3.83% |
$65K - $83.8K
|
14.8K
$3.03M
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
544+ 3.83% |
$65K - $83.8K
|
14.8K
$3.03M
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
541+ 1.78% |
$64.7K - $83.4K
|
30.9K
$6.36M
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
538+ 5.69% |
$64.3K - $82.9K
|
10K
$2.06M
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
536+ 9.61% |
$64.1K - $82.6K
|
6.12K
$1.26M
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
533+ 14.45% |
$63.7K - $82.1K
|
4.22K
$868K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
532+ 4.03% |
$63.6K - $82K
|
13.7K
$2.82M
|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
530+ 9.14% |
$63.4K - $81.7K
|
6.33K
$1.3M
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
530+ 1.73% |
$63.4K - $81.7K
|
31.1K
$6.4M
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
530+ 2.32% |
$63.4K - $81.7K
|
23.4K
$4.81M
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
529+ 6.12% |
$63.3K - $81.5K
|
9.17K
$1.89M
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
529+ 1.58% |
$63.3K - $81.5K
|
34.1K
$7.02M
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
527+ 2.07% |
$63K - $81.2K
|
25.9K
$5.34M
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
525+ 9.55% |
$62.8K - $80.9K
|
6.02K
$1.24M
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
525+ 1.85% |
$62.8K - $80.9K
|
28.9K
$5.94M
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
523+ 20.37% |
$62.5K - $80.6K
|
3.09K
$636K
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
522+ 1.45% |
$62.4K - $80.4K
|
36.4K
$7.49M
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
520+ 9.39% |
$62.2K - $80.1K
|
6.06K
$1.25M
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
519+ 9.74% |
$62.1K - $80K
|
5.85K
$1.2M
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
518+ 0.74% |
$61.9K - $79.8K
|
70.9K
$14.6M
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
517+ 1.17% |
$61.8K - $79.7K
|
44.9K
$9.24M
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
516+ 0.61% |
$61.7K - $79.5K
|
85.1K
$17.5M
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
515+ 2.33% |
$61.6K - $79.3K
|
22.6K
$4.65M
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
513+ 8.47% |
$61.3K - $79K
|
6.57K
$1.35M
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
513+ 0.39% |
$61.3K - $79K
|
132K
$27.1M
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
510+ 2.02% |
$61K - $78.6K
|
25.8K
$5.3M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
510+ 0.01% |
$61K - $78.6K
|
5.67M
$1.17B
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
509+ 2.05% |
$60.9K - $78.4K
|
25.4K
$5.22M
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
509+ 15.67% |
$60.9K - $78.4K
|
3.76K
$773K
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
509+ 8.19% |
$60.9K - $78.4K
|
6.72K
$1.38M
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
509+ 15.02% |
$60.9K - $78.4K
|
3.9K
$802K
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
508+ 2.01% |
$60.7K - $78.3K
|
25.8K
$5.31M
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
506+ 3.12% |
$60.5K - $78K
|
16.7K
$3.44M
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
505+ 20.92% |
$60.4K - $77.8K
|
2.92K
$601K
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
505+ 3.02% |
$60.4K - $77.8K
|
17.2K
$3.55M
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
BUY
|
- |
503+ 20.68% |
$60.1K - $77.5K
|
2.94K
$604K
|
|
Feb 07, 2024
Q4 2023
|
Capco Asset Management, LLC
|
BUY
|
- |
502+ 0.45% |
$60K - $77.3K
|
112K
$23M
|
|
Jan 10, 2024
Q4 2023
|
Divergent Planning, LLC
|
BUY
|
- |
500+ 27.9% |
$59.8K - $77K
|
2.29K
$472K
|