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 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
630+ 1.65% |
$75.3K - $97.1K
|
38.8K
$8.67M
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
630+ 6.8% |
$75.3K - $97.1K
|
9.9K
$2.21M
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
627+ 5.59% |
$75K - $96.6K
|
11.9K
$2.65M
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
623+ 4.32% |
$74.5K - $96K
|
15K
$3.36M
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
621+ 1.82% |
$74.3K - $95.7K
|
34.7K
$7.76M
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
621+ 1.3% |
$74.3K - $95.7K
|
48.4K
$10.8M
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
620+ 32.98% |
$74.1K - $95.5K
|
2.5K
$559K
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
618+ 6.52% |
$73.9K - $95.2K
|
10.1K
$2.26M
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
617+ 3.48% |
$73.8K - $95.1K
|
18.4K
$4.1M
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
617+ 0.44% |
$73.8K - $95.1K
|
141K
$31.4M
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
617+ 16.66% |
$73.8K - $95.1K
|
4.32K
$965K
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
616+ 1.0% |
$73.7K - $94.9K
|
62.3K
$13.9M
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
615+ 3.13% |
$73.5K - $94.8K
|
20.3K
$4.53M
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
614+ 1.1% |
$73.4K - $94.6K
|
56.6K
$12.6M
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
613+ 25.79% |
$73.3K - $94.4K
|
2.99K
$668K
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
612+ 1.81% |
$73.2K - $94.3K
|
34.5K
$7.7M
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
605+ 1.02% |
$72.3K - $93.2K
|
60K
$13.4M
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
603+ 2.25% |
$72.1K - $92.9K
|
27.4K
$6.13M
|
|
Feb 14, 2024
Q4 2023
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
601+ 0.86% |
$71.9K - $92.6K
|
70.8K
$15.8M
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
600+ 10.43% |
$71.7K - $92.4K
|
6.35K
$1.42M
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
600+ 1.53% |
$71.7K - $92.4K
|
39.9K
$8.91M
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
599+ 0.83% |
$71.6K - $92.3K
|
72.5K
$16.2M
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
596+ 0.86% |
$71.3K - $91.8K
|
69.6K
$15.6M
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
BUY
|
- |
593+ 0.71% |
$70.9K - $91.4K
|
84.3K
$18.8M
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
590+ 0.15% |
$70.5K - $90.9K
|
391K
$87.3M
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
588+ 4.67% |
$70.3K - $90.6K
|
13.2K
$2.94M
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
588+ 1.63% |
$70.3K - $90.6K
|
36.6K
$8.17M
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
586+ 4.72% |
$70.1K - $90.3K
|
13K
$2.91M
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
583+ 0.33% |
$69.7K - $89.8K
|
177K
$39.6M
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
580+ 1.65% |
$69.4K - $89.4K
|
35.8K
$8.01M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
576+ 4.06% |
$68.9K - $88.7K
|
14.8K
$3.3M
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
575+ 9.67% |
$68.8K - $88.6K
|
6.52K
$1.46M
|
|
Apr 08, 2025
Q4 2023
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
571+ 9.87% |
$68.3K - $88K
|
6.35K
$1.42M
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
569+ 1.16% |
$68K - $87.7K
|
49.4K
$11M
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
568+ 13.11% |
$67.9K - $87.5K
|
4.9K
$1.09M
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
568+ 0.44% |
$67.9K - $87.5K
|
129K
$28.9M
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
557+ 3.88% |
$66.6K - $85.8K
|
14.9K
$3.33M
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
556+ 9.35% |
$66.5K - $85.7K
|
6.5K
$1.45M
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
555+ 1.02% |
$66.4K - $85.5K
|
55.1K
$12.3M
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
552+ 0.8% |
$66K - $85K
|
69.9K
$15.6M
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
548+ 7.65% |
$65.5K - $84.4K
|
7.71K
$1.72M
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
547+ 0.67% |
$65.4K - $84.3K
|
82.4K
$18.4M
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
544+ 3.83% |
$65K - $83.8K
|
14.8K
$3.3M
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
544+ 3.83% |
$65K - $83.8K
|
14.8K
$3.3M
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
541+ 1.78% |
$64.7K - $83.4K
|
30.9K
$6.9M
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
538+ 5.69% |
$64.3K - $82.9K
|
10K
$2.23M
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
536+ 9.61% |
$64.1K - $82.6K
|
6.12K
$1.37M
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
533+ 14.45% |
$63.7K - $82.1K
|
4.22K
$943K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
532+ 4.03% |
$63.6K - $82K
|
13.7K
$3.07M
|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
530+ 9.14% |
$63.4K - $81.7K
|
6.33K
$1.41M
|