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 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
398+ 2.59% |
$47.6K - $61.3K
|
15.8K
$3.49M
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
395+ 1.07% |
$47.2K - $60.9K
|
37.3K
$8.27M
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
395+ 0.24% |
$47.2K - $60.9K
|
168K
$37.2M
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
395+ 13.01% |
$47.2K - $60.9K
|
3.43K
$760K
|
|
Feb 02, 2024
Q4 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
394+ 1.37% |
$47.1K - $60.7K
|
29.3K
$6.48M
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
394+ 1.39% |
$47.1K - $60.7K
|
28.8K
$6.38M
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
391+ 1.52% |
$46.8K - $60.2K
|
26.1K
$5.78M
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
388+ 2.09% |
$46.4K - $59.8K
|
18.9K
$4.19M
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
388+ 2.35% |
$46.4K - $59.8K
|
16.9K
$3.74M
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
387+ 5.32% |
$46.3K - $59.6K
|
7.66K
$1.7M
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
386+ 2.48% |
$46.2K - $59.5K
|
15.9K
$3.53M
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
386New |
$46.2K - $59.5K
|
386
$85.5K
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
385+ 3.8% |
$46K - $59.3K
|
10.5K
$2.33M
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
384+ 3.62% |
$45.9K - $59.2K
|
11K
$2.44M
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
381+ 5.06% |
$45.6K - $58.7K
|
7.92K
$1.75M
|
|
Feb 15, 2024
Q4 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
381+ 1.4% |
$45.6K - $58.7K
|
27.6K
$6.11M
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
380+ 7.4% |
$45.4K - $58.5K
|
5.52K
$1.22M
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
378New |
$45.2K - $58.2K
|
378
$83.7K
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
377+ 1.46% |
$45.1K - $58.1K
|
26.2K
$5.79M
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
376+ 2.25% |
$45K - $57.9K
|
17.1K
$3.78M
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
376+ 2.61% |
$45K - $57.9K
|
14.8K
$3.28M
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
374+ 1.77% |
$44.7K - $57.6K
|
21.4K
$4.75M
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
372+ 4.96% |
$44.5K - $57.3K
|
7.87K
$1.74M
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
372+ 0.38% |
$44.5K - $57.3K
|
98.5K
$21.8M
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
371+ 1.06% |
$44.4K - $57.2K
|
35.2K
$7.81M
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
371+ 1.05% |
$44.4K - $57.2K
|
35.8K
$7.92M
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
BUY
|
- |
371+ 2.13% |
$44.4K - $57.2K
|
17.8K
$3.93M
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
370+ 0.51% |
$44.2K - $57K
|
72.9K
$16.1M
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
370+ 5.76% |
$44.2K - $57K
|
6.8K
$1.51M
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
368+ 12.72% |
$44K - $56.7K
|
3.26K
$722K
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
367+ 1.74% |
$43.9K - $56.5K
|
21.5K
$4.75M
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
363+ 9.95% |
$43.4K - $55.9K
|
4.01K
$889K
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
363+ 0.95% |
$43.4K - $55.9K
|
38.6K
$8.55M
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
361+ 0.52% |
$43.2K - $55.6K
|
70.1K
$15.5M
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
360+ 9.99% |
$43K - $55.5K
|
3.97K
$878K
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
360+ 10.53% |
$43K - $55.5K
|
3.78K
$837K
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
360+ 11.55% |
$43K - $55.5K
|
3.48K
$770K
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
360+ 1.05% |
$43K - $55.5K
|
34.8K
$7.71M
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
358+ 6.11% |
$42.8K - $55.2K
|
6.22K
$1.38M
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
355+ 7.43% |
$42.4K - $54.7K
|
5.13K
$1.14M
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
354+ 1.18% |
$42.3K - $54.5K
|
30.4K
$6.73M
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
353+ 1.58% |
$42.2K - $54.4K
|
22.8K
$5.04M
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
351+ 8.32% |
$42K - $54.1K
|
4.57K
$1.01M
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
350+ 2.22% |
$41.8K - $53.9K
|
16.1K
$3.56M
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
350+ 3.02% |
$41.8K - $53.9K
|
11.9K
$2.64M
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
349+ 14.39% |
$41.7K - $53.8K
|
2.78K
$615K
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
347+ 4.72% |
$41.5K - $53.5K
|
7.7K
$1.71M
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
343+ 0.63% |
$41K - $52.8K
|
55.1K
$12.2M
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
342+ 4.93% |
$40.9K - $52.7K
|
7.27K
$1.61M
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
341+ 1.18% |
$40.8K - $52.5K
|
29.3K
$6.48M
|