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 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
101+ 0.7% |
$12.1K - $15.6K
|
14.6K
$3.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
100+ 3.53% |
$12K - $15.4K
|
2.94K
$656K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 0.24% |
$12K - $15.4K
|
41K
$9.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
100+ 3.46% |
$12K - $15.4K
|
2.99K
$669K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
100New |
$12K - $15.4K
|
100
$22.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
100+ 5.38% |
$12K - $15.4K
|
1.96K
$438K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100+ 3.72% |
$12K - $15.4K
|
2.79K
$623K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
100+ 0.08% |
$12K - $15.4K
|
125K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
100+ 5.0% |
$12K - $15.4K
|
2.1K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
100+ 1.37% |
$12K - $15.4K
|
7.42K
$1.66M
|
|
|
Mar 01, 2024
Q4 2023
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
100New |
$12K - $15.4K
|
100
$22.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
99+ 1.26% |
$11.8K - $15.3K
|
7.95K
$1.77M
|
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
99+ 4.35% |
$11.8K - $15.3K
|
2.38K
$531K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
98+ 0.57% |
$11.7K - $15.1K
|
17.4K
$3.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
98+ 0.57% |
$11.7K - $15.1K
|
17.4K
$3.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
96+ 1.73% |
$11.5K - $14.8K
|
5.66K
$1.26M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
96+ 0.76% |
$11.5K - $14.8K
|
12.8K
$2.86M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
95+ 1.73% |
$11.4K - $14.6K
|
5.6K
$1.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
95+ 0.65% |
$11.4K - $14.6K
|
14.7K
$3.29M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
94+ 0.52% |
$11.2K - $14.5K
|
18.1K
$4.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
93+ 2.45% |
$11.1K - $14.3K
|
3.89K
$869K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
93+ 0.21% |
$11.1K - $14.3K
|
43.7K
$9.77M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
93+ 0.44% |
$11.1K - $14.3K
|
21.5K
$4.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
92+ 0.85% |
$11K - $14.2K
|
10.9K
$2.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
91+ 0.42% |
$10.9K - $14K
|
21.7K
$4.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
91+ 2.41% |
$10.9K - $14K
|
3.87K
$865K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
91+ 0.43% |
$10.9K - $14K
|
21K
$4.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
88+ 0.08% |
$10.5K - $13.6K
|
110K
$24.7M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
88+ 1.53% |
$10.5K - $13.6K
|
5.84K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
87+ 0.47% |
$10.4K - $13.4K
|
18.8K
$4.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
87+ 0.24% |
$10.4K - $13.4K
|
37.1K
$8.28M
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
86+ 45.03% |
$10.3K - $13.3K
|
277
$61.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
85+ 1.77% |
$10.2K - $13.1K
|
4.9K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
85+ 2.3% |
$10.2K - $13.1K
|
3.79K
$846K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
85+ 1.75% |
$10.2K - $13.1K
|
4.93K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
83+ 0.02% |
$9.92K - $12.8K
|
381K
$85M
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
82+ 3.76% |
$9.8K - $12.6K
|
2.26K
$505K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
82+ 1.71% |
$9.8K - $12.6K
|
4.89K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
82+ 149.09% |
$9.8K - $12.6K
|
137
$30.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
81+ 0.18% |
$9.69K - $12.5K
|
45.9K
$10.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
81+ 0.47% |
$9.69K - $12.5K
|
17.3K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
81+ 0.43% |
$9.69K - $12.5K
|
18.9K
$4.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
80+ 0.22% |
$9.57K - $12.3K
|
37.3K
$8.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
80+ 4.13% |
$9.57K - $12.3K
|
2.02K
$451K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
80+ 0.94% |
$9.57K - $12.3K
|
8.56K
$1.91M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
79+ 0.45% |
$9.45K - $12.2K
|
17.7K
$3.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
79+ 1.43% |
$9.45K - $12.2K
|
5.61K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
79+ 0.2% |
$9.45K - $12.2K
|
39.9K
$8.91M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
78+ 0.17% |
$9.33K - $12K
|
46.2K
$10.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
77+ 8.35% |
$9.21K - $11.9K
|
999
$223K
|