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 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
41+ 0.32% |
$4.9K - $6.32K
|
12.7K
$2.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
40+ 0.21% |
$4.78K - $6.16K
|
18.9K
$3.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
40+ 1.15% |
$4.78K - $6.16K
|
3.51K
$723K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
40+ 0.19% |
$4.78K - $6.16K
|
20.8K
$4.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
40+ 1.43% |
$4.78K - $6.16K
|
2.83K
$582K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
40+ 0.22% |
$4.78K - $6.16K
|
17.9K
$3.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
40New |
$4.78K - $6.16K
|
40
$8.23K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
39+ 0.46% |
$4.66K - $6.01K
|
8.56K
$1.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
38+ 0.37% |
$4.54K - $5.85K
|
10.4K
$2.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
37+ 0.38% |
$4.42K - $5.7K
|
9.87K
$2.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
36+ 0.14% |
$4.3K - $5.55K
|
26.5K
$5.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
36+ 0.18% |
$4.3K - $5.55K
|
20.3K
$4.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
35+ 0.3% |
$4.18K - $5.39K
|
11.8K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
35+ 0.11% |
$4.18K - $5.39K
|
31.3K
$6.44M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
34+ 0.12% |
$4.07K - $5.24K
|
28.6K
$5.87M
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
33+ 1.76% |
$3.95K - $5.08K
|
1.9K
$392K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
32+ 1.94% |
$3.83K - $4.93K
|
1.68K
$346K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
32+ 0.21% |
$3.83K - $4.93K
|
15.3K
$3.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
31+ 0.2% |
$3.71K - $4.78K
|
15.4K
$3.17M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
31+ 0.9% |
$3.71K - $4.78K
|
3.47K
$714K
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
BUY
|
- |
30+ 1.65% |
$3.59K - $4.62K
|
1.84K
$379K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
29+ 0.31% |
$3.47K - $4.47K
|
9.42K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
29+ 0.12% |
$3.47K - $4.47K
|
23.5K
$4.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
28+ 0.27% |
$3.35K - $4.31K
|
10.5K
$2.17M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
27+ 0.38% |
$3.23K - $4.16K
|
7.18K
$1.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
26+ 0.03% |
$3.11K - $4.01K
|
104K
$21.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
26+ 0.46% |
$3.11K - $4.01K
|
5.64K
$1.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
25+ 0.62% |
$2.99K - $3.85K
|
4.03K
$829K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
25+ 0.08% |
$2.99K - $3.85K
|
29.9K
$6.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
25+ 0.5% |
$2.99K - $3.85K
|
5.06K
$1.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
23+ 0.15% |
$2.75K - $3.54K
|
15.3K
$3.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
23+ 0.26% |
$2.75K - $3.54K
|
9.03K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
23+ 0.01% |
$2.75K - $3.54K
|
387K
$79.6M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
22+ 0.54% |
$2.63K - $3.39K
|
4.12K
$847K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
22+ 0.8% |
$2.63K - $3.39K
|
2.78K
$573K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
22+ 0.72% |
$2.63K - $3.39K
|
3.09K
$635K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
21+ 0.1% |
$2.51K - $3.24K
|
20.4K
$4.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
21+ 0.03% |
$2.51K - $3.24K
|
61.5K
$12.6M
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
20New |
$2.39K - $3.08K
|
20
$4.11K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
20+ 1.04% |
$2.39K - $3.08K
|
1.94K
$400K
|
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
BUY
|
- |
20+ 0.09% |
$2.39K - $3.08K
|
22.7K
$4.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
20+ 0.16% |
$2.39K - $3.08K
|
12.8K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.13% |
$2.39K - $3.08K
|
15.1K
$3.1M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
20+ 0.2% |
$2.39K - $3.08K
|
9.79K
$2.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
19+ 0.19% |
$2.27K - $2.93K
|
10.2K
$2.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
18+ 0.1% |
$2.15K - $2.77K
|
17.7K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
17+ 0.33% |
$2.03K - $2.62K
|
5.2K
$1.07M
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
17+ 0.03% |
$2.03K - $2.62K
|
48.7K
$10M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
17+ 0.04% |
$2.03K - $2.62K
|
44.1K
$9.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
16+ 0.1% |
$1.91K - $2.47K
|
15.7K
$3.24M
|