Purchases and Sales Made in Q4 2023 in Netflix Inc (NFLX)
This table provides information about the institutional ownership of Netflix Inc (NFLX) during Q4 2023. The information is specifically focused on institutions that hold shares of NETFLIX INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
5+ 0.25% |
$1.73K - $2.48K
|
2.02K
$1.69M
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5New |
$1.73K - $2.48K
|
5
$4.19K
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.47% |
$1.73K - $2.48K
|
1.07K
$892K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5+ 0.14% |
$1.73K - $2.48K
|
3.51K
$2.94M
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5+ 0.08% |
$1.73K - $2.48K
|
6.13K
$5.14M
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
5+ 0.29% |
$1.73K - $2.48K
|
1.75K
$1.46M
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5New |
$1.73K - $2.48K
|
5
$4.19K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4+ 100.0% |
$1.38K - $1.98K
|
8
$6.7K
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
4+ 0.12% |
$1.38K - $1.98K
|
3.43K
$2.87M
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
4+ 0.23% |
$1.38K - $1.98K
|
1.73K
$1.45M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
4New |
$1.38K - $1.98K
|
4
$3.35K
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4+ 133.33% |
$1.38K - $1.98K
|
7
$5.86K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 4.82% |
$1.38K - $1.98K
|
87
$72.9K
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4+ 0.74% |
$1.38K - $1.98K
|
545
$457K
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.04K - $1.49K
|
4.06K
$3.4M
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 0.9% |
$1.04K - $1.49K
|
337
$282K
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
3+ 0.34% |
$1.04K - $1.49K
|
877
$735K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
3+ 3.66% |
$1.04K - $1.49K
|
85
$71.2K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.71% |
$1.04K - $1.49K
|
423
$354K
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
3+ 0.11% |
$1.04K - $1.49K
|
2.86K
$2.4M
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
3New |
$1.04K - $1.49K
|
3
$2.51K
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2+ 0.28% |
$692 - $990
|
709
$594K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.17% |
$692 - $990
|
1.2K
$1M
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 1.54% |
$692 - $990
|
132
$111K
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2+ 0.09% |
$692 - $990
|
2.33K
$1.95M
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2+ 0.11% |
$692 - $990
|
1.8K
$1.51M
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.15% |
$692 - $990
|
1.37K
$1.14M
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2+ 0.32% |
$692 - $990
|
633
$530K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2New |
$692 - $990
|
2
$1.68K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 20.0% |
$692 - $990
|
12
$10.1K
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1+ 0.18% |
$346 - $495
|
543
$455K
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$346 - $495
|
606
$508K
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$346 - $495
|
1
$838
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
1+ 0.14% |
$346 - $495
|
723
$606K
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 25.0% |
$346 - $495
|
5
$4.19K
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1+ 0.06% |
$346 - $495
|
1.74K
$1.46M
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1+ 0.1% |
$346 - $495
|
997
$835K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 8.33% |
$346 - $495
|
13
$10.9K
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$346 - $495
|
755
$632K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.66% |
$346 - $495
|
153
$128K
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.1% |
$346 - $495
|
982
$823K
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.13% |
$346 - $495
|
777
$651K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 5.88% |
$346 - $495
|
18
$15.1K
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1- 0.07% |
$346 - $495
|
1.53K
$1.28M
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1- 0.48% |
$346 - $495
|
207
$173K
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1- 0.47% |
$346 - $495
|
211
$177K
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1- 0.07% |
$346 - $495
|
1.43K
$1.2M
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1- 0.13% |
$346 - $495
|
795
$666K
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 33.33% |
$346 - $495
|
2
$1.68K
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 4.17% |
$346 - $495
|
23
$19.3K
|