Purchases and Sales Made in Q4 2023 in Amgen Inc (AMGN)
This table provides information about the institutional ownership of Amgen Inc (AMGN) during Q4 2023. The information is specifically focused on institutions that hold shares of AMGEN INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
919New |
$235K - $265K
|
919
$286K
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
909+ 1.39% |
$232K - $262K
|
66.4K
$20.6M
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
908+ 3.47% |
$232K - $262K
|
27.1K
$8.41M
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
905+ 7.76% |
$231K - $261K
|
12.6K
$3.9M
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
904+ 0.39% |
$231K - $261K
|
233K
$72.3M
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
904+ 88.89% |
$231K - $261K
|
1.92K
$597K
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
900New |
$230K - $260K
|
900
$280K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
893New |
$228K - $258K
|
893
$278K
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
888+ 7.9% |
$227K - $256K
|
12.1K
$3.77M
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
883New |
$226K - $255K
|
883
$274K
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
879New |
$225K - $254K
|
879
$273K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
871New |
$223K - $251K
|
871
$271K
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
870+ 3.95% |
$222K - $251K
|
22.9K
$7.11M
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
869+ 4.62% |
$222K - $251K
|
19.7K
$6.11M
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
860+ 35.54% |
$220K - $248K
|
3.28K
$1.02M
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
859+ 23.57% |
$220K - $248K
|
4.5K
$1.4M
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
859New |
$220K - $248K
|
859
$267K
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
853New |
$218K - $246K
|
853
$265K
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
852New |
$218K - $246K
|
852
$265K
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
840New |
$215K - $242K
|
840
$261K
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
837+ 2.18% |
$214K - $241K
|
39.2K
$12.2M
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
833+ 2.69% |
$213K - $240K
|
31.8K
$9.87M
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
833New |
$213K - $240K
|
833
$259K
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
833New |
$213K - $240K
|
833
$259K
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
825+ 9.71% |
$211K - $238K
|
9.32K
$2.9M
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
823New |
$210K - $237K
|
823
$256K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
813New |
$208K - $235K
|
813
$253K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
809+ 10.92% |
$207K - $233K
|
8.22K
$2.55M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
803New |
$205K - $232K
|
803
$250K
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
796New |
$204K - $230K
|
796
$247K
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
793New |
$203K - $229K
|
793
$246K
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
793New |
$203K - $229K
|
793
$246K
|
|
Feb 02, 2024
Q4 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
790New |
$202K - $228K
|
790
$246K
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
787+ 1.92% |
$201K - $227K
|
41.8K
$13M
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
786+ 49.56% |
$201K - $227K
|
2.37K
$737K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
786+ 3.46% |
$201K - $227K
|
23.5K
$7.3M
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
784New |
$200K - $226K
|
784
$244K
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
784New |
$200K - $226K
|
784
$244K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
781New |
$200K - $225K
|
781
$243K
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
780+ 63.21% |
$199K - $225K
|
2.01K
$626K
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
779New |
$199K - $225K
|
779
$242K
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
776New |
$198K - $224K
|
776
$241K
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
770New |
$197K - $222K
|
770
$239K
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
769New |
$197K - $222K
|
769
$239K
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
767New |
$196K - $221K
|
767
$238K
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
767New |
$196K - $221K
|
767
$238K
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
766New |
$196K - $221K
|
766
$238K
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
766New |
$196K - $221K
|
766
$238K
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
760+ 58.82% |
$194K - $219K
|
2.05K
$638K
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
759New |
$194K - $219K
|
759
$236K
|