Latest Institutional Transactions on Amazon Com Inc (AMZN)
This table provides information on the latest institutional transactions involving Amazon Com Inc (AMZN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.76KNew |
$479K - $545K
|
2.76K
$643K
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
35+ 1.02% |
$6.08K - $6.92K
|
3.46K
$805K
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-26.6K- 83.5% |
$4.62M - $5.26M
|
5.26K
$1.23M
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-2.19KClosed |
$381K - $433K
|
0
$0
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
160+ 12.31% |
$27.8K - $31.7K
|
1.46K
$340K
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
62+ 1.24% |
$10.8K - $12.3K
|
5.05K
$1.18M
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
100+ 20.83% |
$17.4K - $19.8K
|
580
$135K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
73.6K+ 491.33% |
$12.8M - $14.6M
|
88.6K
$20.7M
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-2K- 5.53% |
$347K - $396K
|
34.2K
$7.97M
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-138- 3.43% |
$24K - $27.3K
|
3.89K
$907K
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
330+ 9.88% |
$57.3K - $65.3K
|
3.67K
$856K
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
5.96KNew |
$1.04M - $1.18M
|
5.96K
$1.39M
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
377+ 9.46% |
$65.5K - $74.6K
|
4.36K
$1.02M
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-151- 66.52% |
$26.2K - $29.9K
|
76
$17.7K
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
50+ 1.92% |
$8.68K - $9.89K
|
2.65K
$618K
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
95+ 4.4% |
$16.5K - $18.8K
|
2.26K
$526K
|
|
Jul 11, 2024
Q2 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-363- 4.9% |
$63K - $71.8K
|
7.04K
$1.64M
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
139+ 0.98% |
$24.1K - $27.5K
|
14.3K
$3.34M
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
4+ 0.14% |
$695 - $791
|
2.8K
$654K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-286- 1.58% |
$49.7K - $56.6K
|
17.8K
$4.15M
|
|
Jul 09, 2024
Q2 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-500- 6.75% |
$86.8K - $98.9K
|
6.91K
$1.61M
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-75- 2.3% |
$13K - $14.8K
|
3.18K
$741K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-340- 2.02% |
$59K - $67.3K
|
16.5K
$3.84M
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
554+ 4.74% |
$96.2K - $110K
|
12.2K
$2.85M
|
|
Jul 03, 2024
Q2 2024
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
131+ 8.35% |
$22.8K - $25.9K
|
1.7K
$396K
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-30- 2.51% |
$5.21K - $5.94K
|
1.17K
$272K
|
|
Q1 2024 | |||||||
Feb 05, 2025
Q1 2024
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
BUY
|
- |
63KNew |
$9.11M - $11.4M
|
63K
$14.7M
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
578+ 50.26% |
$83.6K - $104K
|
1.73K
$403K
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-255- 6.61% |
$36.9K - $46K
|
3.61K
$840K
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
8.66K+ 21.66% |
$1.25M - $1.56M
|
48.7K
$11.3M
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
2.07KNew |
$299K - $374K
|
2.07K
$483K
|
|
Sep 12, 2024
Q1 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-30K- 63.83% |
$4.34M - $5.41M
|
17K
$3.96M
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.26K- 21.69% |
$181K - $226K
|
4.53K
$1.06M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
33.2K+ 64.89% |
$4.8M - $6M
|
84.5K
$19.7M
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.59K+ 2.42% |
$230K - $287K
|
67.4K
$15.7M
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
14.2K+ 169.48% |
$2.05M - $2.56M
|
22.6K
$5.26M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
7.01K+ 1.89% |
$1.01M - $1.27M
|
377K
$88M
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
585+ 12.51% |
$84.6K - $106K
|
5.26K
$1.23M
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.21K- 6.36% |
$175K - $218K
|
17.8K
$4.16M
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
16.8K+ 14.27% |
$2.42M - $3.02M
|
134K
$31.3M
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-2K- 28.41% |
$289K - $361K
|
5.04K
$1.18M
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
623KNew |
$90.1M - $112M
|
623K
$145M
|
|
May 15, 2024
Q1 2024
|
Tremblant Capital Group
Stamford, CT |
SELL
|
CALL |
-52.1K- 73.69% |
$7.53M - $9.4M
|
18.6K
$4.34M
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
1.36KNew |
$197K - $245K
|
1.36K
$317K
|
|
May 15, 2024
Q1 2024
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
598+ 85.19% |
$86.5K - $108K
|
1.3K
$303K
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
60.2K+ 225.08% |
$8.7M - $10.9M
|
87K
$20.3M
|
|
May 15, 2024
Q1 2024
|
Kirkoswald Asset Management LLC
New York, NY |
BUY
|
- |
281KNew |
$40.6M - $50.7M
|
281K
$65.5M
|
|
May 15, 2024
Q1 2024
|
Kirkoswald Asset Management LLC
New York, NY |
BUY
|
CALL |
53.3KNew |
$7.71M - $9.62M
|
53.3K
$12.4M
|
|
May 15, 2024
Q1 2024
|
Saltoro Capital, LP
Dallas, TX |
BUY
|
- |
4KNew |
$578K - $722K
|
4K
$933K
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
CALL |
1.5KNew |
$217K - $271K
|
1.5K
$350K
|