Purchases and Sales Made in Q2 2023 in Netflix Inc (NFLX)
This table provides information about the institutional ownership of Netflix Inc (NFLX) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
100+ 6.4% |
$31.8K - $44.5K
|
1.66K
$1.62M
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$31.8K - $44.5K
|
100
$97.3K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
99+ 1.49% |
$31.4K - $44.1K
|
6.72K
$6.54M
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
99+ 4.69% |
$31.4K - $44.1K
|
2.21K
$2.15M
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
98+ 3.84% |
$31.1K - $43.6K
|
2.65K
$2.58M
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
96+ 0.71% |
$30.5K - $42.7K
|
13.5K
$13.2M
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
BUY
|
- |
95+ 16.05% |
$30.2K - $42.3K
|
687
$668K
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
93+ 12.48% |
$29.5K - $41.4K
|
838
$815K
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
92+ 8.81% |
$29.2K - $41K
|
1.14K
$1.11M
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
91+ 3.11% |
$28.9K - $40.5K
|
3.02K
$2.94M
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
91+ 13.54% |
$28.9K - $40.5K
|
763
$742K
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
90+ 30.0% |
$28.6K - $40.1K
|
390
$379K
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
88+ 1.29% |
$27.9K - $39.2K
|
6.88K
$6.7M
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
86+ 30.18% |
$27.3K - $38.3K
|
371
$361K
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
86+ 4.39% |
$27.3K - $38.3K
|
2.04K
$1.99M
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
86+ 0.85% |
$27.3K - $38.3K
|
10.2K
$9.96M
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
85+ 9.71% |
$27K - $37.8K
|
960
$934K
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
84+ 7.67% |
$26.7K - $37.4K
|
1.18K
$1.15M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
83+ 0.32% |
$26.4K - $37K
|
26.3K
$25.6M
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
83+ 2.7% |
$26.4K - $37K
|
3.15K
$3.07M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
83+ 5.6% |
$26.4K - $37K
|
1.57K
$1.52M
|
|
Aug 14, 2023
Q2 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
82+ 1.12% |
$26K - $36.5K
|
7.39K
$7.19M
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
81+ 2.55% |
$25.7K - $36.1K
|
3.26K
$3.17M
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
81+ 0.71% |
$25.7K - $36.1K
|
11.5K
$11.2M
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
77+ 7.81% |
$24.5K - $34.3K
|
1.06K
$1.03M
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
76+ 78.35% |
$24.1K - $33.8K
|
173
$168K
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
76+ 3.37% |
$24.1K - $33.8K
|
2.33K
$2.27M
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
75+ 4.79% |
$23.8K - $33.4K
|
1.64K
$1.6M
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
73+ 7.87% |
$23.2K - $32.5K
|
1K
$973K
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
72+ 0.86% |
$22.9K - $32.1K
|
8.49K
$8.26M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
72+ 2.04% |
$22.9K - $32.1K
|
3.6K
$3.51M
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
71+ 3.74% |
$22.5K - $31.6K
|
1.97K
$1.91M
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
71+ 0.23% |
$22.5K - $31.6K
|
30.6K
$29.8M
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
70+ 10.42% |
$22.2K - $31.2K
|
742
$722K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
69+ 0.61% |
$21.9K - $30.7K
|
11.3K
$11M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
68+ 12.66% |
$21.6K - $30.3K
|
605
$589K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
68+ 12.66% |
$21.6K - $30.3K
|
605
$589K
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
67+ 11.06% |
$21.3K - $29.8K
|
673
$655K
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
65+ 61.9% |
$20.6K - $28.9K
|
170
$165K
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
64+ 10.94% |
$20.3K - $28.5K
|
649
$631K
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
62+ 4.23% |
$19.7K - $27.6K
|
1.53K
$1.48M
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
62+ 38.99% |
$19.7K - $27.6K
|
221
$215K
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
60+ 4.12% |
$19.1K - $26.7K
|
1.52K
$1.48M
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
60+ 11.13% |
$19.1K - $26.7K
|
599
$583K
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
58+ 8.96% |
$18.4K - $25.8K
|
705
$686K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
58+ 3.62% |
$18.4K - $25.8K
|
1.66K
$1.61M
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
58+ 3.58% |
$18.4K - $25.8K
|
1.68K
$1.63M
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
57+ 3.6% |
$18.1K - $25.4K
|
1.64K
$1.6M
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
57+ 6.73% |
$18.1K - $25.4K
|
904
$880K
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
57+ 4.07% |
$18.1K - $25.4K
|
1.46K
$1.42M
|