Latest Institutional Transactions on Astrazeneca PLC (AZN)
This table provides information on the latest institutional transactions involving Astrazeneca PLC (AZN) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
6.11K+ 6.39% |
$496K - $547K
|
102K
$9.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-14.7K- 2.61% |
$1.19M - $1.31M
|
547K
$48.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.51KNew |
$366K - $403K
|
4.51K
$403K
|
|
|
Jan 23, 2026
Q4 2025
|
Cambiar Investors LLC
|
BUY
|
- |
5.33K+ 1.97% |
$432K - $476K
|
276K
$24.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.8K+ 3.72% |
$146K - $161K
|
50.1K
$4.48M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.36K+ 7.14% |
$273K - $301K
|
50.4K
$4.51M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
368+ 2.23% |
$29.9K - $32.9K
|
16.9K
$1.51M
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
249+ 1.74% |
$20.2K - $22.3K
|
14.5K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-2.8K- 19.39% |
$227K - $250K
|
11.6K
$1.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.47K- 5.13% |
$120K - $132K
|
27.2K
$2.44M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
400+ 31.75% |
$32.5K - $35.8K
|
1.66K
$148K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
666+ 8.85% |
$54K - $59.5K
|
8.19K
$732K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.37K- 8.29% |
$112K - $123K
|
15.2K
$1.36M
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
328New |
$26.6K - $29.3K
|
328
$29.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
32.1KNew |
$2.6M - $2.87M
|
32.1K
$2.87M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.02K- 1.53% |
$82.4K - $90.7K
|
65.4K
$5.85M
|
|
|
Jan 23, 2026
Q4 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-461- 0.75% |
$37.4K - $41.2K
|
61.4K
$5.49M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
25K+ 8.06% |
$2.03M - $2.24M
|
335K
$30M
|
|
|
Jan 23, 2026
Q4 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
15New |
$1.22K - $1.34K
|
15
$1.34K
|
|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
SELL
|
- |
-2.79K- 6.28% |
$227K - $250K
|
41.7K
$3.73M
|
|
|
Jan 23, 2026
Q4 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
3.77K+ 4.01% |
$306K - $337K
|
97.7K
$8.73M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
172+ 6.34% |
$14K - $15.4K
|
2.89K
$258K
|
|
|
Jan 23, 2026
Q4 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$191K - $210K
|
2.35K
$210K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
88New |
$7.14K - $7.87K
|
88
$7.87K
|
|
|
Jan 23, 2026
Q4 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
162+ 0.9% |
$13.1K - $14.5K
|
18.1K
$1.61M
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-279- 5.39% |
$22.6K - $24.9K
|
4.9K
$438K
|
|
|
Jan 23, 2026
Q4 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-7.97K- 1.03% |
$647K - $713K
|
763K
$68.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
335+ 3350.0% |
$27.2K - $29.9K
|
345
$30.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
351+ 3.31% |
$28.5K - $31.4K
|
11K
$981K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 121.61% |
$1.01M - $1.11M
|
22.7K
$2.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 26.14% |
$122K - $135K
|
7.28K
$651K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.01K- 7.21% |
$81.6K - $89.8K
|
12.9K
$1.16M
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
157+ 6.98% |
$12.7K - $14K
|
2.41K
$215K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.78K+ 3.26% |
$226K - $249K
|
88.3K
$7.89M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.86K- 11.17% |
$151K - $166K
|
14.8K
$1.32M
|
|
|
Jan 22, 2026
Q4 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-4.24K- 7.84% |
$344K - $379K
|
49.9K
$4.46M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.09K+ 5.24% |
$88.3K - $97.3K
|
21.9K
$1.95M
|
|
|
Jan 22, 2026
Q4 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-149- 13.91% |
$12.1K - $13.3K
|
922
$82.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.2K- 35.78% |
$341K - $375K
|
7.54K
$674K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
557+ 54.34% |
$45.2K - $49.8K
|
1.58K
$141K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.53K+ 15.17% |
$124K - $137K
|
11.6K
$1.04M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-541- 7.2% |
$43.9K - $48.4K
|
6.97K
$623K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6.77K+ 31.91% |
$549K - $605K
|
28K
$2.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
34+ 0.52% |
$2.76K - $3.04K
|
6.63K
$592K
|
|
|
Jan 21, 2026
Q4 2025
|
Bank Of Stockton
|
BUY
|
- |
4.33K+ 91.28% |
$351K - $387K
|
9.06K
$810K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
117+ 1462.5% |
$9.49K - $10.5K
|
125
$11.2K
|
|
|
Jan 21, 2026
Q4 2025
|
South Shore Capital Advisors
|
BUY
|
- |
3.1KNew |
$251K - $277K
|
3.1K
$277K
|
|
|
Jan 21, 2026
Q4 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
238+ 0.37% |
$19.3K - $21.3K
|
65K
$5.81M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.75KNew |
$223K - $246K
|
2.75K
$246K
|
|
|
Jan 21, 2026
Q4 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-12K- 16.68% |
$975K - $1.07M
|
60K
$5.37M
|
|