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 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-92- 46.46% |
$7.47K - $8.22K
|
106
$9.48K
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
2.56KNew |
$208K - $229K
|
2.56K
$229K
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-412- 4.83% |
$33.4K - $36.8K
|
8.11K
$725K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
418+ 1.81% |
$33.9K - $37.4K
|
23.5K
$2.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.45KNew |
$198K - $219K
|
2.45K
$219K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
47+ 0.31% |
$3.81K - $4.2K
|
15.4K
$1.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
26K+ 20.5% |
$2.11M - $2.32M
|
153K
$13.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.17K- 20.71% |
$257K - $284K
|
12.1K
$1.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
527+ 6.01% |
$42.8K - $47.1K
|
9.3K
$831K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.15KNew |
$336K - $371K
|
4.15K
$371K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.19KNew |
$178K - $196K
|
2.19K
$196K
|
|
|
Jan 14, 2026
Q4 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-75- 2.11% |
$6.09K - $6.71K
|
3.48K
$311K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
10.1KNew |
$817K - $900K
|
10.1K
$900K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-493- 30.66% |
$40K - $44.1K
|
1.12K
$99.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
596+ 10.0% |
$48.4K - $53.3K
|
6.56K
$586K
|
|
|
Jan 14, 2026
Q4 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
858+ 1.48% |
$69.6K - $76.7K
|
58.7K
$5.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
74+ 2.75% |
$6.01K - $6.62K
|
2.76K
$247K
|
|
|
Jan 14, 2026
Q4 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-83- 0.58% |
$6.74K - $7.42K
|
14.3K
$1.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
521+ 0.64% |
$42.3K - $46.6K
|
82.5K
$7.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-45- 5.64% |
$3.65K - $4.02K
|
753
$67.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-148- 1.05% |
$12K - $13.2K
|
14K
$1.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.55KNew |
$207K - $228K
|
2.55K
$228K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.77K- 31.42% |
$225K - $248K
|
6.06K
$541K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.24KNew |
$182K - $201K
|
2.24K
$201K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-809- 10.03% |
$65.7K - $72.3K
|
7.26K
$649K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
378+ 1.69% |
$30.7K - $33.8K
|
22.8K
$2.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
413+ 3.8% |
$33.5K - $36.9K
|
11.3K
$1.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
104+ 3.54% |
$8.44K - $9.3K
|
3.05K
$272K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
297+ 10.9% |
$24.1K - $26.6K
|
3.02K
$270K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
5.6K+ 115.27% |
$454K - $500K
|
10.4K
$934K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
190+ 35.58% |
$15.4K - $17K
|
724
$64.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
34+ 5.16% |
$2.76K - $3.04K
|
693
$62K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
300+ 3.5% |
$24.3K - $26.8K
|
8.88K
$793K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-654- 14.83% |
$53.1K - $58.5K
|
3.76K
$336K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-313- 1.69% |
$25.4K - $28K
|
18.2K
$1.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-43- 8.22% |
$3.49K - $3.84K
|
480
$42.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.71KNew |
$220K - $243K
|
2.71K
$243K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
2.44KNew |
$198K - $218K
|
2.44K
$218K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
418+ 10.26% |
$33.9K - $37.4K
|
4.49K
$402K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
21+ 0.38% |
$1.7K - $1.88K
|
5.6K
$501K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
418+ 15.75% |
$33.9K - $37.4K
|
3.07K
$275K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.29KNew |
$348K - $383K
|
4.29K
$383K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-923- 15.13% |
$74.9K - $82.5K
|
5.18K
$463K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
2.87K+ 24.99% |
$233K - $256K
|
14.3K
$1.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
177+ 0.36% |
$14.4K - $15.8K
|
49.1K
$4.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-922- 10.37% |
$74.8K - $82.4K
|
7.97K
$713K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
65+ 1.21% |
$5.27K - $5.81K
|
5.43K
$485K
|
|
|
Jan 12, 2026
Q4 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-22.7K- 6.92% |
$1.85M - $2.03M
|
306K
$27.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3+ 0.06% |
$243 - $268
|
4.68K
$418K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.39KNew |
$356K - $393K
|
4.39K
$393K
|
|