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 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
616+ 0.73% |
$38.9K - $49K
|
85.1K
$5.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.61KNew |
$291K - $367K
|
4.61K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
835New |
$52.8K - $66.4K
|
835
$58.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
121KNew |
$7.64M - $9.62M
|
121K
$8.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-58- 1.22% |
$3.67K - $4.62K
|
4.7K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
3.3K+ 330.0% |
$209K - $263K
|
4.3K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-135K- 20.45% |
$8.54M - $10.8M
|
526K
$36.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-675- 5.21% |
$42.7K - $53.7K
|
12.3K
$861K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
347+ 2.25% |
$21.9K - $27.6K
|
15.8K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.5K- 43.74% |
$285K - $358K
|
5.79K
$406K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4K+ 5.59% |
$253K - $319K
|
75.7K
$5.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-759- 36.88% |
$48K - $60.4K
|
1.3K
$91K
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-208K- 5.28% |
$13.1M - $16.5M
|
3.73M
$261M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-300- 2.49% |
$19K - $23.9K
|
11.7K
$823K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.36K- 5.16% |
$86K - $108K
|
25K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
93+ 1.06% |
$5.88K - $7.4K
|
8.91K
$624K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-763- 13.18% |
$48.2K - $60.7K
|
5.02K
$352K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.64K- 9.62% |
$104K - $131K
|
15.4K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
838New |
$53K - $66.7K
|
838
$58.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-18.9K- 39.17% |
$1.2M - $1.51M
|
29.4K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-835- 5.83% |
$52.8K - $66.4K
|
13.5K
$944K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.5K- 4.02% |
$94.8K - $119K
|
35.8K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.82KNew |
$242K - $304K
|
3.82K
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
10.5K+ 120.83% |
$664K - $836K
|
19.2K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
665+ 13.01% |
$42K - $52.9K
|
5.78K
$405K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
77.2K+ 25.94% |
$4.88M - $6.14M
|
375K
$26.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-30- 0.25% |
$1.9K - $2.39K
|
12K
$838K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-861- 2.56% |
$54.4K - $68.5K
|
32.7K
$2.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.67K- 3.2% |
$105K - $133K
|
50.4K
$3.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
40+ 1.2% |
$2.53K - $3.18K
|
3.38K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
43+ 0.06% |
$2.72K - $3.42K
|
67.6K
$4.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.2K- 7.88% |
$329K - $414K
|
60.8K
$4.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-671- 7.39% |
$42.4K - $53.4K
|
8.41K
$589K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-149- 33.18% |
$9.42K - $11.9K
|
300
$21K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.97K- 13.19% |
$125K - $157K
|
13K
$910K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.23KNew |
$331K - $417K
|
5.23K
$367K
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
18.2K+ 46.13% |
$1.15M - $1.45M
|
57.7K
$4.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
25.6KNew |
$1.62M - $2.04M
|
25.6K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-123- 7.66% |
$7.77K - $9.79K
|
1.48K
$104K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-353- 2.08% |
$22.3K - $28.1K
|
16.6K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-518- 3.56% |
$32.7K - $41.2K
|
14K
$982K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-59- 51.3% |
$3.73K - $4.7K
|
56
$3.92K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.06K+ 11.94% |
$67K - $84.4K
|
9.94K
$696K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-351- 5.21% |
$22.2K - $27.9K
|
6.39K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-820- 10.42% |
$51.8K - $65.3K
|
7.05K
$494K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.57K+ 370.36% |
$289K - $364K
|
5.81K
$407K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
9.1KNew |
$575K - $724K
|
9.1K
$638K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.01K+ 25.68% |
$63.7K - $80.2K
|
4.93K
$346K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.21K+ 4.67% |
$76.5K - $96.3K
|
27.1K
$1.9M
|