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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
247+ 320.78% |
$18.9K - $21.6K
|
324
$23.4K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
8New |
$613 - $701
|
8
$579
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-634- 18.85% |
$48.6K - $55.6K
|
2.73K
$197K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.15% |
$76.7 - $87.6
|
656
$47.5K
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.04K- 26.9% |
$80K - $91.5K
|
2.84K
$205K
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
752+ 10.81% |
$57.7K - $65.9K
|
7.71K
$558K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.76% |
$153 - $175
|
264
$19.1K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14+ 0.53% |
$1.07K - $1.23K
|
2.66K
$193K
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-14- 15.05% |
$1.07K - $1.23K
|
79
$5.72K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-236- 8.29% |
$18.1K - $20.7K
|
2.61K
$189K
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
136+ 4.04% |
$10.4K - $11.9K
|
3.5K
$254K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-169- 10.7% |
$13K - $14.8K
|
1.41K
$102K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.7KNew |
$360K - $411K
|
4.7K
$340K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
133+ 2.03% |
$10.2K - $11.7K
|
6.7K
$485K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
260New |
$19.9K - $22.8K
|
260
$18.8K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.81KNew |
$445K - $509K
|
5.81K
$420K
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-229- 6.7% |
$17.6K - $20.1K
|
3.19K
$231K
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
500+ 19.46% |
$38.3K - $43.8K
|
3.07K
$222K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
12New |
$920 - $1.05K
|
12
$868
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 12.76% |
$3.83K - $4.38K
|
342
$24.7K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-700- 76.75% |
$53.7K - $61.3K
|
212
$15.3K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.07KNew |
$235K - $269K
|
3.07K
$222K
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-550- 0.78% |
$42.2K - $48.2K
|
69.6K
$5.03M
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
6+ 0.22% |
$460 - $526
|
2.74K
$198K
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-77- 2.38% |
$5.9K - $6.75K
|
3.16K
$229K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
35New |
$2.68K - $3.07K
|
35
$2.53K
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.8KNew |
$214K - $245K
|
2.8K
$202K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-654- 3.94% |
$50.1K - $57.3K
|
16K
$1.15M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1+ 0.02% |
$76.7 - $87.6
|
4.37K
$316K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.22% |
$76.7 - $87.6
|
463
$33.5K
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.65KNew |
$203K - $232K
|
2.65K
$191K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-568- 63.25% |
$43.5K - $49.8K
|
330
$23.9K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 0.61% |
$1.07K - $1.23K
|
2.32K
$168K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-43- 2.94% |
$3.3K - $3.77K
|
1.42K
$103K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
504+ 4.71% |
$38.6K - $44.2K
|
11.2K
$810K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.7K+ 8.02% |
$1.28M - $1.46M
|
225K
$16.3M
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-6K- 59.42% |
$460K - $526K
|
4.1K
$296K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
131New |
$10K - $11.5K
|
131
$9.48K
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.13K+ 43.64% |
$86.3K - $98.6K
|
3.7K
$268K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.26K+ 20.23% |
$326K - $373K
|
25.3K
$1.83M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.66KNew |
$204K - $233K
|
2.66K
$192K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-63.4K- 91.11% |
$4.86M - $5.56M
|
6.19K
$448K
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
16.6KNew |
$1.27M - $1.45M
|
16.6K
$1.2M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32+ 0.68% |
$2.45K - $2.8K
|
4.72K
$342K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
75+ 1.28% |
$5.75K - $6.57K
|
5.92K
$429K
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
4.8K+ 2.03% |
$368K - $420K
|
241K
$17.4M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.31K+ 4.62% |
$331K - $378K
|
97.7K
$7.07M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.44% |
$76.7 - $87.6
|
227
$16.4K
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-175- 3.05% |
$13.4K - $15.3K
|
5.57K
$403K
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-93- 2.06% |
$7.13K - $8.15K
|
4.43K
$320K
|