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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-328- 40.64% |
$21.3K - $24.6K
|
479
$42.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.92KNew |
$190K - $219K
|
2.92K
$261K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
200+ 4.4% |
$13K - $15K
|
4.75K
$424K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
148+ 4.23% |
$9.6K - $11.1K
|
3.65K
$326K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
45+ 45.0% |
$2.92K - $3.38K
|
145
$13K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-10.7K- 42.85% |
$692K - $800K
|
14.2K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.95KNew |
$191K - $221K
|
2.95K
$263K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
120New |
$7.78K - $9K
|
120
$10.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-8.05K- 40.13% |
$522K - $604K
|
12K
$1.07M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
218+ 149.32% |
$14.1K - $16.4K
|
364
$32.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
55+ 0.82% |
$3.57K - $4.13K
|
6.78K
$606K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56+ 0.97% |
$3.63K - $4.2K
|
5.8K
$519K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100+ 100.0% |
$6.49K - $7.5K
|
200
$17.9K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-189- 2.68% |
$12.3K - $14.2K
|
6.86K
$613K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
4.85K+ 28.96% |
$315K - $364K
|
21.6K
$1.93M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.17KNew |
$335K - $387K
|
5.17K
$462K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-135- 3.63% |
$8.76K - $10.1K
|
3.58K
$320K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
91+ 2.93% |
$5.9K - $6.83K
|
3.2K
$286K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
142+ 0.17% |
$9.21K - $10.7K
|
81.7K
$7.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-1.09K- 10.58% |
$71K - $82.1K
|
9.25K
$827K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
6.93K+ 20.91% |
$449K - $520K
|
40.1K
$3.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.42K+ 37.67% |
$417K - $482K
|
23.5K
$2.1M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
32.7KNew |
$2.12M - $2.45M
|
32.7K
$2.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-26- 0.83% |
$1.69K - $1.95K
|
3.11K
$278K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.23KNew |
$79.5K - $91.9K
|
1.23K
$110K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-66- 0.52% |
$4.28K - $4.95K
|
12.7K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.21K- 18.73% |
$208K - $241K
|
13.9K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
920+ 8.18% |
$59.7K - $69K
|
12.2K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
74New |
$4.8K - $5.55K
|
74
$6.62K
|
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-994- 3.65% |
$64.5K - $74.6K
|
26.3K
$2.35M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
301+ 7.52% |
$19.5K - $22.6K
|
4.3K
$385K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.42KNew |
$222K - $256K
|
3.42K
$305K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
130+ 17.06% |
$8.43K - $9.75K
|
892
$79.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-9.94K- 73.84% |
$645K - $745K
|
3.52K
$315K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-24- 1.25% |
$1.56K - $1.8K
|
1.9K
$170K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.78K+ 8.97% |
$180K - $209K
|
33.8K
$3.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.51K- 69.22% |
$97.9K - $113K
|
671
$60K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.5K- 69.08% |
$1.92M - $2.21M
|
13.2K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-321- 6.14% |
$20.8K - $24.1K
|
4.91K
$439K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-695- 9.13% |
$45.1K - $52.1K
|
6.92K
$619K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
56New |
$3.63K - $4.2K
|
56
$5.01K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
106+ 1.87% |
$6.88K - $7.95K
|
5.77K
$516K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
34+ 0.34% |
$2.21K - $2.55K
|
9.93K
$887K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
39New |
$2.53K - $2.93K
|
39
$3.49K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
10.1K+ 33.76% |
$654K - $756K
|
40K
$3.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
52KNew |
$3.37M - $3.9M
|
52K
$4.65M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.75K- 52.5% |
$308K - $357K
|
4.3K
$385K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-5K- 38.38% |
$324K - $375K
|
8.03K
$718K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-300- 4.08% |
$19.5K - $22.5K
|
7.05K
$630K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-51- 1.09% |
$3.31K - $3.83K
|
4.64K
$415K
|
|