Purchases and Sales Made in Q1 2023 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q1 2023. The information is specifically focused on institutions that hold shares of ASTRAZENECA PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
364+ 5.83% |
$23K - $26.1K
|
6.61K
$456K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
353+ 2.66% |
$22.3K - $25.3K
|
13.6K
$939K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
326+ 1.76% |
$20.6K - $23.3K
|
18.8K
$1.3M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
320+ 2.22% |
$20.2K - $22.9K
|
14.7K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
318+ 19.61% |
$20.1K - $22.8K
|
1.94K
$134K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
315New |
$19.9K - $22.6K
|
315
$21.8K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
311+ 5.03% |
$19.6K - $22.3K
|
6.5K
$449K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
304+ 5.22% |
$19.2K - $21.8K
|
6.13K
$423K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
302+ 7.73% |
$19.1K - $21.6K
|
4.21K
$291K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
302+ 19.76% |
$19.1K - $21.6K
|
1.83K
$126K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
292+ 5.97% |
$18.4K - $20.9K
|
5.18K
$358K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
291+ 50.79% |
$18.4K - $20.8K
|
864
$59.7K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
290+ 8.21% |
$18.3K - $20.8K
|
3.82K
$264K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
277+ 2.02% |
$17.5K - $19.8K
|
14K
$964K
|
|
|
May 05, 2023
Q1 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
275+ 2.83% |
$17.4K - $19.7K
|
9.99K
$690K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
260+ 7.71% |
$16.4K - $18.6K
|
3.63K
$251K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
257+ 1.74% |
$16.2K - $18.4K
|
15K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
256+ 984.62% |
$16.2K - $18.3K
|
282
$19.5K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
249+ 7.85% |
$15.7K - $17.8K
|
3.42K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
239+ 0.64% |
$15.1K - $17.1K
|
37.8K
$2.61M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
238+ 7.46% |
$15K - $17K
|
3.43K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
238+ 0.2% |
$15K - $17K
|
116K
$8.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
234+ 1.99% |
$14.8K - $16.8K
|
12K
$829K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
234+ 2.86% |
$14.8K - $16.8K
|
8.4K
$580K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
233+ 0.62% |
$14.7K - $16.7K
|
37.7K
$2.61M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
231+ 7.03% |
$14.6K - $16.5K
|
3.52K
$243K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
211+ 4.25% |
$13.3K - $15.1K
|
5.17K
$357K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
210+ 1.94% |
$13.3K - $15K
|
11K
$760K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
210+ 0.41% |
$13.3K - $15K
|
52K
$3.59M
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
200+ 0.01% |
$12.6K - $14.3K
|
2.42M
$167M
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
191+ 1.71% |
$12.1K - $13.7K
|
11.4K
$784K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
191New |
$12.1K - $13.7K
|
191
$13.2K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
189+ 49.35% |
$11.9K - $13.5K
|
572
$39.5K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
185+ 3.55% |
$11.7K - $13.2K
|
5.4K
$373K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
182+ 1300.0% |
$11.5K - $13K
|
196
$13.5K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
180+ 4.36% |
$11.4K - $12.9K
|
4.31K
$298K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
178+ 1.35% |
$11.2K - $12.7K
|
13.4K
$926K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
175+ 16.94% |
$11.1K - $12.5K
|
1.21K
$83.4K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
171+ 2.05% |
$10.8K - $12.2K
|
8.51K
$588K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
166+ 0.73% |
$10.5K - $11.9K
|
23K
$1.59M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
165+ 3.11% |
$10.4K - $11.8K
|
5.47K
$378K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
159+ 21.23% |
$10K - $11.4K
|
908
$62.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
150+ 1.41% |
$9.47K - $10.7K
|
10.8K
$744K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
149+ 3.31% |
$9.41K - $10.7K
|
4.66K
$322K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
146+ 0.35% |
$9.22K - $10.5K
|
41.5K
$2.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
143+ 2.74% |
$9.03K - $10.2K
|
5.36K
$370K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
143+ 11.12% |
$9.03K - $10.2K
|
1.43K
$98.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
142+ 9.58% |
$8.97K - $10.2K
|
1.62K
$112K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
133+ 6.09% |
$8.4K - $9.52K
|
2.32K
$160K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
125+ 9.53% |
$7.89K - $8.95K
|
1.44K
$99.2K
|