Purchases and Sales Made in Q1 2024 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q1 2024. 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 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
146+ 40.56% |
$8.91K - $10.2K
|
506
$33.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
141+ 4.65% |
$8.61K - $9.81K
|
3.17K
$212K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
137+ 1.74% |
$8.36K - $9.53K
|
8.01K
$536K
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
135+ 3.7% |
$8.24K - $9.39K
|
3.79K
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
134+ 1.0% |
$8.18K - $9.32K
|
13.5K
$906K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
128+ 1.02% |
$7.81K - $8.9K
|
12.7K
$853K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
127+ 1.07% |
$7.75K - $8.84K
|
12K
$806K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
123New |
$7.51K - $8.56K
|
123
$8.24K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
118+ 0.67% |
$7.2K - $8.21K
|
17.7K
$1.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
116+ 0.32% |
$7.08K - $8.07K
|
36.5K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
115+ 21.54% |
$7.02K - $8K
|
649
$43.5K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
114+ 7.23% |
$6.96K - $7.93K
|
1.69K
$113K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
108+ 0.57% |
$6.59K - $7.51K
|
19.2K
$1.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
104+ 3.17% |
$6.35K - $7.24K
|
3.38K
$227K
|
|
|
May 13, 2024
Q1 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
103+ 46.19% |
$6.29K - $7.17K
|
326
$21.8K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
101+ 561.11% |
$6.16K - $7.03K
|
119
$7.97K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
100+ 3.18% |
$6.1K - $6.96K
|
3.24K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100+ 8.16% |
$6.1K - $6.96K
|
1.33K
$88.8K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
100New |
$6.1K - $6.96K
|
100
$6.7K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
95+ 0.5% |
$5.8K - $6.61K
|
18.9K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
88New |
$5.37K - $6.12K
|
88
$5.9K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
84+ 22.34% |
$5.13K - $5.84K
|
460
$30.8K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
80+ 0.61% |
$4.88K - $5.57K
|
13.2K
$882K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
77+ 1.38% |
$4.7K - $5.36K
|
5.65K
$379K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
74New |
$4.52K - $5.15K
|
74
$4.96K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
73New |
$4.46K - $5.08K
|
73
$4.89K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
70New |
$4.27K - $4.87K
|
70
$4.69K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
70+ 22.44% |
$4.27K - $4.87K
|
382
$25.6K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
66+ 6.63% |
$4.03K - $4.59K
|
1.06K
$71.2K
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
65+ 1.22% |
$3.97K - $4.52K
|
5.41K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
64+ 0.01% |
$3.91K - $4.45K
|
797K
$53.4M
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
62+ 1.77% |
$3.78K - $4.31K
|
3.56K
$238K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
60+ 0.7% |
$3.66K - $4.17K
|
8.62K
$578K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
60+ 1.74% |
$3.66K - $4.17K
|
3.51K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
60+ 0.38% |
$3.66K - $4.17K
|
15.8K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
59+ 1.32% |
$3.6K - $4.1K
|
4.53K
$303K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
58New |
$3.54K - $4.04K
|
58
$3.89K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
58+ 1.28% |
$3.54K - $4.04K
|
4.57K
$307K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
55New |
$3.36K - $3.83K
|
55
$3.69K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
54New |
$3.3K - $3.76K
|
54
$3.62K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
52+ 0.98% |
$3.17K - $3.62K
|
5.34K
$358K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
51+ 15.27% |
$3.11K - $3.55K
|
385
$25.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
50+ 1.21% |
$3.05K - $3.48K
|
4.17K
$280K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
50+ 1.33% |
$3.05K - $3.48K
|
3.81K
$255K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
47+ 1.35% |
$2.87K - $3.27K
|
3.54K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
46+ 29.68% |
$2.81K - $3.2K
|
201
$13.5K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
45New |
$2.75K - $3.13K
|
45
$3.02K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
44New |
$2.69K - $3.06K
|
44
$2.95K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
42New |
$2.56K - $2.92K
|
42
$2.81K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
42+ 0.69% |
$2.56K - $2.92K
|
6.11K
$409K
|