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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.15% |
$61 - $69.6
|
88
$5.9K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
1+ 2.56% |
$61 - $69.6
|
40
$2.68K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$61 - $69.6
|
12.2K
$819K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 3.85% |
$61 - $69.6
|
27
$1.81K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1+ 0.3% |
$61 - $69.6
|
339
$22.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.06% |
$61 - $69.6
|
1.79K
$120K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.01% |
$61 - $69.6
|
14.9K
$996K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.09% |
$61 - $69.6
|
1.09K
$72.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.99% |
$61 - $69.6
|
102
$6.84K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.42% |
$61 - $69.6
|
239
$16K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.07% |
$61 - $69.6
|
1.33K
$89.4K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-2- 0.36% |
$122 - $139
|
559
$37.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4- 0.18% |
$244 - $278
|
2.18K
$146K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-4- 1.87% |
$244 - $278
|
210
$14.1K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-6- 31.58% |
$366 - $417
|
13
$871
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-8- 0.11% |
$488 - $557
|
7.51K
$503K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9- 0.14% |
$549 - $626
|
6.42K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-14- 1.73% |
$854 - $974
|
795
$53.3K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-14- 0.06% |
$854 - $974
|
22.6K
$1.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-14- 0.27% |
$854 - $974
|
5.19K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-16- 28.57% |
$976 - $1.11K
|
40
$2.68K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-16- 0.02% |
$976 - $1.11K
|
84.4K
$5.65M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-19- 0.14% |
$1.16K - $1.32K
|
13.4K
$897K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-19- 0.45% |
$1.16K - $1.32K
|
4.19K
$281K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-23- 0.58% |
$1.4K - $1.6K
|
3.91K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-27- 0.4% |
$1.65K - $1.88K
|
6.81K
$456K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-27- 0.58% |
$1.65K - $1.88K
|
4.64K
$311K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-30- 0.27% |
$1.83K - $2.09K
|
11.2K
$749K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-34- 0.92% |
$2.08K - $2.37K
|
3.65K
$245K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-34- 0.3% |
$2.08K - $2.37K
|
11.3K
$755K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-36- 0.14% |
$2.2K - $2.5K
|
26.3K
$1.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-36- 2.93% |
$2.2K - $2.5K
|
1.19K
$79.9K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-37- 1.01% |
$2.26K - $2.57K
|
3.64K
$244K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-37- 1.8% |
$2.26K - $2.57K
|
2.02K
$136K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-39- 0.66% |
$2.38K - $2.71K
|
5.85K
$392K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-41- 57.75% |
$2.5K - $2.85K
|
30
$2.01K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-42- 5.03% |
$2.56K - $2.92K
|
793
$53.1K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-48- 0.74% |
$2.93K - $3.34K
|
6.44K
$431K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-50- 34.97% |
$3.05K - $3.48K
|
93
$6.23K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-51- 10.97% |
$3.11K - $3.55K
|
414
$27.7K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-55- 0.92% |
$3.36K - $3.83K
|
5.93K
$397K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-56- 0.45% |
$3.42K - $3.9K
|
12.4K
$832K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-56- 2.15% |
$3.42K - $3.9K
|
2.55K
$171K
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-64- 6.3% |
$3.91K - $4.45K
|
952
$63.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-70- 66.67% |
$4.27K - $4.87K
|
35
$2.35K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-70- 4.65% |
$4.27K - $4.87K
|
1.44K
$96.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-70- 16.67% |
$4.27K - $4.87K
|
350
$23.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-71- 2.07% |
$4.33K - $4.94K
|
3.36K
$225K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-79- 2.02% |
$4.82K - $5.5K
|
3.83K
$257K
|