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 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-87- 13.99% |
$5.31K - $6.05K
|
535
$35.9K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-89- 4.82% |
$5.43K - $6.19K
|
1.76K
$118K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-91- 6.91% |
$5.55K - $6.33K
|
1.23K
$82.1K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-95- 1.89% |
$5.8K - $6.61K
|
4.92K
$330K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-97- 1.52% |
$5.92K - $6.75K
|
6.27K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-97- 1.46% |
$5.92K - $6.75K
|
6.55K
$439K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-98- 0.76% |
$5.98K - $6.82K
|
12.8K
$858K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-99- 6.93% |
$6.04K - $6.89K
|
1.33K
$89.1K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-100- 1.4% |
$6.1K - $6.96K
|
7.02K
$470K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-100- 4.25% |
$6.1K - $6.96K
|
2.25K
$151K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-106- 20.35% |
$6.47K - $7.37K
|
415
$27.8K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-115- 2.73% |
$7.02K - $8K
|
4.1K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-116- 1.04% |
$7.08K - $8.07K
|
11K
$736K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-116- 58.0% |
$7.08K - $8.07K
|
84
$5.63K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-120- 75.0% |
$7.32K - $8.35K
|
40
$2.68K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-121- 22.28% |
$7.38K - $8.42K
|
422
$28.3K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-122- 2.55% |
$7.45K - $8.49K
|
4.66K
$312K
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-125- 1.27% |
$7.63K - $8.7K
|
9.7K
$650K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-126- 1.0% |
$7.69K - $8.77K
|
12.4K
$833K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-127- 14.4% |
$7.75K - $8.84K
|
755
$50.6K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-130- 6.64% |
$7.93K - $9.04K
|
1.83K
$122K
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-141- 2.81% |
$8.61K - $9.81K
|
4.87K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-141- 0.37% |
$8.61K - $9.81K
|
37.6K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-144- 0.22% |
$8.79K - $10K
|
64K
$4.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-150- 20.0% |
$9.15K - $10.4K
|
600
$40.2K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-157- 10.87% |
$9.58K - $10.9K
|
1.29K
$86.3K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-160- 1.27% |
$9.76K - $11.1K
|
12.4K
$832K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-161- 0.64% |
$9.83K - $11.2K
|
25.1K
$1.68M
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-178- 30.8% |
$10.9K - $12.4K
|
400
$26.8K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-179- 89.95% |
$10.9K - $12.5K
|
20
$1.34K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-195- 3.54% |
$11.9K - $13.6K
|
5.32K
$356K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-199- 2.71% |
$12.1K - $13.8K
|
7.14K
$478K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-200- 2.85% |
$12.2K - $13.9K
|
6.82K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-200- 4.04% |
$12.2K - $13.9K
|
4.76K
$319K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-200- 33.33% |
$12.2K - $13.9K
|
400
$26.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-204- 1.98% |
$12.5K - $14.2K
|
10.1K
$677K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-205- 62.12% |
$12.5K - $14.3K
|
125
$8.38K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-209- 3.7% |
$12.8K - $14.5K
|
5.44K
$365K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-210- 69.54% |
$12.8K - $14.6K
|
92
$6.16K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-212- 17.39% |
$12.9K - $14.7K
|
1.01K
$67.5K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-218- 3.25% |
$13.3K - $15.2K
|
6.49K
$435K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-220- 0.91% |
$13.4K - $15.3K
|
23.8K
$1.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-227- 1.49% |
$13.9K - $15.8K
|
15K
$1M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-229- 2.25% |
$14K - $15.9K
|
9.96K
$667K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-232- 5.86% |
$14.2K - $16.1K
|
3.73K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-234- 4.73% |
$14.3K - $16.3K
|
4.72K
$316K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-237- 6.58% |
$14.5K - $16.5K
|
3.36K
$225K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-243- 1.88% |
$14.8K - $16.9K
|
12.7K
$852K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-248- 2.73% |
$15.1K - $17.3K
|
8.84K
$592K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-250- 78.62% |
$15.3K - $17.4K
|
68
$4.56K
|