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 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
619+ 4.09% |
$37.8K - $43.1K
|
15.7K
$1.05M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
619+ 21.05% |
$37.8K - $43.1K
|
3.56K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
615+ 12.65% |
$37.5K - $42.8K
|
5.48K
$367K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
600+ 49.67% |
$36.6K - $41.7K
|
1.81K
$121K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
591+ 339.66% |
$36.1K - $41.1K
|
765
$51.3K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
591+ 5.63% |
$36.1K - $41.1K
|
11.1K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
574+ 0.92% |
$35K - $39.9K
|
63.2K
$4.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
572+ 8.12% |
$34.9K - $39.8K
|
7.61K
$510K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
565+ 1.07% |
$34.5K - $39.3K
|
53.2K
$3.57M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
560New |
$34.2K - $39K
|
560
$37.5K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
560New |
$34.2K - $39K
|
560
$37.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
550+ 4.65% |
$33.6K - $38.3K
|
12.4K
$829K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
543+ 9.71% |
$33.1K - $37.8K
|
6.14K
$411K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
541New |
$33K - $37.6K
|
541
$36.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
530+ 15.39% |
$32.3K - $36.9K
|
3.97K
$266K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
528+ 10.38% |
$32.2K - $36.7K
|
5.61K
$376K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
525+ 17.66% |
$32K - $36.5K
|
3.5K
$234K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
524+ 7.42% |
$32K - $36.5K
|
7.59K
$508K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
512+ 8.52% |
$31.2K - $35.6K
|
6.52K
$437K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
496+ 1.79% |
$30.3K - $34.5K
|
28.2K
$1.89M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
475+ 12.84% |
$29K - $33K
|
4.18K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
453+ 2.83% |
$27.6K - $31.5K
|
16.5K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
447+ 5.14% |
$27.3K - $31.1K
|
9.15K
$613K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
444+ 5.36% |
$27.1K - $30.9K
|
8.72K
$584K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
433+ 5.27% |
$26.4K - $30.1K
|
8.65K
$580K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
432New |
$26.4K - $30.1K
|
432
$28.9K
|
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
425+ 1.14% |
$25.9K - $29.6K
|
37.7K
$2.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
425+ 0.72% |
$25.9K - $29.6K
|
59.7K
$4M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
420+ 2.48% |
$25.6K - $29.2K
|
17.4K
$1.16M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
410+ 44.32% |
$25K - $28.5K
|
1.34K
$89.5K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
405+ 3.53% |
$24.7K - $28.2K
|
11.9K
$795K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
404New |
$24.7K - $28.1K
|
404
$27.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
403+ 1.05% |
$24.6K - $28K
|
38.9K
$2.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
403+ 6.36% |
$24.6K - $28K
|
6.74K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
394+ 9.02% |
$24K - $27.4K
|
4.76K
$319K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
392+ 8.0% |
$23.9K - $27.3K
|
5.3K
$355K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
382+ 4.34% |
$23.3K - $26.6K
|
9.19K
$616K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
379+ 3.45% |
$23.1K - $26.4K
|
11.4K
$762K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
376+ 2.94% |
$22.9K - $26.2K
|
13.2K
$883K
|
|
|
May 09, 2024
Q1 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
370+ 5.85% |
$22.6K - $25.7K
|
6.7K
$449K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
368+ 4.64% |
$22.5K - $25.6K
|
8.29K
$556K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
360New |
$22K - $25K
|
360
$24.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
353+ 4.61% |
$21.5K - $24.6K
|
8.01K
$537K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
348+ 0.79% |
$21.2K - $24.2K
|
44.3K
$2.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
342+ 0.9% |
$20.9K - $23.8K
|
38.1K
$2.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
322New |
$19.7K - $22.4K
|
322
$21.6K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
322+ 378.82% |
$19.7K - $22.4K
|
407
$27.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
318+ 2.02% |
$19.4K - $22.1K
|
16.1K
$1.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
304+ 5.6% |
$18.6K - $21.1K
|
5.73K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
301New |
$18.4K - $20.9K
|
301
$20.2K
|