Purchases and Sales Made in Q2 2023 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.29KNew |
$230K - $249K
|
3.29K
$220K
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.26KNew |
$228K - $247K
|
3.26K
$218K
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.23K+ 10.29% |
$226K - $245K
|
34.7K
$2.32M
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
3.16KNew |
$221K - $239K
|
3.16K
$212K
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.11K+ 9.38% |
$217K - $236K
|
36.2K
$2.43M
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.08K+ 88.82% |
$215K - $234K
|
6.55K
$439K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.04K+ 13.43% |
$213K - $231K
|
25.7K
$1.72M
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
3.01KNew |
$211K - $228K
|
3.01K
$202K
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.96KNew |
$207K - $224K
|
2.96K
$198K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.91KNew |
$203K - $220K
|
2.91K
$195K
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
2.87KNew |
$201K - $218K
|
2.87K
$192K
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.86KNew |
$200K - $217K
|
2.86K
$191K
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.83KNew |
$198K - $214K
|
2.83K
$189K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.81KNew |
$197K - $213K
|
2.81K
$188K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.81KNew |
$196K - $213K
|
2.81K
$188K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.8KNew |
$196K - $212K
|
2.8K
$188K
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.8KNew |
$196K - $212K
|
2.8K
$188K
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
BUY
|
- |
2.69K+ 14.77% |
$188K - $204K
|
20.9K
$1.4M
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.43K+ 10.57% |
$170K - $184K
|
25.4K
$1.7M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.43K+ 14.48% |
$170K - $184K
|
19.2K
$1.29M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.35K+ 3.65% |
$165K - $178K
|
66.8K
$4.47M
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.35K+ 3.4% |
$164K - $178K
|
71.5K
$4.79M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.34K+ 17.72% |
$163K - $177K
|
15.5K
$1.04M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.25K+ 5.32% |
$158K - $171K
|
44.6K
$2.99M
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.23K+ 29.44% |
$156K - $169K
|
9.79K
$656K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.18K+ 33.38% |
$152K - $165K
|
8.71K
$584K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.16K+ 24.3% |
$151K - $163K
|
11K
$739K
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
2.07K+ 2.81% |
$145K - $157K
|
75.8K
$5.08M
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
2.06K+ 35.16% |
$144K - $156K
|
7.91K
$530K
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.04K+ 0.42% |
$143K - $155K
|
492K
$32.9M
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.03K+ 1.32% |
$142K - $154K
|
155K
$10.4M
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.99K+ 8.77% |
$139K - $150K
|
24.6K
$1.65M
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.96K+ 3.99% |
$137K - $148K
|
51K
$3.42M
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.94K+ 20.05% |
$135K - $147K
|
11.6K
$777K
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.93K+ 15.2% |
$135K - $146K
|
14.6K
$980K
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.9KNew |
$133K - $144K
|
1.9K
$127K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.89K+ 3.17% |
$132K - $143K
|
61.4K
$4.11M
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.71K+ 4.52% |
$119K - $130K
|
39.5K
$2.65M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.66K+ 9.69% |
$116K - $125K
|
18.7K
$1.26M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.63K+ 3.34% |
$114K - $123K
|
50.3K
$3.37M
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.62K+ 36.92% |
$113K - $123K
|
6.01K
$403K
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.6K+ 18.2% |
$112K - $121K
|
10.4K
$696K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.53K+ 82.58% |
$107K - $116K
|
3.37K
$226K
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.53K+ 6.67% |
$107K - $116K
|
24.4K
$1.64M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.51K+ 41.6% |
$106K - $114K
|
5.14K
$344K
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.51K+ 41.6% |
$106K - $114K
|
5.14K
$344K
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.48K+ 6.02% |
$103K - $112K
|
26.1K
$1.75M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.46K+ 16.31% |
$102K - $111K
|
10.4K
$697K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.4K+ 1.6% |
$98K - $106K
|
89K
$5.96M
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.39K+ 123.66% |
$96.8K - $105K
|
2.51K
$168K
|