Purchases and Sales Made in Q2 2024 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.5KNew |
$167K - $202K
|
2.5K
$185K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.5KNew |
$167K - $202K
|
2.5K
$185K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.49K+ 4.55% |
$166K - $201K
|
57.2K
$4.24M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.34KNew |
$156K - $189K
|
2.34K
$173K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.33KNew |
$155K - $188K
|
2.33K
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.26K+ 3.09% |
$151K - $183K
|
75.2K
$5.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.25K+ 67.75% |
$150K - $182K
|
5.56K
$412K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.19K+ 47.16% |
$146K - $177K
|
6.83K
$506K
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
BUY
|
- |
2.19K+ 18.63% |
$146K - $177K
|
13.9K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.19K+ 7286.67% |
$146K - $177K
|
2.22K
$164K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.18K+ 17.31% |
$146K - $176K
|
14.8K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
2.18K+ 12.87% |
$145K - $176K
|
19.1K
$1.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.16K+ 18.56% |
$144K - $175K
|
13.8K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.16K+ 33.54% |
$144K - $175K
|
8.6K
$637K
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
BUY
|
- |
2.12K+ 0.39% |
$142K - $172K
|
550K
$40.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.07K+ 24.04% |
$138K - $168K
|
10.7K
$792K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.07K+ 10.57% |
$138K - $167K
|
21.6K
$1.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.03K+ 8.28% |
$136K - $164K
|
26.6K
$1.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.01KNew |
$134K - $162K
|
2.01K
$149K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.01K+ 0.92% |
$134K - $162K
|
219K
$16.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.98K+ 10.56% |
$132K - $160K
|
20.8K
$1.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.98K+ 5.98% |
$132K - $160K
|
35.1K
$2.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.93K+ 6.61% |
$129K - $156K
|
31.1K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.91K+ 4.51% |
$128K - $155K
|
44.4K
$3.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.91K+ 14.19% |
$128K - $154K
|
15.4K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.86K+ 37.37% |
$124K - $150K
|
6.82K
$506K
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.79K+ 5.5% |
$120K - $145K
|
34.4K
$2.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 6.24% |
$119K - $144K
|
30.3K
$2.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Dillon & Associates Inc
|
BUY
|
- |
1.75K+ 7.27% |
$117K - $141K
|
25.8K
$1.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.74K+ 45.01% |
$116K - $141K
|
5.61K
$416K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.74K+ 35.1% |
$116K - $141K
|
6.7K
$496K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.74K+ 2.06% |
$116K - $140K
|
86.2K
$6.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.71K+ 22.75% |
$115K - $139K
|
9.25K
$685K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.67K+ 14.05% |
$112K - $135K
|
13.6K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.61K+ 41.41% |
$108K - $130K
|
5.5K
$408K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.61K+ 33.54% |
$108K - $130K
|
6.41K
$475K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.61K+ 10.71% |
$107K - $130K
|
16.6K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.59K+ 11.23% |
$106K - $129K
|
15.8K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.56K+ 33.9% |
$104K - $126K
|
6.16K
$457K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.55K+ 16.79% |
$104K - $126K
|
10.8K
$800K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.51K+ 12.14% |
$101K - $122K
|
13.9K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.45K+ 30.08% |
$97.1K - $118K
|
6.29K
$466K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.45K+ 44.61% |
$96.7K - $117K
|
4.69K
$348K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.45K+ 7.44% |
$96.6K - $117K
|
20.9K
$1.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.41K+ 45.17% |
$93.9K - $114K
|
4.52K
$335K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.4K+ 350.0% |
$93.5K - $113K
|
1.8K
$133K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.4K+ 8.48% |
$93.2K - $113K
|
17.9K
$1.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.38K+ 11.07% |
$92K - $111K
|
13.8K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.37K+ 47.5% |
$91.5K - $111K
|
4.25K
$315K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
1.35K+ 30.93% |
$89.9K - $109K
|
5.69K
$422K
|