Purchases and Sales Made in Q3 2023 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.01K+ 5.17% |
$195K - $216K
|
61.2K
$4.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.01KNew |
$195K - $216K
|
3.01K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3K+ 9.55% |
$195K - $215K
|
34.4K
$2.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.91K+ 4.63% |
$189K - $209K
|
65.7K
$4.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.87K+ 86.56% |
$186K - $206K
|
6.18K
$458K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.86K+ 26.31% |
$185K - $205K
|
13.7K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.84K+ 1.25% |
$184K - $204K
|
230K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2.8K+ 20.9% |
$182K - $201K
|
16.2K
$1.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.79K+ 6.25% |
$181K - $200K
|
47.4K
$3.51M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.78K+ 10.57% |
$180K - $199K
|
29K
$2.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.71K+ 19.0% |
$176K - $195K
|
17K
$1.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.65K+ 2.35% |
$172K - $190K
|
115K
$8.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.48K+ 25.24% |
$161K - $177K
|
12.3K
$910K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.43K+ 0.49% |
$157K - $174K
|
497K
$36.8M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.41K+ 83.6% |
$156K - $173K
|
5.3K
$392K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.35KNew |
$153K - $169K
|
2.35K
$174K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.32K+ 14.98% |
$150K - $166K
|
17.8K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
2.29K+ 2.0% |
$149K - $164K
|
117K
$8.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.27K+ 0.02% |
$147K - $163K
|
11.3M
$838M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.27K+ 96.14% |
$147K - $163K
|
4.63K
$343K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.26K+ 75.87% |
$147K - $162K
|
5.24K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.23K+ 14.24% |
$145K - $160K
|
17.9K
$1.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.18K+ 56.85% |
$141K - $156K
|
6.01K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.1KNew |
$136K - $150K
|
2.1K
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.08K+ 1.2% |
$135K - $149K
|
175K
$13M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.06K+ 34.08% |
$134K - $148K
|
8.11K
$601K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
2.05K+ 46.02% |
$133K - $147K
|
6.52K
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.05K+ 37.69% |
$133K - $147K
|
7.47K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.04K+ 4.78% |
$132K - $146K
|
44.8K
$3.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.98K+ 77.49% |
$129K - $142K
|
4.54K
$337K
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
1.96K+ 1.16% |
$127K - $140K
|
171K
$12.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.93K+ 6.87% |
$125K - $138K
|
30K
$2.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1.88K+ 16.65% |
$122K - $135K
|
13.2K
$976K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.87K+ 35.68% |
$121K - $134K
|
7.12K
$528K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.86K+ 4.33% |
$120K - $133K
|
44.7K
$3.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.84K+ 25.69% |
$119K - $132K
|
9.01K
$668K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.81K+ 7.74% |
$118K - $130K
|
25.2K
$1.87M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.79K+ 19.16% |
$116K - $128K
|
11.1K
$822K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.72K+ 49.03% |
$111K - $123K
|
5.22K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.68K+ 5.39% |
$109K - $121K
|
32.9K
$2.44M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.65K+ 56.29% |
$107K - $118K
|
4.57K
$339K
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
BUY
|
- |
1.6K+ 0.51% |
$104K - $115K
|
318K
$23.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.6K+ 7.17% |
$104K - $115K
|
23.9K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.55K+ 10.86% |
$101K - $111K
|
15.9K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.5K+ 23.98% |
$97.5K - $108K
|
7.78K
$576K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.5K+ 32.28% |
$97.1K - $107K
|
6.13K
$454K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.5K+ 48.45% |
$97K - $107K
|
4.58K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
BUY
|
- |
1.48K+ 7.06% |
$95.7K - $106K
|
22.4K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.43K+ 16.84% |
$92.7K - $103K
|
9.92K
$735K
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.43K+ 26.27% |
$92.4K - $102K
|
6.85K
$508K
|