Purchases and Sales Made in Q3 2024 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
105+ 1.72% |
$8.05K - $9.2K
|
6.22K
$457K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
100+ 3.55% |
$7.67K - $8.76K
|
2.92K
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
99+ 0.57% |
$7.59K - $8.67K
|
17.5K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
98+ 10.29% |
$7.51K - $8.59K
|
1.05K
$77.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
91+ 6.01% |
$6.98K - $7.97K
|
1.61K
$118K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
87+ 14.77% |
$6.67K - $7.62K
|
676
$49.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
87+ 0.36% |
$6.67K - $7.62K
|
24.1K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
87+ 28.43% |
$6.67K - $7.62K
|
393
$28.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
83+ 19.86% |
$6.36K - $7.27K
|
501
$36.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
82+ 7.21% |
$6.29K - $7.18K
|
1.22K
$89.7K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
76New |
$5.83K - $6.66K
|
76
$5.59K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
75+ 1.28% |
$5.75K - $6.57K
|
5.92K
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
75+ 5.07% |
$5.75K - $6.57K
|
1.55K
$114K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
73+ 0.09% |
$5.6K - $6.4K
|
81.7K
$6.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
72+ 0.72% |
$5.52K - $6.31K
|
10K
$737K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
72+ 1.06% |
$5.52K - $6.31K
|
6.89K
$507K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
70+ 1.22% |
$5.37K - $6.13K
|
5.79K
$425K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
70+ 2.05% |
$5.37K - $6.13K
|
3.49K
$256K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
70+ 6.2% |
$5.37K - $6.13K
|
1.2K
$88.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
69+ 0.4% |
$5.29K - $6.05K
|
17.3K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
69+ 2.13% |
$5.29K - $6.05K
|
3.31K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
68+ 8.83% |
$5.21K - $5.96K
|
838
$61.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
68+ 2.05% |
$5.21K - $5.96K
|
3.39K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
62New |
$4.75K - $5.43K
|
62
$4.56K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
61New |
$4.68K - $5.34K
|
61
$4.48K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
56+ 2.42% |
$4.29K - $4.91K
|
2.37K
$174K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
55+ 1.99% |
$4.22K - $4.82K
|
2.81K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
55+ 91.67% |
$4.22K - $4.82K
|
115
$8.45K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
52New |
$3.99K - $4.56K
|
52
$3.82K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
51+ 2.35% |
$3.91K - $4.47K
|
2.22K
$163K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
50+ 1.57% |
$3.83K - $4.38K
|
3.23K
$237K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
50+ 0.19% |
$3.83K - $4.38K
|
25.9K
$1.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
50+ 1.73% |
$3.83K - $4.38K
|
2.94K
$216K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
46+ 0.28% |
$3.53K - $4.03K
|
16.6K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
45+ 12.0% |
$3.45K - $3.94K
|
420
$30.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 1.41% |
$3.45K - $3.94K
|
3.23K
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43+ 30.71% |
$3.3K - $3.77K
|
183
$13.5K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
42+ 1.03% |
$3.22K - $3.68K
|
4.1K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
42+ 0.2% |
$3.22K - $3.68K
|
21.1K
$1.55M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
41+ 0.65% |
$3.14K - $3.59K
|
6.31K
$464K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
40New |
$3.07K - $3.5K
|
40
$2.94K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
40+ 0.45% |
$3.07K - $3.5K
|
8.84K
$649K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
37New |
$2.84K - $3.24K
|
37
$2.72K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
37+ 0.48% |
$2.84K - $3.24K
|
7.74K
$569K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
36+ 2.62% |
$2.76K - $3.15K
|
1.41K
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
36+ 0.85% |
$2.76K - $3.15K
|
4.25K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
36+ 1.12% |
$2.76K - $3.15K
|
3.26K
$240K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
35+ 2.59% |
$2.68K - $3.07K
|
1.39K
$102K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
35New |
$2.68K - $3.07K
|
35
$2.57K
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
33+ 1.1% |
$2.53K - $2.89K
|
3.04K
$223K
|