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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32+ 0.68% |
$2.45K - $2.8K
|
4.72K
$347K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
31+ 0.34% |
$2.38K - $2.72K
|
9.13K
$671K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
28+ 2.49% |
$2.15K - $2.45K
|
1.15K
$84.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26+ 13.9% |
$1.99K - $2.28K
|
213
$15.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
25+ 0.78% |
$1.92K - $2.19K
|
3.21K
$236K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
23+ 0.5% |
$1.76K - $2.02K
|
4.66K
$342K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
22+ 0.56% |
$1.69K - $1.93K
|
3.98K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 200.0% |
$1.53K - $1.75K
|
30
$2.21K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
20+ 0.52% |
$1.53K - $1.75K
|
3.89K
$286K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
20+ 5.14% |
$1.53K - $1.75K
|
409
$30.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
19+ 0.59% |
$1.46K - $1.66K
|
3.23K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
19+ 0.18% |
$1.46K - $1.66K
|
10.3K
$759K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
19+ 0.45% |
$1.46K - $1.66K
|
4.25K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 17.76% |
$1.46K - $1.66K
|
126
$9.26K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
17+ 4.31% |
$1.3K - $1.49K
|
411
$30.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
17+ 73.91% |
$1.3K - $1.49K
|
40
$2.94K
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
16+ 0.52% |
$1.23K - $1.4K
|
3.11K
$229K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 0.61% |
$1.07K - $1.23K
|
2.32K
$170K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14+ 0.53% |
$1.07K - $1.23K
|
2.66K
$196K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
12New |
$920 - $1.05K
|
12
$882
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
12+ 4.82% |
$920 - $1.05K
|
261
$19.2K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12+ 0.02% |
$920 - $1.05K
|
49.3K
$3.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
11+ 0.28% |
$843 - $964
|
4.01K
$295K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
10+ 0.04% |
$767 - $876
|
25.7K
$1.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10New |
$767 - $876
|
10
$735
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 0.59% |
$690 - $789
|
1.54K
$113K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
9+ 0.6% |
$690 - $789
|
1.51K
$111K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
9+ 0.18% |
$690 - $789
|
5.05K
$371K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
8+ 0.22% |
$613 - $701
|
3.68K
$271K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
8New |
$613 - $701
|
8
$588
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7+ 0.11% |
$537 - $613
|
6.62K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7+ 1.22% |
$537 - $613
|
581
$42.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
6+ 0.22% |
$460 - $526
|
2.74K
$202K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
6+ 0.08% |
$460 - $526
|
7.72K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
6+ 0.13% |
$460 - $526
|
4.45K
$327K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
4New |
$307 - $350
|
4
$294
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4+ 2.65% |
$307 - $350
|
155
$11.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.13% |
$307 - $350
|
3.04K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 4.0% |
$307 - $350
|
104
$7.64K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$230 - $263
|
30.3K
$2.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.55% |
$230 - $263
|
552
$40.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 0.59% |
$230 - $263
|
511
$37.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.76% |
$153 - $175
|
264
$19.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.02% |
$153 - $175
|
11.4K
$836K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.42% |
$153 - $175
|
476
$35K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.44% |
$76.7 - $87.6
|
227
$16.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1+ 0.02% |
$76.7 - $87.6
|
4.37K
$321K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.22% |
$76.7 - $87.6
|
463
$34K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 0.03% |
$76.7 - $87.6
|
3.18K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.15% |
$76.7 - $87.6
|
656
$48.2K
|