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 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.8K+ 104.35% |
$368K - $421K
|
9.4K
$696K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
4.8K+ 2.03% |
$368K - $420K
|
241K
$17.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.7KNew |
$360K - $411K
|
4.7K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4.65KNew |
$357K - $408K
|
4.65K
$345K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.58K+ 1.96% |
$351K - $401K
|
238K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.43K+ 115.45% |
$340K - $388K
|
8.27K
$613K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.33K+ 25.13% |
$332K - $379K
|
21.5K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.32KNew |
$331K - $378K
|
4.32K
$320K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.31K+ 4.62% |
$331K - $378K
|
97.7K
$7.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
4.28K+ 11.94% |
$328K - $375K
|
40.1K
$2.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.26K+ 20.23% |
$326K - $373K
|
25.3K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.25KNew |
$326K - $372K
|
4.25K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.22K+ 75.21% |
$324K - $370K
|
9.84K
$729K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.16K+ 8.68% |
$319K - $364K
|
52K
$3.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.13K+ 10.17% |
$316K - $362K
|
44.7K
$3.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
4.08K+ 49.37% |
$313K - $358K
|
12.3K
$915K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.06K+ 82.38% |
$312K - $356K
|
9K
$666K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.95KNew |
$303K - $346K
|
3.95K
$293K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.92K+ 2.29% |
$301K - $344K
|
175K
$13M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
3.8KNew |
$291K - $333K
|
3.8K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.78K+ 17.46% |
$290K - $331K
|
25.4K
$1.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.77KNew |
$289K - $330K
|
3.77K
$279K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.6K+ 26.07% |
$276K - $315K
|
17.4K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.6K+ 39.58% |
$276K - $315K
|
12.7K
$940K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.56K+ 12.41% |
$273K - $312K
|
32.3K
$2.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.54K+ 2.6% |
$271K - $310K
|
140K
$10.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.51KNew |
$269K - $307K
|
3.51K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.44KNew |
$264K - $302K
|
3.44K
$255K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.41KNew |
$262K - $299K
|
3.41K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.38K+ 19.85% |
$259K - $297K
|
20.4K
$1.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.36K+ 3.79% |
$258K - $294K
|
92K
$6.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.27K+ 36.11% |
$251K - $287K
|
12.3K
$914K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.27K+ 12.3% |
$251K - $287K
|
29.9K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
3.22K+ 7.17% |
$246K - $282K
|
48.1K
$3.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.15K+ 3.37% |
$242K - $276K
|
96.6K
$7.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
3.15KNew |
$242K - $276K
|
3.15K
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.14K+ 17.47% |
$241K - $275K
|
21.1K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.11K+ 8.36% |
$239K - $273K
|
40.4K
$2.99M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
3.1KNew |
$238K - $272K
|
3.1K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
3.07K+ 19.14% |
$235K - $269K
|
19.1K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.07KNew |
$235K - $269K
|
3.07K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
3.03KNew |
$232K - $266K
|
3.03K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
3KNew |
$230K - $263K
|
3K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.97K+ 13.0% |
$228K - $260K
|
25.8K
$1.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.96KNew |
$227K - $259K
|
2.96K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.96KNew |
$227K - $259K
|
2.96K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.93K+ 7.29% |
$224K - $256K
|
43.1K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.9K+ 1.86% |
$222K - $254K
|
159K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
2.89K+ 1.11% |
$221K - $253K
|
263K
$19.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
2.86KNew |
$220K - $251K
|
2.86K
$212K
|