Latest Institutional Transactions on Astrazeneca PLC (AZN)
This table provides information on the latest institutional transactions involving Astrazeneca PLC (AZN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-7- 9.09% |
$458 - $546
|
70
$5.02K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
255K+ 122.87% |
$16.7M - $19.9M
|
463K
$33.2M
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
5.11K+ 19.61% |
$334K - $398K
|
31.2K
$2.24M
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
24+ 0.6% |
$1.57K - $1.87K
|
4.03K
$289K
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
395+ 3.33% |
$25.8K - $30.8K
|
12.3K
$879K
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
224+ 6.91% |
$14.6K - $17.5K
|
3.47K
$249K
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
746+ 25.58% |
$48.8K - $58.2K
|
3.66K
$263K
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-845- 19.2% |
$55.2K - $65.9K
|
3.56K
$255K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
101+ 219.57% |
$6.6K - $7.87K
|
147
$10.5K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
823+ 14.89% |
$53.8K - $64.2K
|
6.35K
$456K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.2K+ 89.74% |
$993K - $1.18M
|
32.1K
$2.3M
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-30.8K- 77.53% |
$2.01M - $2.4M
|
8.93K
$641K
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-54- 0.09% |
$3.53K - $4.21K
|
62.2K
$4.46M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
49.8K+ 895.02% |
$3.25M - $3.88M
|
55.3K
$3.97M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
393+ 11.83% |
$25.7K - $30.6K
|
3.71K
$266K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
462K+ 189.23% |
$30.2M - $36M
|
705K
$50.6M
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-700- 4.56% |
$45.8K - $54.6K
|
14.6K
$1.05M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-656- 7.66% |
$42.9K - $51.1K
|
7.91K
$567K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.18KNew |
$77.1K - $92K
|
1.18K
$84.7K
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-1.69K- 11.63% |
$111K - $132K
|
12.8K
$922K
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2.3K+ 53.49% |
$150K - $179K
|
6.6K
$473K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-44- 4.81% |
$2.88K - $3.43K
|
871
$62.5K
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4+ 19.05% |
$261 - $312
|
25
$1.79K
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.07K+ 18.65% |
$69.7K - $83.2K
|
6.79K
$487K
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-224- 6.43% |
$14.6K - $17.5K
|
3.26K
$234K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.96KNew |
$128K - $153K
|
1.96K
$141K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20+ 0.56% |
$1.31K - $1.56K
|
3.58K
$256K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
196K+ 5.51% |
$12.8M - $15.2M
|
3.74M
$269M
|
|
Apr 29, 2025
Q1 2025
|
Hendley & CO Inc
|
BUY
|
- |
26.3K+ 56.14% |
$1.72M - $2.05M
|
73K
$5.24M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
226+ 7.64% |
$14.8K - $17.6K
|
3.18K
$228K
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8.39K+ 2.31% |
$548K - $654K
|
371K
$26.6M
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.7K- 20.12% |
$111K - $133K
|
6.76K
$485K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.8K+ 17.9% |
$118K - $140K
|
11.9K
$851K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.96K+ 11.66% |
$128K - $153K
|
18.8K
$1.35M
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-58- 0.65% |
$3.79K - $4.52K
|
8.84K
$634K
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
6.46K+ 2.83% |
$422K - $503K
|
234K
$16.8M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.51K+ 2.84% |
$98.5K - $117K
|
54.6K
$3.92M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-885- 6.16% |
$57.9K - $69K
|
13.5K
$967K
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.3K- 39.62% |
$150K - $179K
|
3.5K
$251K
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.76K- 1.18% |
$115K - $138K
|
148K
$10.6M
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-99- 1.44% |
$6.47K - $7.72K
|
6.77K
$486K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
5.79K+ 11.99% |
$379K - $452K
|
54.1K
$3.88M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.9K+ 20.66% |
$189K - $226K
|
16.9K
$1.21M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-135- 4.14% |
$8.82K - $10.5K
|
3.13K
$224K
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
10+ 0.3% |
$654 - $780
|
3.39K
$243K
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-1.93K- 28.55% |
$126K - $150K
|
4.82K
$346K
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
273K+ 7.31% |
$17.8M - $21.2M
|
4M
$287M
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
777+ 12.25% |
$50.8K - $60.6K
|
7.12K
$511K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-563- 4.34% |
$36.8K - $43.9K
|
12.4K
$891K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
91New |
$5.95K - $7.09K
|
91
$6.53K
|