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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-88- 2.13% |
$5.71K - $6.6K
|
4.05K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
570+ 2.78% |
$37K - $42.8K
|
21.1K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.64K+ 12.54% |
$106K - $123K
|
14.7K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
84+ 1.44% |
$5.45K - $6.3K
|
5.92K
$419K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
14.9K+ 35.06% |
$966K - $1.12M
|
57.4K
$4.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-123- 8.56% |
$7.98K - $9.23K
|
1.31K
$93.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
525+ 0.4% |
$34.1K - $39.4K
|
132K
$9.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-33K- 87.16% |
$2.14M - $2.47M
|
4.86K
$344K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.16KNew |
$205K - $237K
|
3.16K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
8.12KNew |
$527K - $609K
|
8.12K
$575K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
392+ 6.67% |
$25.4K - $29.4K
|
6.27K
$444K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-165- 2.48% |
$10.7K - $12.4K
|
6.5K
$460K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3KNew |
$195K - $225K
|
3K
$213K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.72K+ 23.24% |
$112K - $129K
|
9.14K
$648K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.26K+ 19.71% |
$211K - $245K
|
19.8K
$1.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06K- 27.54% |
$68.6K - $79.4K
|
2.78K
$197K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
6.83K+ 155.35% |
$443K - $512K
|
11.2K
$795K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-163- 13.31% |
$10.6K - $12.2K
|
1.06K
$75.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-132- 1.8% |
$8.56K - $9.9K
|
7.2K
$510K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-26- 1.66% |
$1.69K - $1.95K
|
1.54K
$109K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
22+ 0.48% |
$1.43K - $1.65K
|
4.62K
$327K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2+ 5.88% |
$130 - $150
|
36
$2.55K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-229- 2.46% |
$14.9K - $17.2K
|
9.07K
$642K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-154- 4.02% |
$9.99K - $11.6K
|
3.68K
$260K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
13.1K+ 11.82% |
$848K - $980K
|
124K
$8.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
212+ 3.92% |
$13.8K - $15.9K
|
5.62K
$398K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.11K- 13.14% |
$137K - $158K
|
13.9K
$987K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
579+ 9.73% |
$37.6K - $43.4K
|
6.53K
$463K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-218- 3.36% |
$14.1K - $16.4K
|
6.26K
$443K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-602- 5.41% |
$39.1K - $45.2K
|
10.5K
$746K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
99+ 2.44% |
$6.42K - $7.43K
|
4.16K
$294K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-2.33K- 17.9% |
$151K - $174K
|
10.7K
$756K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
246+ 3.61% |
$16K - $18.5K
|
7.07K
$501K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-610- 12.58% |
$39.6K - $45.8K
|
4.24K
$300K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
1.48K+ 1.0% |
$95.9K - $111K
|
149K
$10.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
134+ 4.42% |
$8.69K - $10.1K
|
3.17K
$224K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
2.63K+ 55.14% |
$172K - $205K
|
7.39K
$523K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-35.4K- 22.59% |
$2.31M - $2.76M
|
121K
$8.58M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-100Closed |
$6.54K - $7.8K
|
0
$0
|
|
|
Jun 05, 2025
Q1 2025
|
Fruth Investment Management
|
SELL
|
- |
-100- 1.41% |
$6.54K - $7.8K
|
7K
$496K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
812New |
$53.1K - $63.3K
|
812
$57.5K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
8+ 1.45% |
$523 - $624
|
560
$39.7K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.5K+ 3202.65% |
$1.34M - $1.6M
|
21.2K
$1.5M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
245+ 3.09% |
$16K - $19.1K
|
8.16K
$578K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-759- 7.54% |
$49.6K - $59.2K
|
9.3K
$659K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
17New |
$1.11K - $1.33K
|
17
$1.2K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-48.1K- 36.92% |
$3.14M - $3.75M
|
82.1K
$5.81M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.92K- 13.99% |
$191K - $228K
|
18K
$1.27M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-71- 1.61% |
$4.64K - $5.54K
|
4.34K
$308K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
5.98KNew |
$391K - $466K
|
5.98K
$424K
|
|