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 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
84+ 9.48% |
$5.49K - $6.55K
|
970
$69.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
67+ 1.25% |
$4.38K - $5.22K
|
5.42K
$389K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
414+ 4.36% |
$27.1K - $32.3K
|
9.91K
$711K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-67.6K- 46.03% |
$4.42M - $5.27M
|
79.2K
$5.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
668+ 3.43% |
$43.7K - $52.1K
|
20.1K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.65K+ 8.36% |
$108K - $129K
|
21.4K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9+ 1.36% |
$588 - $702
|
669
$48K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
2.9KNew |
$190K - $226K
|
2.9K
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-478- 9.59% |
$31.2K - $37.3K
|
4.51K
$323K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-31- 0.11% |
$2.03K - $2.42K
|
28.3K
$2.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
690+ 83.94% |
$45.1K - $53.8K
|
1.51K
$108K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2.35K- 23.6% |
$153K - $183K
|
7.59K
$545K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.6K- 15.65% |
$170K - $202K
|
14K
$1M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.79KNew |
$247K - $295K
|
3.79K
$272K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-19- 0.41% |
$1.24K - $1.48K
|
4.65K
$334K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.05% |
$65.4 - $78
|
1.86K
$134K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.3K+ 31.27% |
$216K - $257K
|
13.8K
$993K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-820- 14.19% |
$53.6K - $63.9K
|
4.96K
$356K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.56KNew |
$232K - $277K
|
3.56K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-78- 8.04% |
$5.1K - $6.08K
|
892
$64K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-35- 0.46% |
$2.29K - $2.73K
|
7.62K
$546K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
229+ 1.49% |
$15K - $17.9K
|
15.6K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
629+ 1.17% |
$41.1K - $49K
|
54.2K
$3.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-11- 0.19% |
$719 - $858
|
5.77K
$414K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
317+ 6.88% |
$20.7K - $24.7K
|
4.92K
$353K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 20.0% |
$458 - $546
|
28
$2.01K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-140- 0.97% |
$9.15K - $10.9K
|
14.4K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
58+ 0.35% |
$3.79K - $4.52K
|
16.4K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-652- 17.22% |
$42.6K - $50.8K
|
3.13K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
83+ 0.25% |
$5.43K - $6.47K
|
32.8K
$2.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-337- 3.93% |
$22K - $26.3K
|
8.24K
$591K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-502- 9.02% |
$32.8K - $39.1K
|
5.06K
$363K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
298KNew |
$19.5M - $23.3M
|
298K
$21.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
340+ 447.37% |
$22.2K - $26.5K
|
416
$29.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-892- 5.96% |
$58.3K - $69.5K
|
14.1K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.24KNew |
$212K - $253K
|
3.24K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
4.33K+ 104.14% |
$283K - $337K
|
8.48K
$609K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$26.1K - $31.2K
|
400
$28.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
14.6K+ 6.62% |
$956K - $1.14M
|
235K
$16.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-412- 3.52% |
$26.9K - $32.1K
|
11.3K
$809K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.27K+ 10.56% |
$83K - $98.9K
|
13.3K
$953K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-258- 4.78% |
$16.9K - $20.1K
|
5.14K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
402+ 61.28% |
$26.3K - $31.3K
|
1.06K
$75.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-1.05K- 24.46% |
$68.6K - $81.9K
|
3.24K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-148- 4.08% |
$9.67K - $11.5K
|
3.48K
$250K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
21New |
$1.37K - $1.64K
|
21
$1.51K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-40- 0.49% |
$2.61K - $3.12K
|
8.08K
$580K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.38KNew |
$156K - $186K
|
2.38K
$171K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
106+ 10.6% |
$6.93K - $8.26K
|
1.11K
$79.3K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
9.8K+ 159.35% |
$641K - $764K
|
16K
$1.14M
|