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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.03K+ 4.77% |
$254K - $320K
|
88.4K
$6.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
386+ 57.53% |
$24.4K - $30.7K
|
1.06K
$75.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
171New |
$10.8K - $13.6K
|
171
$12.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-46.8K- 92.12% |
$2.96M - $3.72M
|
4K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.9K- 4.28% |
$120K - $151K
|
42.5K
$3.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
102+ 137.84% |
$6.45K - $8.12K
|
176
$12.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
121KNew |
$7.64M - $9.62M
|
121K
$8.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-58- 1.22% |
$3.67K - $4.62K
|
4.7K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-18.9K- 39.17% |
$1.2M - $1.51M
|
29.4K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.82KNew |
$242K - $304K
|
3.82K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
10.5K+ 120.83% |
$664K - $836K
|
19.2K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-30- 0.25% |
$1.9K - $2.39K
|
12K
$858K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-149- 33.18% |
$9.42K - $11.9K
|
300
$21.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
25.6KNew |
$1.62M - $2.04M
|
25.6K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-123- 7.66% |
$7.77K - $9.79K
|
1.48K
$106K
|
|
|
Jan 24, 2025
Q4 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-6- 0.1% |
$379 - $477
|
5.76K
$413K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
CALL |
1.9KNew |
$120K - $151K
|
1.9K
$136K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-695- 11.27% |
$43.9K - $55.3K
|
5.47K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3New |
$190 - $239
|
3
$215
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-2.18K- 40.19% |
$138K - $173K
|
3.24K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
836New |
$52.8K - $66.5K
|
836
$60K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-237K- 67.72% |
$15M - $18.9M
|
113K
$8.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
852+ 22.2% |
$53.8K - $67.8K
|
4.69K
$336K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-10- 0.23% |
$632 - $796
|
4.28K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1- 3.45% |
$63.2 - $79.6
|
28
$2.01K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.69KNew |
$107K - $134K
|
1.69K
$121K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-6- 0.05% |
$379 - $477
|
12.7K
$910K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1- 25.0% |
$63.2 - $79.6
|
3
$215
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
13New |
$822 - $1.03K
|
13
$933
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
248+ 68.89% |
$15.7K - $19.7K
|
608
$43.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 16.67% |
$3.16K - $3.98K
|
350
$25.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.06K- 29.16% |
$67.1K - $84.5K
|
2.58K
$185K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
370+ 8.86% |
$23.4K - $29.4K
|
4.55K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
4.54KNew |
$287K - $362K
|
4.54K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-22- 2.75% |
$1.39K - $1.75K
|
778
$55.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-583- 25.49% |
$36.8K - $46.4K
|
1.7K
$122K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-450- 9.66% |
$28.4K - $35.8K
|
4.21K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
23.8KNew |
$1.51M - $1.9M
|
23.8K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.94K- 99.08% |
$122K - $154K
|
18
$1.29K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 22.71% |
$76.5K - $96.3K
|
4.12K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-45- 10.71% |
$2.84K - $3.58K
|
375
$26.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
557+ 4.5% |
$35.2K - $44.3K
|
12.9K
$928K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
199New |
$12.6K - $15.8K
|
199
$14.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-13- 4.98% |
$822 - $1.03K
|
248
$17.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-114- 1.9% |
$7.2K - $9.07K
|
5.9K
$423K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-2.31K- 92.95% |
$146K - $184K
|
175
$12.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-309- 15.54% |
$19.5K - $24.6K
|
1.68K
$121K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.61KNew |
$165K - $208K
|
2.61K
$188K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-30- 0.51% |
$1.9K - $2.39K
|
5.87K
$421K
|