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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-115- 17.72% |
$7.68K - $9.3K
|
534
$40.9K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
674New |
$45K - $54.5K
|
674
$51.6K
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.83KNew |
$189K - $229K
|
2.83K
$216K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
112New |
$7.48K - $9.05K
|
112
$8.57K
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-401- 5.72% |
$26.8K - $32.4K
|
6.61K
$506K
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.64KNew |
$176K - $213K
|
2.64K
$202K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18.2K+ 69.69% |
$1.22M - $1.47M
|
44.3K
$3.39M
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-210- 65.83% |
$14K - $17K
|
109
$8.34K
|
|
Aug 07, 2024
Q2 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
3.84KNew |
$257K - $310K
|
3.84K
$294K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
28.6K+ 111.82% |
$1.91M - $2.31M
|
54.2K
$4.15M
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-51- 13.25% |
$3.41K - $4.12K
|
334
$25.6K
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
154+ 4.56% |
$10.3K - $12.4K
|
3.53K
$270K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.71K+ 16.38% |
$248K - $300K
|
26.4K
$2.02M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.01KNew |
$134K - $162K
|
2.01K
$153K
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
9.43KNew |
$630K - $762K
|
9.43K
$721K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
14New |
$935 - $1.13K
|
14
$1.07K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-19- 1.5% |
$1.27K - $1.54K
|
1.25K
$95.3K
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
400+ 12.49% |
$26.7K - $32.3K
|
3.6K
$276K
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.62KNew |
$175K - $212K
|
2.62K
$200K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.73KNew |
$182K - $220K
|
2.73K
$208K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
90+ 333.33% |
$6.01K - $7.27K
|
117
$8.95K
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
3KNew |
$201K - $243K
|
3K
$230K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-1.15K- 36.34% |
$77K - $93.2K
|
2.02K
$155K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
26+ 72.22% |
$1.74K - $2.1K
|
62
$4.74K
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
25.9KNew |
$1.73M - $2.09M
|
25.9K
$1.98M
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.9KNew |
$194K - $234K
|
2.9K
$222K
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
780+ 650.0% |
$52.1K - $63K
|
900
$68.9K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
9.1KNew |
$608K - $736K
|
9.1K
$696K
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-100- 2.1% |
$6.68K - $8.08K
|
4.66K
$356K
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.8KNew |
$187K - $226K
|
2.8K
$214K
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
16.9KNew |
$1.13M - $1.36M
|
16.9K
$1.29M
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
2.63KNew |
$175K - $212K
|
2.63K
$201K
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-47.5K- 70.03% |
$3.17M - $3.84M
|
20.3K
$1.56M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
213+ 10.88% |
$14.2K - $17.2K
|
2.17K
$166K
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.72KNew |
$182K - $220K
|
2.72K
$208K
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-1.4K- 33.0% |
$93.7K - $113K
|
2.85K
$218K
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
64New |
$4.28K - $5.17K
|
64
$4.9K
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
33.2KNew |
$2.22M - $2.69M
|
33.2K
$2.54M
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
12+ 2.43% |
$802 - $970
|
506
$38.7K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
234+ 23.88% |
$15.6K - $18.9K
|
1.21K
$92.9K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
21New |
$1.4K - $1.7K
|
21
$1.61K
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-23- 23.0% |
$1.54K - $1.86K
|
77
$5.89K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.22K- 87.47% |
$616K - $745K
|
1.32K
$101K
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
3.13KNew |
$209K - $253K
|
3.13K
$239K
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.45KNew |
$230K - $279K
|
3.45K
$264K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
109New |
$7.28K - $8.81K
|
109
$8.34K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
106New |
$7.08K - $8.57K
|
106
$8.11K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
35+ 34.31% |
$2.34K - $2.83K
|
137
$10.5K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
63New |
$4.21K - $5.09K
|
63
$4.82K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.88KNew |
$192K - $232K
|
2.88K
$220K
|