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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
83New |
$5.14K - $5.75K
|
83
$6.35K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1K- 16.64% |
$61.9K - $69.3K
|
5.01K
$383K
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
350New |
$21.7K - $24.2K
|
350
$26.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
76New |
$4.7K - $5.27K
|
76
$5.81K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
31New |
$1.92K - $2.15K
|
31
$2.37K
|
|
|
Feb 06, 2024
Q4 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-9.7K- 3.62% |
$600K - $672K
|
258K
$19.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
273+ 8.58% |
$16.9K - $18.9K
|
3.46K
$264K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
581+ 6.49% |
$36K - $40.3K
|
9.53K
$729K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
36New |
$2.23K - $2.49K
|
36
$2.75K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-5.85K- 24.25% |
$362K - $405K
|
18.3K
$1.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
59New |
$3.65K - $4.09K
|
59
$4.51K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
43+ 91.49% |
$2.66K - $2.98K
|
90
$6.89K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8.9KNew |
$551K - $617K
|
8.9K
$681K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8KNew |
$495K - $554K
|
8K
$612K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
101New |
$6.25K - $7K
|
101
$7.73K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34New |
$2.1K - $2.36K
|
34
$2.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.04K+ 11.67% |
$436K - $488K
|
67.4K
$5.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
27+ 7.58% |
$1.67K - $1.87K
|
383
$29.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15New |
$928 - $1.04K
|
15
$1.15K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.06KNew |
$190K - $212K
|
3.06K
$234K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
422New |
$26.1K - $29.2K
|
422
$32.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.08KNew |
$500K - $560K
|
8.08K
$618K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-440- 5.02% |
$27.2K - $30.5K
|
8.32K
$637K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-2K- 34.15% |
$124K - $139K
|
3.86K
$295K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-53- 13.28% |
$3.28K - $3.67K
|
346
$26.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-42.5K- 98.84% |
$2.63M - $2.94M
|
500
$38.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
575+ 16.67% |
$35.6K - $39.8K
|
4.03K
$308K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-20- 0.59% |
$1.24K - $1.39K
|
3.35K
$256K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
400New |
$24.8K - $27.7K
|
400
$30.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-4K- 55.56% |
$248K - $277K
|
3.2K
$245K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
6.35KNew |
$393K - $440K
|
6.35K
$486K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-978- 7.96% |
$60.5K - $67.8K
|
11.3K
$865K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
787+ 99.37% |
$48.7K - $54.5K
|
1.58K
$121K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
117New |
$7.24K - $8.11K
|
117
$8.95K
|
|
| Q3 2023 | |||||||
|
Feb 12, 2025
Q3 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-949Closed |
$61.5K - $68K
|
0
$0
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-214- 2.06% |
$13.9K - $15.3K
|
10.2K
$778K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
239+ 2.91% |
$15.5K - $17.1K
|
8.44K
$646K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
25New |
$1.62K - $1.79K
|
25
$1.91K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
700New |
$45.4K - $50.2K
|
700
$53.6K
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-79.3K- 98.44% |
$5.14M - $5.69M
|
1.25K
$95.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.03% |
$130 - $143
|
7.68K
$588K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-101- 0.34% |
$6.55K - $7.24K
|
29.2K
$2.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-77.8K- 65.08% |
$5.05M - $5.58M
|
41.8K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
International Biotechnology Trust PLC
London, X0 |
BUY
|
- |
46.5KNew |
$3.02M - $3.33M
|
46.5K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.1KNew |
$136K - $150K
|
2.1K
$160K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
53New |
$3.44K - $3.8K
|
53
$4.06K
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
813+ 3.09% |
$52.7K - $58.3K
|
27.1K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-21- 0.42% |
$1.36K - $1.51K
|
5.03K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
48.7KNew |
$3.16M - $3.49M
|
48.7K
$3.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-85K- 22.78% |
$5.51M - $6.09M
|
288K
$22M
|
|