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 |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-21- 0.51% |
$1.33K - $1.5K
|
4.12K
$295K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
607+ 7.21% |
$38.3K - $43.5K
|
9.02K
$647K
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
56+ 14.0% |
$3.54K - $4.01K
|
456
$32.7K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
437New |
$27.6K - $31.3K
|
437
$31.4K
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.3K+ 7.83% |
$81.9K - $92.9K
|
17.9K
$1.28M
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-3.44K- 4.17% |
$217K - $246K
|
79.1K
$5.67M
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-500- 10.62% |
$31.6K - $35.8K
|
4.21K
$302K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.11% |
$126 - $143
|
1.82K
$130K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-47- 0.77% |
$2.97K - $3.37K
|
6.04K
$433K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
11+ 4.66% |
$695 - $788
|
247
$17.7K
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
7+ 1.48% |
$442 - $501
|
480
$34.4K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-160- 67.8% |
$10.1K - $11.5K
|
76
$5.45K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.33KNew |
$83.7K - $94.9K
|
1.33K
$95.1K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
56.3K+ 447.18% |
$3.56M - $4.03M
|
68.9K
$4.94M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
26New |
$1.64K - $1.86K
|
26
$1.87K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-35- 8.16% |
$2.21K - $2.51K
|
394
$28.3K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
2.12KNew |
$134K - $152K
|
2.12K
$152K
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
500+ 5.67% |
$31.6K - $35.8K
|
9.32K
$669K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.08% |
$63.2 - $71.6
|
1.26K
$90.3K
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
114+ 3.47% |
$7.2K - $8.16K
|
3.4K
$244K
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
522+ 12.56% |
$33K - $37.4K
|
4.68K
$336K
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-16- 0.52% |
$1.01K - $1.15K
|
3.05K
$219K
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-5- 3.82% |
$316 - $358
|
126
$9.04K
|
|
Q4 2022 | |||||||
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
960New |
$52K - $67.6K
|
960
$68.9K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
347New |
$18.8K - $24.4K
|
347
$24.9K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
64New |
$3.47K - $4.51K
|
64
$4.59K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
206New |
$11.2K - $14.5K
|
206
$14.8K
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.01KNew |
$272K - $353K
|
5.01K
$359K
|
|
Feb 14, 2023
Q4 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
150KNew |
$8.13M - $10.6M
|
150K
$10.8M
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
36New |
$1.95K - $2.54K
|
36
$2.58K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.26% |
$54.2 - $70.4
|
380
$27.3K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.29K- 63.52% |
$124K - $161K
|
1.31K
$94.3K
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
3K+ 9.87% |
$163K - $211K
|
33.4K
$2.4M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-280- 6.23% |
$15.2K - $19.7K
|
4.21K
$302K
|
|
Feb 14, 2023
Q4 2022
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
348+ 1.58% |
$18.9K - $24.5K
|
22.4K
$1.61M
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.63KNew |
$197K - $255K
|
3.63K
$260K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
15.7KNew |
$850K - $1.1M
|
15.7K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$108 - $141
|
6.07K
$436K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-549- 6.46% |
$29.8K - $38.7K
|
7.95K
$571K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
286New |
$15.5K - $20.1K
|
286
$20.5K
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
255+ 4.2% |
$13.8K - $18K
|
6.32K
$453K
|
|
Feb 13, 2023
Q4 2022
|
Affinity Asset Advisors, LLC
New York, NY |
SELL
|
- |
-90K- 60.0% |
$4.88M - $6.34M
|
60K
$4.3M
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-31.3K- 62.72% |
$1.7M - $2.2M
|
18.6K
$1.33M
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.65KNew |
$89.4K - $116K
|
1.65K
$118K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-100- 81.3% |
$5.42K - $7.04K
|
23
$1.65K
|
|
Feb 10, 2023
Q4 2022
|
Ruffer LLP
|
SELL
|
- |
-221K- 79.24% |
$12M - $15.6M
|
57.9K
$4.16M
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.22KNew |
$175K - $227K
|
3.22K
$231K
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-802- 5.63% |
$43.5K - $56.5K
|
13.5K
$965K
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-100- 33.33% |
$5.42K - $7.04K
|
200
$14.3K
|