Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,361 institutions that hold shares in the stock, with a total of 475 Million shares, which have been reported (via 13F filing form) to have a value of $31.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
25,894
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2024
Added 0.19%
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
25,859
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
Reduced 23.25%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
25,796
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2024
Added 13.0%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,775
shares
|
$1.69 Million
0.06% of portfolio
|
Q2 2020
Added 66.04%
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
25,678
shares
|
$1.68 Million
1.55% of portfolio
|
Q3 2024
Added 35.29%
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
25,665
shares
|
$1.68 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
25,654
shares
|
$1.68 Million
0.09% of portfolio
|
Q3 2024
Added 0.04%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
25,594
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
25,421
shares
|
$1.67 Million
0.05% of portfolio
|
Q3 2024
Added 17.46%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
25,301
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2024
Added 20.23%
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
24,967
shares
|
$1.64 Million
0.05% of portfolio
|
Q3 2024
Added 82.88%
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
24,353
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2024
Added 2.0%
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
24,129
shares
|
$1.58 Million
0.07% of portfolio
|
Q3 2024
Added 0.36%
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
23,775
shares
|
$1.56 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
23,739
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
22,962
shares
|
$1.5 Million
0.32% of portfolio
|
Q3 2024
Added 6460.57%
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
22,762
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Added 4.92%
|
|
Monte Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
22,724
shares
|
$1.49 Million
0.74% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
22,564
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
Added 36.21%
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
22,379
shares
|
$1.47 Million
0.14% of portfolio
|
Q3 2024
Added 0.64%
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
22,368
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
22,243
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2024
Added 1.08%
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
22,126
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 98.72%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
22,088
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
21,932
shares
|
$1.44 Million
0.31% of portfolio
|
Q3 2024
Added 0.8%
|