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 |
|---|---|---|---|---|---|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
12,015
shares
|
$785,180
0.14% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
12,002
shares
|
$784,330
0.08% of portfolio
|
Q3 2024
Reduced 38.42%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
12,000
shares
|
$784,199
0.29% of portfolio
|
Q1 2023
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
11,994
shares
|
$783,807
0.07% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
11,935
shares
|
$779,952
0.04% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
11,922
shares
|
$779,102
24.98% of portfolio
|
Q3 2024
Added 138.44%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
11,888
shares
|
$776,880
0.01% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
11,689
shares
|
$763,876
0.15% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
11,672
shares
|
$762,765
0.0% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
11,646
shares
|
$761,066
0.73% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
11,582
shares
|
$756,883
0.03% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
11,399
shares
|
$744,924
0.13% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
11,374
shares
|
$743,290
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
11,307
shares
|
$738,912
0.01% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,304
shares
|
$738,716
0.06% of portfolio
|
Q4 2023
Reduced 7.96%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
11,200
shares
|
$731,919
0.15% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
10,975
shares
|
$717,216
0.39% of portfolio
|
Q1 2024
Reduced 4.36%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
10,927
shares
|
$714,079
0.06% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
10,835
shares
|
$708,067
0.16% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
10,828
shares
|
$707,609
0.04% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
10,751
shares
|
$702,577
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
10,687
shares
|
$698,395
0.09% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
10,681
shares
|
$698,003
0.47% of portfolio
|
Q3 2024
Added 303.36%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
10,675
shares
|
$697,611
0.04% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
10,650
shares
|
$695,977
0.03% of portfolio
|
Q3 2024
Reduced 1.4%
|