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 |
|---|---|---|---|---|---|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
9,756
shares
|
$637,554
0.05% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
9,646
shares
|
$630,366
0.6% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
9,578
shares
|
$625,922
0.21% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
9,546
shares
|
$623,831
0.02% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
9,534
shares
|
$623,046
0.05% of portfolio
|
Q4 2023
Added 6.49%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
9,446
shares
|
$617,296
0.31% of portfolio
|
Q4 2023
Reduced 6.42%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
9,430
shares
|
$616,250
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
9,400
shares
|
$614,290
0.27% of portfolio
|
Q3 2024
Added 104.35%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,368
shares
|
$612,198
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
9,357
shares
|
$611,479
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
9,338
shares
|
$610,238
0.01% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
9,335
shares
|
$610,042
0.07% of portfolio
|
Q3 2024
Reduced 17.99%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
9,329
shares
|
$609,650
0.06% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
9,323
shares
|
$609,258
0.17% of portfolio
|
Q1 2023
Added 5.67%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
9,317
shares
|
$608,865
0.05% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
9,276
shares
|
$606,186
0.12% of portfolio
|
Q3 2024
Added 37.81%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
9,240
shares
|
$603,834
0.13% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
9,132
shares
|
$596,776
0.37% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
9,109
shares
|
$595,273
0.09% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
9,101
shares
|
$594,750
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
9,088
shares
|
$593,900
0.03% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
9,079
shares
|
$593,312
0.05% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,075
shares
|
$593,051
0.09% of portfolio
|
Q3 2024
Added 33.01%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
9,071
shares
|
$592,789
0.13% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
9,024
shares
|
$589,718
0.19% of portfolio
|
Q1 2023
Added 7.21%
|