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 |
|---|---|---|---|---|---|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
5,009
shares
|
$327,338
0.08% of portfolio
|
Q4 2023
Reduced 16.64%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$326,750
0.01% of portfolio
|
Q3 2024
Reduced 92.15%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
4,983
shares
|
$325,639
0.17% of portfolio
|
Q3 2024
Reduced 13.47%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
4,968
shares
|
$324,658
0.02% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
4,940
shares
|
$322,829
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
4,938
shares
|
$322,698
0.02% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
4,931
shares
|
$322,240
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
4,916
shares
|
$321,260
0.01% of portfolio
|
Q3 2024
Reduced 17.5%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
4,916
shares
|
$321,260
0.12% of portfolio
|
Q3 2024
Added 96.48%
|
|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
4,883
shares
|
$319,104
0.0% of portfolio
|
Q1 2024
Reduced 75.84%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
4,871
shares
|
$318,319
0.1% of portfolio
|
Q3 2024
Reduced 23.44%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,819
shares
|
$314,921
0.0% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
4,753
shares
|
$310,608
0.02% of portfolio
|
Q2 2024
Reduced 15.55%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
4,723
shares
|
$308,648
0.07% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
4,723
shares
|
$308,648
0.01% of portfolio
|
Q3 2024
Reduced 36.45%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
4,696
shares
|
$306,883
0.09% of portfolio
|
Q3 2023
Reduced 1.63%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
4,696
shares
|
$306,883
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
4,693
shares
|
$306,687
0.1% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
4,658
shares
|
$304,400
0.33% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,656
shares
|
$304,269
0.09% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
4,653
shares
|
$304,073
0.03% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
4,652
shares
|
$304,008
0.19% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
4,646
shares
|
$303,616
0.11% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
4,622
shares
|
$302,047
0.01% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,619
shares
|
$301,851
0.02% of portfolio
|
Q3 2024
Added 11.35%
|