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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
4,274
shares
|
$279,305
0.03% of portfolio
|
Q3 2024
Reduced 63.22%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
4,251
shares
|
$277,802
0.09% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,249
shares
|
$277,672
0.04% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
4,249
shares
|
$277,672
0.03% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
4,249
shares
|
$277,672
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
4,243
shares
|
$277,280
0.16% of portfolio
|
Q2 2020
New holding
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
4,240
shares
|
$277,084
0.05% of portfolio
|
Q1 2024
Reduced 48.51%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
4,223
shares
|
$275,973
0.03% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,212
shares
|
$275,254
0.03% of portfolio
|
Q4 2022
Reduced 6.23%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
4,184
shares
|
$273,424
0.16% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
4,175
shares
|
$272,836
0.2% of portfolio
|
Q1 2024
Added 12.84%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
4,172
shares
|
$272,640
0.22% of portfolio
|
Q3 2024
Added 21.95%
|
|
|
Legal Advantage Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
4,150
shares
|
$271,202
0.19% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
4,142
shares
|
$270,679
0.1% of portfolio
|
Q3 2024
Added 48.67%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
4,131
shares
|
$269,960
0.0% of portfolio
|
Q1 2024
Reduced 10.89%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,127
shares
|
$269,699
0.01% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,126
shares
|
$269,634
0.01% of portfolio
|
Q3 2024
Added 24.65%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
4,116
shares
|
$268,980
0.02% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
4,115
shares
|
$268,915
0.31% of portfolio
|
Q1 2023
Reduced 0.51%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,104
shares
|
$268,196
0.01% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
4,102
shares
|
$268,065
0.03% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
4,100
shares
|
$267,935
0.03% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
4,097
shares
|
$267,738
0.06% of portfolio
|
Q3 2024
Reduced 59.42%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
4,080
shares
|
$266,628
0.15% of portfolio
|
Q3 2024
Reduced 30.03%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
4,052
shares
|
$264,798
0.2% of portfolio
|
Q3 2024
Added 10.95%
|