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 $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
3,359
shares
|
$219,510
0.09% of portfolio
|
Q2 2024
Reduced 19.51%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,357
shares
|
$219,379
0.06% of portfolio
|
Q2 2022
Added 92.6%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
3,346
shares
|
$218,661
0.1% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
3,342
shares
|
$218,399
0.21% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
3,310
shares
|
$216,308
0.19% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,277
shares
|
$214,151
0.04% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
3,260
shares
|
$213,040
0.1% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,247
shares
|
$212,191
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
3,227
shares
|
$210,884
0.02% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
3,227
shares
|
$210,884
0.08% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
3,226
shares
|
$210,819
0.02% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,211
shares
|
$209,838
0.03% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
3,205
shares
|
$209,446
0.26% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
3,190
shares
|
$208,466
0.2% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
3,183
shares
|
$208,009
0.07% of portfolio
|
Q1 2022
Reduced 95.6%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
3,182
shares
|
$207,943
0.02% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
3,176
shares
|
$207,551
0.05% of portfolio
|
Q3 2024
Added 19.71%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
3,169
shares
|
$207,094
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
3,160
shares
|
$206,505
0.12% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
3,151
shares
|
$205,917
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
3,126
shares
|
$204,284
0.01% of portfolio
|
Q3 2024
Reduced 89.86%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,110
shares
|
$203,238
0.08% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Dec 12, 2024 Q3 2024 |
3,102
shares
|
$202,715
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
3,091
shares
|
$201,996
0.15% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
3,090
shares
|
$201,931
0.04% of portfolio
|
Q1 2024
Reduced 28.6%
|