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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
2,893
shares
|
$186,424
0.01% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,875
shares
|
$185,265
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
2,871
shares
|
$185,007
0.02% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,869
shares
|
$184,878
0.04% of portfolio
|
Q3 2024
Added 105.66%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
2,863
shares
|
$184,491
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
2,860
shares
|
$184,298
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
2,846
shares
|
$183,396
0.19% of portfolio
|
Q2 2024
Reduced 33.0%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
2,837
shares
|
$182,816
0.18% of portfolio
|
Q3 2024
Reduced 26.9%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
2,832
shares
|
$182,494
0.08% of portfolio
|
Q4 2023
Added 60.13%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
2,812
shares
|
$181,205
0.12% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
2,811
shares
|
$181,140
0.03% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
2,800
shares
|
$180,432
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
2,795
shares
|
$180,109
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
2,786
shares
|
$179,529
0.16% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
2,747
shares
|
$177,016
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
2,746
shares
|
$176,952
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
2,743
shares
|
$176,758
0.12% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,742
shares
|
$176,694
0.02% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,729
shares
|
$175,856
0.03% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
2,721
shares
|
$175,341
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
2,714
shares
|
$174,890
0.0% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,713
shares
|
$174,825
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,712
shares
|
$174,761
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
2,711
shares
|
$174,696
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
2,670
shares
|
$172,054
0.01% of portfolio
|
Q3 2024
New holding
|