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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,664
shares
|
$171,668
0.02% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
2,662
shares
|
$171,539
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
2,661
shares
|
$171,474
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
2,655
shares
|
$171,088
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
2,655
shares
|
$171,088
0.03% of portfolio
|
Q3 2024
Reduced 20.79%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
2,650
shares
|
$170,766
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
2,648
shares
|
$170,637
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
2,646
shares
|
$170,508
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
2,625
shares
|
$169,155
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
2,618
shares
|
$168,703
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
2,618
shares
|
$168,703
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
2,615
shares
|
$168,510
0.02% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,611
shares
|
$168,252
0.0% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
2,608
shares
|
$168,059
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,607
shares
|
$167,995
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,606
shares
|
$167,930
0.0% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
2,602
shares
|
$167,672
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
2,600
shares
|
$167,544
0.07% of portfolio
|
Q3 2024
Reduced 55.7%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
2,596
shares
|
$167,286
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
2,579
shares
|
$166,190
0.11% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
2,570
shares
|
$165,610
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
2,500
shares
|
$161,100
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
2,447
shares
|
$157,684
0.09% of portfolio
|
Q3 2024
Reduced 96.54%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,432
shares
|
$156,718
0.01% of portfolio
|
Q3 2022
Reduced 5.26%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
2,400
shares
|
$154,656
0.01% of portfolio
|
Q2 2022
Reduced 2.44%
|