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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,579
shares
|
$101,750
0.0% of portfolio
|
Q4 2023
Added 99.37%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,554
shares
|
$100,139
0.02% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
1,550
shares
|
$99,882
0.01% of portfolio
|
Q3 2024
Reduced 43.64%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,540
shares
|
$99,237
0.03% of portfolio
|
Q2 2024
Added 15.88%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
1,540
shares
|
$99,237
0.01% of portfolio
|
Q2 2024
Reduced 9.36%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
1,540
shares
|
$99,237
0.03% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,510
shares
|
$97,304
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
1,500
shares
|
$96,660
0.05% of portfolio
|
Q4 2020
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
1,426
shares
|
$91,891
0.07% of portfolio
|
Q3 2024
Reduced 95.27%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,419
shares
|
$91,440
0.01% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,411
shares
|
$90,924
0.0% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
1,410
shares
|
$90,860
0.0% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
1,400
shares
|
$90,216
0.04% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,387
shares
|
$89,378
0.01% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,383
shares
|
$89,120
0.01% of portfolio
|
Q2 2023
Added 36.26%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
1,331
shares
|
$85,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,325
shares
|
$85,383
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,295
shares
|
$83,449
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
1,290
shares
|
$83,127
0.08% of portfolio
|
Q3 2022
Reduced 25.09%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,279
shares
|
$82,418
0.01% of portfolio
|
Q3 2024
Added 231.35%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,246
shares
|
$80,292
0.01% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
1,241
shares
|
$79,970
0.06% of portfolio
|
Q2 2024
Added 11.3%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
1,235
shares
|
$79,583
0.05% of portfolio
|
Q3 2024
Reduced 64.77%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
1,225
shares
|
$78,939
0.01% of portfolio
|
Q1 2024
Reduced 6.91%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
1,225
shares
|
$78,939
0.03% of portfolio
|
Q2 2024
Reduced 7.55%
|