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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
361
shares
|
$23,262
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
360
shares
|
$23,198
0.0% of portfolio
|
Q3 2022
Reduced 12.62%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
354
shares
|
$22,811
0.02% of portfolio
|
Q3 2024
Reduced 89.56%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
351
shares
|
$22,618
0.0% of portfolio
|
Q3 2024
Reduced 78.8%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
350
shares
|
$22,554
0.0% of portfolio
|
Q4 2023
Added 422.39%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
350
shares
|
$22,554
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
342
shares
|
$22,038
0.01% of portfolio
|
Q3 2024
Reduced 12.76%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
340
shares
|
$21,909
0.0% of portfolio
|
Q3 2024
Reduced 49.33%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
335
shares
|
$21,587
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
334
shares
|
$21,522
0.01% of portfolio
|
Q2 2024
Reduced 13.25%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
330
shares
|
$21,265
0.0% of portfolio
|
Q3 2024
Reduced 63.25%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
324
shares
|
$20,878
0.0% of portfolio
|
Q3 2024
Added 320.78%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
320
shares
|
$20,620
0.01% of portfolio
|
Q2 2024
Added 23.08%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
314
shares
|
$20,234
0.0% of portfolio
|
Q1 2023
Reduced 62.35%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
302
shares
|
$19,460
0.0% of portfolio
|
Q4 2022
Reduced 22.16%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
300
shares
|
$19,332
0.0% of portfolio
|
Q3 2023
Reduced 49.75%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
300
shares
|
$19,332
0.02% of portfolio
|
Q2 2023
Reduced 35.48%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
300
shares
|
$19,332
0.0% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
296
shares
|
$19,074
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
289
shares
|
$18,623
0.01% of portfolio
|
Q2 2024
Added 3.58%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
286
shares
|
$18,429
0.0% of portfolio
|
Q3 2022
Reduced 7.14%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
280
shares
|
$18,043
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
269
shares
|
$17,334
0.0% of portfolio
|
Q1 2024
Added 17.98%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
264
shares
|
$17,012
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
264
shares
|
$17,012
0.01% of portfolio
|
Q3 2024
Added 0.76%
|