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 |
|---|---|---|---|---|---|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$6,444
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$6,444
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
100
shares
|
$6,444
0.0% of portfolio
|
Q3 2021
Reduced 83.33%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
100
shares
|
$6,444
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
100
shares
|
$6,444
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
100
shares
|
$6,444
0.0% of portfolio
|
Q2 2024
Reduced 82.11%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
93
shares
|
$5,992
0.0% of portfolio
|
Q1 2024
Reduced 34.97%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
92
shares
|
$5,928
0.0% of portfolio
|
Q1 2024
Reduced 69.54%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
91
shares
|
$5,864
0.0% of portfolio
|
Q3 2024
Reduced 74.65%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
90
shares
|
$5,799
0.0% of portfolio
|
Q2 2024
Reduced 69.49%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
84
shares
|
$5,412
0.0% of portfolio
|
Q1 2024
Reduced 58.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
84
shares
|
$5,412
0.0% of portfolio
|
Q3 2022
Reduced 16.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
83
shares
|
$5,348
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
79
shares
|
$5,090
0.0% of portfolio
|
Q3 2024
Reduced 15.05%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
79
shares
|
$5,090
0.01% of portfolio
|
Q2 2024
Reduced 82.41%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
77
shares
|
$4,961
0.0% of portfolio
|
Q2 2024
Reduced 23.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
76
shares
|
$4,897
0.0% of portfolio
|
Q1 2023
Reduced 67.8%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
74
shares
|
$4,768
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
74
shares
|
$4,768
0.0% of portfolio
|
Q3 2023
Reduced 14.94%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
64
shares
|
$4,124
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
64
shares
|
$4,124
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
62
shares
|
$3,995
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
61
shares
|
$3,930
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
61
shares
|
$3,930
0.0% of portfolio
|
Q2 2023
Reduced 95.81%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
60
shares
|
$3,866
0.0% of portfolio
|
Q2 2024
New holding
|