Purchases and Sales Made in Q1 2022 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q1 2022. The information is specifically focused on institutions that hold shares of ASTRAZENECA PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
95+ 29.5% |
$5.29K - $6.38K
|
417
$31.4K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
93New |
$5.18K - $6.24K
|
93
$7.01K
|
|
|
May 10, 2022
Q1 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
92+ 0.98% |
$5.13K - $6.18K
|
9.49K
$715K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
90New |
$5.01K - $6.04K
|
90
$6.78K
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
89+ 0.91% |
$4.96K - $5.97K
|
9.9K
$746K
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
88+ 14.67% |
$4.9K - $5.91K
|
688
$51.8K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
86+ 7.8% |
$4.79K - $5.77K
|
1.19K
$89.5K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
86+ 0.99% |
$4.79K - $5.77K
|
8.75K
$659K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
84+ 4.08% |
$4.68K - $5.64K
|
2.14K
$161K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
82New |
$4.57K - $5.5K
|
82
$6.18K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
76+ 1.64% |
$4.23K - $5.1K
|
4.71K
$355K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
74+ 1.46% |
$4.12K - $4.97K
|
5.15K
$388K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
70+ 0.48% |
$3.9K - $4.7K
|
14.7K
$1.11M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
66+ 0.45% |
$3.68K - $4.43K
|
14.6K
$1.1M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
60+ 6000.0% |
$3.34K - $4.03K
|
61
$4.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
53+ 1.17% |
$2.95K - $3.56K
|
4.59K
$345K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
51+ 0.24% |
$2.84K - $3.42K
|
21.3K
$1.6M
|
|
|
May 13, 2022
Q1 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
51+ 1.45% |
$2.84K - $3.42K
|
3.58K
$270K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
50+ 161.29% |
$2.79K - $3.36K
|
81
$6.1K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
50+ 0.83% |
$2.79K - $3.36K
|
6.07K
$458K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
50+ 1.32% |
$2.79K - $3.36K
|
3.85K
$290K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
48+ 4.72% |
$2.67K - $3.22K
|
1.07K
$80.2K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48+ 1.26% |
$2.67K - $3.22K
|
3.84K
$290K
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
44+ 0.26% |
$2.45K - $2.95K
|
17.1K
$1.29M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
42New |
$2.34K - $2.82K
|
42
$3.16K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
41New |
$2.28K - $2.75K
|
41
$3.09K
|
|
|
Apr 18, 2022
Q1 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
41New |
$2.28K - $2.75K
|
41
$3.09K
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
39+ 0.9% |
$2.17K - $2.62K
|
4.36K
$328K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
39+ 0.8% |
$2.17K - $2.62K
|
4.94K
$372K
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
30+ 0.62% |
$1.67K - $2.01K
|
4.9K
$369K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
30+ 0.08% |
$1.67K - $2.01K
|
38.5K
$2.9M
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
29+ 0.1% |
$1.62K - $1.95K
|
29.3K
$2.21M
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
29+ 0.67% |
$1.62K - $1.95K
|
4.33K
$326K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
28+ 0.18% |
$1.56K - $1.88K
|
15.8K
$1.19M
|
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
28+ 0.69% |
$1.56K - $1.88K
|
4.12K
$310K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28+ 0.44% |
$1.56K - $1.88K
|
6.37K
$480K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24+ 24.74% |
$1.34K - $1.61K
|
121
$9.12K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
23+ 0.31% |
$1.28K - $1.54K
|
7.53K
$567K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
22+ 1.46% |
$1.23K - $1.48K
|
1.53K
$116K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
18+ 0.5% |
$1K - $1.21K
|
3.65K
$275K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
16+ 1.31% |
$892 - $1.07K
|
1.24K
$93.3K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
14New |
$780 - $940
|
14
$1.05K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
14+ 0.06% |
$780 - $940
|
24.6K
$1.85M
|
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
14+ 0.36% |
$780 - $940
|
3.92K
$296K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
14+ 0.33% |
$780 - $940
|
4.23K
$319K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
14+ 1.54% |
$780 - $940
|
921
$69.4K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
9New |
$501 - $604
|
9
$678
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.27% |
$446 - $537
|
2.92K
$220K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
7+ 1.37% |
$390 - $470
|
518
$39K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6+ 0.3% |
$334 - $403
|
1.99K
$150K
|