Purchases and Sales Made in Q1 2023 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q1 2023. 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 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
29+ 0.65% |
$1.83K - $2.08K
|
4.47K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
29New |
$1.83K - $2.08K
|
29
$1.9K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
28+ 17.07% |
$1.77K - $2K
|
192
$12.5K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
28New |
$1.77K - $2K
|
28
$1.83K
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
28+ 0.65% |
$1.77K - $2K
|
4.34K
$283K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
27+ 0.56% |
$1.71K - $1.93K
|
4.86K
$318K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
26New |
$1.64K - $1.86K
|
26
$1.7K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
26New |
$1.64K - $1.86K
|
26
$1.7K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
25+ 2.58% |
$1.58K - $1.79K
|
995
$65K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24+ 6.9% |
$1.52K - $1.72K
|
372
$24.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
24+ 0.32% |
$1.52K - $1.72K
|
7.53K
$492K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
23+ 0.53% |
$1.45K - $1.65K
|
4.33K
$283K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
21+ 1.35% |
$1.33K - $1.5K
|
1.58K
$103K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
21+ 0.28% |
$1.33K - $1.5K
|
7.59K
$496K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
18+ 0.78% |
$1.14K - $1.29K
|
2.31K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17+ 1.36% |
$1.07K - $1.22K
|
1.27K
$82.7K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
17+ 0.69% |
$1.07K - $1.22K
|
2.48K
$162K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16+ 0.41% |
$1.01K - $1.15K
|
3.89K
$254K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
15+ 0.16% |
$947 - $1.07K
|
9.56K
$625K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
15+ 0.6% |
$947 - $1.07K
|
2.5K
$163K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
14+ 0.06% |
$884 - $1K
|
24K
$1.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.15% |
$884 - $1K
|
9.61K
$628K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13+ 17.57% |
$821 - $931
|
87
$5.69K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
13+ 1.4% |
$821 - $931
|
941
$61.5K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
11+ 4.66% |
$695 - $788
|
247
$16.1K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 1.3% |
$632 - $716
|
780
$51K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.27% |
$505 - $573
|
3.03K
$198K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 6.36% |
$442 - $501
|
117
$7.65K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
7+ 1.48% |
$442 - $501
|
480
$31.4K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
7+ 1.43% |
$442 - $501
|
498
$32.5K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7+ 0.56% |
$442 - $501
|
1.26K
$82.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
6+ 2.99% |
$379 - $430
|
207
$13.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 0.37% |
$379 - $430
|
1.64K
$107K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 1.36% |
$316 - $358
|
373
$24.4K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 1.28% |
$253 - $286
|
317
$20.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.88% |
$253 - $286
|
456
$29.8K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 2.34% |
$189 - $215
|
131
$8.56K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.06% |
$189 - $215
|
4.76K
$311K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.36% |
$189 - $215
|
223
$14.6K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 0.57% |
$189 - $215
|
526
$34.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.23% |
$126 - $143
|
881
$57.6K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.53% |
$126 - $143
|
382
$25K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.11% |
$126 - $143
|
1.82K
$119K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$126 - $143
|
2.16K
$141K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.28% |
$126 - $143
|
717
$46.9K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 0.04% |
$126 - $143
|
5.43K
$355K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$63.2 - $71.6
|
1.37K
$89.2K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.47% |
$63.2 - $71.6
|
69
$4.51K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.01% |
$63.2 - $71.6
|
100
$6.53K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.08% |
$63.2 - $71.6
|
1.26K
$82.3K
|