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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.69% |
$63.2 - $71.6
|
60
$3.87K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.44% |
$63.2 - $71.6
|
42
$2.71K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$63.2 - $71.6
|
11.6K
$748K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-3- 0.01% |
$189 - $215
|
55.3K
$3.56M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 1.56% |
$253 - $286
|
252
$16.2K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 1.56% |
$253 - $286
|
252
$16.2K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-5- 3.82% |
$316 - $358
|
126
$8.12K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6- 0.29% |
$379 - $430
|
2.06K
$132K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-6- 1.21% |
$379 - $430
|
488
$31.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-8- 0.16% |
$505 - $573
|
4.95K
$319K
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-10- 0.2% |
$632 - $716
|
4.88K
$315K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11- 0.42% |
$695 - $788
|
2.59K
$167K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-12- 0.24% |
$758 - $859
|
4.92K
$317K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-12- 3.91% |
$758 - $859
|
295
$19K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-16- 0.52% |
$1.01K - $1.15K
|
3.05K
$197K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-18- 0.43% |
$1.14K - $1.29K
|
4.21K
$271K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-21- 0.1% |
$1.33K - $1.5K
|
20.5K
$1.32M
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-21- 0.51% |
$1.33K - $1.5K
|
4.12K
$265K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-23- 1.09% |
$1.45K - $1.65K
|
2.08K
$134K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-24- 11.11% |
$1.52K - $1.72K
|
192
$12.4K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-25- 0.47% |
$1.58K - $1.79K
|
5.26K
$339K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-25- 0.21% |
$1.58K - $1.79K
|
12.1K
$780K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-26- 0.48% |
$1.64K - $1.86K
|
5.42K
$349K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-29- 17.06% |
$1.83K - $2.08K
|
141
$9.09K
|
|
|
May 11, 2023
Q1 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-30- 0.41% |
$1.89K - $2.15K
|
7.23K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-30- 0.46% |
$1.89K - $2.15K
|
6.48K
$418K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-31- 46.27% |
$1.96K - $2.22K
|
36
$2.32K
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-34- 0.28% |
$2.15K - $2.43K
|
12K
$773K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-35- 1.15% |
$2.21K - $2.51K
|
3K
$193K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-35- 8.16% |
$2.21K - $2.51K
|
394
$25.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-35- 50.0% |
$2.21K - $2.51K
|
35
$2.26K
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-36- 0.32% |
$2.27K - $2.58K
|
11.2K
$720K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-38- 7.58% |
$2.4K - $2.72K
|
463
$29.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-40- 0.33% |
$2.53K - $2.86K
|
12K
$775K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-43- 1.44% |
$2.72K - $3.08K
|
2.95K
$190K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-44- 1.35% |
$2.78K - $3.15K
|
3.21K
$207K
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-47- 0.21% |
$2.97K - $3.37K
|
22.6K
$1.45M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-47- 0.77% |
$2.97K - $3.37K
|
6.04K
$389K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-48- 0.87% |
$3.03K - $3.44K
|
5.46K
$352K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-48- 0.74% |
$3.03K - $3.44K
|
6.42K
$414K
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-50- 1.48% |
$3.16K - $3.58K
|
3.32K
$214K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-53- 1.2% |
$3.35K - $3.79K
|
4.35K
$280K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-57- 1.89% |
$3.6K - $4.08K
|
2.96K
$191K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-58- 0.53% |
$3.66K - $4.15K
|
10.8K
$698K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-63- 0.2% |
$3.98K - $4.51K
|
31.9K
$2.06M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-67- 4.23% |
$4.23K - $4.8K
|
1.52K
$97.8K
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-69- 0.75% |
$4.36K - $4.94K
|
9.13K
$588K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-70- 0.55% |
$4.42K - $5.01K
|
12.6K
$813K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-72- 0.55% |
$4.55K - $5.16K
|
12.9K
$832K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-72- 0.77% |
$4.55K - $5.16K
|
9.33K
$601K
|