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 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-76- 0.58% |
$4.8K - $5.44K
|
13K
$838K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-77- 1.44% |
$4.86K - $5.51K
|
5.26K
$339K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-83- 0.34% |
$5.24K - $5.94K
|
24.3K
$1.57M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-88Closed |
$5.56K - $6.3K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-93- 1.18% |
$5.87K - $6.66K
|
7.81K
$503K
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-95- 0.12% |
$6K - $6.8K
|
81.1K
$5.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-108- 6.03% |
$6.82K - $7.73K
|
1.68K
$109K
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-117- 1.91% |
$7.39K - $8.38K
|
6.01K
$387K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-119- 7.46% |
$7.51K - $8.52K
|
1.48K
$95.2K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-123- 1.5% |
$7.77K - $8.81K
|
8.1K
$522K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-125- 1.7% |
$7.89K - $8.95K
|
7.24K
$467K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-129- 4.96% |
$8.15K - $9.24K
|
2.47K
$159K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-130- 27.25% |
$8.21K - $9.31K
|
347
$22.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-130- 60.47% |
$8.21K - $9.31K
|
85
$5.48K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-132- 1.31% |
$8.34K - $9.45K
|
9.91K
$639K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-134- 0.59% |
$8.46K - $9.59K
|
22.6K
$1.46M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-137- 4.31% |
$8.65K - $9.81K
|
3.05K
$196K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-152- 7.01% |
$9.6K - $10.9K
|
2.02K
$130K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-160- 67.8% |
$10.1K - $11.5K
|
76
$4.9K
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-161- 1.87% |
$10.2K - $11.5K
|
8.46K
$545K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-161- 1.87% |
$10.2K - $11.5K
|
8.46K
$545K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-168- 2.79% |
$10.6K - $12K
|
5.85K
$377K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-171- 12.3% |
$10.8K - $12.2K
|
1.22K
$78.6K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-176- 92.63% |
$11.1K - $12.6K
|
14
$902
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-180- 2.05% |
$11.4K - $12.9K
|
8.6K
$554K
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-180- 1.06% |
$11.4K - $12.9K
|
16.7K
$1.08M
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-185- 1.0% |
$11.7K - $13.2K
|
18.3K
$1.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-189- 1.49% |
$11.9K - $13.5K
|
12.5K
$804K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-194- 1.04% |
$12.3K - $13.9K
|
18.5K
$1.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-195- 1.36% |
$12.3K - $14K
|
14.1K
$908K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-196- 4.16% |
$12.4K - $14K
|
4.52K
$291K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-200- 20.3% |
$12.6K - $14.3K
|
785
$50.6K
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-200- 2.92% |
$12.6K - $14.3K
|
6.65K
$429K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-200- 2.48% |
$12.6K - $14.3K
|
7.85K
$506K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-206Closed |
$13K - $14.7K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-210- 42.0% |
$13.3K - $15K
|
290
$18.7K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-212- 1.47% |
$13.4K - $15.2K
|
14.3K
$918K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-218- 1.41% |
$13.8K - $15.6K
|
15.2K
$982K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-220- 5.44% |
$13.9K - $15.8K
|
3.83K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-227- 4.0% |
$14.3K - $16.3K
|
5.45K
$351K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-227- 0.76% |
$14.3K - $16.3K
|
29.7K
$1.91M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-234- 5.69% |
$14.8K - $16.8K
|
3.88K
$250K
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-240- 6.1% |
$15.2K - $17.2K
|
3.69K
$238K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-250- 24.08% |
$15.8K - $17.9K
|
788
$50.8K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-257- 26.83% |
$16.2K - $18.4K
|
701
$45.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-260- 5.03% |
$16.4K - $18.6K
|
4.91K
$317K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-273- 1.61% |
$17.2K - $19.5K
|
16.7K
$1.08M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-277- 4.09% |
$17.5K - $19.8K
|
6.5K
$419K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-280- 3.5% |
$17.7K - $20K
|
7.71K
$497K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-286- 3.1% |
$18.1K - $20.5K
|
8.94K
$576K
|