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 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-286- 1.75% |
$18.1K - $20.5K
|
16K
$1.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-292- 1.75% |
$18.4K - $20.9K
|
16.4K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-292- 5.79% |
$18.4K - $20.9K
|
4.75K
$306K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-292- 0.57% |
$18.4K - $20.9K
|
50.6K
$3.26M
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-294- 0.48% |
$18.6K - $21.1K
|
60.7K
$3.91M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-300- 2.99% |
$18.9K - $21.5K
|
9.72K
$626K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-300- 8.16% |
$18.9K - $21.5K
|
3.38K
$218K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-302- 5.89% |
$19.1K - $21.6K
|
4.82K
$311K
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-317- 3.51% |
$20K - $22.7K
|
8.71K
$562K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-318- 5.37% |
$20.1K - $22.8K
|
5.61K
$361K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-333- 7.17% |
$21K - $23.8K
|
4.31K
$278K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-337- 32.19% |
$21.3K - $24.1K
|
710
$45.8K
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-338- 5.29% |
$21.3K - $24.2K
|
6.05K
$390K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-341- 0.69% |
$21.5K - $24.4K
|
49.3K
$3.18M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-346- 46.76% |
$21.8K - $24.8K
|
394
$25.4K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-352- 2.7% |
$22.2K - $25.2K
|
12.7K
$818K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-373- 1.14% |
$23.6K - $26.7K
|
32.5K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-375- 3.56% |
$23.7K - $26.8K
|
10.2K
$654K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-375- 4.84% |
$23.7K - $26.8K
|
7.37K
$475K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-379- 9.63% |
$23.9K - $27.1K
|
3.56K
$229K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-390- 6.17% |
$24.6K - $27.9K
|
5.93K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-390- 1.07% |
$24.6K - $27.9K
|
35.9K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-390- 0.95% |
$24.6K - $27.9K
|
40.6K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-391- 0.53% |
$24.7K - $28K
|
74K
$4.77M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-399- 53.06% |
$25.2K - $28.6K
|
353
$22.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.32% |
$25.3K - $28.6K
|
30K
$1.93M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-400- 8.89% |
$25.3K - $28.6K
|
4.1K
$264K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-407- 6.08% |
$25.7K - $29.1K
|
6.29K
$405K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-420- 6.59% |
$26.5K - $30.1K
|
5.95K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-421- 3.47% |
$26.6K - $30.1K
|
11.7K
$755K
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-422- 0.78% |
$26.6K - $30.2K
|
54K
$3.48M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-434- 7.48% |
$27.4K - $31.1K
|
5.37K
$346K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-448- 13.23% |
$28.3K - $32.1K
|
2.94K
$189K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-453- 5.46% |
$28.6K - $32.4K
|
7.85K
$506K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-458- 2.36% |
$28.9K - $32.8K
|
18.9K
$1.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-473- 2.74% |
$29.9K - $33.9K
|
16.8K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-479- 7.49% |
$30.2K - $34.3K
|
5.91K
$381K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-494- 0.78% |
$31.2K - $35.4K
|
63.2K
$4.07M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-500- 10.62% |
$31.6K - $35.8K
|
4.21K
$271K
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-500- 6.25% |
$31.6K - $35.8K
|
7.5K
$483K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-504- 2.27% |
$31.8K - $36.1K
|
21.7K
$1.4M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-515- 13.15% |
$32.5K - $36.9K
|
3.4K
$219K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-520- 62.35% |
$32.8K - $37.2K
|
314
$20.2K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-522- 12.06% |
$33K - $37.4K
|
3.81K
$245K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-522- 9.03% |
$33K - $37.4K
|
5.26K
$339K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-522- 6.46% |
$33K - $37.4K
|
7.56K
$487K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-524- 2.82% |
$33.1K - $37.5K
|
18K
$1.16M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-535- 9.39% |
$33.8K - $38.3K
|
5.16K
$333K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-535- 1.08% |
$33.8K - $38.3K
|
49.1K
$3.16M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-545- 6.92% |
$34.4K - $39K
|
7.33K
$472K
|