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 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.16K- 16.38% |
$73.1K - $82.9K
|
5.91K
$381K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.19K- 4.97% |
$74.8K - $84.8K
|
22.7K
$1.46M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 27.54% |
$77.3K - $87.6K
|
3.22K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.24K- 7.56% |
$78K - $88.4K
|
15.1K
$973K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.24K- 25.09% |
$78.6K - $89.1K
|
3.71K
$239K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.25K- 11.22% |
$79.2K - $89.8K
|
9.92K
$639K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.32K- 5.76% |
$83.4K - $94.5K
|
21.6K
$1.39M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.39K- 2.02% |
$87.8K - $99.6K
|
67.5K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.39K- 14.17% |
$88K - $99.8K
|
8.44K
$544K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.42K- 11.04% |
$89.9K - $102K
|
11.5K
$740K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-1.45K- 1.4% |
$91.6K - $104K
|
102K
$6.59M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.49K- 2.23% |
$93.8K - $106K
|
65.2K
$4.2M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.57K- 12.87% |
$99.3K - $113K
|
10.6K
$686K
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.65K- 6.01% |
$104K - $118K
|
25.7K
$1.66M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.65K- 6.55% |
$104K - $118K
|
23.5K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.66K- 27.73% |
$105K - $119K
|
4.32K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.74K- 6.14% |
$110K - $124K
|
26.6K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.75K- 37.92% |
$111K - $125K
|
2.87K
$185K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-1.89K- 1.25% |
$119K - $135K
|
149K
$9.6M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.9K- 2.21% |
$120K - $136K
|
84.1K
$5.42M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.9K- 14.13% |
$120K - $136K
|
11.5K
$744K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.91K- 35.45% |
$120K - $136K
|
3.47K
$224K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-2K- 11.18% |
$126K - $143K
|
15.9K
$1.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.01K- 5.73% |
$127K - $144K
|
33.1K
$2.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.03K- 91.47% |
$128K - $145K
|
189
$12.2K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.03K- 18.51% |
$128K - $145K
|
8.94K
$576K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.05K- 24.74% |
$130K - $147K
|
6.25K
$402K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.11K- 53.57% |
$133K - $151K
|
1.83K
$118K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.17K- 8.07% |
$137K - $155K
|
24.7K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.29K- 3.08% |
$145K - $164K
|
72.1K
$4.65M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.36K- 20.8% |
$149K - $169K
|
8.97K
$578K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.4K- 5.91% |
$152K - $172K
|
38.3K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-2.49K- 8.34% |
$157K - $178K
|
27.4K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-2.53K- 4.39% |
$160K - $181K
|
55.1K
$3.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.79K- 8.26% |
$176K - $200K
|
31K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.06K- 14.7% |
$193K - $219K
|
17.8K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.1K- 4.7% |
$196K - $222K
|
62.8K
$4.05M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.13K- 3.04% |
$198K - $224K
|
100K
$6.44M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.19K- 15.72% |
$201K - $228K
|
17.1K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-3.2K- 47.0% |
$202K - $229K
|
3.61K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.23K- 35.19% |
$204K - $231K
|
5.95K
$383K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.23K- 10.38% |
$204K - $231K
|
27.9K
$1.8M
|
|
|
May 09, 2023
Q1 2023
|
Channing Global Advisors, LLC
|
SELL
|
- |
-3.3K- 35.9% |
$209K - $236K
|
5.9K
$380K
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-3.35K- 4.67% |
$212K - $240K
|
68.5K
$4.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.41K- 15.98% |
$215K - $244K
|
17.9K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-3.44K- 4.17% |
$217K - $246K
|
79.1K
$5.1M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.79K- 0.55% |
$239K - $271K
|
681K
$43.9M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.8K- 3.69% |
$240K - $272K
|
99.3K
$6.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.84K- 28.57% |
$242K - $275K
|
9.6K
$618K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-3.98K- 15.73% |
$251K - $285K
|
21.3K
$1.37M
|