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 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
7.87KNew |
$497K - $564K
|
7.87K
$507K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.73K+ 21.42% |
$488K - $553K
|
43.8K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.7K+ 7.03% |
$486K - $552K
|
117K
$7.56M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.68K+ 1829.52% |
$485K - $550K
|
8.1K
$522K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.55K+ 10.75% |
$477K - $541K
|
77.8K
$5.01M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7.42K+ 1.46% |
$469K - $532K
|
516K
$33.3M
|
|
|
May 17, 2023
Q1 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
7.31K+ 11.02% |
$462K - $524K
|
73.7K
$4.75M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.25KNew |
$458K - $519K
|
7.25K
$467K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.22K+ 57.94% |
$456K - $517K
|
19.7K
$1.27M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.9K+ 129.95% |
$436K - $494K
|
12.2K
$787K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.39K+ 11.19% |
$403K - $457K
|
63.5K
$4.09M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
6.23KNew |
$393K - $446K
|
6.23K
$401K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.05KNew |
$382K - $433K
|
6.05K
$390K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.83K+ 2.95% |
$368K - $417K
|
203K
$13.1M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
5.14KNew |
$324K - $368K
|
5.14K
$331K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.1KNew |
$322K - $365K
|
5.1K
$329K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5.06KNew |
$319K - $362K
|
5.06K
$326K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.91K+ 157.97% |
$310K - $351K
|
8.01K
$516K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.88K+ 4.23% |
$308K - $349K
|
120K
$7.75M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.82K+ 8.7% |
$304K - $345K
|
60.2K
$3.88M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.77K+ 1.89% |
$301K - $341K
|
257K
$16.6M
|
|
|
May 10, 2023
Q1 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
4.75K+ 6.84% |
$300K - $340K
|
74.2K
$4.78M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.53K+ 6.05% |
$286K - $324K
|
79.5K
$5.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
4.53KNew |
$286K - $324K
|
4.53K
$292K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.52K+ 30.85% |
$285K - $323K
|
19.2K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
4.46K+ 91.57% |
$282K - $319K
|
9.34K
$602K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
4.39K+ 25.75% |
$277K - $315K
|
21.5K
$1.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.38K+ 16.21% |
$277K - $314K
|
31.4K
$2.03M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.38KNew |
$276K - $313K
|
4.38K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
4.34KNew |
$274K - $311K
|
4.34K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.32K+ 3.3% |
$273K - $309K
|
135K
$8.72M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.23K+ 25.0% |
$267K - $303K
|
21.2K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
4.18KNew |
$264K - $299K
|
4.18K
$269K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
4.16KNew |
$263K - $298K
|
4.16K
$268K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.04K+ 127.76% |
$255K - $289K
|
7.2K
$464K
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
4K+ 5.43% |
$252K - $286K
|
77.6K
$5M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.87K+ 8.64% |
$244K - $277K
|
48.6K
$3.13M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
3.73KNew |
$235K - $267K
|
3.73K
$240K
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
3.64KNew |
$230K - $260K
|
3.64K
$234K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
3.63KNew |
$229K - $260K
|
3.63K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.59KNew |
$227K - $257K
|
3.59K
$232K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.57KNew |
$225K - $256K
|
3.57K
$230K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.52KNew |
$222K - $252K
|
3.52K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.45KNew |
$218K - $247K
|
3.45K
$222K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.34KNew |
$211K - $239K
|
3.34K
$215K
|
|
|
May 08, 2023
Q1 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
3.33K+ 41.73% |
$210K - $238K
|
11.3K
$728K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
3.29KNew |
$208K - $236K
|
3.29K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.26K+ 9.38% |
$206K - $233K
|
38K
$2.45M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.25KNew |
$205K - $233K
|
3.25K
$209K
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$202K - $229K
|
3.2K
$206K
|