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 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.2K+ 23.84% |
$202K - $229K
|
16.6K
$1.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.13K+ 23.87% |
$198K - $224K
|
16.2K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
3.1K+ 4.53% |
$196K - $222K
|
71.6K
$4.74M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.07K+ 19.61% |
$194K - $220K
|
18.7K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.07K+ 5.8% |
$194K - $220K
|
56K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.06K+ 32.82% |
$193K - $219K
|
12.4K
$819K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
3.05KNew |
$193K - $219K
|
3.05K
$202K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
3.03K+ 1.27% |
$191K - $217K
|
241K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
3.01K+ 6.97% |
$190K - $216K
|
46.2K
$3.06M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
2.99KNew |
$189K - $214K
|
2.99K
$198K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.92KNew |
$185K - $209K
|
2.92K
$194K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.92KNew |
$185K - $209K
|
2.92K
$194K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
2.9KNew |
$183K - $208K
|
2.9K
$192K
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.9KNew |
$183K - $208K
|
2.9K
$192K
|
|
|
May 11, 2023
Q1 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
2.9K+ 71.11% |
$183K - $207K
|
6.97K
$462K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.89KNew |
$182K - $207K
|
2.89K
$191K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.89K+ 55.75% |
$182K - $207K
|
8.06K
$534K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.85K+ 10.61% |
$180K - $204K
|
29.7K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.83K+ 25.01% |
$179K - $203K
|
14.2K
$939K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.82K+ 11.96% |
$178K - $202K
|
26.4K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.82K+ 0.56% |
$178K - $202K
|
510K
$33.8M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.81K+ 165.24% |
$178K - $201K
|
4.52K
$299K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.77K+ 8.86% |
$175K - $199K
|
34.1K
$2.26M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.73K+ 1.37% |
$172K - $195K
|
202K
$13.4M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.7KNew |
$170K - $193K
|
2.7K
$179K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.69K+ 24.38% |
$170K - $193K
|
13.7K
$910K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.69K+ 36.45% |
$170K - $193K
|
10.1K
$668K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
2.64K+ 7.78% |
$166K - $189K
|
36.5K
$2.42M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.53K+ 11.43% |
$160K - $181K
|
24.7K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.52K+ 1.5% |
$159K - $181K
|
171K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.52K+ 1.71% |
$159K - $181K
|
150K
$9.91M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
2.46K+ 2.38% |
$155K - $176K
|
106K
$7.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.42K+ 7.4% |
$153K - $173K
|
35.1K
$2.33M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.42K+ 14.95% |
$153K - $173K
|
18.6K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.34K+ 6.67% |
$148K - $168K
|
37.5K
$2.48M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.34K+ 13.45% |
$148K - $168K
|
19.7K
$1.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.31K+ 16.93% |
$146K - $165K
|
15.9K
$1.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.22K+ 8.83% |
$140K - $159K
|
27.4K
$1.81M
|
|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.14K+ 34.54% |
$135K - $154K
|
8.35K
$553K
|
|
|
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.14K+ 34.54% |
$135K - $154K
|
8.35K
$553K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
2.12KNew |
$134K - $152K
|
2.12K
$140K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.12KNew |
$134K - $152K
|
2.12K
$140K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.05K+ 18.38% |
$129K - $147K
|
13.2K
$874K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.97K+ 15.79% |
$124K - $141K
|
14.5K
$958K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.95K+ 125.82% |
$123K - $140K
|
3.51K
$232K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.94K+ 1.28% |
$122K - $139K
|
153K
$10.2M
|
|
|
May 01, 2023
Q1 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
1.93K+ 49.32% |
$122K - $138K
|
5.83K
$386K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
1.83K+ 57.08% |
$116K - $131K
|
5.05K
$334K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.82K+ 15.73% |
$115K - $131K
|
13.4K
$889K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.81K+ 0.59% |
$114K - $130K
|
309K
$20.5M
|