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
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
125+ 1.17% |
$7.89K - $8.95K
|
10.8K
$698K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
115+ 1.43% |
$7.26K - $8.23K
|
8.18K
$527K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
115+ 0.95% |
$7.26K - $8.23K
|
12.2K
$784K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
114+ 3.47% |
$7.2K - $8.16K
|
3.4K
$219K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
106+ 16.01% |
$6.69K - $7.59K
|
768
$49.5K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
106+ 6.42% |
$6.69K - $7.59K
|
1.76K
$113K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
103+ 5.97% |
$6.5K - $7.37K
|
1.83K
$118K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
102+ 0.07% |
$6.44K - $7.3K
|
140K
$9M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
100New |
$6.32K - $7.16K
|
100
$6.44K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
100+ 2.37% |
$6.32K - $7.16K
|
4.33K
$279K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
98New |
$6.19K - $7.02K
|
98
$6.32K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
94+ 447.62% |
$5.94K - $6.73K
|
115
$7.41K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
91+ 2.17% |
$5.75K - $6.52K
|
4.28K
$276K
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
90+ 428.57% |
$5.68K - $6.44K
|
111
$7.15K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
88New |
$5.56K - $6.3K
|
88
$5.67K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
83+ 19.67% |
$5.24K - $5.94K
|
505
$32.5K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
82+ 2.61% |
$5.18K - $5.87K
|
3.22K
$208K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
81+ 0.93% |
$5.12K - $5.8K
|
8.78K
$566K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
75+ 1.52% |
$4.74K - $5.37K
|
5.01K
$323K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
72+ 1.63% |
$4.55K - $5.16K
|
4.5K
$290K
|
|
|
May 12, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
68+ 0.85% |
$4.29K - $4.87K
|
8.11K
$523K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
68+ 2.1% |
$4.29K - $4.87K
|
3.31K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
67+ 0.85% |
$4.23K - $4.8K
|
7.96K
$513K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
67+ 0.62% |
$4.23K - $4.8K
|
10.9K
$702K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
67+ 0.8% |
$4.23K - $4.8K
|
8.4K
$541K
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
67+ 0.39% |
$4.23K - $4.8K
|
17.4K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
65+ 5.3% |
$4.1K - $4.65K
|
1.29K
$83.2K
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
65+ 0.05% |
$4.1K - $4.65K
|
121K
$7.79M
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
65+ 0.05% |
$4.1K - $4.65K
|
121K
$7.79M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
62+ 1.07% |
$3.92K - $4.44K
|
5.88K
$379K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
62+ 0.55% |
$3.92K - $4.44K
|
11.3K
$725K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
60New |
$3.79K - $4.3K
|
60
$3.87K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
60+ 1.1% |
$3.79K - $4.3K
|
5.53K
$356K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
57+ 0.64% |
$3.6K - $4.08K
|
8.91K
$574K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
56+ 14.0% |
$3.54K - $4.01K
|
456
$29.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
56+ 0.5% |
$3.54K - $4.01K
|
11.3K
$729K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
53+ 9.22% |
$3.35K - $3.79K
|
628
$40.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
51+ 1.24% |
$3.22K - $3.65K
|
4.18K
$269K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
50+ 4.01% |
$3.16K - $3.58K
|
1.3K
$83.5K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
48+ 0.36% |
$3.03K - $3.44K
|
13.5K
$870K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
46+ 0.82% |
$2.9K - $3.29K
|
5.67K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
44+ 0.18% |
$2.78K - $3.15K
|
25.1K
$1.62M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
43+ 0.4% |
$2.72K - $3.08K
|
10.8K
$696K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
42+ 0.32% |
$2.65K - $3.01K
|
13.4K
$862K
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
39+ 0.22% |
$2.46K - $2.79K
|
17.5K
$1.13M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
35+ 67.31% |
$2.21K - $2.51K
|
87
$5.61K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
35+ 14.0% |
$2.21K - $2.51K
|
285
$18.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.05% |
$2.02K - $2.29K
|
3.08K
$199K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
31+ 1.01% |
$1.96K - $2.22K
|
3.1K
$199K
|
|
|
Apr 20, 2023
Q1 2023
|
Bender Robert & Associates
|
BUY
|
- |
30+ 0.07% |
$1.89K - $2.15K
|
44.3K
$2.85M
|