Purchases and Sales Made in Q1 2024 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q1 2024. 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 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
318+ 2.02% |
$19.4K - $22.1K
|
16.1K
$1.11M
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
304+ 5.6% |
$18.6K - $21.1K
|
5.73K
$397K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
301New |
$18.4K - $20.9K
|
301
$20.8K
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
293+ 5.24% |
$17.9K - $20.4K
|
5.89K
$408K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
293+ 9.93% |
$17.9K - $20.4K
|
3.24K
$225K
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
292+ 5.98% |
$17.8K - $20.3K
|
5.17K
$358K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
291+ 6.67% |
$17.8K - $20.2K
|
4.65K
$322K
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
290+ 7.23% |
$17.7K - $20.2K
|
4.3K
$298K
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
288+ 0.35% |
$17.6K - $20K
|
81.6K
$5.65M
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
286+ 0.01% |
$17.5K - $19.9K
|
2.82M
$195M
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
286+ 6.63% |
$17.5K - $19.9K
|
4.6K
$319K
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
281+ 2.7% |
$17.1K - $19.5K
|
10.7K
$739K
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
276+ 5.4% |
$16.8K - $19.2K
|
5.39K
$373K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
271+ 4.59% |
$16.5K - $18.9K
|
6.17K
$427K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
267New |
$16.3K - $18.6K
|
267
$18.5K
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
265+ 1.42% |
$16.2K - $18.4K
|
19K
$1.31M
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
261+ 0.81% |
$15.9K - $18.2K
|
32.5K
$2.25M
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
261+ 11.62% |
$15.9K - $18.2K
|
2.51K
$174K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
260New |
$15.9K - $18.1K
|
260
$18K
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
255+ 375.0% |
$15.6K - $17.7K
|
323
$22.4K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
255+ 3.28% |
$15.6K - $17.7K
|
8.03K
$556K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
253+ 1.41% |
$15.4K - $17.6K
|
18.2K
$1.26M
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
249+ 38.6% |
$15.2K - $17.3K
|
894
$61.9K
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
248+ 8.2% |
$15.1K - $17.3K
|
3.27K
$227K
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
246+ 2.16% |
$15K - $17.1K
|
11.6K
$805K
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
238+ 5.8% |
$14.5K - $16.6K
|
4.34K
$301K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
234+ 520.0% |
$14.3K - $16.3K
|
279
$19.3K
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
234+ 3.79% |
$14.3K - $16.3K
|
6.4K
$443K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
232+ 3.56% |
$14.2K - $16.1K
|
6.75K
$467K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
226+ 21.75% |
$13.8K - $15.7K
|
1.27K
$87.6K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
217+ 1.17% |
$13.2K - $15.1K
|
18.8K
$1.3M
|
|
May 15, 2024
Q1 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
200New |
$12.2K - $13.9K
|
200
$13.9K
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
198+ 3.17% |
$12.1K - $13.8K
|
6.44K
$446K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
196+ 2.36% |
$12K - $13.6K
|
8.5K
$589K
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
192+ 5.02% |
$11.7K - $13.4K
|
4.02K
$278K
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
190+ 6.1% |
$11.6K - $13.2K
|
3.31K
$229K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
186+ 2.41% |
$11.4K - $12.9K
|
7.91K
$548K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
184+ 23.12% |
$11.2K - $12.8K
|
980
$67.9K
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
179+ 0.94% |
$10.9K - $12.5K
|
19.3K
$1.34M
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
179New |
$10.9K - $12.5K
|
179
$12.4K
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
178+ 56.33% |
$10.9K - $12.4K
|
494
$34.2K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
175New |
$10.7K - $12.2K
|
175
$12.1K
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
175+ 4.5% |
$10.7K - $12.2K
|
4.07K
$282K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
171+ 1.79% |
$10.4K - $11.9K
|
9.74K
$675K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
169+ 0.47% |
$10.3K - $11.8K
|
36.1K
$2.5M
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
169+ 2.79% |
$10.3K - $11.8K
|
6.23K
$432K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
161New |
$9.83K - $11.2K
|
161
$11.2K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
158+ 2.7% |
$9.64K - $11K
|
6.02K
$417K
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
153+ 4.15% |
$9.34K - $10.6K
|
3.84K
$266K
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
152+ 4.93% |
$9.28K - $10.6K
|
3.24K
$224K
|