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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
44New |
$2.69K - $3.06K
|
44
$3.05K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
42New |
$2.56K - $2.92K
|
42
$2.91K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
42+ 0.69% |
$2.56K - $2.92K
|
6.11K
$423K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
41+ 17.98% |
$2.5K - $2.85K
|
269
$18.6K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
41+ 25.47% |
$2.5K - $2.85K
|
202
$14K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
40+ 0.51% |
$2.44K - $2.78K
|
7.9K
$547K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
33+ 6.21% |
$2.01K - $2.3K
|
564
$39.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
BUY
|
- |
33+ 0.28% |
$2.01K - $2.3K
|
11.7K
$813K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
32+ 94.12% |
$1.95K - $2.23K
|
66
$4.57K
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
31+ 12.55% |
$1.89K - $2.16K
|
278
$19.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
30+ 85.71% |
$1.83K - $2.09K
|
65
$4.5K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
30New |
$1.83K - $2.09K
|
30
$2.08K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
27New |
$1.65K - $1.88K
|
27
$1.87K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26+ 35.62% |
$1.59K - $1.81K
|
99
$6.86K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
26+ 0.37% |
$1.59K - $1.81K
|
7.12K
$493K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
25+ 0.63% |
$1.53K - $1.74K
|
4K
$277K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
24+ 12.5% |
$1.46K - $1.67K
|
216
$15K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
23+ 1.53% |
$1.4K - $1.6K
|
1.53K
$106K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
22+ 3.01% |
$1.34K - $1.53K
|
753
$52.2K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
22+ 0.44% |
$1.34K - $1.53K
|
5.05K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
22+ 1.49% |
$1.34K - $1.53K
|
1.5K
$104K
|
|
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
21+ 1.47% |
$1.28K - $1.46K
|
1.45K
$100K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 1.6% |
$1.28K - $1.46K
|
1.33K
$92.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
21+ 0.98% |
$1.28K - $1.46K
|
2.17K
$150K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20+ 2.27% |
$1.22K - $1.39K
|
900
$62.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
20+ 0.98% |
$1.22K - $1.39K
|
2.06K
$143K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
18+ 0.53% |
$1.1K - $1.25K
|
3.39K
$235K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
17+ 4.89% |
$1.04K - $1.18K
|
365
$25.3K
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
15+ 11.72% |
$915 - $1.04K
|
143
$9.9K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14+ 0.11% |
$854 - $974
|
12.6K
$872K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
14+ 1.03% |
$854 - $974
|
1.38K
$95.2K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13+ 0.26% |
$793 - $904
|
4.94K
$342K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
13+ 0.43% |
$793 - $904
|
3.04K
$210K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11+ 0.13% |
$671 - $765
|
8.44K
$584K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
10+ 1.0% |
$610 - $696
|
1.01K
$69.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$610 - $696
|
10
$693
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10+ 1.4% |
$610 - $696
|
722
$50K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
10+ 35.71% |
$610 - $696
|
38
$2.63K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.3% |
$549 - $626
|
3.04K
$210K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
9New |
$549 - $626
|
9
$623
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
8+ 1.48% |
$488 - $557
|
549
$38K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
7+ 1.4% |
$427 - $487
|
508
$35.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
7+ 0.22% |
$427 - $487
|
3.17K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 1.3% |
$305 - $348
|
389
$26.9K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5+ 0.14% |
$305 - $348
|
3.7K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.23% |
$244 - $278
|
1.73K
$120K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.87% |
$244 - $278
|
462
$32K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 1.79% |
$244 - $278
|
228
$15.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3+ 0.07% |
$183 - $209
|
4.39K
$304K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$183 - $209
|
9.83K
$681K
|