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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
3+ 0.06% |
$183 - $209
|
4.67K
$324K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 2.54% |
$183 - $209
|
121
$8.38K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2+ 0.01% |
$122 - $139
|
13.4K
$928K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
1+ 2.56% |
$61 - $69.6
|
40
$2.77K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.06% |
$61 - $69.6
|
1.79K
$124K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.15% |
$61 - $69.6
|
88
$6.09K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.01% |
$61 - $69.6
|
14.9K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$61 - $69.6
|
12.2K
$846K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 2.78% |
$61 - $69.6
|
37
$2.56K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 3.85% |
$61 - $69.6
|
27
$1.87K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.99% |
$61 - $69.6
|
102
$7.06K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.09% |
$61 - $69.6
|
1.09K
$75.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1+ 0.3% |
$61 - $69.6
|
339
$23.5K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.38% |
$61 - $69.6
|
43
$2.98K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.07% |
$61 - $69.6
|
1.33K
$92.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.42% |
$61 - $69.6
|
239
$16.6K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-2- 0.36% |
$122 - $139
|
559
$38.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4- 0.18% |
$244 - $278
|
2.18K
$151K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-4- 1.87% |
$244 - $278
|
210
$14.5K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-6- 31.58% |
$366 - $417
|
13
$900
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-8- 0.11% |
$488 - $557
|
7.51K
$520K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9- 0.14% |
$549 - $626
|
6.42K
$445K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-14- 1.73% |
$854 - $974
|
795
$55.1K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-14- 0.06% |
$854 - $974
|
22.6K
$1.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-14- 0.27% |
$854 - $974
|
5.19K
$359K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-16- 0.02% |
$976 - $1.11K
|
84.4K
$5.84M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-16- 28.57% |
$976 - $1.11K
|
40
$2.77K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-19- 0.45% |
$1.16K - $1.32K
|
4.19K
$290K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-19Closed |
$1.16K - $1.32K
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-19- 0.14% |
$1.16K - $1.32K
|
13.4K
$928K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-23- 0.58% |
$1.4K - $1.6K
|
3.91K
$271K
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-27- 0.4% |
$1.65K - $1.88K
|
6.81K
$471K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-27- 0.58% |
$1.65K - $1.88K
|
4.64K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-30- 0.27% |
$1.83K - $2.09K
|
11.2K
$774K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-34- 0.3% |
$2.08K - $2.37K
|
11.3K
$781K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-34- 0.92% |
$2.08K - $2.37K
|
3.65K
$253K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-36- 2.93% |
$2.2K - $2.5K
|
1.19K
$82.6K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-36- 0.14% |
$2.2K - $2.5K
|
26.3K
$1.82M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-37- 1.01% |
$2.26K - $2.57K
|
3.64K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-37- 1.8% |
$2.26K - $2.57K
|
2.02K
$140K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-39- 0.66% |
$2.38K - $2.71K
|
5.85K
$405K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-41- 57.75% |
$2.5K - $2.85K
|
30
$2.08K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-42- 5.03% |
$2.56K - $2.92K
|
793
$54.9K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-48- 0.74% |
$2.93K - $3.34K
|
6.44K
$446K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-50- 34.97% |
$3.05K - $3.48K
|
93
$6.44K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-51- 10.97% |
$3.11K - $3.55K
|
414
$28.7K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-55- 0.92% |
$3.36K - $3.83K
|
5.93K
$411K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-56- 0.45% |
$3.42K - $3.9K
|
12.4K
$860K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-56- 2.15% |
$3.42K - $3.9K
|
2.55K
$176K
|