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 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13.2K+ 94021.43% |
$803K - $916K
|
13.2K
$849K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.2K+ 8.07% |
$803K - $915K
|
176K
$11.4M
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
13.1KNew |
$799K - $911K
|
13.1K
$844K
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
13K+ 13.06% |
$795K - $906K
|
113K
$7.26M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
12.4KNew |
$758K - $865K
|
12.4K
$801K
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 119.27% |
$753K - $858K
|
22.7K
$1.46M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.2K+ 24.02% |
$747K - $851K
|
63.2K
$4.07M
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
12.1KNew |
$741K - $845K
|
12.1K
$783K
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
12K+ 235.08% |
$734K - $837K
|
17.1K
$1.1M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 15.18% |
$724K - $825K
|
90K
$5.8M
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
11.6KNew |
$705K - $804K
|
11.6K
$745K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
11.5K+ 66.82% |
$702K - $800K
|
28.7K
$1.85M
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10.9KNew |
$666K - $760K
|
10.9K
$704K
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 28.63% |
$651K - $742K
|
48K
$3.09M
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$649K - $740K
|
10.6K
$686K
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
10.6K+ 45.88% |
$648K - $738K
|
33.7K
$2.17M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.6KNew |
$644K - $734K
|
10.6K
$680K
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.4KNew |
$635K - $724K
|
10.4K
$671K
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
10.1K+ 4.51% |
$615K - $702K
|
234K
$15.1M
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
10.1KNew |
$615K - $701K
|
10.1K
$650K
|
|
May 15, 2024
Q1 2024
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
10K+ 5.55% |
$610K - $696K
|
190K
$12.2M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.87K+ 8.55% |
$602K - $687K
|
125K
$8.07M
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.62KNew |
$587K - $669K
|
9.62K
$620K
|
|
May 07, 2024
Q1 2024
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
- |
9.6K+ 47.3% |
$586K - $668K
|
29.9K
$1.93M
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
9.5K+ 46.71% |
$580K - $661K
|
29.8K
$1.92M
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.5KNew |
$580K - $661K
|
9.5K
$612K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
9.49K+ 2.95% |
$579K - $660K
|
331K
$21.4M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
9.18K+ 11.47% |
$560K - $639K
|
89.2K
$5.75M
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
8.79K+ 6.74% |
$536K - $611K
|
139K
$8.97M
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8.68KNew |
$530K - $604K
|
8.68K
$559K
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.67KNew |
$529K - $603K
|
8.67K
$559K
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
8.56KNew |
$522K - $595K
|
8.56K
$551K
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
8.44K+ 4.13% |
$515K - $587K
|
213K
$13.7M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.28K+ 228.28% |
$505K - $576K
|
11.9K
$767K
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.22K+ 15.4% |
$502K - $572K
|
61.6K
$3.97M
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
8.13K+ 0.87% |
$496K - $565K
|
941K
$60.7M
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
7.98KNew |
$487K - $555K
|
7.98K
$514K
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
7.81K+ 15.03% |
$477K - $543K
|
59.8K
$3.85M
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.56K+ 131.95% |
$461K - $526K
|
13.3K
$856K
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
7.34K+ 35.73% |
$448K - $511K
|
27.9K
$1.8M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.23K+ 3.87% |
$441K - $503K
|
194K
$12.5M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.16K+ 102.18% |
$437K - $498K
|
14.2K
$913K
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
6.99K+ 0.95% |
$426K - $486K
|
740K
$47.7M
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.98KNew |
$426K - $485K
|
6.98K
$449K
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
6.89K+ 55.71% |
$420K - $479K
|
19.2K
$1.24M
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
6.84K+ 83.03% |
$417K - $476K
|
15.1K
$971K
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
6.71K+ 3.33% |
$409K - $467K
|
208K
$13.4M
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.65K+ 172.91% |
$406K - $463K
|
10.5K
$676K
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
6.52K+ 0.84% |
$398K - $454K
|
781K
$50.3M
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6.48K+ 125.31% |
$395K - $450K
|
11.6K
$750K
|