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 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
6.52K+ 0.84% |
$398K - $454K
|
781K
$54.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6.48K+ 125.31% |
$395K - $450K
|
11.6K
$806K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6.45KNew |
$393K - $448K
|
6.45K
$446K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
6.34KNew |
$387K - $441K
|
6.34K
$439K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.3KNew |
$385K - $438K
|
6.3K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.28K+ 2.58% |
$383K - $437K
|
249K
$17.3M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.22K+ 36.02% |
$380K - $433K
|
23.5K
$1.63M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.21KNew |
$379K - $432K
|
6.21K
$430K
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
6.2K+ 15.1% |
$378K - $431K
|
47.2K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.16K+ 12.61% |
$376K - $428K
|
55K
$3.81M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
6.12K+ 23.12% |
$374K - $426K
|
32.6K
$2.26M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
6.1K+ 47.55% |
$372K - $424K
|
18.9K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
5.97K+ 10.97% |
$364K - $415K
|
60.4K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.96K+ 15.74% |
$364K - $415K
|
43.8K
$3.03M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
5.85KNew |
$357K - $407K
|
5.85K
$405K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.8K+ 32.52% |
$354K - $403K
|
23.6K
$1.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
5.7K+ 32.9% |
$348K - $396K
|
23K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.64K+ 2.07% |
$344K - $392K
|
278K
$19.2M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
5.49K+ 1.12% |
$335K - $382K
|
496K
$34.3M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
5.45KNew |
$333K - $379K
|
5.45K
$378K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.44K+ 567.05% |
$332K - $378K
|
6.4K
$443K
|
|
|
Jun 04, 2024
Q1 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
5.38K+ 14.79% |
$328K - $374K
|
41.7K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.32K+ 39.45% |
$325K - $370K
|
18.8K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
5.29K+ 4.54% |
$323K - $368K
|
122K
$8.42M
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
5.24K+ 17.55% |
$320K - $365K
|
35.1K
$2.43M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.23K+ 3.72% |
$319K - $364K
|
146K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
5.21KNew |
$318K - $362K
|
5.21K
$361K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.15K+ 96.59% |
$315K - $359K
|
10.5K
$727K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
5.01KNew |
$306K - $348K
|
5.01K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
4.99K+ 10.54% |
$304K - $347K
|
52.3K
$3.62M
|
|
|
May 09, 2024
Q1 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
4.97K+ 107.09% |
$303K - $346K
|
9.61K
$666K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.96K+ 3.17% |
$303K - $345K
|
161K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.95K+ 6.23% |
$302K - $344K
|
84.4K
$5.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
4.93K+ 7362.69% |
$301K - $343K
|
5K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.83KNew |
$295K - $336K
|
4.83K
$335K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.83KNew |
$295K - $336K
|
4.83K
$334K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.79K+ 9.85% |
$292K - $333K
|
53.4K
$3.7M
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
4.77KNew |
$291K - $332K
|
4.77K
$330K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.64KNew |
$283K - $323K
|
4.64K
$322K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
4.63K+ 25.97% |
$283K - $322K
|
22.5K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.63KNew |
$282K - $322K
|
4.63K
$320K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.57K+ 44.19% |
$279K - $318K
|
14.9K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
4.49KNew |
$274K - $312K
|
4.49K
$311K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.46K+ 31.15% |
$272K - $310K
|
18.8K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.33K+ 4.88% |
$264K - $301K
|
93.1K
$6.45M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4.32K+ 101.77% |
$264K - $301K
|
8.57K
$593K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
4.29K+ 10.08% |
$262K - $298K
|
46.8K
$3.24M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.27K+ 13.06% |
$261K - $297K
|
37K
$2.56M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.2K+ 15.54% |
$256K - $292K
|
31.2K
$2.16M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.18K+ 65.74% |
$255K - $291K
|
10.5K
$730K
|