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 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.08K+ 13.74% |
$66K - $75.2K
|
8.95K
$577K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.05K+ 32.52% |
$64K - $72.9K
|
4.27K
$275K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.04K+ 22.59% |
$63.5K - $72.4K
|
5.64K
$364K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1K+ 7.37% |
$61.2K - $69.7K
|
14.6K
$941K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
970+ 5.44% |
$59.2K - $67.5K
|
18.8K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
968New |
$59.1K - $67.3K
|
968
$62.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
963+ 15.04% |
$58.8K - $67K
|
7.37K
$475K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
961+ 22.8% |
$58.6K - $66.9K
|
5.18K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
959+ 25.21% |
$58.5K - $66.7K
|
4.76K
$307K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
948+ 6.64% |
$57.9K - $66K
|
15.2K
$982K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
943+ 7.31% |
$57.6K - $65.6K
|
13.8K
$892K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
919+ 6.95% |
$56.1K - $63.9K
|
14.1K
$911K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
917+ 5.71% |
$56K - $63.8K
|
17K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
916+ 4.87% |
$55.9K - $63.7K
|
19.7K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
914+ 2.71% |
$55.8K - $63.6K
|
34.7K
$2.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
898+ 8.1% |
$54.8K - $62.5K
|
12K
$772K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
873+ 6.64% |
$53.3K - $60.7K
|
14K
$903K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
873+ 21.32% |
$53.3K - $60.7K
|
4.97K
$320K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
872+ 5.29% |
$53.2K - $60.7K
|
17.3K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
846+ 3.64% |
$51.6K - $58.9K
|
24.1K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
843+ 7.89% |
$51.4K - $58.6K
|
11.5K
$743K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
811+ 3.41% |
$49.5K - $56.4K
|
24.6K
$1.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
800New |
$48.8K - $55.7K
|
800
$51.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
798+ 2.83% |
$48.7K - $55.5K
|
28.9K
$1.87M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
796+ 9.93% |
$48.6K - $55.4K
|
8.81K
$568K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
785+ 15.57% |
$47.9K - $54.6K
|
5.83K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
777New |
$47.4K - $54.1K
|
777
$50.1K
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
769+ 25.63% |
$46.9K - $53.5K
|
3.77K
$243K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
768New |
$46.9K - $53.4K
|
768
$49.5K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
762+ 4.86% |
$46.5K - $53K
|
16.5K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
759+ 1.77% |
$46.3K - $52.8K
|
43.6K
$2.81M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
749+ 19.52% |
$45.7K - $52.1K
|
4.59K
$296K
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
736+ 0.36% |
$44.9K - $51.2K
|
203K
$13.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
724+ 45.88% |
$44.2K - $50.4K
|
2.3K
$148K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
723+ 2.66% |
$44.1K - $50.3K
|
27.9K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
721+ 13.79% |
$44K - $50.2K
|
5.95K
$383K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
717+ 5.72% |
$43.8K - $49.9K
|
13.3K
$855K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
713New |
$43.5K - $49.6K
|
713
$45.9K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
701New |
$42.8K - $48.8K
|
701
$45.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
698New |
$42.6K - $48.6K
|
698
$45K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
694+ 2.44% |
$42.4K - $48.3K
|
29.1K
$1.88M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
692+ 8.09% |
$42.2K - $48.1K
|
9.24K
$596K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
687+ 2.13% |
$41.9K - $47.8K
|
32.9K
$2.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
685+ 1.63% |
$41.8K - $47.7K
|
42.7K
$2.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
665+ 2.62% |
$40.6K - $46.3K
|
26K
$1.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
643+ 81.29% |
$39.2K - $44.7K
|
1.43K
$92.4K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
632+ 3.14% |
$38.6K - $44K
|
20.7K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
629+ 124.06% |
$38.4K - $43.8K
|
1.14K
$73.2K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
629+ 0.74% |
$38.4K - $43.8K
|
85.3K
$5.49M
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
620+ 18.56% |
$37.8K - $43.1K
|
3.96K
$255K
|