Purchases and Sales Made in Q1 2025 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q1 2025. 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 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
554+ 392.91% |
$36.2K - $43.2K
|
695
$48.1K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
541+ 3.38% |
$35.4K - $42.2K
|
16.6K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
536+ 153.14% |
$35K - $41.8K
|
886
$61.4K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
536+ 197.79% |
$35K - $41.8K
|
807
$55.9K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
535+ 0.84% |
$35K - $41.7K
|
64K
$4.43M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
533+ 2.64% |
$34.8K - $41.6K
|
20.7K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
531+ 13.04% |
$34.7K - $41.4K
|
4.6K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
530+ 5.37% |
$34.6K - $41.3K
|
10.4K
$721K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
522+ 2.82% |
$34.1K - $40.7K
|
19K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
521+ 2.93% |
$34.1K - $40.6K
|
18.3K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
509New |
$33.3K - $39.7K
|
509
$35.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
504+ 1.86% |
$32.9K - $39.3K
|
27.6K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Inc
|
BUY
|
- |
500+ 7.69% |
$32.7K - $39K
|
7K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
500New |
$32.7K - $39K
|
500
$34.6K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
488+ 6.84% |
$31.9K - $38K
|
7.62K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
484New |
$31.6K - $37.7K
|
484
$33.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
480+ 13.99% |
$31.4K - $37.4K
|
3.91K
$271K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
472+ 12.03% |
$30.9K - $36.8K
|
4.39K
$304K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
470+ 14.03% |
$30.7K - $36.6K
|
3.82K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
460+ 2.82% |
$30.1K - $35.9K
|
16.8K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
455+ 11.08% |
$29.7K - $35.5K
|
4.56K
$316K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
450+ 4.84% |
$29.4K - $35.1K
|
9.74K
$675K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
445+ 0.54% |
$29.1K - $34.7K
|
83.2K
$5.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
443+ 44.57% |
$29K - $34.5K
|
1.44K
$99.5K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
442+ 2.2% |
$28.9K - $34.5K
|
20.5K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
439+ 7.8% |
$28.7K - $34.2K
|
6.07K
$420K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
439+ 6.26% |
$28.7K - $34.2K
|
7.45K
$516K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
424+ 12.85% |
$27.7K - $33.1K
|
3.72K
$258K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
417+ 10.14% |
$27.3K - $32.5K
|
4.53K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
416+ 12.98% |
$27.2K - $32.4K
|
3.62K
$251K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
414+ 4.36% |
$27.1K - $32.3K
|
9.91K
$686K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
412+ 3.27% |
$26.9K - $32.1K
|
13K
$900K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
402+ 61.28% |
$26.3K - $31.3K
|
1.06K
$73.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$26.1K - $31.2K
|
400
$27.7K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
400New |
$26.1K - $31.2K
|
400
$27.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
395+ 3.33% |
$25.8K - $30.8K
|
12.3K
$849K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
393+ 11.83% |
$25.7K - $30.6K
|
3.71K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
388+ 4.22% |
$25.4K - $30.2K
|
9.59K
$664K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
382+ 0.75% |
$25K - $29.8K
|
51.3K
$3.55M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
374New |
$24.4K - $29.2K
|
374
$25.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
368+ 13.81% |
$24.1K - $28.7K
|
3.03K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
366+ 11.22% |
$23.9K - $28.5K
|
3.63K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
349+ 2.58% |
$22.8K - $27.2K
|
13.9K
$960K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
341+ 9.9% |
$22.3K - $26.6K
|
3.79K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
340+ 447.37% |
$22.2K - $26.5K
|
416
$28.8K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
335+ 3.73% |
$21.9K - $26.1K
|
9.31K
$645K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
335+ 5.28% |
$21.9K - $26.1K
|
6.68K
$462K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
332+ 5.91% |
$21.7K - $25.9K
|
5.95K
$412K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
329+ 9.39% |
$21.5K - $25.6K
|
3.83K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
329New |
$21.5K - $25.6K
|
329
$22.8K
|