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 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
328+ 6.69% |
$21.4K - $25.6K
|
5.23K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
328+ 0.22% |
$21.4K - $25.6K
|
149K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
321+ 6.85% |
$21K - $25K
|
5.01K
$347K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
317+ 3.0% |
$20.7K - $24.7K
|
10.9K
$753K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
317+ 6.88% |
$20.7K - $24.7K
|
4.92K
$341K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
309+ 3.26% |
$20.2K - $24.1K
|
9.8K
$678K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
301+ 7.85% |
$19.7K - $23.5K
|
4.14K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
293+ 4.6% |
$19.2K - $22.8K
|
6.66K
$461K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
289+ 297.94% |
$18.9K - $22.5K
|
386
$26.7K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
285+ 3.03% |
$18.6K - $22.2K
|
9.68K
$671K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
284+ 0.71% |
$18.6K - $22.1K
|
40.3K
$2.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
283New |
$18.5K - $22.1K
|
283
$19.6K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
281+ 6.52% |
$18.4K - $21.9K
|
4.59K
$318K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
278+ 1.05% |
$18.2K - $21.7K
|
26.6K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
275+ 57.77% |
$18K - $21.4K
|
751
$52K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
271+ 7.19% |
$17.7K - $21.1K
|
4.04K
$280K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
268+ 8.98% |
$17.5K - $20.9K
|
3.25K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
264+ 1.99% |
$17.3K - $20.6K
|
13.5K
$936K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
262+ 2.44% |
$17.1K - $20.4K
|
11K
$762K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
253+ 0.99% |
$16.5K - $19.7K
|
25.9K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
250New |
$16.3K - $19.5K
|
250
$17.3K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
249+ 7.36% |
$16.3K - $19.4K
|
3.63K
$252K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
247+ 0.66% |
$16.1K - $19.3K
|
37.7K
$2.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
246+ 464.15% |
$16.1K - $19.2K
|
299
$20.7K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
245+ 3.09% |
$16K - $19.1K
|
8.16K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
243+ 1.46% |
$15.9K - $18.9K
|
16.9K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
240+ 11.88% |
$15.7K - $18.7K
|
2.26K
$157K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
240New |
$15.7K - $18.7K
|
240
$16.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
229+ 4.06% |
$15K - $17.9K
|
5.88K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
229+ 1.49% |
$15K - $17.9K
|
15.6K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
229New |
$15K - $17.9K
|
229
$15.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
226+ 7.64% |
$14.8K - $17.6K
|
3.18K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
224+ 6.91% |
$14.6K - $17.5K
|
3.47K
$240K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
220+ 5.27% |
$14.4K - $17.2K
|
4.4K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
220+ 1.73% |
$14.4K - $17.2K
|
12.9K
$897K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
215New |
$14.1K - $16.8K
|
215
$14.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
200+ 34.42% |
$13.1K - $15.6K
|
781
$54.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
196+ 0.92% |
$12.8K - $15.3K
|
21.5K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
193+ 344.64% |
$12.6K - $15K
|
249
$17.2K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
193+ 4.67% |
$12.6K - $15K
|
4.32K
$299K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
192+ 3.44% |
$12.6K - $15K
|
5.77K
$400K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
191New |
$12.5K - $14.9K
|
191
$13.2K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
191+ 415.22% |
$12.5K - $14.9K
|
237
$16.4K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
188+ 3.73% |
$12.3K - $14.7K
|
5.23K
$362K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
182+ 0.67% |
$11.9K - $14.2K
|
27.4K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
174+ 3.12% |
$11.4K - $13.6K
|
5.75K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
174+ 3.5% |
$11.4K - $13.6K
|
5.15K
$356K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
167+ 1.99% |
$10.9K - $13K
|
8.58K
$594K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
164+ 3.89% |
$10.7K - $12.8K
|
4.38K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
163+ 21.97% |
$10.7K - $12.7K
|
905
$62.7K
|