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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
60+ 12.61% |
$3.92K - $4.68K
|
536
$37.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
58+ 0.35% |
$3.79K - $4.52K
|
16.4K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
58New |
$3.79K - $4.52K
|
58
$4.02K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
56New |
$3.66K - $4.37K
|
56
$3.88K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
56New |
$3.66K - $4.37K
|
56
$3.88K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
55New |
$3.6K - $4.29K
|
55
$3.81K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
48+ 0.84% |
$3.14K - $3.74K
|
5.75K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
48+ 36.36% |
$3.14K - $3.74K
|
180
$12.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
47+ 0.39% |
$3.07K - $3.66K
|
12.2K
$844K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
46+ 46.0% |
$3.01K - $3.59K
|
146
$10.1K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
42+ 2.42% |
$2.75K - $3.27K
|
1.78K
$123K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
40New |
$2.61K - $3.12K
|
40
$2.77K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
39+ 1.27% |
$2.55K - $3.04K
|
3.1K
$215K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
39New |
$2.55K - $3.04K
|
39
$2.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
36+ 0.2% |
$2.35K - $2.81K
|
18K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
35+ 1.1% |
$2.29K - $2.73K
|
3.23K
$224K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
34New |
$2.22K - $2.65K
|
34
$2.35K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
33New |
$2.16K - $2.57K
|
33
$2.29K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
32+ 0.87% |
$2.09K - $2.49K
|
3.71K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
32+ 0.54% |
$2.09K - $2.49K
|
5.91K
$410K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30+ 1.95% |
$1.96K - $2.34K
|
1.57K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
30+ 0.15% |
$1.96K - $2.34K
|
19.6K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
29+ 0.34% |
$1.9K - $2.26K
|
8.49K
$588K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
27+ 0.18% |
$1.76K - $2.1K
|
15.5K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
24New |
$1.57K - $1.87K
|
24
$1.66K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
24+ 0.6% |
$1.57K - $1.87K
|
4.03K
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
23+ 0.3% |
$1.5K - $1.79K
|
7.71K
$534K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
22+ 1.69% |
$1.44K - $1.72K
|
1.32K
$91.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
21New |
$1.37K - $1.64K
|
21
$1.45K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
21+ 1.44% |
$1.37K - $1.64K
|
1.48K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
21+ 1.39% |
$1.37K - $1.64K
|
1.53K
$106K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
21+ 0.11% |
$1.37K - $1.64K
|
19K
$1.31M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
21+ 0.42% |
$1.37K - $1.64K
|
5.08K
$351K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20+ 0.56% |
$1.31K - $1.56K
|
3.58K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
18New |
$1.18K - $1.4K
|
18
$1.25K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
17New |
$1.11K - $1.33K
|
17
$1.18K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
16+ 0.2% |
$1.05K - $1.25K
|
8.13K
$563K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
16+ 0.21% |
$1.05K - $1.25K
|
7.77K
$538K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12+ 0.29% |
$784 - $936
|
4.21K
$291K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
12+ 11.21% |
$784 - $936
|
119
$8.24K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12+ 0.22% |
$784 - $936
|
5.41K
$375K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12+ 0.21% |
$784 - $936
|
5.81K
$402K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
10+ 0.3% |
$654 - $780
|
3.39K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
10+ 2.04% |
$654 - $780
|
499
$34.6K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
10New |
$654 - $780
|
10
$693
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9+ 1.36% |
$588 - $702
|
669
$46.3K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
9+ 5.29% |
$588 - $702
|
179
$12.4K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
8+ 1.45% |
$523 - $624
|
560
$38.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
8+ 0.01% |
$523 - $624
|
62.2K
$4.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
6New |
$392 - $468
|
6
$416
|