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
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6+ 0.04% |
$392 - $468
|
15.2K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 1.22% |
$327 - $390
|
414
$28.7K
|
|
|
May 13, 2025
Q1 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
5+ 0.06% |
$327 - $390
|
8.73K
$604K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4+ 19.05% |
$261 - $312
|
25
$1.73K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.32% |
$196 - $234
|
230
$15.9K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 1.14% |
$196 - $234
|
267
$18.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.06% |
$65.4 - $78
|
1.6K
$111K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.05% |
$65.4 - $78
|
1.86K
$129K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.33% |
$65.4 - $78
|
44
$3.05K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.09% |
$65.4 - $78
|
1.16K
$80.6K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.85% |
$65.4 - $78
|
119
$8.24K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.02% |
$65.4 - $78
|
4.85K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.12% |
$65.4 - $78
|
839
$58.1K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1- 0.02% |
$65.4 - $78
|
6.5K
$450K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2- 7.41% |
$131 - $156
|
25
$1.73K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5- 5.26% |
$327 - $390
|
90
$6.23K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$327 - $390
|
5.93K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 20.0% |
$458 - $546
|
28
$1.94K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.04% |
$458 - $546
|
16.3K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-7- 9.09% |
$458 - $546
|
70
$4.85K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-7Closed |
$458 - $546
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-10- 0.15% |
$654 - $780
|
6.53K
$452K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-11- 0.19% |
$719 - $858
|
5.77K
$400K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-13- 0.28% |
$850 - $1.01K
|
4.55K
$315K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-14- 0.12% |
$915 - $1.09K
|
11.3K
$782K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-16- 0.31% |
$1.05K - $1.25K
|
5.08K
$351K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-19- 0.41% |
$1.24K - $1.48K
|
4.65K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-19- 0.4% |
$1.24K - $1.48K
|
4.69K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-19- 0.16% |
$1.24K - $1.48K
|
11.8K
$816K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-20- 9.52% |
$1.31K - $1.56K
|
190
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-20- 0.16% |
$1.31K - $1.56K
|
12.9K
$890K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-22- 28.57% |
$1.44K - $1.72K
|
55
$3.81K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-22- 0.44% |
$1.44K - $1.72K
|
4.93K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-25- 0.16% |
$1.63K - $1.95K
|
16K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-27- 0.41% |
$1.76K - $2.1K
|
6.52K
$452K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-30- 22.73% |
$1.96K - $2.34K
|
102
$7.06K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-30- 0.31% |
$1.96K - $2.34K
|
9.55K
$661K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-31- 0.11% |
$2.03K - $2.42K
|
28.3K
$1.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-34- 0.78% |
$2.22K - $2.65K
|
4.34K
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-35- 0.46% |
$2.29K - $2.73K
|
7.62K
$527K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-39- 0.41% |
$2.55K - $3.04K
|
9.43K
$653K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-40- 0.49% |
$2.61K - $3.12K
|
8.08K
$560K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-41- 4.64% |
$2.68K - $3.2K
|
843
$58.4K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-41- 15.24% |
$2.68K - $3.2K
|
228
$15.8K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-42- 1.02% |
$2.75K - $3.27K
|
4.06K
$281K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-42- 56.76% |
$2.75K - $3.27K
|
32
$2.22K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-44- 4.81% |
$2.88K - $3.43K
|
871
$60.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-45- 1.09% |
$2.94K - $3.51K
|
4.07K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-48- 1.37% |
$3.14K - $3.74K
|
3.45K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50- 4.17% |
$3.27K - $3.9K
|
1.15K
$79.6K
|