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 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-180- 2.6% |
$11.8K - $14K
|
6.75K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-180- 0.31% |
$11.8K - $14K
|
57.6K
$3.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-182- 1.43% |
$11.9K - $14.2K
|
12.6K
$872K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-189- 4.84% |
$12.4K - $14.7K
|
3.72K
$258K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-191- 2.54% |
$12.5K - $14.9K
|
7.33K
$508K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-191- 1.47% |
$12.5K - $14.9K
|
12.8K
$885K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-193- 0.12% |
$12.6K - $15K
|
164K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-193- 4.72% |
$12.6K - $15K
|
3.9K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-196- 4.34% |
$12.8K - $15.3K
|
4.32K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-200- 5.06% |
$13.1K - $15.6K
|
3.75K
$260K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-201- 1.64% |
$13.1K - $15.7K
|
12.1K
$837K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-219- 0.67% |
$14.3K - $17.1K
|
32.5K
$2.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-221- 1.59% |
$14.4K - $17.2K
|
13.7K
$945K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-224- 6.43% |
$14.6K - $17.5K
|
3.26K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-224- 95.73% |
$14.6K - $17.5K
|
10
$693
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-244- 7.8% |
$16K - $19K
|
2.89K
$200K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-245- 17.78% |
$16K - $19.1K
|
1.13K
$78.5K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-249- 3.05% |
$16.3K - $19.4K
|
7.92K
$549K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-250- 3.91% |
$16.3K - $19.5K
|
6.15K
$426K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-251- 20.97% |
$16.4K - $19.6K
|
946
$65.5K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-257- 0.41% |
$16.8K - $20K
|
63.1K
$4.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-258- 4.78% |
$16.9K - $20.1K
|
5.14K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-260- 3.67% |
$17K - $20.3K
|
6.82K
$473K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-262- 2.98% |
$17.1K - $20.4K
|
8.54K
$592K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-269- 4.86% |
$17.6K - $21K
|
5.27K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-269- 8.39% |
$17.6K - $21K
|
2.94K
$203K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-309- 14.08% |
$20.2K - $24.1K
|
1.89K
$131K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-312- 25.91% |
$20.4K - $24.3K
|
892
$61.8K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-323- 2.62% |
$21.1K - $25.2K
|
12K
$831K
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
SELL
|
- |
-326- 3.19% |
$21.3K - $25.4K
|
9.91K
$686K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-335- 2.31% |
$21.9K - $26.1K
|
14.2K
$980K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-337- 3.93% |
$22K - $26.3K
|
8.24K
$571K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-342- 3.78% |
$22.4K - $26.7K
|
8.7K
$602K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-344- 9.97% |
$22.5K - $26.8K
|
3.11K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-350- 14.58% |
$22.9K - $27.3K
|
2.05K
$142K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-358- 2.18% |
$23.4K - $27.9K
|
16K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-358- 4.22% |
$23.4K - $27.9K
|
8.12K
$562K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-361- 6.05% |
$23.6K - $28.1K
|
5.61K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-363- 0.84% |
$23.7K - $28.3K
|
42.8K
$2.96M
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-370- 6.45% |
$24.2K - $28.8K
|
5.37K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-379- 8.28% |
$24.8K - $29.5K
|
4.2K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-381- 3.34% |
$24.9K - $29.7K
|
11K
$764K
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-399- 3.06% |
$26.1K - $31.1K
|
12.6K
$876K
|
|
|
May 01, 2025
Q1 2025
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-400- 1.09% |
$26.1K - $31.2K
|
36.2K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-407- 31.55% |
$26.6K - $31.7K
|
883
$61.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-412- 3.52% |
$26.9K - $32.1K
|
11.3K
$781K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-412- 6.13% |
$26.9K - $32.1K
|
6.31K
$437K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-446- 4.49% |
$29.2K - $34.8K
|
9.48K
$657K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-450- 7.72% |
$29.4K - $35.1K
|
5.38K
$373K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-453- 4.15% |
$29.6K - $35.3K
|
10.5K
$724K
|