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 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-457- 3.13% |
$29.9K - $35.6K
|
14.2K
$981K
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-465- 0.7% |
$30.4K - $36.3K
|
65.8K
$4.56M
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-466- 8.27% |
$30.5K - $36.3K
|
5.17K
$358K
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-475- 9.3% |
$31.1K - $37K
|
4.64K
$321K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-478- 9.59% |
$31.2K - $37.3K
|
4.51K
$312K
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-492- 1.07% |
$32.2K - $38.4K
|
45.7K
$3.16M
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-494- 11.09% |
$32.3K - $38.5K
|
3.96K
$274K
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-495- 3.12% |
$32.4K - $38.6K
|
15.4K
$1.07M
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-500- 4.26% |
$32.7K - $39K
|
11.2K
$779K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-500- 9.55% |
$32.7K - $39K
|
4.73K
$328K
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-500- 12.39% |
$32.7K - $39K
|
3.53K
$245K
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-502- 9.02% |
$32.8K - $39.1K
|
5.06K
$351K
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-507- 2.09% |
$33.1K - $39.5K
|
23.8K
$1.65M
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-532- 4.44% |
$34.8K - $41.5K
|
11.4K
$792K
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-536- 13.97% |
$35K - $41.8K
|
3.3K
$229K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-560- 21.4% |
$36.6K - $43.7K
|
2.06K
$142K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-563- 4.34% |
$36.8K - $43.9K
|
12.4K
$860K
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-587- 1.23% |
$38.4K - $45.8K
|
47K
$3.25M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-592- 32.16% |
$38.7K - $46.2K
|
1.25K
$86.5K
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-600- 1.79% |
$39.2K - $46.8K
|
32.8K
$2.27M
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-606- 2.58% |
$39.6K - $47.2K
|
22.9K
$1.59M
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-607- 2.05% |
$39.7K - $47.3K
|
29K
$2.01M
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-619- 18.34% |
$40.5K - $48.3K
|
2.76K
$191K
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-645- 1.15% |
$42.2K - $50.3K
|
55.4K
$3.84M
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-652- 17.22% |
$42.6K - $50.8K
|
3.13K
$217K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-653- 21.15% |
$42.7K - $50.9K
|
2.43K
$169K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-656- 7.66% |
$42.9K - $51.1K
|
7.91K
$548K
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-677- 8.78% |
$44.3K - $52.8K
|
7.03K
$487K
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-678- 1.47% |
$44.3K - $52.9K
|
45.5K
$3.15M
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-683- 29.49% |
$44.6K - $53.2K
|
1.63K
$113K
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-687- 8.62% |
$44.9K - $53.6K
|
7.29K
$505K
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-700- 4.56% |
$45.8K - $54.6K
|
14.6K
$1.01M
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-702- 17.78% |
$45.9K - $54.7K
|
3.25K
$225K
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-721- 5.94% |
$47.1K - $56.2K
|
11.4K
$791K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-736- 8.81% |
$48.1K - $57.4K
|
7.62K
$528K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-742- 1.71% |
$48.5K - $57.8K
|
42.7K
$2.96M
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-750- 14.85% |
$49K - $58.5K
|
4.3K
$298K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-753- 7.81% |
$49.2K - $58.7K
|
8.89K
$616K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-759- 7.54% |
$49.6K - $59.2K
|
9.3K
$644K
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-814- 1.49% |
$53.2K - $63.5K
|
54K
$3.74M
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-817- 6.83% |
$53.4K - $63.7K
|
11.1K
$771K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-820- 14.19% |
$53.6K - $63.9K
|
4.96K
$343K
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-845- 19.2% |
$55.2K - $65.9K
|
3.56K
$246K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-848- 12.58% |
$55.4K - $66.1K
|
5.89K
$408K
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-873- 17.38% |
$57.1K - $68.1K
|
4.15K
$287K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-885- 6.16% |
$57.9K - $69K
|
13.5K
$933K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-892- 5.96% |
$58.3K - $69.5K
|
14.1K
$975K
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-906- 1.08% |
$59.2K - $70.6K
|
82.8K
$5.73M
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-935- 4.23% |
$61.1K - $72.9K
|
21.1K
$1.46M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-950- 4.62% |
$62.1K - $74.1K
|
19.6K
$1.36M
|