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 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.67K+ 8.85% |
$109K - $130K
|
20.5K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.65K+ 8.36% |
$108K - $129K
|
21.4K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.65K+ 14.64% |
$108K - $128K
|
12.9K
$892K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.64K+ 32.6% |
$107K - $128K
|
6.68K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.62K+ 4.14% |
$106K - $126K
|
40.7K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.62K+ 14.16% |
$106K - $126K
|
13K
$902K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.58K+ 1.01% |
$103K - $123K
|
157K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.56K+ 17.02% |
$102K - $122K
|
10.7K
$744K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.56K+ 6.91% |
$102K - $121K
|
24.1K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.56K+ 3.09% |
$102K - $121K
|
51.9K
$3.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.54K+ 49.09% |
$100K - $120K
|
4.67K
$323K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.51K+ 2.84% |
$98.5K - $117K
|
54.6K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.5K+ 0.41% |
$98.2K - $117K
|
372K
$25.7M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.43K+ 3.84% |
$93.3K - $111K
|
38.6K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.41K+ 1.95% |
$92.4K - $110K
|
73.9K
$5.12M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.38KNew |
$90.2K - $108K
|
1.38K
$95.6K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.33K+ 7.93% |
$87.1K - $104K
|
18.1K
$1.26M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.33K+ 29.24% |
$87.1K - $104K
|
5.89K
$408K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.32K+ 9.44% |
$86K - $103K
|
15.3K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.31K+ 1.73% |
$85.6K - $102K
|
77K
$5.33M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.29K+ 35.06% |
$84.4K - $101K
|
4.97K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.27K+ 8.47% |
$83.3K - $99.3K
|
16.3K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.27K+ 10.56% |
$83K - $98.9K
|
13.3K
$920K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.23K+ 4.09% |
$80.1K - $95.5K
|
31.2K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.22K+ 5.99% |
$79.8K - $95.2K
|
21.6K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.19K+ 32.17% |
$77.5K - $92.4K
|
4.87K
$337K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.18K+ 4.37% |
$77.3K - $92.2K
|
28.3K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.18KNew |
$77.1K - $92K
|
1.18K
$81.7K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.18K+ 20.0% |
$76.8K - $91.6K
|
7.05K
$488K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 7.05% |
$75.2K - $89.7K
|
17.5K
$1.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.13K+ 7.54% |
$73.5K - $87.7K
|
16K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.09K+ 5.44% |
$71.4K - $85.2K
|
21.2K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.08K+ 28.65% |
$70.8K - $84.4K
|
4.86K
$337K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.08K+ 163.28% |
$70.3K - $83.9K
|
1.74K
$120K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.07K+ 11.56% |
$70.2K - $83.7K
|
10.4K
$718K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.07K+ 27.92% |
$70.2K - $83.7K
|
4.92K
$341K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.07K+ 18.65% |
$69.7K - $83.2K
|
6.79K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.06K+ 26.66% |
$69.3K - $82.6K
|
5.04K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.05K+ 5.37% |
$68.4K - $81.6K
|
20.5K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.04K+ 4.28% |
$68.2K - $81.4K
|
25.4K
$1.76M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.03K+ 29.38% |
$67.1K - $80.1K
|
4.52K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.03K+ 9.15% |
$67.1K - $80.1K
|
12.3K
$848K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 6.89% |
$65.7K - $78.3K
|
15.6K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$65.4K - $78K
|
1K
$69.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
998+ 6.25% |
$65.2K - $77.8K
|
17K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
995+ 15.77% |
$65K - $77.6K
|
7.3K
$506K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
992+ 5.72% |
$64.8K - $77.3K
|
18.3K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
968+ 1.4% |
$63.3K - $75.5K
|
70.1K
$4.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
949+ 4.04% |
$62K - $74K
|
24.4K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
945+ 0.36% |
$61.8K - $73.7K
|
266K
$18.4M
|