Purchases and Sales Made in Q2 2023 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
528+ 56.11% |
$36.9K - $40K
|
1.47K
$94.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
525+ 4.57% |
$36.7K - $39.8K
|
12K
$773K
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
521+ 6.83% |
$36.4K - $39.5K
|
8.15K
$525K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
508+ 5.0% |
$35.5K - $38.5K
|
10.7K
$687K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
501New |
$35K - $38K
|
501
$32.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
484+ 0.16% |
$33.8K - $36.7K
|
297K
$19.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
479+ 29.5% |
$33.5K - $36.3K
|
2.1K
$136K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
475+ 11.37% |
$33.2K - $36K
|
4.65K
$300K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
457+ 1.11% |
$31.9K - $34.6K
|
41.5K
$2.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
441+ 7.49% |
$30.8K - $33.4K
|
6.33K
$408K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
428+ 3.29% |
$29.9K - $32.4K
|
13.4K
$866K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
428+ 8.88% |
$29.9K - $32.4K
|
5.25K
$338K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
427+ 3.19% |
$29.9K - $32.4K
|
13.8K
$891K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
427+ 3.19% |
$29.9K - $32.4K
|
13.8K
$891K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
410+ 1.28% |
$28.7K - $31.1K
|
32.3K
$2.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
405New |
$28.3K - $30.7K
|
405
$26.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
397+ 3.99% |
$27.8K - $30.1K
|
10.3K
$666K
|
|
|
Aug 07, 2023
Q2 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
382+ 0.31% |
$26.7K - $29K
|
123K
$7.92M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
372New |
$26K - $28.2K
|
372
$24K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
368+ 36.26% |
$25.7K - $27.9K
|
1.38K
$89.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
359+ 3.21% |
$25.1K - $27.2K
|
11.5K
$743K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
358+ 7.96% |
$25K - $27.1K
|
4.85K
$313K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
351+ 69.5% |
$24.5K - $26.6K
|
856
$55.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
350New |
$24.5K - $26.5K
|
350
$22.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
347+ 5.89% |
$24.3K - $26.3K
|
6.24K
$402K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
342+ 1.91% |
$23.9K - $25.9K
|
18.3K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
334New |
$23.3K - $25.3K
|
334
$21.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
329New |
$23K - $24.9K
|
329
$21.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
328+ 3.25% |
$22.9K - $24.9K
|
10.4K
$671K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
317+ 8.29% |
$22.2K - $24K
|
4.14K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
314+ 4.98% |
$22K - $23.8K
|
6.62K
$426K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
312New |
$21.8K - $23.7K
|
312
$20.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
308+ 6.86% |
$21.5K - $23.3K
|
4.8K
$309K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
304+ 35.68% |
$21.3K - $23K
|
1.16K
$74.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
292+ 83.91% |
$20.4K - $22.1K
|
640
$41.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
288+ 2.33% |
$20.1K - $21.8K
|
12.7K
$816K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
286+ 1.94% |
$20K - $21.7K
|
15K
$969K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
280+ 3.41% |
$19.6K - $21.2K
|
8.49K
$547K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
280+ 13.47% |
$19.6K - $21.2K
|
2.36K
$152K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
278+ 2.11% |
$19.4K - $21.1K
|
13.5K
$867K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
274+ 137.0% |
$19.2K - $20.8K
|
474
$30.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
274+ 3.62% |
$19.2K - $20.8K
|
7.84K
$505K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
265+ 5.58% |
$18.5K - $20.1K
|
5.02K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
264+ 5.43% |
$18.5K - $20K
|
5.13K
$330K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
257+ 6.33% |
$18K - $19.5K
|
4.32K
$278K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
254+ 2.56% |
$17.8K - $19.3K
|
10.2K
$656K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
243+ 1.6% |
$17K - $18.4K
|
15.5K
$997K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
239+ 2.5% |
$16.7K - $18.1K
|
9.8K
$631K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
236+ 4.36% |
$16.5K - $17.9K
|
5.66K
$364K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
236+ 0.85% |
$16.5K - $17.9K
|
28.1K
$1.81M
|