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 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
212+ 2.62% |
$14.8K - $16.1K
|
8.31K
$632K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
211+ 24.42% |
$14.8K - $16K
|
1.08K
$81.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
204+ 2.02% |
$14.3K - $15.5K
|
10.3K
$783K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
203+ 6.56% |
$14.2K - $15.4K
|
3.3K
$251K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
202+ 4.46% |
$14.1K - $15.3K
|
4.73K
$359K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
201+ 0.84% |
$14.1K - $15.2K
|
24.2K
$1.84M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200New |
$14K - $15.2K
|
200
$15.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
200New |
$14K - $15.2K
|
200
$15.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
199+ 5.48% |
$13.9K - $15.1K
|
3.83K
$291K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
194New |
$13.6K - $14.7K
|
194
$14.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
191+ 2.38% |
$13.4K - $14.5K
|
8.2K
$623K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
191+ 2.38% |
$13.4K - $14.5K
|
8.2K
$623K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
184+ 1.62% |
$12.9K - $13.9K
|
11.5K
$877K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
177+ 4.21% |
$12.4K - $13.4K
|
4.38K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
172+ 3.93% |
$12K - $13K
|
4.55K
$346K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
169+ 27.13% |
$11.8K - $12.8K
|
792
$60.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
169+ 27.13% |
$11.8K - $12.8K
|
792
$60.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
164+ 4.25% |
$11.5K - $12.4K
|
4.02K
$306K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
162+ 6.99% |
$11.3K - $12.3K
|
2.48K
$188K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
160+ 3.09% |
$11.2K - $12.1K
|
5.33K
$405K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
157+ 4.13% |
$11K - $11.9K
|
3.96K
$301K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
156+ 4.2% |
$10.9K - $11.8K
|
3.87K
$294K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
151+ 3.5% |
$10.6K - $11.4K
|
4.46K
$339K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
143New |
$10K - $10.8K
|
143
$10.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
137+ 2.28% |
$9.58K - $10.4K
|
6.14K
$467K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
133+ 2.23% |
$9.3K - $10.1K
|
6.09K
$463K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
126New |
$8.81K - $9.55K
|
126
$9.58K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
122New |
$8.53K - $9.25K
|
122
$9.27K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
121New |
$8.46K - $9.17K
|
121
$9.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
117+ 1.76% |
$8.18K - $8.87K
|
6.76K
$514K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
117+ 1.54% |
$8.18K - $8.87K
|
7.71K
$586K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
112+ 0.76% |
$7.83K - $8.49K
|
14.8K
$1.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
112+ 2.22% |
$7.83K - $8.49K
|
5.16K
$392K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$6.99K - $7.58K
|
100
$7.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$6.99K - $7.58K
|
100
$7.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
98+ 1.36% |
$6.85K - $7.43K
|
7.31K
$555K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
97+ 38.65% |
$6.78K - $7.35K
|
348
$26.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
93+ 4.3% |
$6.5K - $7.05K
|
2.25K
$171K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
92New |
$6.43K - $6.97K
|
92
$6.99K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
90New |
$6.29K - $6.82K
|
90
$6.84K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
88+ 1.67% |
$6.15K - $6.67K
|
5.35K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
88+ 2.3% |
$6.15K - $6.67K
|
3.91K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
87+ 1.69% |
$6.08K - $6.6K
|
5.22K
$397K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
87+ 1.93% |
$6.08K - $6.6K
|
4.6K
$350K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
82+ 3.2% |
$5.73K - $6.22K
|
2.65K
$201K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
79New |
$5.52K - $5.99K
|
79
$6K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
74+ 2.18% |
$5.17K - $5.61K
|
3.48K
$264K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
73+ 1.67% |
$5.1K - $5.53K
|
4.44K
$337K
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
71+ 63.96% |
$4.96K - $5.38K
|
182
$13.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 4.94% |
$4.96K - $5.38K
|
1.51K
$115K
|