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 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
74+ 2.18% |
$5.17K - $5.61K
|
3.48K
$242K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
73+ 1.67% |
$5.1K - $5.53K
|
4.44K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
71+ 63.96% |
$4.96K - $5.38K
|
182
$12.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 4.94% |
$4.96K - $5.38K
|
1.51K
$105K
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
70+ 12.41% |
$4.89K - $5.31K
|
634
$44.1K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
68+ 0.78% |
$4.75K - $5.16K
|
8.78K
$611K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
68+ 0.39% |
$4.75K - $5.16K
|
17.7K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
63New |
$4.4K - $4.78K
|
63
$4.38K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
60New |
$4.19K - $4.55K
|
60
$4.17K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
60+ 20.69% |
$4.19K - $4.55K
|
350
$24.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
56+ 7.29% |
$3.91K - $4.25K
|
824
$57.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
55+ 12.22% |
$3.85K - $4.17K
|
505
$35.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
55New |
$3.85K - $4.17K
|
55
$3.83K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
54New |
$3.78K - $4.09K
|
54
$3.76K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
49+ 37.4% |
$3.43K - $3.71K
|
180
$12.5K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.91% |
$3.29K - $3.56K
|
5.23K
$364K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
47+ 24.61% |
$3.29K - $3.56K
|
238
$16.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
45+ 0.37% |
$3.15K - $3.41K
|
12.2K
$847K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
44+ 0.88% |
$3.08K - $3.34K
|
5.04K
$351K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
41+ 1.92% |
$2.87K - $3.11K
|
2.17K
$151K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
41+ 1.39% |
$2.87K - $3.11K
|
2.99K
$208K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
39New |
$2.73K - $2.96K
|
39
$2.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
35+ 3.52% |
$2.45K - $2.65K
|
1.03K
$71.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
35+ 7.56% |
$2.45K - $2.65K
|
498
$34.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
35+ 0.56% |
$2.45K - $2.65K
|
6.27K
$436K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34+ 17.8% |
$2.38K - $2.58K
|
225
$15.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
33+ 0.14% |
$2.31K - $2.5K
|
24.4K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
32+ 0.37% |
$2.24K - $2.43K
|
8.64K
$601K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
32+ 0.15% |
$2.24K - $2.43K
|
21.3K
$1.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
29+ 20.57% |
$2.03K - $2.2K
|
170
$11.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
28+ 14.81% |
$1.96K - $2.12K
|
217
$15.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
25+ 0.31% |
$1.75K - $1.9K
|
8.21K
$571K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
25+ 0.06% |
$1.75K - $1.9K
|
40.3K
$2.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
24+ 0.64% |
$1.68K - $1.82K
|
3.75K
$261K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
23+ 3.21% |
$1.61K - $1.74K
|
740
$51.5K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
23+ 3.21% |
$1.61K - $1.74K
|
740
$51.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23New |
$1.61K - $1.74K
|
23
$1.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 1.2% |
$1.54K - $1.67K
|
1.85K
$129K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
22+ 11.0% |
$1.54K - $1.67K
|
222
$15.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18New |
$1.26K - $1.36K
|
18
$1.25K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
18+ 2.28% |
$1.26K - $1.36K
|
806
$56.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
17+ 0.21% |
$1.19K - $1.29K
|
7.98K
$555K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
14+ 0.11% |
$979 - $1.06K
|
12.7K
$883K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
13+ 26.0% |
$909 - $986
|
63
$4.38K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
11+ 1.54% |
$769 - $834
|
725
$50.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
10+ 2.19% |
$699 - $758
|
466
$32.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 2.89% |
$699 - $758
|
356
$24.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10+ 0.16% |
$699 - $758
|
6.26K
$435K
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9+ 0.09% |
$629 - $682
|
9.92K
$690K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 6.84% |
$559 - $606
|
125
$8.69K
|