Purchases and Sales Made in Q2 2024 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q2 2024. 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 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
411+ 11.62% |
$27.5K - $33.2K
|
3.95K
$254K
|
|
|
Aug 06, 2024
Q2 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
401+ 4.17% |
$26.8K - $32.4K
|
10K
$645K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
400+ 12.49% |
$26.7K - $32.3K
|
3.6K
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
400+ 10.44% |
$26.7K - $32.3K
|
4.23K
$273K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
387+ 1.87% |
$25.9K - $31.3K
|
21.1K
$1.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
378+ 12.42% |
$25.3K - $30.6K
|
3.42K
$220K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
376+ 2.94% |
$25.1K - $30.4K
|
13.2K
$850K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
374+ 9.74% |
$25K - $30.2K
|
4.21K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
372+ 6.79% |
$24.9K - $30.1K
|
5.85K
$377K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
370+ 10.13% |
$24.7K - $29.9K
|
4.02K
$259K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
370+ 0.69% |
$24.7K - $29.9K
|
53.8K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
358+ 3.2% |
$23.9K - $28.9K
|
11.5K
$743K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
356+ 3.39% |
$23.8K - $28.8K
|
10.9K
$701K
|
|
|
Aug 13, 2024
Q2 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
341+ 0.9% |
$22.8K - $27.6K
|
38K
$2.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
336+ 168.0% |
$22.4K - $27.2K
|
536
$34.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
336+ 37.33% |
$22.4K - $27.2K
|
1.24K
$79.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
332+ 97.94% |
$22.2K - $26.8K
|
671
$43.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
331+ 10.9% |
$22.1K - $26.8K
|
3.37K
$217K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
330+ 3.88% |
$22K - $26.7K
|
8.83K
$569K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
329New |
$22K - $26.6K
|
329
$21.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
323+ 5.17% |
$21.6K - $26.1K
|
6.57K
$423K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
319+ 5.12% |
$21.3K - $25.8K
|
6.55K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
296+ 5.75% |
$19.8K - $23.9K
|
5.44K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
289+ 8.86% |
$19.3K - $23.4K
|
3.55K
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
283+ 55.93% |
$18.9K - $22.9K
|
789
$50.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
278+ 343.21% |
$18.6K - $22.5K
|
359
$23.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
278+ 2.1% |
$18.6K - $22.5K
|
13.5K
$872K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
274+ 1.46% |
$18.3K - $22.1K
|
19.1K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
274+ 16.2% |
$18.3K - $22.1K
|
1.97K
$127K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
274+ 1.7% |
$18.3K - $22.1K
|
16.4K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
264+ 1.2% |
$17.6K - $21.3K
|
22.2K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
262New |
$17.5K - $21.2K
|
262
$16.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
247+ 2.12% |
$16.5K - $20K
|
11.9K
$765K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
242+ 8.13% |
$16.2K - $19.6K
|
3.22K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
235+ 1.92% |
$15.7K - $19K
|
12.5K
$803K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
234+ 23.88% |
$15.6K - $18.9K
|
1.21K
$78.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
228+ 1.73% |
$15.2K - $18.4K
|
13.4K
$866K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
226+ 4.19% |
$15.1K - $18.3K
|
5.62K
$362K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
219+ 4.75% |
$14.6K - $17.7K
|
4.83K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
219+ 3.22% |
$14.6K - $17.7K
|
7.02K
$453K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
216+ 3.69% |
$14.4K - $17.5K
|
6.06K
$391K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
213+ 10.88% |
$14.2K - $17.2K
|
2.17K
$140K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
212New |
$14.2K - $17.1K
|
212
$13.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
211+ 15.88% |
$14.1K - $17.1K
|
1.54K
$99.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
200+ 82.3% |
$13.4K - $16.2K
|
443
$28.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
191+ 14.83% |
$12.8K - $15.4K
|
1.48K
$95.3K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
187+ 1.97% |
$12.5K - $15.1K
|
9.68K
$624K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
187+ 0.64% |
$12.5K - $15.1K
|
29.4K
$1.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
185+ 3.34% |
$12.4K - $15K
|
5.72K
$368K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
185+ 5.65% |
$12.4K - $15K
|
3.46K
$223K
|