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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
60+ 23.08% |
$4.01K - $4.85K
|
320
$23.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
60New |
$4.01K - $4.85K
|
60
$4.41K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
55+ 1.02% |
$3.67K - $4.45K
|
5.46K
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
53+ 0.42% |
$3.54K - $4.28K
|
12.7K
$936K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
52+ 0.62% |
$3.47K - $4.2K
|
8.5K
$624K
|
|
|
Jul 18, 2024
Q2 2024
|
Fruth Investment Management
|
BUY
|
- |
52+ 0.74% |
$3.47K - $4.2K
|
7.1K
$522K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
50+ 0.99% |
$3.34K - $4.04K
|
5.1K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
49+ 1.08% |
$3.27K - $3.96K
|
4.57K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
49+ 1.09% |
$3.27K - $3.96K
|
4.55K
$334K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
48+ 0.82% |
$3.21K - $3.88K
|
5.9K
$433K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
43+ 3.03% |
$2.87K - $3.48K
|
1.46K
$107K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
42+ 0.67% |
$2.81K - $3.39K
|
6.27K
$461K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
41+ 25.47% |
$2.74K - $3.31K
|
202
$14.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40+ 9.83% |
$2.67K - $3.23K
|
447
$32.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
39+ 0.28% |
$2.61K - $3.15K
|
14.2K
$1.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
38+ 1.15% |
$2.54K - $3.07K
|
3.34K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
37+ 0.8% |
$2.47K - $2.99K
|
4.66K
$343K
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
36+ 0.26% |
$2.41K - $2.91K
|
14.1K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
35New |
$2.34K - $2.83K
|
35
$2.57K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
35+ 4.58% |
$2.34K - $2.83K
|
800
$58.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
35+ 34.31% |
$2.34K - $2.83K
|
137
$10.1K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
34+ 51.52% |
$2.27K - $2.75K
|
100
$7.35K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
34+ 0.13% |
$2.27K - $2.75K
|
25.8K
$1.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
32+ 1.02% |
$2.14K - $2.59K
|
3.18K
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
31+ 0.51% |
$2.07K - $2.51K
|
6.08K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
31+ 11.27% |
$2.07K - $2.51K
|
306
$22.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28+ 0.58% |
$1.87K - $2.26K
|
4.85K
$357K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
27New |
$1.8K - $2.18K
|
27
$1.98K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
26+ 72.22% |
$1.74K - $2.1K
|
62
$4.56K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
25+ 4.43% |
$1.67K - $2.02K
|
589
$43.3K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
23New |
$1.54K - $1.86K
|
23
$1.69K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
21New |
$1.4K - $1.7K
|
21
$1.54K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
21New |
$1.4K - $1.7K
|
21
$1.54K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.24% |
$1.34K - $1.62K
|
8.31K
$611K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
19+ 0.27% |
$1.27K - $1.54K
|
7.02K
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19+ 4.13% |
$1.27K - $1.54K
|
479
$35.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
18+ 1.35% |
$1.2K - $1.45K
|
1.35K
$99.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
17+ 3.14% |
$1.14K - $1.37K
|
558
$41K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17+ 2.14% |
$1.14K - $1.37K
|
812
$59.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
16+ 0.03% |
$1.07K - $1.29K
|
46.9K
$3.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
14+ 0.38% |
$935 - $1.13K
|
3.71K
$273K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
14New |
$935 - $1.13K
|
14
$1.03K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
12New |
$802 - $970
|
12
$882
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 3.14% |
$802 - $970
|
394
$29K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
12+ 2.43% |
$802 - $970
|
506
$37.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
10+ 3.58% |
$668 - $808
|
289
$21.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 4.48% |
$601 - $727
|
210
$15.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8+ 5.59% |
$534 - $647
|
151
$11.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8New |
$534 - $647
|
8
$588
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6+ 0.08% |
$401 - $485
|
7.14K
$525K
|