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 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-74- 6.81% |
$4.94K - $5.98K
|
1.01K
$74.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-75- 1.52% |
$5.01K - $6.06K
|
4.85K
$356K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-77- 0.63% |
$5.14K - $6.22K
|
12.1K
$887K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-82- 1.38% |
$5.48K - $6.63K
|
5.87K
$431K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-87- 43.72% |
$5.81K - $7.03K
|
112
$8.23K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-94- 2.68% |
$6.28K - $7.6K
|
3.42K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-100- 11.11% |
$6.68K - $8.08K
|
800
$58.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-100- 0.64% |
$6.68K - $8.08K
|
15.6K
$1.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-100- 0.9% |
$6.68K - $8.08K
|
11K
$810K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-100- 2.1% |
$6.68K - $8.08K
|
4.66K
$342K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-100- 13.25% |
$6.68K - $8.08K
|
655
$48.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Adar1 Capital Management, LLC
Austin, TX |
SELL
|
- |
-100- 50.0% |
$6.68K - $8.08K
|
100
$7.35K
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-100- 7.55% |
$6.68K - $8.08K
|
1.23K
$90K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-100- 1.86% |
$6.68K - $8.08K
|
5.26K
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-101- 84.87% |
$6.75K - $8.16K
|
18
$1.32K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-109- 1.4% |
$7.28K - $8.81K
|
7.66K
$563K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-109- 1.74% |
$7.28K - $8.81K
|
6.16K
$453K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-110- 0.24% |
$7.35K - $8.89K
|
46.7K
$3.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-110- 0.83% |
$7.35K - $8.89K
|
13.2K
$967K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-111- 2.35% |
$7.42K - $8.97K
|
4.61K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-115- 17.72% |
$7.68K - $9.3K
|
534
$39.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-117- 1.97% |
$7.82K - $9.46K
|
5.81K
$427K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-127- 2.8% |
$8.48K - $10.3K
|
4.4K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-133- 2.78% |
$8.89K - $10.8K
|
4.65K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-134- 0.27% |
$8.95K - $10.8K
|
49.3K
$3.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-141- 3.99% |
$9.42K - $11.4K
|
3.4K
$250K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-148- 34.26% |
$9.89K - $12K
|
284
$20.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-155- 2.19% |
$10.4K - $12.5K
|
6.92K
$509K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-159- 9.36% |
$10.6K - $12.9K
|
1.54K
$113K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-160- 2.62% |
$10.7K - $12.9K
|
5.95K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-164- 1.36% |
$11K - $13.3K
|
11.9K
$872K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-175- 4.31% |
$11.7K - $14.1K
|
3.89K
$286K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-178- 2.98% |
$11.9K - $14.4K
|
5.8K
$427K
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-179- 1.03% |
$12K - $14.5K
|
17.2K
$1.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-188- 1.68% |
$12.6K - $15.2K
|
11K
$808K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-191- 7.62% |
$12.8K - $15.4K
|
2.32K
$170K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-194- 1.3% |
$13K - $15.7K
|
14.7K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-198- 1.95% |
$13.2K - $16K
|
9.96K
$732K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-199- 1.86% |
$13.3K - $16.1K
|
10.5K
$773K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-200- 3.36% |
$13.4K - $16.2K
|
5.75K
$422K
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-200- 3.15% |
$13.4K - $16.2K
|
6.15K
$452K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-205- 15.37% |
$13.7K - $16.6K
|
1.13K
$83K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-205- 69.49% |
$13.7K - $16.6K
|
90
$6.62K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-210- 65.83% |
$14K - $17K
|
109
$8.01K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-211- 5.8% |
$14.1K - $17.1K
|
3.43K
$252K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-212- 4.0% |
$14.2K - $17.1K
|
5.08K
$374K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-213- 3.16% |
$14.2K - $17.2K
|
6.53K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-215- 0.13% |
$14.4K - $17.4K
|
162K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-216- 0.39% |
$14.4K - $17.5K
|
55.1K
$4.05M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-231- 22.89% |
$15.4K - $18.7K
|
778
$57.2K
|