Purchases and Sales Made in Q2 2025 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q2 2025. 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, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-42- 1.19% |
$2.72K - $3.15K
|
3.49K
$242K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-61- 3.81% |
$3.96K - $4.58K
|
1.54K
$107K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-81- 2.07% |
$5.25K - $6.08K
|
3.83K
$265K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-88- 2.13% |
$5.71K - $6.6K
|
4.05K
$280K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-91- 0.48% |
$5.9K - $6.83K
|
19K
$1.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-99- 96.12% |
$6.42K - $7.43K
|
4
$277
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-106- 1.25% |
$6.88K - $7.95K
|
8.38K
$580K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-110- 3.38% |
$7.14K - $8.25K
|
3.14K
$218K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-111- 2.22% |
$7.2K - $8.33K
|
4.9K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-123- 8.56% |
$7.98K - $9.23K
|
1.31K
$91K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-131- 13.51% |
$8.5K - $9.83K
|
839
$58.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-132- 1.8% |
$8.56K - $9.9K
|
7.2K
$499K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-154- 4.02% |
$9.99K - $11.6K
|
3.68K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-163- 1.5% |
$10.6K - $12.2K
|
10.7K
$741K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-163- 13.31% |
$10.6K - $12.2K
|
1.06K
$73.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-165- 5.08% |
$10.7K - $12.4K
|
3.09K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-165- 2.48% |
$10.7K - $12.4K
|
6.5K
$450K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-167- 1.95% |
$10.8K - $12.5K
|
8.41K
$582K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-174- 3.57% |
$11.3K - $13.1K
|
4.69K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-174- 3.02% |
$11.3K - $13.1K
|
5.58K
$386K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-184- 3.63% |
$11.9K - $13.8K
|
4.88K
$338K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-186- 3.43% |
$12.1K - $14K
|
5.23K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-198- 5.11% |
$12.8K - $14.9K
|
3.68K
$255K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-218- 3.36% |
$14.1K - $16.4K
|
6.26K
$434K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-229- 2.46% |
$14.9K - $17.2K
|
9.07K
$628K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-244- 5.8% |
$15.8K - $18.3K
|
3.96K
$275K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-268- 3.8% |
$17.4K - $20.1K
|
6.78K
$469K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-269- 0.63% |
$17.5K - $20.2K
|
42.6K
$2.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-273- 0.28% |
$17.7K - $20.5K
|
97.7K
$6.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-297- 7.35% |
$19.3K - $22.3K
|
3.74K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-360- 59.21% |
$23.4K - $27K
|
248
$17.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-396- 10.92% |
$25.7K - $29.7K
|
3.23K
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-410- 21.75% |
$26.6K - $30.8K
|
1.48K
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-420- 2.64% |
$27.2K - $31.5K
|
15.5K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-426- 2.37% |
$27.6K - $32K
|
17.6K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-434- 1.25% |
$28.2K - $32.6K
|
34.3K
$2.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-438- 7.59% |
$28.4K - $32.9K
|
5.33K
$369K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-445- 9.88% |
$28.9K - $33.4K
|
4.06K
$281K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-451- 7.66% |
$29.3K - $33.8K
|
5.44K
$377K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-497- 3.1% |
$32.2K - $37.3K
|
15.5K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-520- 13.61% |
$33.7K - $39K
|
3.3K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-546- 7.27% |
$35.4K - $41K
|
6.96K
$482K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-602- 5.41% |
$39.1K - $45.2K
|
10.5K
$730K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-610- 12.58% |
$39.6K - $45.8K
|
4.24K
$294K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-676- 1.25% |
$43.9K - $50.7K
|
53.3K
$3.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-750- 9.01% |
$48.7K - $56.3K
|
7.57K
$524K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-937- 7.38% |
$60.8K - $70.3K
|
11.8K
$814K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-989- 5.83% |
$64.2K - $74.2K
|
16K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-995- 2.64% |
$64.5K - $74.6K
|
36.7K
$2.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.03K- 6.42% |
$66.7K - $77.1K
|
15K
$1.04M
|