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 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06K- 27.54% |
$68.6K - $79.4K
|
2.78K
$193K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-1.14K- 6.81% |
$74.2K - $85.8K
|
15.7K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.27K- 2.35% |
$82.2K - $95K
|
52.6K
$3.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.42K- 20.94% |
$92.2K - $107K
|
5.37K
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-1.5K- 2.56% |
$97.6K - $113K
|
57.3K
$3.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.75K- 18.85% |
$114K - $131K
|
7.54K
$522K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.78K- 6.29% |
$115K - $133K
|
26.5K
$1.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.05K- 7.42% |
$133K - $154K
|
25.6K
$1.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.11K- 13.14% |
$137K - $158K
|
13.9K
$965K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.3K- 89.15% |
$149K - $173K
|
280
$19.4K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-2.33K- 17.9% |
$151K - $174K
|
10.7K
$739K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.33K- 5.24% |
$216K - $250K
|
60.2K
$4.17M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-3.63K- 14.77% |
$236K - $272K
|
21K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.25K- 23.71% |
$276K - $319K
|
13.7K
$947K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5.38K- 32.77% |
$349K - $404K
|
11K
$765K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-5.82K- 24.49% |
$378K - $437K
|
17.9K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9.67K- 37.22% |
$627K - $725K
|
16.3K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-14.2K- 7.79% |
$923K - $1.07M
|
169K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-18.9K- 40.62% |
$1.23M - $1.42M
|
27.7K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-33K- 87.16% |
$2.14M - $2.47M
|
4.86K
$337K
|