Purchases and Sales Made in Q3 2023 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
66+ 8.01% |
$4.28K - $4.73K
|
890
$61.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
60+ 1.76% |
$3.89K - $4.3K
|
3.47K
$241K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
58+ 0.33% |
$3.76K - $4.16K
|
17.8K
$1.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
57+ 0.7% |
$3.7K - $4.09K
|
8.23K
$570K
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
57+ 1.87% |
$3.7K - $4.09K
|
3.11K
$215K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
57+ 4.01% |
$3.7K - $4.09K
|
1.48K
$102K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
56+ 0.46% |
$3.63K - $4.02K
|
12.2K
$845K
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
56+ 5.83% |
$3.63K - $4.02K
|
1.02K
$70.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
55+ 1.67% |
$3.57K - $3.94K
|
3.35K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
55+ 3.65% |
$3.57K - $3.94K
|
1.56K
$108K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
54+ 0.36% |
$3.5K - $3.87K
|
15.1K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
53New |
$3.44K - $3.8K
|
53
$3.67K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
53New |
$3.44K - $3.8K
|
53
$3.67K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
53+ 0.22% |
$3.44K - $3.8K
|
24.1K
$1.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
52+ 1.2% |
$3.37K - $3.73K
|
4.37K
$303K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
51+ 0.1% |
$3.31K - $3.66K
|
52.4K
$3.63M
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
50+ 1.52% |
$3.24K - $3.59K
|
3.35K
$232K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
50+ 0.87% |
$3.24K - $3.59K
|
5.78K
$400K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
49+ 1.28% |
$3.18K - $3.51K
|
3.87K
$268K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
48+ 0.12% |
$3.11K - $3.44K
|
39.5K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
48+ 0.98% |
$3.11K - $3.44K
|
4.96K
$343K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
48+ 3.29% |
$3.11K - $3.44K
|
1.51K
$104K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
47New |
$3.05K - $3.37K
|
47
$3.26K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
47+ 0.56% |
$3.05K - $3.37K
|
8.39K
$581K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
45+ 0.34% |
$2.92K - $3.23K
|
13.3K
$922K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
42+ 0.25% |
$2.72K - $3.01K
|
17K
$1.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
41+ 0.67% |
$2.66K - $2.94K
|
6.14K
$425K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
40New |
$2.59K - $2.87K
|
40
$2.77K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
40+ 20.0% |
$2.59K - $2.87K
|
240
$16.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
39+ 1.01% |
$2.53K - $2.8K
|
3.9K
$270K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
39New |
$2.53K - $2.8K
|
39
$2.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
38+ 0.34% |
$2.46K - $2.72K
|
11.1K
$771K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
38+ 0.73% |
$2.46K - $2.72K
|
5.22K
$362K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
33+ 0.3% |
$2.14K - $2.37K
|
11K
$764K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
33+ 0.62% |
$2.14K - $2.37K
|
5.39K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
31+ 0.35% |
$2.01K - $2.22K
|
8.94K
$619K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
31+ 0.01% |
$2.01K - $2.22K
|
297K
$20.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
30+ 8.33% |
$1.95K - $2.15K
|
390
$27K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 24.0% |
$1.95K - $2.15K
|
155
$10.7K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29+ 3.72% |
$1.88K - $2.08K
|
809
$56K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
27+ 0.8% |
$1.75K - $1.94K
|
3.42K
$237K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
26+ 5.59% |
$1.69K - $1.86K
|
491
$34K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
25New |
$1.62K - $1.79K
|
25
$1.73K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
25New |
$1.62K - $1.79K
|
25
$1.73K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
24+ 0.64% |
$1.56K - $1.72K
|
3.77K
$261K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
21+ 7.09% |
$1.36K - $1.51K
|
317
$22K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19+ 5.34% |
$1.23K - $1.36K
|
375
$26K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14+ 10.45% |
$908 - $1K
|
148
$10.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
13+ 0.3% |
$843 - $932
|
4.29K
$297K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
13+ 0.31% |
$843 - $932
|
4.17K
$289K
|