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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
12+ 7.1% |
$778 - $860
|
181
$12.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11+ 0.14% |
$713 - $789
|
7.67K
$531K
|
|
|
May 07, 2025
Q3 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10+ 0.7% |
$649 - $717
|
1.43K
$99K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.68% |
$649 - $717
|
1.48K
$102K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
10+ 0.43% |
$649 - $717
|
2.32K
$161K
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
10+ 0.02% |
$649 - $717
|
53.3K
$3.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
10+ 0.46% |
$649 - $717
|
2.18K
$151K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9+ 0.14% |
$584 - $645
|
6.26K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
8+ 4.4% |
$519 - $574
|
190
$13.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
8+ 0.08% |
$519 - $574
|
9.8K
$679K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6+ 3.0% |
$389 - $430
|
206
$14.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 5.22% |
$389 - $430
|
121
$8.38K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.67% |
$259 - $287
|
601
$41.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.13% |
$259 - $287
|
3.03K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 0.6% |
$195 - $215
|
501
$34.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
3+ 0.1% |
$195 - $215
|
3.16K
$219K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 4.17% |
$195 - $215
|
75
$5.19K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.8% |
$195 - $215
|
376
$26K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3+ 0.03% |
$195 - $215
|
11.7K
$813K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.43% |
$130 - $143
|
468
$32.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.03% |
$130 - $143
|
7.68K
$532K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 0.38% |
$130 - $143
|
528
$36.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$130 - $143
|
1.58K
$109K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.07% |
$64.9 - $71.7
|
1.46K
$101K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.11% |
$64.9 - $71.7
|
882
$61.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.0% |
$64.9 - $71.7
|
101
$7K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.14% |
$64.9 - $71.7
|
741
$51.3K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.14% |
$64.9 - $71.7
|
741
$51.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$64.9 - $71.7
|
1.26K
$87.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.45% |
$64.9 - $71.7
|
224
$15.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.4% |
$64.9 - $71.7
|
251
$17.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-1- 0.01% |
$64.9 - $71.7
|
11.5K
$799K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 1.35% |
$64.9 - $71.7
|
73
$5.06K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$64.9 - $71.7
|
2.25K
$156K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1- 0.03% |
$64.9 - $71.7
|
3.45K
$239K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 0.01% |
$64.9 - $71.7
|
8.81K
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-4- 0.01% |
$259 - $287
|
78.1K
$5.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4- 0.12% |
$259 - $287
|
3.22K
$223K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-5- 0.12% |
$324 - $359
|
4.24K
$294K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7- 4.0% |
$454 - $502
|
168
$11.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 1.55% |
$519 - $574
|
508
$35.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 4.61% |
$649 - $717
|
207
$14.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10- 0.06% |
$649 - $717
|
17.8K
$1.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-13- 0.69% |
$843 - $932
|
1.88K
$130K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-13- 14.94% |
$843 - $932
|
74
$5.13K
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-15- 0.17% |
$973 - $1.08K
|
8.62K
$597K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-16- 4.3% |
$1.04K - $1.15K
|
356
$24.7K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16- 0.26% |
$1.04K - $1.15K
|
6.17K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-21- 0.42% |
$1.36K - $1.51K
|
5.03K
$348K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-22- 0.15% |
$1.43K - $1.58K
|
14.8K
$1.02M
|