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 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-171- 1.1% |
$11.1K - $12.3K
|
15.3K
$1.06M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-179- 89.95% |
$11.6K - $12.8K
|
20
$1.39K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-183- 0.29% |
$11.9K - $13.1K
|
62.5K
$4.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-188- 2.17% |
$12.2K - $13.5K
|
8.46K
$586K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-191- 0.75% |
$12.4K - $13.7K
|
25.2K
$1.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.61% |
$13K - $14.3K
|
12.2K
$845K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-207- 2.13% |
$13.4K - $14.8K
|
9.5K
$658K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-214- 2.06% |
$13.9K - $15.3K
|
10.2K
$704K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-219- 2.64% |
$14.2K - $15.7K
|
8.09K
$560K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-219- 0.78% |
$14.2K - $15.7K
|
27.9K
$1.93M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-220- 3.12% |
$14.3K - $15.8K
|
6.84K
$474K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-235- 4.19% |
$15.2K - $16.8K
|
5.38K
$373K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-238- 1.78% |
$15.4K - $17.1K
|
13.2K
$911K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-244- 3.9% |
$15.8K - $17.5K
|
6.01K
$416K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-245- 1.51% |
$15.9K - $17.6K
|
16K
$1.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-250- 6.34% |
$16.2K - $17.9K
|
3.7K
$256K
|
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-250- 5.21% |
$16.2K - $17.9K
|
4.55K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-257- 5.01% |
$16.7K - $18.4K
|
4.87K
$337K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-264- 4.19% |
$17.1K - $18.9K
|
6.04K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-264- 1.53% |
$17.1K - $18.9K
|
17K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-267- 2.9% |
$17.3K - $19.1K
|
8.94K
$619K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-277- 1.14% |
$18K - $19.9K
|
24.1K
$1.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-281- 7.9% |
$18.2K - $20.1K
|
3.28K
$227K
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-284- 2.13% |
$18.4K - $20.4K
|
13K
$904K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-288- 13.69% |
$18.7K - $20.6K
|
1.82K
$126K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-289- 15.67% |
$18.7K - $20.7K
|
1.56K
$108K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-291- 0.63% |
$18.9K - $20.9K
|
45.9K
$3.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-294- 1.73% |
$19.1K - $21.1K
|
16.7K
$1.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-297- 49.75% |
$19.3K - $21.3K
|
300
$20.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-300- 1.9% |
$19.5K - $21.5K
|
15.5K
$1.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-306- 2.54% |
$19.8K - $21.9K
|
11.8K
$814K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-318- 38.22% |
$20.6K - $22.8K
|
514
$35.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-319- 5.16% |
$20.7K - $22.9K
|
5.86K
$406K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-324- 5.12% |
$21K - $23.2K
|
6.01K
$416K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-325- 4.33% |
$21.1K - $23.3K
|
7.19K
$498K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-325- 3.91% |
$21.1K - $23.3K
|
7.99K
$553K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-338- 1.81% |
$21.9K - $24.2K
|
18.3K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-341- 1.32% |
$22.1K - $24.4K
|
25.4K
$1.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-344- 2.02% |
$22.3K - $24.7K
|
16.7K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-345- 3.24% |
$22.4K - $24.7K
|
10.3K
$714K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-350- 9.71% |
$22.7K - $25.1K
|
3.25K
$225K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-356- 0.34% |
$23.1K - $25.5K
|
105K
$7.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-357- 0.87% |
$23.2K - $25.6K
|
40.9K
$2.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-362- 89.38% |
$23.5K - $26K
|
43
$2.98K
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-362- 8.35% |
$23.5K - $26K
|
3.98K
$275K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-365- 3.59% |
$23.7K - $26.2K
|
9.81K
$680K
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-399- 8.73% |
$25.9K - $28.6K
|
4.17K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-405- 3.42% |
$26.3K - $29K
|
11.4K
$791K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-409- 31.25% |
$26.5K - $29.3K
|
900
$62.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-413- 1.06% |
$26.8K - $29.6K
|
38.4K
$2.66M
|