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 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-415- 7.59% |
$26.9K - $29.8K
|
5.05K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-418- 2.85% |
$27.1K - $30K
|
14.2K
$986K
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-424- 0.69% |
$27.5K - $30.4K
|
61.1K
$4.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-430- 40.0% |
$27.9K - $30.8K
|
645
$44.7K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-437- 8.23% |
$28.3K - $31.3K
|
4.87K
$338K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-447- 2.02% |
$29K - $32K
|
21.7K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-452- 3.71% |
$29.3K - $32.4K
|
11.7K
$812K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-465- 4.97% |
$30.2K - $33.3K
|
8.89K
$616K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-473- 3.52% |
$30.7K - $33.9K
|
13K
$898K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-481- 3.33% |
$31.2K - $34.5K
|
14K
$967K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-494- 6.02% |
$32K - $35.4K
|
7.72K
$535K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-497- 10.24% |
$32.2K - $35.6K
|
4.36K
$302K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-500- 1.23% |
$32.4K - $35.9K
|
40K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-501- 29.3% |
$32.5K - $35.9K
|
1.21K
$83.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-508- 1.18% |
$32.9K - $36.4K
|
42.6K
$2.95M
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-525- 0.43% |
$34K - $37.6K
|
120K
$8.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-525- 0.43% |
$34K - $37.6K
|
120K
$8.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-531- 3.11% |
$34.4K - $38.1K
|
16.5K
$1.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-533- 14.27% |
$34.6K - $38.2K
|
3.2K
$222K
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-533- 0.11% |
$34.6K - $38.2K
|
491K
$34M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-533- 0.41% |
$34.6K - $38.2K
|
128K
$8.88M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-544- 0.99% |
$35.3K - $39K
|
54.6K
$3.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-593- 9.67% |
$38.5K - $42.5K
|
5.54K
$384K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-595- 3.71% |
$38.6K - $42.7K
|
15.4K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-608- 6.66% |
$39.4K - $43.6K
|
8.52K
$590K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-610- 7.36% |
$39.6K - $43.7K
|
7.68K
$532K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-615- 9.3% |
$39.9K - $44.1K
|
6K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-665- 64.56% |
$43.1K - $47.7K
|
365
$25.3K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-688- 27.47% |
$44.6K - $49.3K
|
1.82K
$126K
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-695- 1.9% |
$45.1K - $49.8K
|
35.9K
$2.49M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-696- 2.87% |
$45.1K - $49.9K
|
23.6K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-700- 0.07% |
$45.4K - $50.2K
|
1.07M
$74.4M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-700- 13.94% |
$45.4K - $50.2K
|
4.32K
$299K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-713- 3.5% |
$46.2K - $51.1K
|
19.6K
$1.36M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-718- 3.84% |
$46.6K - $51.5K
|
18K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-726- 1.16% |
$47.1K - $52.1K
|
61.7K
$4.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-735- 15.8% |
$47.7K - $52.7K
|
3.92K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-739- 73.17% |
$47.9K - $53K
|
271
$18.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-743- 6.19% |
$48.2K - $53.3K
|
11.3K
$780K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-785- 7.55% |
$50.9K - $56.3K
|
9.61K
$666K
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-794- 10.98% |
$51.5K - $56.9K
|
6.44K
$446K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-794- 17.23% |
$51.5K - $56.9K
|
3.81K
$264K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-797- 2.85% |
$51.7K - $57.1K
|
27.2K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-825- 16.36% |
$53.5K - $59.2K
|
4.22K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-835- 4.46% |
$54.1K - $59.9K
|
17.9K
$1.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-852- 6.33% |
$55.3K - $61.1K
|
12.6K
$873K
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-869- 7.42% |
$56.4K - $62.3K
|
10.8K
$751K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-875- 19.01% |
$56.7K - $62.7K
|
3.73K
$258K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-883- 33.36% |
$57.3K - $63.3K
|
1.76K
$122K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-909- 3.6% |
$58.9K - $65.2K
|
24.4K
$1.69M
|