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 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.41K+ 25.3% |
$91.7K - $101K
|
7K
$485K
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.39K+ 37.19% |
$90.4K - $99.9K
|
5.14K
$356K
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.35K+ 8.98% |
$87.6K - $96.9K
|
16.4K
$1.14M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.35K+ 25.34% |
$87.6K - $96.9K
|
6.68K
$463K
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.34K+ 11.53% |
$86.6K - $95.8K
|
12.9K
$895K
|
|
Nov 02, 2023
Q3 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
1.25K+ 20.09% |
$81.3K - $89.9K
|
7.5K
$519K
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.25K+ 31.03% |
$81.3K - $89.9K
|
5.3K
$367K
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.23K+ 18.77% |
$79.8K - $88.3K
|
7.79K
$540K
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.23K+ 10.63% |
$79.6K - $88K
|
12.8K
$884K
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.23K+ 1.27% |
$79.5K - $87.9K
|
98.1K
$6.79M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.21K+ 6.26% |
$78.5K - $86.8K
|
20.5K
$1.42M
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.2K+ 9.03% |
$77.6K - $85.8K
|
14.4K
$1M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.18K+ 3.92% |
$76.4K - $84.5K
|
31.2K
$2.16M
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.18K+ 3.46% |
$76.3K - $84.3K
|
35.2K
$2.44M
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.17K+ 6.59% |
$75.7K - $83.7K
|
18.9K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.17K+ 5.93% |
$75.6K - $83.6K
|
20.8K
$1.44M
|
|
Nov 02, 2023
Q3 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
1.16K+ 28.8% |
$75.2K - $83.1K
|
5.18K
$359K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.15K+ 22.38% |
$74.7K - $82.6K
|
6.3K
$436K
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 21.91% |
$74.3K - $82.1K
|
6.37K
$441K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.14K+ 24.2% |
$74.2K - $82K
|
5.87K
$407K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.11KNew |
$72.2K - $79.9K
|
1.11K
$77.2K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.11K+ 15.72% |
$71.8K - $79.4K
|
8.15K
$564K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.1K+ 14.32% |
$71.6K - $79.2K
|
8.81K
$610K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.09K+ 14.99% |
$70.7K - $78.2K
|
8.36K
$579K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.08K+ 6.55% |
$70K - $77.4K
|
17.6K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.08K+ 24.34% |
$69.8K - $77.1K
|
5.5K
$381K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.06K+ 418.11% |
$68.9K - $76.1K
|
1.32K
$91.1K
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.04K+ 13.16% |
$67.5K - $74.6K
|
8.95K
$620K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.02K+ 16.66% |
$66.3K - $73.3K
|
7.16K
$496K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.02K+ 40.98% |
$65.9K - $72.8K
|
3.5K
$242K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
1.01K+ 4.76% |
$65.7K - $72.6K
|
22.3K
$1.55M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1KNew |
$64.8K - $71.7K
|
1K
$69.3K
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
1K+ 33.33% |
$64.8K - $71.7K
|
4K
$277K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
999+ 11.46% |
$64.8K - $71.6K
|
9.71K
$673K
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
968+ 28.23% |
$62.8K - $69.4K
|
4.4K
$305K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
954+ 3.09% |
$61.9K - $68.4K
|
31.8K
$2.2M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
921+ 18.46% |
$59.7K - $66K
|
5.91K
$409K
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
876+ 3.73% |
$56.8K - $62.8K
|
24.4K
$1.69M
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
869+ 7.24% |
$56.4K - $62.3K
|
12.9K
$892K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
864+ 30.56% |
$56K - $61.9K
|
3.69K
$256K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
864+ 6.65% |
$56K - $61.9K
|
13.9K
$960K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
856+ 10.73% |
$55.5K - $61.4K
|
8.83K
$612K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
835+ 24.02% |
$54.1K - $59.9K
|
4.31K
$299K
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
813+ 3.09% |
$52.7K - $58.3K
|
27.1K
$1.88M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
796+ 379.05% |
$51.6K - $57.1K
|
1.01K
$69.7K
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
781+ 5.2% |
$50.6K - $56K
|
15.8K
$1.09M
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
763+ 0.14% |
$49.5K - $54.7K
|
554K
$38.3M
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
753+ 1.28% |
$48.8K - $54K
|
59.7K
$4.14M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
750+ 5.04% |
$48.6K - $53.8K
|
15.6K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
750+ 15.26% |
$48.6K - $53.8K
|
5.67K
$392K
|