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 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
749+ 8.79% |
$48.6K - $53.7K
|
9.27K
$642K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
700New |
$45.4K - $50.2K
|
700
$48.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
696+ 2.88% |
$45.1K - $49.9K
|
24.9K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
694New |
$45K - $49.8K
|
694
$48.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
689+ 2.33% |
$44.7K - $49.4K
|
30.3K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
668+ 13.31% |
$43.3K - $47.9K
|
5.69K
$394K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
663+ 63.32% |
$43K - $47.5K
|
1.71K
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
650+ 4.7% |
$42.2K - $46.6K
|
14.5K
$1M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
650+ 4.7% |
$42.2K - $46.6K
|
14.5K
$1M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
633+ 6.43% |
$41.1K - $45.4K
|
10.5K
$726K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
626+ 13.19% |
$40.6K - $44.9K
|
5.37K
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
614+ 7.83% |
$39.8K - $44K
|
8.46K
$586K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
603+ 83.17% |
$39.1K - $43.2K
|
1.33K
$92K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
597+ 4.58% |
$38.7K - $42.8K
|
13.6K
$945K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
574New |
$37.2K - $41.2K
|
574
$39.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
558+ 1.54% |
$36.2K - $40K
|
36.8K
$2.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
543+ 11.48% |
$35.2K - $38.9K
|
5.27K
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
530+ 100.0% |
$34.4K - $38K
|
1.06K
$73.4K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
528+ 0.89% |
$34.2K - $37.9K
|
60.2K
$4.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
526+ 12.7% |
$34.1K - $37.7K
|
4.67K
$323K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
514New |
$33.3K - $36.9K
|
514
$35.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
513+ 8.5% |
$33.3K - $36.8K
|
6.55K
$453K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
513+ 3.8% |
$33.3K - $36.8K
|
14K
$971K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
500+ 0.53% |
$32.4K - $35.9K
|
94.8K
$6.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
500+ 2.58% |
$32.4K - $35.9K
|
19.9K
$1.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
496+ 17.64% |
$32.2K - $35.6K
|
3.31K
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
488+ 5.8% |
$31.6K - $35K
|
8.9K
$616K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
485+ 2.22% |
$31.5K - $34.8K
|
22.3K
$1.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
482+ 14.79% |
$31.3K - $34.6K
|
3.74K
$259K
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
482+ 2.55% |
$31.3K - $34.6K
|
19.4K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
477+ 0.54% |
$30.9K - $34.2K
|
89.4K
$6.19M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
458+ 5.66% |
$29.7K - $32.8K
|
8.55K
$592K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
442+ 9.21% |
$28.7K - $31.7K
|
5.24K
$363K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
440+ 7.23% |
$28.5K - $31.5K
|
6.53K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
438+ 10.45% |
$28.4K - $31.4K
|
4.63K
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
437+ 3.45% |
$28.3K - $31.3K
|
13.1K
$908K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
423+ 9.65% |
$27.4K - $30.3K
|
4.81K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
405+ 2.06% |
$26.3K - $29K
|
20K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
404+ 24.34% |
$26.2K - $29K
|
2.06K
$143K
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
400+ 33.33% |
$25.9K - $28.7K
|
1.6K
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
346+ 26.84% |
$22.4K - $24.8K
|
1.64K
$113K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
345+ 3.32% |
$22.4K - $24.7K
|
10.8K
$745K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
340+ 4.24% |
$22K - $24.4K
|
8.37K
$579K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
339+ 3.04% |
$22K - $24.3K
|
11.5K
$797K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
338+ 375.56% |
$21.9K - $24.2K
|
428
$29.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
334+ 5.56% |
$21.7K - $23.9K
|
6.35K
$440K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
327+ 2.16% |
$21.2K - $23.4K
|
15.5K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
327+ 5.99% |
$21.2K - $23.4K
|
5.79K
$401K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
322+ 5.9% |
$20.9K - $23.1K
|
5.78K
$400K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
317New |
$20.6K - $22.7K
|
317
$22K
|