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 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
306+ 1.38% |
$19.8K - $21.9K
|
22.5K
$1.56M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
300+ 3.83% |
$19.5K - $21.5K
|
8.12K
$563K
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
299+ 2.85% |
$19.4K - $21.4K
|
10.8K
$748K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
293+ 4.6% |
$19K - $21K
|
6.67K
$462K
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
292+ 6.02% |
$18.9K - $20.9K
|
5.15K
$356K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
265+ 3.39% |
$17.2K - $19K
|
8.09K
$560K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
262+ 2.42% |
$17K - $18.8K
|
11.1K
$769K
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
259+ 2.85% |
$16.8K - $18.6K
|
9.35K
$648K
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
246+ 0.76% |
$16K - $17.6K
|
32.6K
$2.26M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
244+ 3.71% |
$15.8K - $17.5K
|
6.82K
$472K
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
242+ 0.93% |
$15.7K - $17.4K
|
26.2K
$1.81M
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
239+ 2.91% |
$15.5K - $17.1K
|
8.44K
$585K
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
239+ 2.91% |
$15.5K - $17.1K
|
8.44K
$585K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
232+ 46.59% |
$15K - $16.6K
|
730
$50.6K
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
217+ 6.29% |
$14.1K - $15.6K
|
3.67K
$254K
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
215+ 5.61% |
$13.9K - $15.4K
|
4.05K
$280K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
210+ 0.12% |
$13.6K - $15.1K
|
180K
$12.5M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
207+ 200.97% |
$13.4K - $14.8K
|
310
$21.5K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
204+ 2.18% |
$13.2K - $14.6K
|
9.58K
$663K
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
182+ 1.43% |
$11.8K - $13K
|
12.9K
$892K
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
174+ 3.82% |
$11.3K - $12.5K
|
4.72K
$327K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
173+ 8.05% |
$11.2K - $12.4K
|
2.32K
$161K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
169+ 2.38% |
$11K - $12.1K
|
7.26K
$503K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
166New |
$10.8K - $11.9K
|
166
$11.5K
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
166+ 32.87% |
$10.8K - $11.9K
|
671
$46.5K
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
155+ 2.9% |
$10.1K - $11.1K
|
5.5K
$381K
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
155+ 1.36% |
$10.1K - $11.1K
|
11.5K
$798K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
150+ 4.52% |
$9.73K - $10.8K
|
3.47K
$240K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
148+ 11.42% |
$9.6K - $10.6K
|
1.44K
$100K
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
139+ 3.24% |
$9.01K - $9.97K
|
4.43K
$307K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
136+ 5.9% |
$8.82K - $9.75K
|
2.44K
$169K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
131+ 2.23% |
$8.5K - $9.39K
|
6.01K
$416K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
130+ 1.41% |
$8.43K - $9.32K
|
9.35K
$648K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
126+ 9.96% |
$8.17K - $9.03K
|
1.39K
$96.3K
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
124+ 0.84% |
$8.04K - $8.89K
|
15K
$1.04M
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
123+ 2.61% |
$7.98K - $8.82K
|
4.84K
$335K
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
122+ 0.39% |
$7.91K - $8.75K
|
31.5K
$2.18M
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
106+ 31.93% |
$6.87K - $7.6K
|
438
$30.3K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
104+ 0.65% |
$6.74K - $7.46K
|
16.1K
$1.11M
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
101+ 5.32% |
$6.55K - $7.24K
|
2K
$139K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
100+ 7.58% |
$6.48K - $7.17K
|
1.42K
$98.3K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
97+ 3.34% |
$6.29K - $6.95K
|
3.01K
$208K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
96+ 0.74% |
$6.23K - $6.88K
|
13.1K
$907K
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
96+ 2.03% |
$6.23K - $6.88K
|
4.83K
$334K
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
94+ 0.91% |
$6.1K - $6.74K
|
10.4K
$723K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
88New |
$5.71K - $6.31K
|
88
$6.09K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
88+ 0.64% |
$5.71K - $6.31K
|
13.9K
$961K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
74+ 284.62% |
$4.8K - $5.31K
|
100
$6.93K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
68New |
$4.41K - $4.88K
|
68
$4.71K
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
68+ 0.52% |
$4.41K - $4.88K
|
13.1K
$911K
|