Purchases and Sales Made in Q3 2024 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q3 2024. 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, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
20+ 5.14% |
$1.53K - $1.75K
|
409
$26.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 200.0% |
$1.53K - $1.75K
|
30
$1.96K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
20+ 0.52% |
$1.53K - $1.75K
|
3.89K
$254K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
19+ 0.45% |
$1.46K - $1.66K
|
4.25K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 17.76% |
$1.46K - $1.66K
|
126
$8.23K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
19+ 0.18% |
$1.46K - $1.66K
|
10.3K
$675K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
19+ 0.59% |
$1.46K - $1.66K
|
3.23K
$211K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
17+ 4.31% |
$1.3K - $1.49K
|
411
$26.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
17+ 73.91% |
$1.3K - $1.49K
|
40
$2.61K
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
16+ 0.52% |
$1.23K - $1.4K
|
3.11K
$203K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 0.61% |
$1.07K - $1.23K
|
2.32K
$151K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14+ 0.53% |
$1.07K - $1.23K
|
2.66K
$174K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
12+ 4.82% |
$920 - $1.05K
|
261
$17.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
12New |
$920 - $1.05K
|
12
$784
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12+ 0.02% |
$920 - $1.05K
|
49.3K
$3.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
11+ 0.28% |
$843 - $964
|
4.01K
$262K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10New |
$767 - $876
|
10
$654
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
10+ 0.04% |
$767 - $876
|
25.7K
$1.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 0.59% |
$690 - $789
|
1.54K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
9+ 0.6% |
$690 - $789
|
1.51K
$98.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
9+ 0.18% |
$690 - $789
|
5.05K
$330K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
8+ 0.22% |
$613 - $701
|
3.68K
$241K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
8New |
$613 - $701
|
8
$523
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7+ 0.11% |
$537 - $613
|
6.62K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7+ 1.22% |
$537 - $613
|
581
$38K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
6+ 0.22% |
$460 - $526
|
2.74K
$179K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
6+ 0.08% |
$460 - $526
|
7.72K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
6+ 0.13% |
$460 - $526
|
4.45K
$291K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4+ 2.65% |
$307 - $350
|
155
$10.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.13% |
$307 - $350
|
3.04K
$199K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
4New |
$307 - $350
|
4
$261
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 4.0% |
$307 - $350
|
104
$6.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.55% |
$230 - $263
|
552
$36.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 0.59% |
$230 - $263
|
511
$33.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$230 - $263
|
30.3K
$1.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.42% |
$153 - $175
|
476
$31.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.02% |
$153 - $175
|
11.4K
$743K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.76% |
$153 - $175
|
264
$17.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1+ 0.03% |
$76.7 - $87.6
|
3.5K
$229K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1+ 0.02% |
$76.7 - $87.6
|
5.81K
$379K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1+ 0.02% |
$76.7 - $87.6
|
4.37K
$286K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 0.03% |
$76.7 - $87.6
|
3.18K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.22% |
$76.7 - $87.6
|
463
$30.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.44% |
$76.7 - $87.6
|
227
$14.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.11% |
$76.7 - $87.6
|
895
$58.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$76.7 - $87.6
|
13.9K
$910K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.15% |
$76.7 - $87.6
|
656
$42.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.03% |
$76.7 - $87.6
|
3.07K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 0.47% |
$76.7 - $87.6
|
210
$13.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1- 3.33% |
$76.7 - $87.6
|
29
$1.9K
|