Purchases and Sales Made in Q4 2021 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.22KNew |
$65.9K - $77.8K
|
1.22K
$78.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.2K+ 5.51% |
$64.6K - $76.3K
|
22.9K
$1.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.14K+ 14.84% |
$61.6K - $72.8K
|
8.83K
$569K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.13K+ 2.55% |
$61K - $72.1K
|
45.5K
$2.93M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.1K+ 2.64% |
$59.6K - $70.4K
|
42.9K
$2.76M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.1KNew |
$59.4K - $70.2K
|
1.1K
$70.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.08K+ 8.51% |
$58.3K - $68.9K
|
13.8K
$887K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.08K+ 4691.3% |
$58.3K - $68.9K
|
1.1K
$71K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.07K+ 5350.0% |
$57.8K - $68.3K
|
1.09K
$70.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 25.45% |
$56.6K - $66.8K
|
5.16K
$333K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.02KNew |
$54.9K - $64.9K
|
1.02K
$65.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.02K+ 3.12% |
$54.9K - $64.9K
|
33.6K
$2.16M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
1KNew |
$54K - $63.8K
|
1K
$64.4K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
982New |
$53K - $62.7K
|
982
$63.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
964+ 137.13% |
$52.1K - $61.5K
|
1.67K
$107K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
960+ 2.25% |
$51.9K - $61.3K
|
43.5K
$2.81M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
944+ 90.6% |
$51K - $60.3K
|
1.99K
$128K
|
|
|
Feb 14, 2022
Q4 2021
|
Cowen And Company, LLC
|
BUY
|
- |
920+ 2.17% |
$49.7K - $58.7K
|
43.4K
$2.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
920+ 25.57% |
$49.7K - $58.7K
|
4.52K
$291K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
916+ 135.5% |
$49.5K - $58.5K
|
1.59K
$103K
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
914+ 2.11% |
$49.4K - $58.3K
|
44.2K
$2.85M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
898+ 5.58% |
$48.5K - $57.3K
|
17K
$1.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
890+ 9.09% |
$48.1K - $56.8K
|
10.7K
$688K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
885+ 22.28% |
$47.8K - $56.5K
|
4.86K
$313K
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
879+ 13.54% |
$47.5K - $56.1K
|
7.37K
$475K
|
|
|
Feb 11, 2022
Q4 2021
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
868+ 2.93% |
$46.9K - $55.4K
|
30.5K
$1.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
853+ 15.26% |
$46.1K - $54.4K
|
6.44K
$415K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
838+ 3.87% |
$45.3K - $53.5K
|
22.5K
$1.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
837+ 10.28% |
$45.2K - $53.4K
|
8.98K
$578K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
819+ 105.41% |
$44.2K - $52.3K
|
1.6K
$103K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
801+ 38.49% |
$43.3K - $51.1K
|
2.88K
$186K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
776+ 17.13% |
$41.9K - $49.5K
|
5.31K
$342K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
766+ 5.11% |
$41.4K - $48.9K
|
15.8K
$1.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
741+ 0.57% |
$40K - $47.3K
|
130K
$8.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
722+ 9.2% |
$39K - $46.1K
|
8.57K
$552K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
715New |
$38.6K - $45.6K
|
715
$46.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
709+ 2.24% |
$38.3K - $45.3K
|
32.4K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
706+ 3.1% |
$38.1K - $45.1K
|
23.5K
$1.51M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
702+ 4.21% |
$37.9K - $44.8K
|
17.4K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
659+ 0.88% |
$35.6K - $42.1K
|
75.4K
$4.86M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
658New |
$35.5K - $42K
|
658
$42.4K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
627New |
$33.9K - $40K
|
627
$40.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
624+ 7.7% |
$33.7K - $39.8K
|
8.73K
$562K
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
600New |
$32.4K - $38.3K
|
600
$38.7K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
600New |
$32.4K - $38.3K
|
600
$38.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
597+ 8.16% |
$32.2K - $38.1K
|
7.92K
$510K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
572+ 3.92% |
$30.9K - $36.5K
|
15.2K
$978K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
571+ 8.55% |
$30.8K - $36.4K
|
7.25K
$467K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
570New |
$30.8K - $36.4K
|
570
$36.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
554+ 5.54% |
$29.9K - $35.4K
|
10.5K
$680K
|