Purchases and Sales Made in Q4 2022 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q4 2022. 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 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
18.9K+ 45.03% |
$1.02M - $1.33M
|
60.9K
$4.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.6K+ 15.52% |
$954K - $1.24M
|
131K
$9.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.2KNew |
$932K - $1.21M
|
17.2K
$1.19M
|
|
|
Jan 30, 2023
Q4 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
16.6KNew |
$898K - $1.17M
|
16.6K
$1.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.5K+ 16.61% |
$897K - $1.17M
|
116K
$8.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
16.1K+ 40.8% |
$874K - $1.14M
|
55.7K
$3.86M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.7K+ 179.69% |
$851K - $1.11M
|
24.4K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
15.7KNew |
$851K - $1.11M
|
15.7K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
15.7KNew |
$850K - $1.1M
|
15.7K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.6KNew |
$848K - $1.1M
|
15.6K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
15.3K+ 5.42% |
$829K - $1.08M
|
297K
$20.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.2K+ 6.39% |
$821K - $1.07M
|
252K
$17.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
14.9KNew |
$808K - $1.05M
|
14.9K
$1.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
14.3KNew |
$775K - $1.01M
|
14.3K
$990K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.7K+ 88.72% |
$741K - $962K
|
29.1K
$2.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
13.4K+ 25.21% |
$725K - $942K
|
66.4K
$4.6M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13.2K+ 21.5% |
$714K - $927K
|
74.4K
$5.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.1KNew |
$711K - $924K
|
13.1K
$909K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.5KNew |
$675K - $877K
|
12.5K
$863K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
12.2K+ 8.06% |
$661K - $859K
|
164K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$658K - $855K
|
12.1K
$841K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
12.1K+ 3.74% |
$658K - $854K
|
337K
$23.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
12.1K+ 2.54% |
$657K - $853K
|
489K
$33.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
12KNew |
$652K - $847K
|
12K
$833K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
11.8K+ 37.65% |
$641K - $832K
|
43.2K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.7K+ 55.37% |
$633K - $822K
|
32.8K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11.6K+ 5.08% |
$631K - $820K
|
241K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
11.6KNew |
$628K - $816K
|
11.6K
$803K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.5K+ 15.51% |
$626K - $813K
|
86K
$5.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
11.4K+ 16.74% |
$616K - $800K
|
79.2K
$5.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.1KNew |
$603K - $783K
|
11.1K
$770K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1K+ 10.6% |
$602K - $783K
|
116K
$8.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11KNew |
$595K - $773K
|
11K
$760K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.8K+ 10.95% |
$586K - $762K
|
110K
$7.59M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10.6K+ 14.11% |
$576K - $749K
|
86K
$5.96M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10.3K+ 45.88% |
$558K - $725K
|
32.7K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
9.84KNew |
$533K - $693K
|
9.84K
$681K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
9.83K+ 12.32% |
$533K - $692K
|
89.6K
$6.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.82K+ 19.22% |
$532K - $691K
|
60.9K
$4.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
9.57K+ 155.3% |
$519K - $674K
|
15.7K
$1.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.52K+ 78.08% |
$516K - $671K
|
21.7K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
9.49K+ 26.91% |
$515K - $669K
|
44.8K
$3.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Ing Groep Nv
|
BUY
|
- |
9.44K+ 20.62% |
$512K - $665K
|
55.2K
$3.82M
|
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
9.27K+ 6.6% |
$503K - $653K
|
150K
$10.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8.58K+ 102.77% |
$465K - $604K
|
16.9K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.48K+ 37.44% |
$460K - $598K
|
31.1K
$2.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
8.45K+ 54.91% |
$458K - $595K
|
23.8K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
8.24K+ 36.82% |
$446K - $580K
|
30.6K
$2.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
8.01KNew |
$434K - $564K
|
8.01K
$555K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
7.76K+ 5.88% |
$420K - $546K
|
140K
$9.67M
|