Purchases and Sales Made in Q4 2023 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
200+ 2.04% |
$12.4K - $13.9K
|
10K
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
199New |
$12.3K - $13.8K
|
199
$13.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
190+ 5.44% |
$11.8K - $13.2K
|
3.69K
$255K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
184+ 24.83% |
$11.4K - $12.7K
|
925
$64.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
184+ 24.83% |
$11.4K - $12.7K
|
925
$64.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
178+ 44.5% |
$11K - $12.3K
|
578
$40K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
175+ 124.11% |
$10.8K - $12.1K
|
316
$21.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
171+ 1.46% |
$10.6K - $11.8K
|
11.9K
$824K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
170+ 101.19% |
$10.5K - $11.8K
|
338
$23.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
170+ 4.54% |
$10.5K - $11.8K
|
3.91K
$271K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
170+ 3.51% |
$10.5K - $11.8K
|
5.02K
$347K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
164+ 0.27% |
$10.1K - $11.4K
|
61.9K
$4.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
157+ 1.24% |
$9.72K - $10.9K
|
12.8K
$887K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
155New |
$9.59K - $10.7K
|
155
$10.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
154+ 127.27% |
$9.53K - $10.7K
|
275
$19K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
151+ 8.88% |
$9.35K - $10.5K
|
1.85K
$128K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
150+ 25.0% |
$9.28K - $10.4K
|
750
$51.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
149+ 4.39% |
$9.22K - $10.3K
|
3.54K
$245K
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
147New |
$9.1K - $10.2K
|
147
$10.2K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
145+ 3.36% |
$8.97K - $10K
|
4.47K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
144+ 1.18% |
$8.91K - $9.98K
|
12.3K
$855K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
137+ 2.79% |
$8.48K - $9.49K
|
5.04K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
133+ 31.07% |
$8.23K - $9.21K
|
561
$38.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
130New |
$8.05K - $9.01K
|
130
$9K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
128New |
$7.92K - $8.87K
|
128
$8.87K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
127+ 7.77% |
$7.86K - $8.8K
|
1.76K
$122K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
126+ 2.54% |
$7.8K - $8.73K
|
5.09K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
124+ 0.02% |
$7.67K - $8.59K
|
504K
$34.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
117New |
$7.24K - $8.11K
|
117
$8.1K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
103New |
$6.37K - $7.14K
|
103
$7.13K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
101New |
$6.25K - $7K
|
101
$7K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
100New |
$6.19K - $6.93K
|
100
$6.93K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 8.27% |
$6.19K - $6.93K
|
1.31K
$90.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
91+ 1.02% |
$5.63K - $6.3K
|
8.99K
$623K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
85New |
$5.26K - $5.89K
|
85
$5.89K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
83New |
$5.14K - $5.75K
|
83
$5.75K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
81+ 1.18% |
$5.01K - $5.61K
|
6.97K
$482K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
81New |
$5.01K - $5.61K
|
81
$5.61K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
81+ 0.31% |
$5.01K - $5.61K
|
26.3K
$1.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
76New |
$4.7K - $5.27K
|
76
$5.26K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
76+ 1.05% |
$4.7K - $5.27K
|
7.34K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
71+ 1.36% |
$4.39K - $4.92K
|
5.29K
$366K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
71+ 1.13% |
$4.39K - $4.92K
|
6.36K
$440K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
70+ 20.0% |
$4.33K - $4.85K
|
420
$29.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
69+ 1.28% |
$4.27K - $4.78K
|
5.45K
$378K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
68+ 0.51% |
$4.21K - $4.71K
|
13.4K
$927K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
64New |
$3.96K - $4.43K
|
64
$4.43K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
64New |
$3.96K - $4.43K
|
64
$4.43K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
64+ 0.84% |
$3.96K - $4.43K
|
7.64K
$529K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
59New |
$3.65K - $4.09K
|
59
$4.09K
|