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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
56New |
$3.47K - $3.88K
|
56
$3.61K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
56+ 1.44% |
$3.47K - $3.88K
|
3.96K
$255K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
55+ 0.72% |
$3.4K - $3.81K
|
7.73K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
53+ 1.12% |
$3.28K - $3.67K
|
4.78K
$308K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
45New |
$2.79K - $3.12K
|
45
$2.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
43+ 91.49% |
$2.66K - $2.98K
|
90
$5.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
42+ 0.8% |
$2.6K - $2.91K
|
5.28K
$340K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
41+ 0.67% |
$2.54K - $2.84K
|
6.18K
$398K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
41+ 1.23% |
$2.54K - $2.84K
|
3.37K
$217K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
41+ 68.33% |
$2.54K - $2.84K
|
101
$6.51K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
40+ 0.65% |
$2.48K - $2.77K
|
6.24K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
39New |
$2.41K - $2.7K
|
39
$2.51K
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
37+ 0.29% |
$2.29K - $2.56K
|
13K
$835K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
37+ 0.77% |
$2.29K - $2.56K
|
4.86K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
36+ 0.05% |
$2.23K - $2.49K
|
71.5K
$4.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
36New |
$2.23K - $2.49K
|
36
$2.32K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34New |
$2.1K - $2.36K
|
34
$2.19K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
31New |
$1.92K - $2.15K
|
31
$2K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
30+ 0.88% |
$1.86K - $2.08K
|
3.45K
$222K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
29+ 0.32% |
$1.79K - $2.01K
|
9.04K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
28+ 0.28% |
$1.73K - $1.94K
|
9.92K
$639K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
28New |
$1.73K - $1.94K
|
28
$1.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
27+ 7.58% |
$1.67K - $1.87K
|
383
$24.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23+ 4.53% |
$1.42K - $1.59K
|
531
$34.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
21+ 0.37% |
$1.3K - $1.45K
|
5.63K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
20New |
$1.24K - $1.39K
|
20
$1.29K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
19New |
$1.18K - $1.32K
|
19
$1.22K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
16+ 0.36% |
$990 - $1.11K
|
4.52K
$291K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
15+ 0.12% |
$928 - $1.04K
|
12.2K
$787K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15New |
$928 - $1.04K
|
15
$967
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
12+ 1.73% |
$743 - $831
|
706
$45.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
7+ 7.0% |
$433 - $485
|
107
$6.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 4.73% |
$433 - $485
|
155
$9.99K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 9.68% |
$186 - $208
|
34
$2.19K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3+ 0.04% |
$186 - $208
|
7.86K
$506K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.84% |
$124 - $139
|
240
$15.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.32% |
$61.9 - $69.3
|
318
$20.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-2- 0.02% |
$124 - $139
|
11.5K
$743K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$124 - $139
|
17.1K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3- 0.05% |
$186 - $208
|
5.65K
$364K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-4- 0.1% |
$248 - $277
|
3.97K
$256K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4- 5.33% |
$248 - $277
|
71
$4.58K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.31% |
$433 - $485
|
2.25K
$145K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8- 2.58% |
$495 - $554
|
302
$19.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-9- 0.09% |
$557 - $624
|
10.5K
$675K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-10- 2.14% |
$619 - $693
|
458
$29.5K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10- 0.17% |
$619 - $693
|
5.9K
$380K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-13- 20.63% |
$805 - $901
|
50
$3.22K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-13- 20.63% |
$805 - $901
|
50
$3.22K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-15- 0.35% |
$928 - $1.04K
|
4.25K
$274K
|