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 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-17- 0.1% |
$1.05K - $1.18K
|
17.8K
$1.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-17- 0.45% |
$1.05K - $1.18K
|
3.76K
$245K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-18- 0.26% |
$1.11K - $1.25K
|
6.83K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-19- 0.22% |
$1.18K - $1.32K
|
8.6K
$562K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-20- 0.59% |
$1.24K - $1.39K
|
3.35K
$219K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 0.46% |
$1.3K - $1.45K
|
4.56K
$298K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-22- 9.91% |
$1.36K - $1.52K
|
200
$13.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-24- 0.46% |
$1.49K - $1.66K
|
5.2K
$340K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-25- 0.27% |
$1.55K - $1.73K
|
9.09K
$594K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-25- 0.74% |
$1.55K - $1.73K
|
3.34K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-26- 5.3% |
$1.61K - $1.8K
|
465
$30.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-27- 1.44% |
$1.67K - $1.87K
|
1.85K
$121K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.54% |
$1.86K - $2.08K
|
5.51K
$360K
|
|
|
Jan 19, 2024
Q4 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-31- 0.32% |
$1.92K - $2.15K
|
9.77K
$638K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-32- 0.29% |
$1.98K - $2.22K
|
11K
$718K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-33- 2.23% |
$2.04K - $2.29K
|
1.45K
$94.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-33- 9.04% |
$2.04K - $2.29K
|
332
$21.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-34- 0.54% |
$2.1K - $2.36K
|
6.23K
$407K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-35- 0.65% |
$2.17K - $2.42K
|
5.34K
$349K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-36- 0.19% |
$2.23K - $2.49K
|
18.9K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-37- 23.87% |
$2.29K - $2.56K
|
118
$7.71K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-38- 0.98% |
$2.35K - $2.63K
|
3.83K
$250K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-41- 0.94% |
$2.54K - $2.84K
|
4.32K
$282K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-44- 2.99% |
$2.72K - $3.05K
|
1.43K
$93.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-44- 0.35% |
$2.72K - $3.05K
|
12.6K
$821K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-47- 0.42% |
$2.91K - $3.26K
|
11.1K
$728K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-50- 15.77% |
$3.09K - $3.46K
|
267
$17.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
SELL
|
- |
-50- 0.11% |
$3.09K - $3.46K
|
46.6K
$3.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-53- 3.03% |
$3.28K - $3.67K
|
1.7K
$111K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-53- 13.28% |
$3.28K - $3.67K
|
346
$22.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-56- 1.32% |
$3.47K - $3.88K
|
4.19K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-57- 0.49% |
$3.53K - $3.95K
|
11.5K
$754K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-60- 9.98% |
$3.71K - $4.16K
|
541
$35.4K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-65- 28.89% |
$4.02K - $4.5K
|
160
$10.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-66- 0.5% |
$4.08K - $4.57K
|
13K
$852K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-66- 1.92% |
$4.08K - $4.57K
|
3.38K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-68- 0.52% |
$4.21K - $4.71K
|
13.1K
$855K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-70- 1.24% |
$4.33K - $4.85K
|
5.6K
$366K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-74- 74.0% |
$4.58K - $5.13K
|
26
$1.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-74- 0.63% |
$4.58K - $5.13K
|
11.8K
$769K
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-75- 0.97% |
$4.64K - $5.2K
|
7.69K
$503K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-76- 1.18% |
$4.7K - $5.27K
|
6.36K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-80- 0.51% |
$4.95K - $5.54K
|
15.7K
$1.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-81- 6.1% |
$5.01K - $5.61K
|
1.25K
$81.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-82- 85.42% |
$5.07K - $5.68K
|
14
$915
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-84- 0.13% |
$5.2K - $5.82K
|
65.5K
$4.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-85- 1.01% |
$5.26K - $5.89K
|
8.3K
$543K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-92- 0.82% |
$5.69K - $6.37K
|
11.1K
$726K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-94- 77.69% |
$5.82K - $6.51K
|
27
$1.76K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-94- 10.56% |
$5.82K - $6.51K
|
796
$52K
|