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 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-95- 1.32% |
$5.88K - $6.58K
|
7.09K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-97- 1.2% |
$6K - $6.72K
|
7.99K
$515K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-98- 1.7% |
$6.07K - $6.79K
|
5.68K
$366K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-102- 49.28% |
$6.31K - $7.07K
|
105
$6.77K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-106- 2.99% |
$6.56K - $7.34K
|
3.44K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-117- 1.79% |
$7.24K - $8.11K
|
6.43K
$415K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-124- 9.83% |
$7.67K - $8.59K
|
1.14K
$73.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-127- 3.98% |
$7.86K - $8.8K
|
3.06K
$197K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-134- 1.16% |
$8.29K - $9.28K
|
11.4K
$733K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-154- 2.56% |
$9.53K - $10.7K
|
5.86K
$378K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-161- 1.09% |
$9.96K - $11.2K
|
14.6K
$941K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-162- 0.9% |
$10K - $11.2K
|
17.8K
$1.15M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-164- 14.6% |
$10.1K - $11.4K
|
959
$61.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-169- 1.17% |
$10.5K - $11.7K
|
14.3K
$922K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-169- 3.5% |
$10.5K - $11.7K
|
4.66K
$300K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-170- 58.62% |
$10.5K - $11.8K
|
120
$7.73K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-171- 4.35% |
$10.6K - $11.8K
|
3.76K
$242K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-171- 5.34% |
$10.6K - $11.8K
|
3.03K
$195K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-173- 7.45% |
$10.7K - $12K
|
2.15K
$138K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-173- 7.45% |
$10.7K - $12K
|
2.15K
$138K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-175- 4.7% |
$10.8K - $12.1K
|
3.55K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-177- 2.09% |
$11K - $12.3K
|
8.28K
$533K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-185- 0.68% |
$11.4K - $12.8K
|
27K
$1.74M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-190- 4.08% |
$11.8K - $13.2K
|
4.47K
$288K
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-200- 4.4% |
$12.4K - $13.9K
|
4.35K
$280K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-206- 2.22% |
$12.7K - $14.3K
|
9.06K
$584K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-212- 1.19% |
$13.1K - $14.7K
|
17.6K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-217- 0.11% |
$13.4K - $15K
|
205K
$13.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-217- 2.19% |
$13.4K - $15K
|
9.71K
$625K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-223- 5.03% |
$13.8K - $15.4K
|
4.21K
$271K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-224- 1.75% |
$13.9K - $15.5K
|
12.5K
$808K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-227- 0.36% |
$14K - $15.7K
|
62.3K
$4.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-238- 1.54% |
$14.7K - $16.5K
|
15.2K
$980K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-239- 2.44% |
$14.8K - $16.6K
|
9.57K
$617K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-244- 46.21% |
$15.1K - $16.9K
|
284
$18.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-245- 6.25% |
$15.2K - $17K
|
3.67K
$237K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-249- 1.89% |
$15.4K - $17.3K
|
12.9K
$832K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-261- 1.88% |
$16.2K - $18.1K
|
13.6K
$876K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-263- 5.68% |
$16.3K - $18.2K
|
4.37K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-264- 2.25% |
$16.3K - $18.3K
|
11.5K
$739K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-278- 17.96% |
$17.2K - $19.3K
|
1.27K
$81.8K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-278- 4.38% |
$17.2K - $19.3K
|
6.07K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-283- 80.86% |
$17.5K - $19.6K
|
67
$4.32K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-299- 7.06% |
$18.5K - $20.7K
|
3.94K
$254K
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-300- 4.51% |
$18.6K - $20.8K
|
6.35K
$409K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 24.75% |
$18.6K - $20.8K
|
912
$58.8K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-301- 16.66% |
$18.6K - $20.9K
|
1.51K
$97K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-305- 2.37% |
$18.9K - $21.1K
|
12.6K
$811K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-320- 5.18% |
$19.8K - $22.2K
|
5.86K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-325- 6.35% |
$20.1K - $22.5K
|
4.8K
$309K
|