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 |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-325- 9.22% |
$20.1K - $22.5K
|
3.2K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-328- 8.89% |
$20.3K - $22.7K
|
3.36K
$220K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-338- 1.19% |
$20.9K - $23.4K
|
28.1K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-340- 2.32% |
$21K - $23.6K
|
14.3K
$934K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-355- 29.83% |
$22K - $24.6K
|
835
$54.6K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-359- 2.4% |
$22.2K - $24.9K
|
14.6K
$954K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-361- 5.53% |
$22.3K - $25K
|
6.17K
$403K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-362- 4.53% |
$22.4K - $25.1K
|
7.62K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-362- 1.11% |
$22.4K - $25.1K
|
32.2K
$2.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-362- 3.37% |
$22.4K - $25.1K
|
10.4K
$679K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-381- 0.45% |
$23.6K - $26.4K
|
84.4K
$5.51M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-385- 6.41% |
$23.8K - $26.7K
|
5.63K
$368K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-388- 1.36% |
$24K - $26.9K
|
28.2K
$1.84M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-402- 20.52% |
$24.9K - $27.9K
|
1.56K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-407- 4.28% |
$25.2K - $28.2K
|
9.09K
$594K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-419- 1.79% |
$25.9K - $29K
|
23K
$1.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-420- 2.43% |
$26K - $29.1K
|
16.9K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
SELL
|
- |
-428- 2.02% |
$26.5K - $29.7K
|
20.8K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-436- 4.43% |
$27K - $30.2K
|
9.41K
$615K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-440- 5.02% |
$27.2K - $30.5K
|
8.32K
$544K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-444- 1.99% |
$27.5K - $30.8K
|
21.9K
$1.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-445- 10.97% |
$27.5K - $30.8K
|
3.61K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-451- 5.33% |
$27.9K - $31.2K
|
8.01K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-461- 2.98% |
$28.5K - $31.9K
|
15K
$980K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-474- 11.0% |
$29.3K - $32.8K
|
3.84K
$251K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-482- 3.72% |
$29.8K - $33.4K
|
12.5K
$816K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-484- 8.81% |
$30K - $33.5K
|
5.01K
$328K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-486- 4.22% |
$30.1K - $33.7K
|
11K
$720K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-491- 5.13% |
$30.4K - $34K
|
9.09K
$594K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-494- 3.13% |
$30.6K - $34.2K
|
15.3K
$1M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-500- 4.23% |
$30.9K - $34.6K
|
11.3K
$739K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-501- 1.18% |
$31K - $34.7K
|
42.1K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-503- 3.69% |
$31.1K - $34.8K
|
13.1K
$859K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-507- 1.07% |
$31.4K - $35.1K
|
46.9K
$3.07M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-525- 2.06% |
$32.5K - $36.4K
|
24.9K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-529- 3.23% |
$32.7K - $36.6K
|
15.9K
$1.04M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-545- 6.1% |
$33.7K - $37.8K
|
8.39K
$548K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-550- 4.45% |
$34K - $38.1K
|
11.8K
$773K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-551- 6.25% |
$34.1K - $38.2K
|
8.26K
$540K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-555- 10.1% |
$34.3K - $38.5K
|
4.94K
$323K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-570- 15.75% |
$35.3K - $39.5K
|
3.05K
$199K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-574- 4.11% |
$35.5K - $39.8K
|
13.4K
$876K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-600- 7.77% |
$37.1K - $41.6K
|
7.12K
$465K
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-604- 1.57% |
$37.4K - $41.8K
|
37.8K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-624- 11.86% |
$38.6K - $43.2K
|
4.64K
$303K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-624- 1.5% |
$38.6K - $43.2K
|
41K
$2.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-629- 4.8% |
$38.9K - $43.6K
|
12.5K
$815K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-637- 7.47% |
$39.4K - $44.1K
|
7.89K
$515K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-648- 6.42% |
$40.1K - $44.9K
|
9.45K
$617K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-660- 8.59% |
$40.8K - $45.7K
|
7.02K
$459K
|