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 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.67K+ 11.12% |
$351K - $393K
|
56.6K
$3.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.64K+ 1.02% |
$349K - $391K
|
559K
$36M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.45K+ 20.34% |
$337K - $378K
|
32.2K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.44KNew |
$337K - $377K
|
5.44K
$351K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.36K+ 28.7% |
$332K - $371K
|
24K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.34K+ 55.83% |
$330K - $370K
|
14.9K
$960K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.31K+ 14.38% |
$329K - $368K
|
42.3K
$2.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.29KNew |
$327K - $366K
|
5.29K
$341K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
5.29K+ 2.22% |
$327K - $366K
|
244K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.25KNew |
$325K - $364K
|
5.25K
$338K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.24K+ 114.09% |
$324K - $363K
|
9.83K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.08K+ 6.38% |
$314K - $352K
|
84.6K
$5.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
5.06K+ 20.37% |
$313K - $350K
|
29.9K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
5.03K+ 104.75% |
$311K - $349K
|
9.84K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.98K+ 4.23% |
$308K - $345K
|
123K
$7.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.88KNew |
$302K - $338K
|
4.88K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
4.83K+ 1.55% |
$299K - $334K
|
316K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.6KNew |
$285K - $319K
|
4.6K
$297K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.5K+ 20.02% |
$278K - $312K
|
27K
$1.74M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
4.49K+ 24.76% |
$278K - $311K
|
22.6K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.46K+ 47.67% |
$276K - $309K
|
13.8K
$890K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.38KNew |
$271K - $303K
|
4.38K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.36KNew |
$270K - $302K
|
4.36K
$281K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
4.36K+ 10.13% |
$270K - $302K
|
47.3K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.35K+ 6.66% |
$269K - $302K
|
69.7K
$4.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.26K+ 7.07% |
$264K - $295K
|
64.6K
$4.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4.22KNew |
$261K - $292K
|
4.22K
$272K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.14KNew |
$256K - $287K
|
4.14K
$267K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.12KNew |
$255K - $286K
|
4.12K
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.09KNew |
$253K - $284K
|
4.09K
$264K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.09KNew |
$253K - $283K
|
4.09K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
4.08K+ 18.26% |
$252K - $282K
|
26.4K
$1.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.06KNew |
$251K - $281K
|
4.06K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4KNew |
$247K - $277K
|
4K
$258K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.92K+ 8.76% |
$242K - $271K
|
48.6K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.86K+ 36.37% |
$239K - $268K
|
14.5K
$934K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.82K+ 40.69% |
$237K - $265K
|
13.2K
$852K
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
3.81K+ 7.85% |
$236K - $264K
|
52.4K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
3.8KNew |
$235K - $264K
|
3.8K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.75K+ 4.95% |
$232K - $260K
|
79.5K
$5.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.75K+ 2.08% |
$232K - $260K
|
184K
$11.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
3.7KNew |
$229K - $256K
|
3.7K
$238K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.68KNew |
$228K - $255K
|
3.68K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
3.68K+ 11.17% |
$228K - $255K
|
36.6K
$2.36M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.68KNew |
$228K - $255K
|
3.68K
$237K
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
3.65KNew |
$226K - $253K
|
3.65K
$235K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.52K+ 6.89% |
$218K - $244K
|
54.6K
$3.52M
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
3.51KNew |
$217K - $243K
|
3.51K
$226K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.49KNew |
$216K - $242K
|
3.49K
$225K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
3.49KNew |
$216K - $242K
|
3.49K
$225K
|