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 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
3.47KNew |
$215K - $240K
|
3.47K
$223K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.45KNew |
$213K - $239K
|
3.45K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.43K+ 9.95% |
$212K - $237K
|
37.9K
$2.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.28KNew |
$203K - $227K
|
3.28K
$211K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.28KNew |
$203K - $227K
|
3.28K
$211K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.25K+ 6.18% |
$201K - $225K
|
55.8K
$3.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.23K+ 1.4% |
$200K - $223K
|
234K
$15.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.22KNew |
$199K - $223K
|
3.22K
$208K
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
3.22K+ 2.54% |
$199K - $223K
|
130K
$8.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.2KNew |
$198K - $222K
|
3.2K
$206K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3.12KNew |
$193K - $216K
|
3.12K
$201K
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3.11KNew |
$193K - $216K
|
3.11K
$201K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.08KNew |
$190K - $213K
|
3.08K
$198K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.07K+ 152.4% |
$190K - $213K
|
5.09K
$328K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.06KNew |
$190K - $212K
|
3.06K
$197K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.02KNew |
$187K - $210K
|
3.02K
$195K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.02KNew |
$187K - $210K
|
3.02K
$195K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.97KNew |
$184K - $206K
|
2.97K
$192K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.95K+ 18.45% |
$183K - $205K
|
19K
$1.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.94KNew |
$182K - $204K
|
2.94K
$189K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.86K+ 65.39% |
$177K - $198K
|
7.23K
$466K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.85K+ 16.78% |
$177K - $198K
|
19.9K
$1.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.78K+ 18.08% |
$172K - $193K
|
18.2K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.73K+ 8.01% |
$169K - $189K
|
36.9K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2.64K+ 18.29% |
$163K - $183K
|
17.1K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.64K+ 78.84% |
$163K - $183K
|
5.98K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.63K+ 4.56% |
$163K - $182K
|
60.4K
$3.89M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.55K+ 10.48% |
$158K - $177K
|
26.9K
$1.73M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.53K+ 8.71% |
$157K - $175K
|
31.6K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.51K+ 28.45% |
$156K - $174K
|
11.3K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.46K+ 30.36% |
$152K - $170K
|
10.6K
$680K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.43KNew |
$151K - $168K
|
2.43K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
2.42K+ 35.56% |
$150K - $168K
|
9.22K
$594K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.33K+ 15.0% |
$144K - $161K
|
17.8K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.3K+ 16.77% |
$142K - $159K
|
16K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.28K+ 28.07% |
$141K - $158K
|
10.4K
$669K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.27K+ 6.18% |
$141K - $158K
|
39K
$2.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.23K+ 38.59% |
$138K - $155K
|
8.02K
$517K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.21K+ 6.72% |
$137K - $153K
|
35.1K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.18K+ 2.87% |
$135K - $151K
|
78.1K
$5.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.15K+ 14.91% |
$133K - $149K
|
16.6K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.14K+ 8.79% |
$132K - $148K
|
26.5K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.12K+ 8.7% |
$131K - $147K
|
26.5K
$1.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
2.11K+ 22.6% |
$131K - $146K
|
11.5K
$739K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.06KNew |
$127K - $143K
|
2.06K
$133K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.91K+ 0.95% |
$118K - $132K
|
202K
$13M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.9KNew |
$117K - $131K
|
1.9K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.88K+ 90.94% |
$116K - $130K
|
3.94K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.88K+ 3.14% |
$116K - $130K
|
61.5K
$3.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.85K+ 18.3% |
$114K - $128K
|
11.9K
$770K
|