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
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.85K+ 18.3% |
$114K - $128K
|
11.9K
$770K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.84K+ 11.74% |
$114K - $127K
|
17.5K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.81K+ 48.51% |
$112K - $125K
|
5.54K
$357K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.8K+ 4.49% |
$112K - $125K
|
42K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.77K+ 29.5% |
$110K - $123K
|
7.77K
$501K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.76K+ 25.2% |
$109K - $122K
|
8.76K
$564K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.73K+ 45.01% |
$107K - $120K
|
5.57K
$359K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.63K+ 1.66% |
$101K - $113K
|
99.7K
$6.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.59K+ 30.34% |
$98.4K - $110K
|
6.83K
$440K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 24.34% |
$96K - $107K
|
7.92K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.54K+ 26.74% |
$95.3K - $107K
|
7.3K
$470K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.51K+ 140.22% |
$93.2K - $104K
|
2.58K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
- |
1.5K+ 7.98% |
$92.8K - $104K
|
20.3K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
1.49K+ 2.84% |
$92K - $103K
|
53.9K
$3.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.47K+ 13.24% |
$91K - $102K
|
12.6K
$810K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.44K+ 4.46% |
$89.1K - $99.8K
|
33.7K
$2.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.35K+ 35.51% |
$83.8K - $93.8K
|
5.17K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
1.32K+ 39.58% |
$81.4K - $91.2K
|
4.64K
$299K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.31K+ 1.64% |
$81.2K - $90.9K
|
81.3K
$5.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
1.31K+ 5.28% |
$81.1K - $90.8K
|
26.1K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.3KNew |
$80.1K - $89.7K
|
1.3K
$83.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.29KNew |
$79.5K - $89K
|
1.29K
$82.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.27K+ 184.45% |
$78.5K - $87.9K
|
1.96K
$126K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1.26K+ 6.86% |
$77.8K - $87.1K
|
19.6K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.23KNew |
$75.8K - $84.9K
|
1.23K
$78.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.22KNew |
$75.4K - $84.5K
|
1.22K
$78.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.2K+ 8.32% |
$74.3K - $83.2K
|
15.6K
$1.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.19K+ 17.78% |
$73.5K - $82.3K
|
7.87K
$507K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.14K+ 62.59% |
$70.3K - $78.7K
|
2.95K
$190K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1.12KNew |
$69K - $77.2K
|
1.12K
$71.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.09K+ 34.62% |
$67.5K - $75.6K
|
4.24K
$273K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.09KNew |
$67.2K - $75.2K
|
1.09K
$69.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
1.06K+ 2.94% |
$65.3K - $73.1K
|
37K
$2.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.04K+ 66.47% |
$64.3K - $72K
|
2.6K
$168K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.04K+ 1.3% |
$64.1K - $71.8K
|
80.7K
$5.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.03K+ 4.1% |
$63.9K - $71.6K
|
26.2K
$1.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.02K+ 0.56% |
$63K - $70.5K
|
181K
$11.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
1.02K+ 0.59% |
$62.9K - $70.5K
|
172K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1K+ 31.29% |
$62.1K - $69.5K
|
4.21K
$271K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
1K+ 3.83% |
$62K - $69.4K
|
27.2K
$1.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1K+ 28.89% |
$62K - $69.4K
|
4.47K
$288K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
979+ 7.87% |
$60.6K - $67.8K
|
13.4K
$864K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
949+ 2.4% |
$58.7K - $65.7K
|
40.5K
$2.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
947+ 5.92% |
$58.6K - $65.6K
|
16.9K
$1.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
939+ 21.36% |
$58.1K - $65.1K
|
5.34K
$344K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
935+ 60.13% |
$57.9K - $64.8K
|
2.49K
$160K
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
927+ 0.8% |
$57.4K - $64.2K
|
116K
$7.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
900+ 0.95% |
$55.7K - $62.4K
|
95.7K
$6.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
899+ 2.82% |
$55.6K - $62.3K
|
32.7K
$2.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
885+ 0.28% |
$54.8K - $61.3K
|
322K
$20.8M
|