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
|
Dillon & Associates Inc
|
BUY
|
- |
885+ 3.96% |
$54.8K - $61.3K
|
23.2K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
880New |
$54.5K - $61K
|
880
$56.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
868+ 4.31% |
$53.7K - $60.1K
|
21K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
860+ 3.53% |
$53.2K - $59.6K
|
25.2K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
820+ 0.76% |
$50.7K - $56.8K
|
108K
$6.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
816+ 24.67% |
$50.5K - $56.5K
|
4.12K
$266K
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
811+ 6.15% |
$50.2K - $56.2K
|
14K
$901K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
803+ 1.88% |
$49.7K - $55.6K
|
43.6K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
800+ 21.1% |
$49.5K - $55.4K
|
4.59K
$296K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
798+ 14.04% |
$49.4K - $55.3K
|
6.48K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
797+ 4.45% |
$49.3K - $55.2K
|
18.7K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
787+ 99.37% |
$48.7K - $54.5K
|
1.58K
$102K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
787+ 99.37% |
$48.7K - $54.5K
|
1.58K
$102K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
775+ 1.95% |
$48K - $53.7K
|
40.5K
$2.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
770+ 166.67% |
$47.7K - $53.3K
|
1.23K
$79.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
761+ 14.14% |
$47.1K - $52.7K
|
6.14K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
760+ 4.71% |
$47K - $52.7K
|
16.9K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
755+ 6.79% |
$46.7K - $52.3K
|
11.9K
$766K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
749+ 7.18% |
$46.4K - $51.9K
|
11.2K
$721K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
747+ 8.41% |
$46.2K - $51.8K
|
9.63K
$621K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
720+ 2.05% |
$44.6K - $49.9K
|
35.9K
$2.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
715+ 4.32% |
$44.3K - $49.5K
|
17.3K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
712New |
$44.1K - $49.3K
|
712
$45.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
711+ 11.29% |
$44K - $49.3K
|
7.01K
$452K
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
703+ 1.97% |
$43.5K - $48.7K
|
36.3K
$2.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
652+ 9.04% |
$40.4K - $45.2K
|
7.87K
$507K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
648+ 3.88% |
$40.1K - $44.9K
|
17.3K
$1.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
645+ 36.56% |
$39.9K - $44.7K
|
2.41K
$155K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
622New |
$38.5K - $43.1K
|
622
$40.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
615+ 2.53% |
$38.1K - $42.6K
|
25K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
593+ 10.26% |
$36.7K - $41.1K
|
6.37K
$411K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
592+ 6.72% |
$36.6K - $41K
|
9.4K
$606K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
581+ 6.49% |
$36K - $40.3K
|
9.53K
$614K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
581+ 12.0% |
$36K - $40.3K
|
5.42K
$350K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
575+ 16.67% |
$35.6K - $39.8K
|
4.03K
$259K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
558+ 0.09% |
$34.5K - $38.7K
|
619K
$39.9M
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
546+ 0.91% |
$33.8K - $37.8K
|
60.3K
$3.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
543New |
$33.6K - $37.6K
|
543
$35K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
539+ 75.92% |
$33.4K - $37.3K
|
1.25K
$80.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
533+ 11.63% |
$33K - $36.9K
|
5.12K
$330K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
525+ 0.19% |
$32.5K - $36.4K
|
275K
$17.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
521New |
$32.2K - $36.1K
|
521
$33.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
507New |
$31.4K - $35.1K
|
507
$32.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
493+ 2.01% |
$30.5K - $34.2K
|
25K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
475+ 1.91% |
$29.4K - $32.9K
|
25.3K
$1.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
468+ 9.03% |
$29K - $32.4K
|
5.65K
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
465+ 40.43% |
$28.8K - $32.2K
|
1.62K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
448+ 8.74% |
$27.7K - $31K
|
5.58K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
448+ 7.15% |
$27.7K - $31K
|
6.71K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
447+ 2.06% |
$27.7K - $31K
|
22.2K
$1.43M
|