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 09, 2024
Q4 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
445+ 7.56% |
$27.5K - $30.8K
|
6.33K
$408K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
422New |
$26.1K - $29.2K
|
422
$27.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
418+ 8.95% |
$25.9K - $29K
|
5.09K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
417+ 0.0% |
$25.8K - $28.9K
|
9.34M
$602M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
416+ 110.93% |
$25.7K - $28.8K
|
791
$51K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
400New |
$24.8K - $27.7K
|
400
$25.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
400New |
$24.8K - $27.7K
|
400
$25.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
400New |
$24.8K - $27.7K
|
400
$25.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
397+ 5.57% |
$24.6K - $27.5K
|
7.52K
$485K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
396+ 8.79% |
$24.5K - $27.4K
|
4.9K
$316K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
389+ 2.54% |
$24.1K - $26.9K
|
15.7K
$1.01M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
386New |
$23.9K - $26.7K
|
386
$24.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
384+ 10.75% |
$23.8K - $26.6K
|
3.96K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
382+ 185.44% |
$23.6K - $26.5K
|
588
$37.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
374+ 8.71% |
$23.1K - $25.9K
|
4.67K
$301K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
374+ 2.48% |
$23.1K - $25.9K
|
15.5K
$997K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
370+ 468.35% |
$22.9K - $25.6K
|
449
$28.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
363+ 7.66% |
$22.5K - $25.1K
|
5.1K
$329K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
354+ 1.26% |
$21.9K - $24.5K
|
28.5K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
350New |
$21.7K - $24.2K
|
350
$22.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
350New |
$21.7K - $24.2K
|
350
$22.6K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
342+ 5.54% |
$21.2K - $23.7K
|
6.51K
$420K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
340+ 23.55% |
$21K - $23.6K
|
1.78K
$115K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
328+ 5.46% |
$20.3K - $22.7K
|
6.33K
$408K
|
|
|
Feb 09, 2024
Q4 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
325+ 3.42% |
$20.1K - $22.5K
|
9.82K
$633K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
322+ 6.11% |
$19.9K - $22.3K
|
5.59K
$360K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
319New |
$19.7K - $22.1K
|
319
$20.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
309+ 6.43% |
$19.1K - $21.4K
|
5.12K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
306+ 2.83% |
$18.9K - $21.2K
|
11.1K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
302+ 9.39% |
$18.7K - $20.9K
|
3.52K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
295New |
$18.3K - $20.4K
|
295
$19K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
283+ 422.39% |
$17.5K - $19.6K
|
350
$22.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
273+ 8.58% |
$16.9K - $18.9K
|
3.46K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
273+ 4.04% |
$16.9K - $18.9K
|
7.04K
$454K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
266+ 36.44% |
$16.5K - $18.4K
|
996
$64.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
250New |
$15.5K - $17.3K
|
250
$16.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
243New |
$15K - $16.8K
|
243
$15.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
242+ 1.22% |
$15K - $16.8K
|
20.1K
$1.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
240+ 3.52% |
$14.9K - $16.6K
|
7.06K
$455K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
239+ 1.89% |
$14.8K - $16.6K
|
12.9K
$831K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
236+ 2.1% |
$14.6K - $16.4K
|
11.5K
$739K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
235+ 86.72% |
$14.5K - $16.3K
|
506
$32.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
224+ 1.32% |
$13.9K - $15.5K
|
17.2K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
214New |
$13.2K - $14.8K
|
214
$13.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
204+ 5.04% |
$12.6K - $14.1K
|
4.25K
$274K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
202+ 29.4% |
$12.5K - $14K
|
889
$57.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.43% |
$12.4K - $13.9K
|
46.3K
$2.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
200+ 2.04% |
$12.4K - $13.9K
|
10K
$645K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
200New |
$12.4K - $13.9K
|
200
$12.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
199New |
$12.3K - $13.8K
|
199
$12.8K
|