Purchases and Sales Made in Q4 2024 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
404+ 1.41% |
$25.5K - $32.2K
|
29.1K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
402New |
$25.4K - $32K
|
402
$27.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
386+ 57.53% |
$24.4K - $30.7K
|
1.06K
$73.2K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
373New |
$23.6K - $29.7K
|
373
$25.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
370+ 8.86% |
$23.4K - $29.4K
|
4.55K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
348+ 2.54% |
$22K - $27.7K
|
14.1K
$974K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
347+ 2.25% |
$21.9K - $27.6K
|
15.8K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
337+ 4.61% |
$21.3K - $26.8K
|
7.65K
$530K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
334+ 3.27% |
$21.1K - $26.6K
|
10.5K
$730K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
325+ 38.78% |
$20.5K - $25.9K
|
1.16K
$80.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
323+ 2.69% |
$20.4K - $25.7K
|
12.3K
$853K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
322+ 4.87% |
$20.4K - $25.6K
|
6.93K
$480K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
309+ 5.81% |
$19.5K - $24.6K
|
5.63K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
301+ 0.55% |
$19K - $24K
|
54.8K
$3.79M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
300+ 8.87% |
$19K - $23.9K
|
3.68K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
297+ 5.83% |
$18.8K - $23.6K
|
5.39K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
297+ 3.59% |
$18.8K - $23.6K
|
8.56K
$593K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
290+ 0.78% |
$18.3K - $23.1K
|
37.4K
$2.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
286+ 3.1% |
$18.1K - $22.8K
|
9.53K
$660K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
275+ 3.36% |
$17.4K - $21.9K
|
8.46K
$586K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
274+ 3.3% |
$17.3K - $21.8K
|
8.58K
$594K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
261+ 3.75% |
$16.5K - $20.8K
|
7.23K
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
261+ 0.69% |
$16.5K - $20.8K
|
38K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
253+ 0.92% |
$16K - $20.1K
|
27.8K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
250+ 2.28% |
$15.8K - $19.9K
|
11.2K
$777K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
248+ 68.89% |
$15.7K - $19.7K
|
608
$42.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
236+ 3.63% |
$14.9K - $18.8K
|
6.74K
$467K
|
|
|
Feb 12, 2025
Q4 2024
|
Stf Management LP
Frisco, TX |
BUY
|
- |
236+ 2.78% |
$14.9K - $18.8K
|
8.72K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
226+ 3.15% |
$14.3K - $18K
|
7.39K
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
224+ 2240.0% |
$14.2K - $17.8K
|
234
$16.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
213+ 4.84% |
$13.5K - $17K
|
4.61K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
213+ 2.41% |
$13.5K - $17K
|
9.05K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
210+ 1.0% |
$13.3K - $16.7K
|
21.3K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
210+ 6.93% |
$13.3K - $16.7K
|
3.24K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
204+ 3.32% |
$12.9K - $16.2K
|
6.34K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
201+ 2.84% |
$12.7K - $16K
|
7.27K
$504K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
200New |
$12.6K - $15.9K
|
200
$13.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
199New |
$12.6K - $15.8K
|
199
$13.8K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
195New |
$12.3K - $15.5K
|
195
$13.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
193New |
$12.2K - $15.4K
|
193
$13.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
190+ 3.27% |
$12K - $15.1K
|
6K
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
189+ 0.54% |
$11.9K - $15K
|
35.3K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
181+ 5.71% |
$11.4K - $14.4K
|
3.35K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
171New |
$10.8K - $13.6K
|
171
$11.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
157+ 4.69% |
$9.92K - $12.5K
|
3.5K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
157+ 1207.69% |
$9.92K - $12.5K
|
170
$11.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
155+ 31.83% |
$9.8K - $12.3K
|
642
$44.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
153+ 3.6% |
$9.67K - $12.2K
|
4.4K
$305K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
153New |
$9.67K - $12.2K
|
153
$10.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
152New |
$9.61K - $12.1K
|
152
$10.5K
|