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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
147+ 4.44% |
$9.29K - $11.7K
|
3.46K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
142+ 1.11% |
$8.97K - $11.3K
|
12.9K
$894K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
139+ 0.51% |
$8.78K - $11.1K
|
27.2K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
136+ 4.65% |
$8.6K - $10.8K
|
3.06K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
131+ 0.2% |
$8.28K - $10.4K
|
66.9K
$4.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
126+ 8.93% |
$7.96K - $10K
|
1.54K
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
123New |
$7.77K - $9.79K
|
123
$8.52K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
114New |
$7.2K - $9.07K
|
114
$7.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
111+ 1.52% |
$7.02K - $8.83K
|
7.41K
$513K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
111+ 2.42% |
$7.02K - $8.83K
|
4.71K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
104+ 2.95% |
$6.57K - $8.28K
|
3.63K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
102+ 137.84% |
$6.45K - $8.12K
|
176
$12.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
100+ 1.57% |
$6.32K - $7.96K
|
6.48K
$449K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
100New |
$6.32K - $7.96K
|
100
$6.93K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
100New |
$6.32K - $7.96K
|
100
$6.93K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$6.32K - $7.96K
|
100
$6.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
97+ 0.91% |
$6.13K - $7.72K
|
10.7K
$744K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
95+ 5.2% |
$6K - $7.56K
|
1.92K
$133K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
93+ 1.06% |
$5.88K - $7.4K
|
8.91K
$617K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
93+ 0.86% |
$5.88K - $7.4K
|
10.9K
$756K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
91New |
$5.75K - $7.24K
|
91
$6.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
91+ 7.59% |
$5.75K - $7.24K
|
1.29K
$89.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
88+ 2.38% |
$5.56K - $7K
|
3.79K
$262K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
88+ 0.73% |
$5.56K - $7K
|
12.1K
$841K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
85+ 9.6% |
$5.37K - $6.76K
|
970
$67.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
81+ 130.65% |
$5.12K - $6.45K
|
143
$9.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
80New |
$5.06K - $6.37K
|
80
$5.54K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
78+ 8.59% |
$4.93K - $6.21K
|
986
$68.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
78+ 4.37% |
$4.93K - $6.21K
|
1.86K
$129K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
78+ 1.41% |
$4.93K - $6.21K
|
5.62K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
77New |
$4.87K - $6.13K
|
77
$5.33K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
75New |
$4.74K - $5.97K
|
75
$5.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
75New |
$4.74K - $5.97K
|
75
$5.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
75+ 2.08% |
$4.74K - $5.97K
|
3.69K
$255K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
75New |
$4.74K - $5.97K
|
75
$5.19K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
70+ 0.58% |
$4.42K - $5.57K
|
12.1K
$841K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
69+ 0.93% |
$4.36K - $5.49K
|
7.52K
$521K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
65+ 1.2% |
$4.11K - $5.17K
|
5.5K
$381K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
64New |
$4.04K - $5.09K
|
64
$4.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
64+ 100.0% |
$4.04K - $5.09K
|
128
$8.87K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
61+ 3.96% |
$3.86K - $4.85K
|
1.6K
$111K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.72% |
$3.79K - $4.77K
|
8.36K
$579K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
60+ 100.0% |
$3.79K - $4.77K
|
120
$8.31K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
57New |
$3.6K - $4.54K
|
57
$3.95K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
54New |
$3.41K - $4.3K
|
54
$3.74K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 16.67% |
$3.16K - $3.98K
|
350
$24.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
50+ 2.25% |
$3.16K - $3.98K
|
2.27K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 4.35% |
$3.16K - $3.98K
|
1.2K
$83K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
47New |
$2.97K - $3.74K
|
47
$3.26K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
46+ 4.0% |
$2.91K - $3.66K
|
1.2K
$82.9K
|