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 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
46New |
$2.91K - $3.66K
|
46
$3.19K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
43+ 1075.0% |
$2.72K - $3.42K
|
47
$3.26K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
43+ 0.06% |
$2.72K - $3.42K
|
67.6K
$4.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
42New |
$2.65K - $3.34K
|
42
$2.91K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
41+ 0.23% |
$2.59K - $3.26K
|
18K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
40+ 1.2% |
$2.53K - $3.18K
|
3.38K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
38+ 0.36% |
$2.4K - $3.02K
|
10.6K
$731K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
38+ 316.67% |
$2.4K - $3.02K
|
50
$3.46K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
37+ 0.48% |
$2.34K - $2.94K
|
7.75K
$537K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
37New |
$2.34K - $2.94K
|
37
$2.56K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
36+ 1.12% |
$2.28K - $2.86K
|
3.26K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
36+ 0.92% |
$2.28K - $2.86K
|
3.93K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
36+ 2.34% |
$2.28K - $2.86K
|
1.58K
$109K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
34+ 7.69% |
$2.15K - $2.71K
|
476
$33K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
33+ 1.83% |
$2.09K - $2.63K
|
1.84K
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
32+ 32.0% |
$2.02K - $2.55K
|
132
$9.14K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
32New |
$2.02K - $2.55K
|
32
$2.22K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
28+ 0.29% |
$1.77K - $2.23K
|
9.67K
$670K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
27+ 0.27% |
$1.71K - $2.15K
|
10.1K
$697K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
27New |
$1.71K - $2.15K
|
27
$1.87K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
24+ 0.37% |
$1.52K - $1.91K
|
6.57K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
22+ 0.24% |
$1.39K - $1.75K
|
9.15K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21+ 2.26% |
$1.33K - $1.67K
|
951
$65.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
20New |
$1.26K - $1.59K
|
20
$1.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
20+ 0.43% |
$1.26K - $1.59K
|
4.67K
$324K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
19+ 0.16% |
$1.2K - $1.51K
|
11.8K
$818K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
18+ 19.78% |
$1.14K - $1.43K
|
109
$7.55K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
16New |
$1.01K - $1.27K
|
16
$1.11K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
15+ 0.09% |
$948 - $1.19K
|
16.2K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
14+ 0.36% |
$885 - $1.11K
|
3.92K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 13.46% |
$885 - $1.11K
|
118
$8.17K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
13New |
$822 - $1.03K
|
13
$900
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12+ 0.29% |
$758 - $955
|
4.2K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
11+ 0.16% |
$695 - $875
|
7.01K
$486K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
10New |
$632 - $796
|
10
$693
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
9+ 0.28% |
$569 - $716
|
3.19K
$221K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
7New |
$442 - $557
|
7
$485
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
6New |
$379 - $477
|
6
$416
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 5.56% |
$316 - $398
|
95
$6.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5+ 0.32% |
$316 - $398
|
1.56K
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3New |
$190 - $239
|
3
$208
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3New |
$190 - $239
|
3
$208
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.49% |
$63.2 - $79.6
|
207
$14.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1- 25.0% |
$63.2 - $79.6
|
3
$208
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1- 3.45% |
$63.2 - $79.6
|
28
$1.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$63.2 - $79.6
|
3.68K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-6- 0.05% |
$379 - $477
|
12.7K
$879K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6- 0.11% |
$379 - $477
|
5.4K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-6- 0.1% |
$379 - $477
|
5.76K
$399K
|