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Astrazeneca PLC

Q2 2016 vs Q3 2016

Comparing institutional holders between quarters

Quarters

Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
HL Financial Services LLC
INCREASED
Shares42,126 from 40,543
Change+1,583 (+4%)
Value$1.4K (+$160)
Filed 2016-10-25
Braun Stacey Associates Inc
UNCHANGED
Shares13,100 from 13,100
Change0 (0%)
Value$430 (+$35)
Filed 2016-11-29
HighPoint Advisor Group LLC
INCREASED
Shares10,978 from 9,462
Change+1,516 (+16%)
Value$300 (-$23)
Filed 2016-11-21
Ariel Capital Advisors, LLC
UNCHANGED
Shares10,700 from 10,700
Change0 (0%)
Value$352 (+$29)
Filed 2016-10-26
Beacon Trust Co
NEW
Shares7,000
Change+7,000
Value$230
Filed 2016-11-10
Group One Trading LLC
DECREASED
Shares4,002 from 6,166
Change-2,164 (-35%)
Value$132 (-$54)
Filed 2016-11-14
Welch Group, LLC
NEW
Shares3,200
Change+3,200
Value$105
Filed 2016-10-28
Valley National Advisers Inc
NEW
Shares2,981
Change+2,981
Value$98
Filed 2016-11-01
Burt Wealth Advisors
UNCHANGED
Shares1,554 from 1,554
Change0 (0%)
Value$51 (+$5)
Filed 2016-10-26
Security National Trust Co
UNCHANGED
Shares1,014 from 1,014
Change0 (0%)
Value$33 (+$2)
Filed 2016-10-25
Trust Co
NEW
Shares550
Change+550
Value$18
Filed 2016-10-19
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC
DECREASED
Shares356 from 396
Change-40 (-10%)
Value$11 ($0)
Filed 2016-11-14
Doolittle & Ganos Investment Counsel, LLC
NEW
Shares180
Change+180
Value$6
Filed 2016-11-09
Hartford Financial Management Inc.
NEW
Shares70
Change+70
Value$2
Filed 2016-10-25
Town & Country Bank & Trust Co dba First Bankers Trust Co
CLOSED
Shares0 from 52,654
Change-52,654 (-100%)
Value$0 (-$1.6K)
Filed 2016-11-01
Archford Capital Strategies, LLC
CLOSED
Shares0 from 21,040
Change-21,040 (-100%)
Value$0 (-$635)
Filed 2016-11-14
Pittenger & Anderson Inc
CLOSED
Shares0 from 3,450
Change-3,450 (-100%)
Value$0 (-$104)
Filed 2016-11-14
Status
HL Financial Services LLC
INCREASED42,12640,543+1,583+4%$1.2K$1.4K+$1602016-10-25
Braun Stacey Associates Inc
UNCHANGED13,10013,10000%$395$430+$352016-11-29
HighPoint Advisor Group LLC
INCREASED10,9789,462+1,516+16%$323$300-$232016-11-21
Ariel Capital Advisors, LLC
UNCHANGED10,70010,70000%$323$352+$292016-10-26
Beacon Trust Co
NEW7,000—+7,000——$230—2016-11-10
Group One Trading LLC
DECREASED4,0026,166-2,164-35%$186$132-$542016-11-14
Welch Group, LLC
NEW3,200—+3,200——$105—2016-10-28
Valley National Advisers Inc
NEW2,981—+2,981——$98—2016-11-01
Burt Wealth Advisors
UNCHANGED1,5541,55400%$46$51+$52016-10-26
Security National Trust Co
UNCHANGED1,0141,01400%$31$33+$22016-10-25
Trust Co
NEW550—+550——$18—2016-10-19
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC
DECREASED356396-40-10%$11$11$02016-11-14
Doolittle & Ganos Investment Counsel, LLC
NEW180—+180——$6—2016-11-09
Hartford Financial Management Inc.
NEW70—+70——$2—2016-10-25
Town & Country Bank & Trust Co dba First Bankers Trust Co
CLOSED052,654-52,654-100%$1.6K$0-$1.6K2016-11-01
Archford Capital Strategies, LLC
CLOSED021,040-21,040-100%$635$0-$6352016-11-14
Pittenger & Anderson Inc
CLOSED03,450-3,450-100%$104$0-$1042016-11-14
Showing 17 of 17 institutions