Latest Institutional Transactions on Walgreens Boots Alliance, Inc. (WBA)
This table provides information on the latest institutional transactions involving Walgreens Boots Alliance, Inc. (WBA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-575- 4.75% |
$4.75K - $6.99K
|
11.5K
$133K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.01K- 18.25% |
$33.1K - $48.8K
|
18K
$207K
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-6.33K- 3.25% |
$52.3K - $77K
|
189K
$2.17M
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
11.9KNew |
$98.5K - $145K
|
11.9K
$137K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.57K- 18.04% |
$21.2K - $31.3K
|
11.7K
$134K
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-7.18K- 96.64% |
$59.3K - $87.3K
|
250
$2.88K
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-31- 0.02% |
$256 - $377
|
143K
$1.64M
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 6.67% |
$33 - $48.6
|
64
$737
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
11.1KNew |
$92.1K - $136K
|
11.1K
$128K
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-812- 3.79% |
$6.71K - $9.87K
|
20.6K
$238K
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-39- 23.35% |
$322 - $474
|
128
$1.47K
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
17.2KNew |
$142K - $210K
|
17.2K
$198K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
14.7K+ 85.9% |
$121K - $178K
|
31.7K
$365K
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
100New |
$826 - $1.22K
|
100
$1.15K
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-106- 0.98% |
$876 - $1.29K
|
10.7K
$123K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
31New |
$256 - $377
|
31
$357
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
SELL
|
- |
-120- 0.11% |
$991 - $1.46K
|
106K
$1.22M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
828New |
$6.84K - $10.1K
|
828
$9.53K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-3.59K- 16.3% |
$29.7K - $43.7K
|
18.5K
$212K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
12.4KNew |
$103K - $151K
|
12.4K
$143K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
CALL |
100New |
$826 - $1.22K
|
100
$1.15K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-144- 46.6% |
$1.19K - $1.75K
|
165
$1.9K
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
10+ 0.05% |
$82.6 - $122
|
20.7K
$238K
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
10.4KNew |
$86.3K - $127K
|
10.4K
$120K
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.44K+ 1.77% |
$11.9K - $17.6K
|
82.9K
$954K
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
10KNew |
$82.6K - $122K
|
10K
$115K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.7K- 3.31% |
$171K - $251K
|
603K
$6.94M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
98+ 148.48% |
$809 - $1.19K
|
164
$1.89K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
90.4K+ 29.57% |
$747K - $1.1M
|
396K
$4.56M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
16+ 2.8% |
$132 - $195
|
588
$6.77K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 50.0% |
$8.26 - $12.2
|
3
$34.5
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
12New |
$99.1 - $146
|
12
$138
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-357- 0.44% |
$2.95K - $4.34K
|
80.2K
$924K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-38- 1.92% |
$314 - $462
|
1.95K
$22.4K
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
13.4K+ 25.18% |
$111K - $163K
|
66.5K
$766K
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
169New |
$1.4K - $2.06K
|
169
$1.95K
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-27.9K- 58.39% |
$231K - $340K
|
19.9K
$229K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
49New |
$405 - $596
|
49
$564
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.75KNew |
$14.5K - $21.3K
|
1.75K
$20.1K
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
22.2KNew |
$183K - $270K
|
22.2K
$255K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-285- 3.97% |
$2.35K - $3.47K
|
6.89K
$79.3K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-200- 94.34% |
$1.65K - $2.43K
|
12
$138
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
77New |
$636 - $936
|
77
$886
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.3K+ 33.2% |
$27.3K - $40.1K
|
13.2K
$152K
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-700- 14.0% |
$5.78K - $8.51K
|
4.3K
$49.5K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.94K- 82.67% |
$16K - $23.6K
|
407
$4.68K
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-1.24K- 9.4% |
$10.2K - $15K
|
11.9K
$137K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
372New |
$3.07K - $4.52K
|
372
$4.28K
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.53K+ 9.25% |
$12.7K - $18.7K
|
18.1K
$209K
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
2.58K+ 23.22% |
$21.3K - $31.3K
|
13.7K
$157K
|