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 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-537- 5.32% |
$11.2K - $16.6K
|
9.55K
$92.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
14New |
$293 - $432
|
14
$135
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
63New |
$1.32K - $1.94K
|
63
$609
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
38.4K+ 263.47% |
$803K - $1.19M
|
53K
$513K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
11.9KNew |
$248K - $366K
|
11.9K
$115K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-250- 20.0% |
$5.23K - $7.71K
|
1K
$9.67K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
100New |
$2.09K - $3.09K
|
100
$967
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-50- 0.8% |
$1.05K - $1.54K
|
6.17K
$59.6K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.8KNew |
$352K - $519K
|
16.8K
$163K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-217- 3.11% |
$4.54K - $6.69K
|
6.76K
$65.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-155- 0.76% |
$3.24K - $4.78K
|
20.1K
$194K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-3K- 29.22% |
$62.7K - $92.6K
|
7.27K
$70.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-150- 1.54% |
$3.14K - $4.63K
|
9.61K
$92.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-217K- 99.7% |
$4.53M - $6.69M
|
651
$6.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13+ 2.59% |
$272 - $401
|
514
$4.97K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-333- 3.4% |
$6.96K - $10.3K
|
9.45K
$91.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-648- 6.39% |
$13.5K - $20K
|
9.5K
$91.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
13.1K+ 16.83% |
$274K - $404K
|
90.9K
$879K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-6.13K- 12.99% |
$128K - $189K
|
41K
$397K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$41.8 - $61.7
|
9.98K
$96.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
2.83K+ 13.69% |
$59.1K - $87.3K
|
23.5K
$227K
|
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
20+ 0.09% |
$418 - $617
|
21.6K
$209K
|
|
|
Oct 13, 2023
Q3 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
4.26K+ 5.03% |
$88.9K - $131K
|
88.9K
$860K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-167- 89.3% |
$3.49K - $5.15K
|
20
$193
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.2KNew |
$213K - $315K
|
10.2K
$98.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-7.21K- 98.4% |
$151K - $223K
|
117
$1.13K
|
|
|
Oct 11, 2023
Q3 2023
|
Adams Asset Advisors, LLC
|
BUY
|
- |
28.2K+ 20.46% |
$589K - $870K
|
166K
$1.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-3.4K- 27.26% |
$71.1K - $105K
|
9.08K
$87.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-310- 38.27% |
$6.48K - $9.56K
|
500
$4.84K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.3KNew |
$69K - $102K
|
3.3K
$31.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
11.3KNew |
$237K - $350K
|
11.3K
$110K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
7.62K+ 13.5% |
$159K - $235K
|
64K
$619K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
205New |
$4.28K - $6.32K
|
205
$1.98K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-120K- 99.51% |
$3.4M - $4.35M
|
591
$5.71K
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-6K- 40.33% |
$170K - $218K
|
8.88K
$85.9K
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
21.4K+ 175.41% |
$607K - $777K
|
33.6K
$325K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-9.84KClosed |
$279K - $357K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-26.6K- 58.05% |
$755K - $966K
|
19.2K
$186K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
7.5KNew |
$213K - $272K
|
7.5K
$72.5K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.12KNew |
$60.1K - $77K
|
2.12K
$20.5K
|
|
|
Aug 17, 2023
Q2 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-2.22K- 5.25% |
$62.9K - $80.5K
|
40K
$387K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
301New |
$8.54K - $10.9K
|
301
$2.91K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.23K+ 20.21% |
$35K - $44.7K
|
7.33K
$70.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
9KNew |
$255K - $327K
|
9K
$87K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
481New |
$13.6K - $17.5K
|
481
$4.65K
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-170- 0.14% |
$4.82K - $6.17K
|
120K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
723+ 7.89% |
$20.5K - $26.3K
|
9.88K
$95.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-765- 13.27% |
$21.7K - $27.8K
|
5K
$48.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-85.2K- 61.25% |
$2.42M - $3.09M
|
53.9K
$521K
|
|
|
Aug 14, 2023
Q2 2023
|
Candlestick Capital Management LP
Greenwich, CT |
SELL
|
- |
-1.1M- 59.46% |
$31.2M - $39.9M
|
750K
$7.25M
|
|