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 |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4.12KClosed |
$184K - $224K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-69.1KClosed |
$3.09M - $3.75M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-130Closed |
$5.82K - $7.06K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-4.4KClosed |
$197K - $239K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
1.92KNew |
$86.1K - $105K
|
1.92K
$22.1K
|
|
May 05, 2022
Q1 2022
|
Zevin Asset Management LLC
|
SELL
|
- |
-5.52KClosed |
$247K - $300K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-4.2KClosed |
$188K - $228K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-4.44KClosed |
$199K - $241K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.85KClosed |
$172K - $209K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.15KClosed |
$186K - $225K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-3.89KClosed |
$174K - $211K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
SELL
|
- |
-4.04KClosed |
$181K - $220K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-600Closed |
$26.9K - $32.6K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-5KClosed |
$224K - $272K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 17.02% |
$57.1K - $69.3K
|
6.22K
$71.5K
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-4.04KClosed |
$181K - $219K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-4.1KClosed |
$184K - $223K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.68KClosed |
$120K - $145K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-4.66KClosed |
$208K - $253K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-3.97KClosed |
$178K - $216K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-235Closed |
$10.5K - $12.8K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.42K- 15.72% |
$63.5K - $77K
|
7.6K
$87.5K
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
CALL |
226+ 72.44% |
$10.1K - $12.3K
|
538
$6.19K
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-25- 1.74% |
$1.12K - $1.36K
|
1.42K
$16.3K
|
|
Apr 21, 2022
Q1 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-68.6KClosed |
$3.07M - $3.73M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
17 Capital Partners, LLC
|
SELL
|
- |
-12.2KClosed |
$547K - $664K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.83KClosed |
$172K - $208K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Alta Capital Management LLC
|
SELL
|
- |
-3.98KClosed |
$178K - $216K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 0.88% |
$44.8 - $54.3
|
114
$1.31K
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 37.88% |
$4.48K - $5.43K
|
164
$1.89K
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-66Closed |
$2.95K - $3.59K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.86KClosed |
$217K - $264K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-22.4KClosed |
$1M - $1.22M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-12.5KClosed |
$560K - $679K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Trh Financial, LLC
|
SELL
|
- |
-4.59KClosed |
$206K - $250K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1.3K- 1.78% |
$58.2K - $70.6K
|
71.9K
$827K
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
SELL
|
- |
-4.01KClosed |
$180K - $218K
|
0
$0
|
|
Q4 2021 | |||||||
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
250New |
$10.9K - $13.1K
|
250
$2.88K
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.24K+ 14.29% |
$54.3K - $64.9K
|
9.94K
$114K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-200Closed |
$8.74K - $10.5K
|
0
$0
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
10New |
$437 - $523
|
10
$115
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
39New |
$1.71K - $2.04K
|
39
$449
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
300New |
$13.1K - $15.7K
|
300
$3.45K
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.2KClosed |
$445K - $532K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.86KClosed |
$81.2K - $97K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
100New |
$4.37K - $5.23K
|
100
$1.15K
|
|
Feb 14, 2022
Q4 2021
|
Dillon & Associates Inc
|
SELL
|
- |
-5.25KClosed |
$229K - $274K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-108KClosed |
$4.72M - $5.64M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-50.7KClosed |
$2.22M - $2.65M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-619K- 98.26% |
$27.1M - $32.4M
|
11K
$127K
|