Purchases and Sales Made in Q1 2023 in Walgreens Boots Alliance, Inc. (WBA)
This table provides information about the institutional ownership of Walgreens Boots Alliance, Inc. (WBA) during Q1 2023. The information is specifically focused on institutions that hold shares of Walgreens Boots Alliance, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
8.4K+ 75.07% |
$272K - $317K
|
19.6K
$170K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.39KNew |
$271K - $316K
|
8.39K
$72.7K
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
8.37K+ 78.03% |
$271K - $316K
|
19.1K
$165K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.17KNew |
$264K - $308K
|
8.17K
$70.8K
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
7.93KNew |
$256K - $299K
|
7.93K
$68.7K
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
7.91K+ 17.56% |
$256K - $298K
|
53K
$459K
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
7.81K+ 17.55% |
$252K - $295K
|
52.3K
$453K
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
7.7K+ 51.37% |
$249K - $290K
|
22.7K
$196K
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7.67K+ 14.12% |
$248K - $289K
|
62K
$537K
|
|
May 12, 2023
Q1 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
7.57KNew |
$245K - $286K
|
7.57K
$65.6K
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
7.54KNew |
$244K - $284K
|
7.54K
$65.3K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.38K+ 3.3% |
$239K - $278K
|
231K
$2M
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.37K+ 16.76% |
$238K - $278K
|
51.3K
$444K
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.29K+ 10.94% |
$236K - $275K
|
73.9K
$640K
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
7.27KNew |
$235K - $274K
|
7.27K
$62.9K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
7.25KNew |
$234K - $273K
|
7.25K
$62.8K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.18KNew |
$232K - $271K
|
7.18K
$62.2K
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
6.91KNew |
$224K - $261K
|
6.91K
$59.9K
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.9KNew |
$223K - $260K
|
6.9K
$59.8K
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
6.85KNew |
$221K - $258K
|
6.85K
$59.3K
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
6.84KNew |
$221K - $258K
|
6.84K
$59.2K
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.82KNew |
$220K - $257K
|
6.82K
$59K
|
|
May 16, 2023
Q1 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
6.8K+ 21.66% |
$220K - $256K
|
38.2K
$331K
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.64K+ 13.08% |
$215K - $250K
|
57.4K
$497K
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
6.63K+ 46.93% |
$214K - $250K
|
20.8K
$180K
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
6.61K+ 12.34% |
$214K - $249K
|
60.1K
$521K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
6.52K+ 130.47% |
$211K - $246K
|
11.5K
$99.7K
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
6.45K+ 11.78% |
$209K - $243K
|
61.2K
$530K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.41K+ 5.98% |
$207K - $242K
|
113K
$983K
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
6.38KNew |
$206K - $240K
|
6.38K
$55.2K
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
6.31KNew |
$204K - $238K
|
6.31K
$54.6K
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.29KNew |
$203K - $237K
|
6.29K
$54.5K
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
6.27K+ 1.58% |
$203K - $237K
|
404K
$3.5M
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6.22K+ 62.89% |
$201K - $235K
|
16.1K
$140K
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
6.22K+ 2.5% |
$201K - $234K
|
255K
$2.2M
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
6.15KNew |
$199K - $232K
|
6.15K
$53.3K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.14K+ 11.15% |
$198K - $231K
|
61.2K
$530K
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.14KNew |
$198K - $231K
|
6.14K
$53.1K
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
6.13K+ 94.76% |
$198K - $231K
|
12.6K
$109K
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6.1KNew |
$197K - $230K
|
6.1K
$52.8K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
6.04K+ 64.71% |
$195K - $228K
|
15.4K
$133K
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.94KNew |
$192K - $224K
|
5.94K
$51.4K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.88KNew |
$190K - $222K
|
5.88K
$50.9K
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.87KNew |
$190K - $222K
|
5.87K
$50.9K
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
5.85KNew |
$189K - $221K
|
5.85K
$50.6K
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.84KNew |
$189K - $220K
|
5.84K
$50.5K
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.81KNew |
$188K - $219K
|
5.81K
$50.3K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.77K+ 5.87% |
$186K - $218K
|
104K
$901K
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.67K+ 4.76% |
$183K - $214K
|
125K
$1.08M
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.62K+ 6.51% |
$182K - $212K
|
91.9K
$796K
|