Purchases and Sales Made in Q1 2025 in Walgreens Boots Alliance, Inc. (WBA)
This table provides information about the institutional ownership of Walgreens Boots Alliance, Inc. (WBA) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
894+ 2.79% |
$8.22K - $11.6K
|
32.9K
$369K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
887+ 235.9% |
$8.15K - $11.5K
|
1.26K
$14.1K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
866+ 7.4% |
$7.96K - $11.2K
|
12.6K
$141K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
800New |
$7.35K - $10.3K
|
800
$8.96K
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
658+ 0.93% |
$6.05K - $8.51K
|
71.2K
$797K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
613+ 4.88% |
$5.63K - $7.93K
|
13.2K
$147K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
607+ 286.32% |
$5.58K - $7.85K
|
819
$9.17K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
602+ 4.9% |
$5.53K - $7.78K
|
12.9K
$144K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
600New |
$5.51K - $7.76K
|
600
$6.72K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
546New |
$5.02K - $7.06K
|
546
$6.12K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
490+ 3.92% |
$4.5K - $6.34K
|
13K
$146K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
424New |
$3.9K - $5.48K
|
424
$4.75K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
417+ 15.26% |
$3.83K - $5.39K
|
3.15K
$35.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
392+ 30.79% |
$3.6K - $5.07K
|
1.67K
$18.6K
|
|
|
May 14, 2025
Q1 2025
|
Avenir Corp
Washington, DC |
BUY
|
- |
377+ 0.74% |
$3.46K - $4.87K
|
51.5K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
350+ 47.68% |
$3.22K - $4.53K
|
1.08K
$12.1K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
350+ 1.12% |
$3.22K - $4.53K
|
31.7K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
291New |
$2.67K - $3.76K
|
291
$3.26K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
289New |
$2.66K - $3.74K
|
289
$3.24K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
281+ 0.97% |
$2.58K - $3.63K
|
29.1K
$326K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
278+ 0.71% |
$2.55K - $3.59K
|
39.7K
$444K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
256+ 144.63% |
$2.35K - $3.31K
|
433
$4.85K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
237+ 3.63% |
$2.18K - $3.06K
|
6.77K
$75.8K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
218+ 0.39% |
$2K - $2.82K
|
55.8K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
213+ 426.0% |
$1.96K - $2.75K
|
263
$2.95K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
202+ 28.69% |
$1.86K - $2.61K
|
906
$10.1K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
193+ 1.01% |
$1.77K - $2.5K
|
19.3K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
181+ 15.11% |
$1.66K - $2.34K
|
1.38K
$15.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
180+ 148.76% |
$1.65K - $2.33K
|
301
$3.37K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
180+ 5.72% |
$1.65K - $2.33K
|
3.33K
$37.3K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
167+ 1.31% |
$1.53K - $2.16K
|
12.9K
$144K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
160+ 76.56% |
$1.47K - $2.07K
|
369
$4.13K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
147New |
$1.35K - $1.9K
|
147
$1.65K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
132+ 0.72% |
$1.21K - $1.71K
|
18.4K
$206K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
BUY
|
- |
130+ 0.3% |
$1.19K - $1.68K
|
44K
$493K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
125New |
$1.15K - $1.62K
|
125
$1.4K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
125New |
$1.15K - $1.62K
|
125
$1.4K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
100New |
$919 - $1.29K
|
100
$1.12K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
94New |
$864 - $1.22K
|
94
$1.05K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
90New |
$827 - $1.16K
|
90
$1.01K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
71+ 13.89% |
$652 - $918
|
582
$6.52K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
70New |
$643 - $905
|
70
$784
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
66+ 2.96% |
$607 - $853
|
2.29K
$25.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$460 - $647
|
50
$560
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
50New |
$460 - $647
|
50
$560
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
49+ 0.5% |
$450 - $634
|
9.92K
$111K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
48+ 1.08% |
$441 - $621
|
4.47K
$50.1K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
46+ 4.84% |
$423 - $595
|
997
$11.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
46+ 0.03% |
$423 - $595
|
139K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
44New |
$404 - $569
|
44
$493
|