Purchases and Sales Made in Q2 2023 in Walgreens Boots Alliance, Inc. (WBA)
This table provides information about the institutional ownership of Walgreens Boots Alliance, Inc. (WBA) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
69+ 39.43% |
$1.96K - $2.51K
|
244
$2.01K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
67+ 2.96% |
$1.9K - $2.43K
|
2.33K
$19.2K
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
65+ 0.34% |
$1.84K - $2.36K
|
19.2K
$158K
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
58+ 0.71% |
$1.65K - $2.11K
|
8.18K
$67.4K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
56+ 0.58% |
$1.59K - $2.03K
|
9.76K
$80.4K
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
48+ 0.1% |
$1.36K - $1.74K
|
48.4K
$398K
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
48+ 0.44% |
$1.36K - $1.74K
|
10.8K
$89.4K
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
47+ 0.33% |
$1.33K - $1.71K
|
14.4K
$119K
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
46+ 0.13% |
$1.31K - $1.67K
|
34.2K
$282K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
44+ 19.73% |
$1.25K - $1.6K
|
267
$2.2K
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
42+ 0.74% |
$1.19K - $1.53K
|
5.69K
$46.9K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
39New |
$1.11K - $1.42K
|
39
$321
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
31+ 0.04% |
$879 - $1.13K
|
74K
$610K
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
24+ 0.11% |
$681 - $871
|
21.6K
$178K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
24+ 0.21% |
$681 - $871
|
11.7K
$96.7K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
21New |
$596 - $763
|
21
$173
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 25.32% |
$567 - $726
|
99
$816
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 5.35% |
$454 - $581
|
315
$2.6K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 4.04% |
$426 - $545
|
386
$3.18K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15New |
$426 - $545
|
15
$124
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
13+ 2.08% |
$369 - $472
|
638
$5.26K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
12New |
$340 - $436
|
12
$98.9
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
12+ 0.86% |
$340 - $436
|
1.4K
$11.6K
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
11+ 0.33% |
$312 - $399
|
3.39K
$27.9K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.89% |
$312 - $399
|
1.25K
$10.3K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10+ 0.13% |
$284 - $363
|
7.91K
$65.2K
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
10+ 0.04% |
$284 - $363
|
22.7K
$187K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
9+ 0.05% |
$255 - $327
|
17.4K
$143K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 0.11% |
$227 - $290
|
7.31K
$60.2K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7+ 0.16% |
$199 - $254
|
4.5K
$37.1K
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
7+ 0.41% |
$199 - $254
|
1.72K
$14.1K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
7+ 0.41% |
$199 - $254
|
1.72K
$14.1K
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6+ 0.76% |
$170 - $218
|
798
$6.58K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.07% |
$170 - $218
|
8.62K
$71K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 1.49% |
$170 - $218
|
409
$3.37K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.67% |
$170 - $218
|
898
$7.4K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
$142 - $182
|
5
$41.2
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
5+ 0.05% |
$142 - $182
|
10.7K
$88.4K
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 1.44% |
$142 - $182
|
353
$2.91K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 1.58% |
$113 - $145
|
257
$2.12K
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.01% |
$113 - $145
|
48.7K
$401K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4+ 1.4% |
$113 - $145
|
290
$2.39K
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 1.25% |
$113 - $145
|
324
$2.67K
|
|
Jul 24, 2023
Q2 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
4+ 0.01% |
$113 - $145
|
30K
$247K
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.04% |
$85.1 - $109
|
7.35K
$60.5K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 25.0% |
$85.1 - $109
|
15
$124
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
3+ 0.11% |
$85.1 - $109
|
2.74K
$22.6K
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
3+ 0.48% |
$85.1 - $109
|
633
$5.22K
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.37% |
$56.7 - $72.6
|
148
$1.22K
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.16% |
$56.7 - $72.6
|
1.23K
$10.1K
|