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 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
821+ 9.31% |
$23.3K - $29.8K
|
9.64K
$107K
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
780+ 2.19% |
$22.1K - $28.3K
|
36.3K
$404K
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
767+ 11.8% |
$21.8K - $27.8K
|
7.27K
$80.8K
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
760+ 4.01% |
$21.6K - $27.6K
|
19.7K
$219K
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
748+ 3.31% |
$21.2K - $27.2K
|
23.3K
$259K
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
745+ 1.42% |
$21.1K - $27.1K
|
53.1K
$590K
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
740+ 1.13% |
$21K - $26.9K
|
66.3K
$738K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
723+ 7.89% |
$20.5K - $26.3K
|
9.88K
$110K
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
713+ 273.18% |
$20.2K - $25.9K
|
974
$10.8K
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
713+ 273.18% |
$20.2K - $25.9K
|
974
$10.8K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
705New |
$20K - $25.6K
|
705
$7.84K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
698+ 10.38% |
$19.8K - $25.3K
|
7.42K
$82.5K
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
685+ 3.7% |
$19.4K - $24.9K
|
19.2K
$213K
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
654+ 44.67% |
$18.6K - $23.7K
|
2.12K
$23.6K
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
645+ 9.41% |
$18.3K - $23.4K
|
7.5K
$83.4K
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
641+ 1.05% |
$18.2K - $23.3K
|
61.9K
$688K
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
640+ 7.37% |
$18.2K - $23.2K
|
9.32K
$104K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
635+ 9.91% |
$18K - $23.1K
|
7.04K
$78.3K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
604+ 2.21% |
$17.1K - $21.9K
|
28K
$311K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
598New |
$17K - $21.7K
|
598
$6.65K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
582+ 3.49% |
$16.5K - $21.1K
|
17.3K
$192K
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
575+ 1.31% |
$16.3K - $20.9K
|
44.4K
$493K
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
570+ 0.71% |
$16.2K - $20.7K
|
81.2K
$903K
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
560+ 0.55% |
$15.9K - $20.3K
|
103K
$1.15M
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
560+ 19.47% |
$15.9K - $20.3K
|
3.44K
$38.2K
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
551+ 4.24% |
$15.6K - $20K
|
13.5K
$151K
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
550+ 275.0% |
$15.6K - $20K
|
750
$8.34K
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
520+ 7.52% |
$14.8K - $18.9K
|
7.43K
$82.7K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
516+ 1.85% |
$14.6K - $18.7K
|
28.4K
$316K
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
505+ 60.48% |
$14.3K - $18.3K
|
1.34K
$14.9K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
501New |
$14.2K - $18.2K
|
501
$5.57K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
500New |
$14.2K - $18.2K
|
500
$5.56K
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
495+ 1.32% |
$14K - $18K
|
37.9K
$422K
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
489+ 12.17% |
$13.9K - $17.8K
|
4.51K
$50.1K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
481New |
$13.6K - $17.5K
|
481
$5.35K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
479+ 3.12% |
$13.6K - $17.4K
|
15.9K
$176K
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
475+ 3.38% |
$13.5K - $17.2K
|
14.5K
$162K
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
467+ 4.35% |
$13.2K - $17K
|
11.2K
$125K
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
440+ 0.52% |
$12.5K - $16K
|
84.8K
$943K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
432New |
$12.3K - $15.7K
|
432
$4.8K
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
430+ 1.76% |
$12.2K - $15.6K
|
24.9K
$277K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
415New |
$11.8K - $15.1K
|
415
$4.61K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
405+ 27.57% |
$11.5K - $14.7K
|
1.87K
$20.8K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
405+ 27.57% |
$11.5K - $14.7K
|
1.87K
$20.8K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
397+ 4.23% |
$11.3K - $14.4K
|
9.79K
$109K
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
357+ 4.02% |
$10.1K - $13K
|
9.25K
$103K
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
351+ 2.25% |
$9.96K - $12.7K
|
16K
$177K
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
BUY
|
- |
351+ 4.14% |
$9.96K - $12.7K
|
8.82K
$98.1K
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
349+ 40.3% |
$9.9K - $12.7K
|
1.22K
$13.5K
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
344+ 1.69% |
$9.76K - $12.5K
|
20.8K
$231K
|