Purchases and Sales Made in Q3 2023 in Walgreens Boots Alliance, Inc. (WBA)
This table provides information about the institutional ownership of Walgreens Boots Alliance, Inc. (WBA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
63New |
$1.32K - $1.94K
|
63
$748
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
62+ 0.37% |
$1.3K - $1.91K
|
16.8K
$200K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
60+ 0.18% |
$1.25K - $1.85K
|
32.7K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
55+ 14.1% |
$1.15K - $1.7K
|
445
$5.28K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
55+ 0.59% |
$1.15K - $1.7K
|
9.4K
$112K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
52New |
$1.09K - $1.6K
|
52
$617
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
BUY
|
- |
30+ 0.04% |
$627 - $926
|
72.2K
$857K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
29+ 193.33% |
$606 - $895
|
44
$522
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
29+ 10.86% |
$606 - $895
|
296
$3.51K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
29New |
$606 - $895
|
29
$344
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 3.52% |
$585 - $864
|
823
$9.77K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28+ 4.36% |
$585 - $864
|
670
$7.95K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
26+ 0.12% |
$543 - $802
|
22.6K
$268K
|
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
20+ 0.09% |
$418 - $617
|
21.6K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20+ 4.81% |
$418 - $617
|
436
$5.18K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
18+ 3.41% |
$376 - $555
|
546
$6.48K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
15New |
$314 - $463
|
15
$178
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
15+ 1.2% |
$314 - $463
|
1.26K
$15K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 0.7% |
$293 - $432
|
2.02K
$23.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
14New |
$293 - $432
|
14
$166
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13+ 2.59% |
$272 - $401
|
514
$6.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
12+ 80.0% |
$251 - $370
|
27
$320
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12+ 1.6% |
$251 - $370
|
762
$9.04K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.29% |
$230 - $339
|
3.84K
$45.6K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
11New |
$230 - $339
|
11
$131
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.26% |
$188 - $278
|
3.51K
$41.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
9+ 0.39% |
$188 - $278
|
2.3K
$27.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.2% |
$167 - $247
|
3.96K
$47.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
8+ 2.47% |
$167 - $247
|
332
$3.94K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.89% |
$167 - $247
|
906
$10.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
7+ 0.07% |
$146 - $216
|
10.7K
$127K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
7+ 0.16% |
$146 - $216
|
4.52K
$53.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
6New |
$125 - $185
|
6
$71.2
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
6+ 2.46% |
$125 - $185
|
250
$2.97K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
6+ 0.06% |
$125 - $185
|
9.65K
$115K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.18% |
$105 - $154
|
2.75K
$32.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.06% |
$105 - $154
|
8.62K
$102K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 1.97% |
$62.7 - $92.6
|
155
$1.84K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 1.0% |
$62.7 - $92.6
|
302
$3.58K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.16% |
$41.8 - $61.7
|
1.23K
$14.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$41.8 - $61.7
|
20.3K
$240K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 2.35% |
$41.8 - $61.7
|
87
$1.03K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$41.8 - $61.7
|
9.98K
$119K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.63% |
$20.9 - $30.9
|
161
$1.91K
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1- 0.01% |
$20.9 - $30.9
|
10.2K
$121K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4- 0.63% |
$83.6 - $123
|
633
$7.51K
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-9- 0.04% |
$188 - $278
|
25.7K
$305K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-17- 6.97% |
$355 - $524
|
227
$2.69K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-20- 20.2% |
$418 - $617
|
79
$938
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-22- 5.07% |
$460 - $679
|
412
$4.89K
|