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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-22- 0.11% |
$460 - $679
|
20.5K
$244K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-26- 92.86% |
$543 - $802
|
2
$23.7
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-26- 0.84% |
$543 - $802
|
3.05K
$36.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-31- 8.03% |
$648 - $956
|
355
$4.21K
|
|
|
Oct 17, 2023
Q3 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-32- 0.09% |
$669 - $987
|
35.3K
$419K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-34- 0.24% |
$711 - $1.05K
|
14.4K
$171K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-37- 7.23% |
$773 - $1.14K
|
475
$5.64K
|
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-37- 0.15% |
$773 - $1.14K
|
24.9K
$295K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-43- 26.06% |
$899 - $1.33K
|
122
$1.45K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-44- 0.27% |
$920 - $1.36K
|
16.4K
$195K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-47- 0.43% |
$982 - $1.45K
|
10.8K
$128K
|
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-50- 0.28% |
$1.05K - $1.54K
|
17.9K
$212K
|
|
|
Oct 10, 2023
Q3 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-50- 0.45% |
$1.05K - $1.54K
|
11.1K
$132K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-50- 0.8% |
$1.05K - $1.54K
|
6.17K
$73.2K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-56- 0.89% |
$1.17K - $1.73K
|
6.26K
$74.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-80- 2.36% |
$1.67K - $2.47K
|
3.31K
$39.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-82- 2.73% |
$1.71K - $2.53K
|
2.92K
$34.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-87- 14.92% |
$1.82K - $2.68K
|
496
$5.89K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-92- 85.98% |
$1.92K - $2.84K
|
15
$178
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-98- 0.09% |
$2.05K - $3.02K
|
112K
$1.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-99- 0.5% |
$2.07K - $3.05K
|
19.6K
$233K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-105- 9.98% |
$2.19K - $3.24K
|
947
$11.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-111- 0.64% |
$2.32K - $3.42K
|
17.3K
$206K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-112- 0.93% |
$2.34K - $3.46K
|
11.9K
$142K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-113- 17.71% |
$2.36K - $3.49K
|
525
$6.23K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-119- 12.09% |
$2.49K - $3.67K
|
865
$10.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-125- 3.6% |
$2.61K - $3.86K
|
3.35K
$39.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-125- 0.98% |
$2.61K - $3.86K
|
12.6K
$149K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-130- 1.26% |
$2.72K - $4.01K
|
10.2K
$121K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-138- 9.27% |
$2.88K - $4.26K
|
1.35K
$16K
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-140- 0.7% |
$2.93K - $4.32K
|
20K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-143- 0.71% |
$2.99K - $4.41K
|
20K
$238K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-146- 37.92% |
$3.05K - $4.5K
|
239
$2.84K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-150- 1.54% |
$3.14K - $4.63K
|
9.61K
$114K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-155- 0.76% |
$3.24K - $4.78K
|
20.1K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-160- 0.7% |
$3.34K - $4.94K
|
22.8K
$271K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-160- 0.36% |
$3.34K - $4.94K
|
44.2K
$525K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-167- 89.3% |
$3.49K - $5.15K
|
20
$237
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-179- 1.74% |
$3.74K - $5.52K
|
10.1K
$120K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-180- 6.0% |
$3.76K - $5.55K
|
2.82K
$33.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-180- 1.16% |
$3.76K - $5.55K
|
15.4K
$182K
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-192- 1.35% |
$4.01K - $5.92K
|
14.1K
$167K
|
|
|
May 07, 2025
Q3 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-195- 50.0% |
$4.08K - $6.02K
|
195
$2.31K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-198- 4.96% |
$4.14K - $6.11K
|
3.8K
$45K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-200- 28.69% |
$4.18K - $6.17K
|
497
$5.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 2.3% |
$4.18K - $6.17K
|
8.49K
$101K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 2.99% |
$4.18K - $6.17K
|
6.5K
$77.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-201- 2.16% |
$4.2K - $6.2K
|
9.12K
$108K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-210- 1.21% |
$4.39K - $6.48K
|
17.2K
$204K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-214- 5.27% |
$4.47K - $6.6K
|
3.85K
$45.7K
|