Purchases and Sales Made in Q4 2023 in Walgreens Boots Alliance, Inc. (WBA)
This table provides information about the institutional ownership of Walgreens Boots Alliance, Inc. (WBA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
25+ 1.81% |
$499 - $666
|
1.41K
$15.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22New |
$439 - $586
|
22
$245
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
20New |
$399 - $533
|
20
$223
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
16+ 7.8% |
$319 - $426
|
221
$2.46K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 125.0% |
$299 - $400
|
27
$301
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
14+ 1.11% |
$279 - $373
|
1.28K
$14.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
13+ 0.36% |
$259 - $346
|
3.66K
$40.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 2.53% |
$239 - $320
|
487
$5.43K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 0.02% |
$199 - $266
|
42.4K
$473K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.26% |
$179 - $240
|
3.52K
$39.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9+ 1.57% |
$179 - $240
|
581
$6.48K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7+ 2.11% |
$140 - $186
|
339
$3.78K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 1.97% |
$140 - $186
|
362
$4.04K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.06% |
$99.7 - $133
|
8.63K
$96.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
4+ 0.03% |
$79.8 - $107
|
15.3K
$170K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.31% |
$59.8 - $79.9
|
959
$10.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.99% |
$59.8 - $79.9
|
305
$3.4K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 1.32% |
$59.8 - $79.9
|
230
$2.56K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.36% |
$59.8 - $79.9
|
843
$9.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 2.03% |
$59.8 - $79.9
|
151
$1.68K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.24% |
$59.8 - $79.9
|
1.23K
$13.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2New |
$39.9 - $53.3
|
2
$22.3
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 2.0% |
$39.9 - $53.3
|
102
$1.14K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1- 1.96% |
$19.9 - $26.6
|
50
$558
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2- 2.3% |
$39.9 - $53.3
|
85
$948
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2- 2.3% |
$39.9 - $53.3
|
85
$948
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3- 0.35% |
$59.8 - $79.9
|
862
$9.61K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 6.45% |
$79.8 - $107
|
58
$647
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-6- 1.07% |
$120 - $160
|
557
$6.21K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 0.35% |
$140 - $186
|
2.01K
$22.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-7- 0.22% |
$140 - $186
|
3.2K
$35.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8- 27.59% |
$160 - $213
|
21
$234
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-14- 0.46% |
$279 - $373
|
3.04K
$33.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-16- 1.32% |
$319 - $426
|
1.2K
$13.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-19- 4.77% |
$379 - $506
|
379
$4.23K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-21- 17.21% |
$419 - $559
|
101
$1.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-24- 0.2% |
$479 - $639
|
11.7K
$131K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-25- 0.63% |
$499 - $666
|
3.97K
$44.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-29- 5.09% |
$578 - $773
|
541
$6.03K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-30- 0.08% |
$598 - $799
|
38.2K
$425K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-33- 0.35% |
$658 - $879
|
9.37K
$104K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-42- 80.77% |
$837 - $1.12K
|
10
$112
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-43- 8.65% |
$857 - $1.15K
|
454
$5.06K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-51- 17.23% |
$1.02K - $1.36K
|
245
$2.73K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-53- 5.17% |
$1.06K - $1.41K
|
972
$10.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-56- 7.85% |
$1.12K - $1.49K
|
657
$7.33K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-59- 36.65% |
$1.18K - $1.57K
|
102
$1.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-61- 4.52% |
$1.22K - $1.63K
|
1.29K
$14.4K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-62- 96.88% |
$1.24K - $1.65K
|
2
$22.3
|