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 |
---|---|---|---|---|---|---|---|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
BUY
|
- |
10.4KNew |
$207K - $277K
|
10.4K
$119K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
10.3KNew |
$206K - $276K
|
10.3K
$119K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 15.33% |
$206K - $275K
|
77.6K
$889K
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.2KNew |
$203K - $271K
|
10.2K
$116K
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
10.1KNew |
$202K - $270K
|
10.1K
$116K
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
10.1K+ 15.05% |
$202K - $270K
|
77.4K
$886K
|
|
Feb 14, 2024
Q4 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
10K+ 9.87% |
$200K - $267K
|
111K
$1.28M
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10KNew |
$199K - $266K
|
10K
$115K
|
|
Jan 26, 2024
Q4 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
10KNew |
$199K - $266K
|
10K
$115K
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
9.84K+ 4.4% |
$196K - $262K
|
234K
$2.68M
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
9.49K+ 8.17% |
$189K - $253K
|
126K
$1.44M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.42K+ 29.11% |
$188K - $251K
|
41.8K
$479K
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
9.36K+ 13.38% |
$187K - $249K
|
79.3K
$909K
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
9.36KNew |
$187K - $249K
|
9.36K
$107K
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.11KNew |
$182K - $243K
|
9.11K
$104K
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
8.93KNew |
$178K - $238K
|
8.93K
$102K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.89KNew |
$177K - $237K
|
8.89K
$102K
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.89KNew |
$177K - $237K
|
8.89K
$102K
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
8.78KNew |
$175K - $234K
|
8.78K
$101K
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
8.74KNew |
$174K - $233K
|
8.74K
$100K
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
8.69K+ 84.14% |
$173K - $232K
|
19K
$218K
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.68KNew |
$173K - $231K
|
8.68K
$99.5K
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
8.63KNew |
$172K - $230K
|
8.63K
$98.8K
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
8.58KNew |
$171K - $229K
|
8.58K
$98.4K
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
8.58KNew |
$171K - $228K
|
8.58K
$98.3K
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8.26KNew |
$165K - $220K
|
8.26K
$94.6K
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8.21KNew |
$164K - $219K
|
8.21K
$94.1K
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.21KNew |
$164K - $219K
|
8.21K
$94.1K
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
8.1KNew |
$162K - $216K
|
8.1K
$92.8K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
8.1KNew |
$161K - $216K
|
8.1K
$92.8K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
8.01KNew |
$160K - $213K
|
8.01K
$91.8K
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.99KNew |
$159K - $213K
|
7.99K
$91.6K
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
7.93KNew |
$158K - $211K
|
7.93K
$90.9K
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
7.92KNew |
$158K - $211K
|
7.92K
$90.8K
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
7.9KNew |
$158K - $211K
|
7.9K
$90.6K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.9KNew |
$158K - $211K
|
7.9K
$90.6K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7.89KNew |
$157K - $210K
|
7.89K
$90.4K
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.88KNew |
$157K - $210K
|
7.88K
$90.3K
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.86K+ 32.03% |
$157K - $209K
|
32.4K
$371K
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.79K+ 18.44% |
$155K - $207K
|
50K
$573K
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
7.75KNew |
$155K - $206K
|
7.75K
$88.8K
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.71KNew |
$154K - $205K
|
7.71K
$88.3K
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
7.71KNew |
$154K - $205K
|
7.71K
$88.3K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.7KNew |
$153K - $205K
|
7.7K
$88.2K
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.69KNew |
$153K - $205K
|
7.69K
$88.2K
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
7.67KNew |
$153K - $204K
|
7.67K
$87.9K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.67KNew |
$153K - $204K
|
7.67K
$87.9K
|
|
Mar 11, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
7.54K+ 160.64% |
$150K - $201K
|
12.2K
$140K
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
7.27K+ 5.06% |
$145K - $194K
|
151K
$1.73M
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
7.27KNew |
$145K - $194K
|
7.27K
$83.3K
|