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 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
2.41K+ 11.37% |
$48K - $64.1K
|
23.6K
$194K
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
2.36K+ 24.62% |
$47.1K - $62.9K
|
11.9K
$98.4K
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2.32K+ 1.53% |
$46.3K - $61.8K
|
154K
$1.27M
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.19K+ 4.35% |
$43.7K - $58.4K
|
52.6K
$433K
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.15K+ 3.36% |
$42.9K - $57.4K
|
66.2K
$545K
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.14K+ 12.42% |
$42.7K - $57K
|
19.4K
$160K
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.1K+ 4.23% |
$41.9K - $55.9K
|
51.7K
$426K
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.95K+ 5.27% |
$38.8K - $51.9K
|
38.9K
$320K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.94K+ 4.57% |
$38.7K - $51.8K
|
44.4K
$366K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.89K+ 33.8% |
$37.7K - $50.4K
|
7.49K
$61.8K
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.83K+ 25.59% |
$36.4K - $48.6K
|
8.96K
$73.8K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.76K+ 49.09% |
$35K - $46.8K
|
5.34K
$44K
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.73K+ 116.27% |
$34.5K - $46.1K
|
3.22K
$26.5K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.73K+ 3.19% |
$34.4K - $46K
|
55.8K
$459K
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.71K+ 11.51% |
$34K - $45.4K
|
16.5K
$136K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.7KNew |
$33.8K - $45.2K
|
1.7K
$14K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.66KNew |
$33.1K - $44.2K
|
1.66K
$13.7K
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.62KNew |
$32.4K - $43.2K
|
1.62K
$13.4K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.6K+ 352.09% |
$31.9K - $42.7K
|
2.06K
$16.9K
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.59K+ 10.04% |
$31.7K - $42.4K
|
17.4K
$144K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.54K+ 5.98% |
$30.8K - $41.1K
|
27.4K
$226K
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
1.54K+ 2.69% |
$30.7K - $41.1K
|
58.8K
$484K
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.48K+ 6.0% |
$29.6K - $39.5K
|
26.2K
$216K
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.43K+ 7.83% |
$28.5K - $38K
|
19.7K
$162K
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.42K+ 7.05% |
$28.4K - $37.9K
|
21.6K
$178K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.32KNew |
$26.2K - $35K
|
1.32K
$10.8K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.29KNew |
$25.7K - $34.4K
|
1.29K
$10.6K
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.29K+ 0.38% |
$25.7K - $34.3K
|
343K
$2.83M
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.21K+ 5.42% |
$24.1K - $32.2K
|
23.5K
$194K
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.2K+ 0.16% |
$23.9K - $31.9K
|
735K
$6.05M
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.16KNew |
$23.1K - $30.8K
|
1.16K
$9.53K
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.16K+ 9.08% |
$23.1K - $30.8K
|
13.9K
$114K
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.15KNew |
$22.9K - $30.6K
|
1.15K
$9.48K
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.12K+ 2.68% |
$22.3K - $29.8K
|
42.9K
$353K
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.1K+ 110.0% |
$21.9K - $29.3K
|
2.1K
$17.3K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 50.84% |
$21.8K - $29.1K
|
3.24K
$26.7K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.03K+ 6.51% |
$20.5K - $27.3K
|
16.8K
$138K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.02K+ 4.27% |
$20.4K - $27.3K
|
25K
$206K
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.02K+ 0.3% |
$20.3K - $27.1K
|
345K
$2.84M
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.01KNew |
$20.2K - $27K
|
1.01K
$8.36K
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1KNew |
$19.9K - $26.6K
|
1K
$8.24K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
981+ 1241.77% |
$19.6K - $26.1K
|
1.06K
$8.73K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
963+ 9.09% |
$19.2K - $25.7K
|
11.6K
$95.2K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
952+ 115.67% |
$19K - $25.4K
|
1.78K
$14.6K
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
936+ 6.58% |
$18.7K - $24.9K
|
15.2K
$125K
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
908+ 8.74% |
$18.1K - $24.2K
|
11.3K
$93.1K
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
900+ 282.13% |
$17.9K - $24K
|
1.22K
$10K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
891+ 79.62% |
$17.8K - $23.7K
|
2.01K
$16.6K
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
882+ 3.89% |
$17.6K - $23.5K
|
23.6K
$194K
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
878+ 1.16% |
$17.5K - $23.4K
|
76.8K
$633K
|