Latest Institutional Transactions on Walgreens Boots Alliance, Inc. (WBA)
This table provides information on the latest institutional transactions involving Walgreens Boots Alliance, Inc. (WBA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4.46KNew |
$88.9K - $119K
|
4.46K
$45.1K
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.88KNew |
$157K - $210K
|
7.88K
$79.7K
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-3.11K- 21.33% |
$62.1K - $82.9K
|
11.5K
$116K
|
|
Feb 05, 2024
Q4 2023
|
Sivik Global Healthcare LLC
Greenwich, CT |
BUY
|
- |
90KNew |
$1.79M - $2.4M
|
90K
$911K
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-700- 6.9% |
$14K - $18.6K
|
9.44K
$95.5K
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1K- 7.08% |
$19.9K - $26.6K
|
13.1K
$133K
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.43K+ 7.26% |
$68.4K - $91.4K
|
50.7K
$513K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.21K- 9.96% |
$24.2K - $32.3K
|
11K
$111K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10.8K- 38.87% |
$216K - $289K
|
17K
$172K
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.54K- 14.1% |
$70.6K - $94.3K
|
21.6K
$218K
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-43- 8.65% |
$857 - $1.15K
|
454
$4.59K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-21- 17.21% |
$419 - $559
|
101
$1.02K
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.09K- 10.85% |
$21.7K - $29K
|
8.94K
$90.4K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
50New |
$997 - $1.33K
|
50
$506
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
5.7KNew |
$114K - $152K
|
5.7K
$57.7K
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-420- 3.37% |
$8.37K - $11.2K
|
12K
$122K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
262+ 1.11% |
$5.22K - $6.98K
|
23.9K
$241K
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-16.9K- 47.48% |
$337K - $450K
|
18.7K
$189K
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.71K- 17.98% |
$54K - $72.2K
|
12.4K
$125K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.96K- 2.83% |
$79K - $106K
|
136K
$1.38M
|
|
Jan 29, 2024
Q4 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
BUY
|
- |
5.3K+ 1.35% |
$106K - $141K
|
399K
$4.04M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3- 0.35% |
$59.8 - $79.9
|
862
$8.72K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
733New |
$14.6K - $19.5K
|
733
$7.42K
|
|
Jan 26, 2024
Q4 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
10KNew |
$199K - $266K
|
10K
$101K
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-46.1K- 8.41% |
$919K - $1.23M
|
502K
$5.08M
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2New |
$39.9 - $53.3
|
2
$20.2
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
21.2KNew |
$422K - $564K
|
21.2K
$214K
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.69K- 14.4% |
$33.7K - $45K
|
10K
$102K
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.74K+ 3.79% |
$54.7K - $73.1K
|
75.1K
$760K
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.15KNew |
$22.9K - $30.6K
|
1.15K
$11.6K
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
8.58KNew |
$171K - $228K
|
8.58K
$86.8K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.23K- 13.0% |
$44.5K - $59.5K
|
15K
$151K
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.54K- 14.81% |
$30.6K - $40.9K
|
8.84K
$89.5K
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-28.7K- 43.1% |
$573K - $765K
|
37.9K
$384K
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
181+ 1.49% |
$3.61K - $4.82K
|
12.3K
$124K
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.89K- 8.31% |
$37.7K - $50.4K
|
20.9K
$211K
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
30New |
$598 - $799
|
30
$304
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-3.8K- 5.9% |
$75.8K - $101K
|
60.6K
$614K
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-750- 7.96% |
$15K - $20K
|
8.67K
$87.7K
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.43K+ 7.83% |
$28.5K - $38K
|
19.7K
$199K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.61K- 29.01% |
$132K - $176K
|
16.2K
$164K
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.19K- 8.44% |
$23.7K - $31.6K
|
12.9K
$130K
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-15.3K- 64.97% |
$304K - $407K
|
8.23K
$83.3K
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8.21KNew |
$164K - $219K
|
8.21K
$83.1K
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-6.2K- 33.51% |
$124K - $165K
|
12.3K
$124K
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.34K- 14.24% |
$26.7K - $35.7K
|
8.06K
$81.6K
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.99KNew |
$159K - $213K
|
7.99K
$80.9K
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
882+ 3.89% |
$17.6K - $23.5K
|
23.6K
$238K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-617- 6.76% |
$12.3K - $16.4K
|
8.51K
$86.1K
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-12.7K- 43.66% |
$254K - $339K
|
16.4K
$166K
|