Purchases and Sales Made in Q1 2023 in Walgreens Boots Alliance, Inc. (WBA)
This table provides information about the institutional ownership of Walgreens Boots Alliance, Inc. (WBA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-640- 4.52% |
$20.7K - $24.1K
|
13.5K
$137K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-646- 2.58% |
$20.9K - $24.4K
|
24.4K
$246K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-651- 8.41% |
$21K - $24.5K
|
7.09K
$71.8K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-654- 1.94% |
$21.1K - $24.7K
|
33.1K
$335K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-671- 1.15% |
$21.7K - $25.3K
|
57.5K
$582K
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-675- 0.88% |
$21.8K - $25.5K
|
76.1K
$770K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-696- 1.56% |
$22.5K - $26.2K
|
43.8K
$443K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-697- 8.42% |
$22.5K - $26.3K
|
7.58K
$76.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-714- 9.22% |
$23.1K - $26.9K
|
7.03K
$71.1K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-718- 10.82% |
$23.2K - $27.1K
|
5.92K
$59.9K
|
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-724- 1.9% |
$23.4K - $27.3K
|
37.4K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-725- 12.89% |
$23.4K - $27.3K
|
4.9K
$49.6K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-729- 2.1% |
$23.6K - $27.5K
|
34K
$344K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-756- 8.51% |
$24.4K - $28.5K
|
8.13K
$82.3K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-760- 15.99% |
$24.6K - $28.7K
|
3.99K
$40.4K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-767- 3.37% |
$24.8K - $28.9K
|
22K
$222K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-778- 1.22% |
$25.2K - $29.3K
|
63.2K
$639K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-801- 0.34% |
$25.9K - $30.2K
|
238K
$2.41M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-803- 1.82% |
$26K - $30.3K
|
43.4K
$439K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-839- 5.85% |
$27.1K - $31.6K
|
13.5K
$137K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-845- 18.27% |
$27.3K - $31.9K
|
3.78K
$38.3K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-857- 6.65% |
$27.7K - $32.3K
|
12K
$122K
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-868- 2.65% |
$28.1K - $32.7K
|
31.8K
$322K
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
SELL
|
- |
-880- 1.39% |
$28.5K - $33.2K
|
62.5K
$632K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-899- 9.69% |
$29.1K - $33.9K
|
8.38K
$84.8K
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-900- 6.49% |
$29.1K - $33.9K
|
13K
$131K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-950- 56.72% |
$30.7K - $35.8K
|
725
$7.34K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-954- 2.39% |
$30.8K - $36K
|
38.9K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-981- 1.32% |
$31.7K - $37K
|
73.5K
$744K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-984- 56.13% |
$31.8K - $37.1K
|
769
$7.78K
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-999- 14.25% |
$32.3K - $37.7K
|
6.01K
$60.8K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 2.92% |
$32.3K - $37.7K
|
33.3K
$337K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.03K- 21.41% |
$33.2K - $38.7K
|
3.77K
$38.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.05K- 1.34% |
$33.9K - $39.6K
|
77.1K
$781K
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.06K- 4.2% |
$34.1K - $39.8K
|
24K
$243K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-1.06K- 4.08% |
$34.2K - $39.9K
|
24.9K
$252K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-1.09K- 25.21% |
$35.3K - $41.2K
|
3.24K
$32.8K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.1K- 3.51% |
$35.6K - $41.5K
|
30.2K
$306K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.18K- 5.62% |
$38.1K - $44.4K
|
19.8K
$200K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.18K- 0.94% |
$38.1K - $44.5K
|
125K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.18K- 16.82% |
$38.2K - $44.6K
|
5.85K
$59.2K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.18K- 12.65% |
$38.3K - $44.6K
|
8.17K
$82.7K
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
SELL
|
- |
-1.2K- 2.68% |
$38.6K - $45.1K
|
43.3K
$439K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.2K- 15.73% |
$38.8K - $45.2K
|
6.42K
$65K
|
|
|
May 03, 2023
Q1 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.23K- 1.14% |
$39.6K - $46.2K
|
106K
$1.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-1.3K- 4.05% |
$42K - $49K
|
30.8K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.3K- 10.61% |
$42K - $49K
|
11K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.36K- 4.88% |
$43.8K - $51.1K
|
26.4K
$267K
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.37K- 4.77% |
$44.2K - $51.6K
|
27.3K
$277K
|
|
|
Apr 10, 2023
Q1 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-1.46K- 6.39% |
$47K - $54.9K
|
21.3K
$216K
|