Purchases and Sales Made in Q2 2023 in Walgreens Boots Alliance, Inc. (WBA)
This table provides information about the institutional ownership of Walgreens Boots Alliance, Inc. (WBA) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
3+ 0.11% |
$85.1 - $109
|
2.74K
$27.7K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 25.0% |
$85.1 - $109
|
15
$152
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.67% |
$56.7 - $72.6
|
299
$3.03K
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.16% |
$56.7 - $72.6
|
1.23K
$12.4K
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2+ 0.02% |
$56.7 - $72.6
|
9.09K
$92K
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2+ 0.7% |
$56.7 - $72.6
|
287
$2.9K
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.37% |
$56.7 - $72.6
|
148
$1.5K
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
1+ 0.01% |
$28.4 - $36.3
|
7.48K
$75.7K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$28.4 - $36.3
|
2.68K
$27.1K
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.63% |
$28.4 - $36.3
|
39
$395
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 1.3% |
$28.4 - $36.3
|
76
$769
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4- 0.13% |
$113 - $145
|
3.08K
$31.1K
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-6- 2.4% |
$170 - $218
|
244
$2.47K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7- 20.0% |
$199 - $254
|
28
$283
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10- 4.76% |
$284 - $363
|
200
$2.02K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 0.69% |
$397 - $508
|
2K
$20.3K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-22- 0.14% |
$624 - $799
|
15.3K
$155K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23- 0.6% |
$653 - $835
|
3.83K
$38.7K
|
|
Aug 08, 2023
Q2 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-26- 0.12% |
$738 - $944
|
21.3K
$216K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-34- 0.37% |
$965 - $1.23K
|
9.2K
$93.1K
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-35- 0.02% |
$993 - $1.27K
|
215K
$2.18M
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-35- 0.3% |
$993 - $1.27K
|
11.7K
$119K
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-39- 7.57% |
$1.11K - $1.42K
|
476
$4.82K
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-47- 0.36% |
$1.33K - $1.71K
|
12.9K
$131K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-47- 97.92% |
$1.33K - $1.71K
|
1
$10.1
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-49- 8.73% |
$1.39K - $1.78K
|
512
$5.18K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-50- 4.46% |
$1.42K - $1.82K
|
1.07K
$10.8K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-57- 12.9% |
$1.62K - $2.07K
|
385
$3.9K
|
|
Jul 20, 2023
Q2 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-60- 0.32% |
$1.7K - $2.18K
|
18.8K
$190K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-62- 33.7% |
$1.76K - $2.25K
|
122
$1.23K
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-63- 3.05% |
$1.79K - $2.29K
|
2K
$20.2K
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-71- 0.57% |
$2.01K - $2.58K
|
12.5K
$126K
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-75- 0.09% |
$2.13K - $2.72K
|
87.9K
$890K
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-80- 0.74% |
$2.27K - $2.9K
|
10.7K
$108K
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-83- 0.16% |
$2.35K - $3.01K
|
50.9K
$515K
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-83- 0.91% |
$2.35K - $3.01K
|
9.02K
$91.2K
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-87- 11.82% |
$2.47K - $3.16K
|
649
$6.57K
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-90- 1.1% |
$2.55K - $3.27K
|
8.1K
$82K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-94- 3.23% |
$2.67K - $3.41K
|
2.82K
$28.5K
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-94- 5.32% |
$2.67K - $3.41K
|
1.67K
$16.9K
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-96- 1.89% |
$2.72K - $3.49K
|
4.98K
$50.4K
|
|
Aug 01, 2023
Q2 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-100- 0.3% |
$2.84K - $3.63K
|
32.9K
$333K
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-100- 19.08% |
$2.84K - $3.63K
|
424
$4.29K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 6.9% |
$2.84K - $3.63K
|
1.35K
$13.7K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-106- 5.39% |
$3.01K - $3.85K
|
1.86K
$18.8K
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-113- 1.39% |
$3.21K - $4.1K
|
7.99K
$80.9K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-125- 6.83% |
$3.55K - $4.54K
|
1.71K
$17.3K
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-125- 0.1% |
$3.55K - $4.54K
|
119K
$1.2M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-126- 3.06% |
$3.57K - $4.58K
|
3.99K
$40.4K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-126- 3.06% |
$3.57K - $4.58K
|
3.99K
$40.4K
|