Institutional Owners for WBA
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
RIA ADVISORY GROUP LLC COM 1551 $369,632 5,703 0.00 5,703 +Inf 12-31-2023
SANDY SPRING BANK COM 1552 $122,088 5,628 0.00 0.00 -3,000 -34.77 03-31-2024
GHP INVESTMENT ADVISORS INC COM 1553 $185,245 5,357 0.00 0.02 -2,385 -30.81 03-31-2023
ROOSEVELT INVESTMENT GROUP LLC COM 1554 $201,000 5,292 0.01 0.01 0 0.00 06-30-2022
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