Purchases and Sales Made in Q1 2023 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q1 2023. The information is specifically focused on institutions that hold shares of Walmart Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.31K+ 4.12% |
$317K - $341K
|
58.4K
$6.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2.3K+ 5.1% |
$314K - $339K
|
47.3K
$4.87M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.3K+ 65.36% |
$314K - $339K
|
5.81K
$598K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.27KNew |
$311K - $335K
|
2.27K
$234K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.27K+ 130.69% |
$311K - $335K
|
4.01K
$412K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.24K+ 4.6% |
$306K - $330K
|
50.9K
$5.24M
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.24K+ 2.12% |
$306K - $330K
|
108K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.22K+ 13.96% |
$304K - $327K
|
18.1K
$1.87M
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
2.22KNew |
$304K - $327K
|
2.22K
$228K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.22K+ 13.42% |
$303K - $327K
|
18.7K
$1.93M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.21K+ 2.39% |
$303K - $326K
|
94.7K
$9.75M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.2K+ 21.61% |
$301K - $324K
|
12.4K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.2KNew |
$301K - $324K
|
2.2K
$226K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.17KNew |
$297K - $320K
|
2.17K
$223K
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
2.17KNew |
$297K - $320K
|
2.17K
$223K
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
2.16KNew |
$296K - $318K
|
2.16K
$222K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.16KNew |
$296K - $318K
|
2.16K
$222K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
2.16K+ 9.62% |
$295K - $318K
|
24.6K
$2.53M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.15KNew |
$294K - $316K
|
2.15K
$221K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.13K+ 4.01% |
$292K - $314K
|
55.2K
$5.69M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.13K+ 19.37% |
$292K - $314K
|
13.1K
$1.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
2.12KNew |
$291K - $313K
|
2.12K
$218K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.11K+ 5.6% |
$289K - $311K
|
39.8K
$4.09M
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.1KNew |
$287K - $309K
|
2.1K
$216K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.1K+ 6.24% |
$287K - $309K
|
35.7K
$3.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.09K+ 39.27% |
$287K - $309K
|
7.43K
$764K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
2.07KNew |
$284K - $306K
|
2.07K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.07K+ 5.92% |
$284K - $306K
|
37.1K
$3.82M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.07K+ 5.04% |
$283K - $304K
|
43K
$4.43M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.05K+ 12.5% |
$281K - $302K
|
18.5K
$1.9M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.01K+ 4.77% |
$275K - $296K
|
44.2K
$4.54M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.01K+ 64.25% |
$275K - $296K
|
5.14K
$529K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1.99K+ 1.53% |
$272K - $293K
|
132K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.99K+ 73.66% |
$272K - $293K
|
4.69K
$482K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.98K+ 5.32% |
$272K - $293K
|
39.3K
$4.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.97KNew |
$270K - $290K
|
1.97K
$203K
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.95K+ 3.21% |
$267K - $288K
|
62.7K
$6.45M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.93K+ 4.75% |
$264K - $285K
|
42.6K
$4.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.93K+ 3.24% |
$264K - $284K
|
61.3K
$6.31M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
1.91KNew |
$262K - $282K
|
1.91K
$197K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.91K+ 2.15% |
$262K - $282K
|
91.1K
$9.37M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 6.6% |
$261K - $281K
|
30.8K
$3.17M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.9KNew |
$260K - $280K
|
1.9K
$196K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.9K+ 100.0% |
$260K - $280K
|
3.8K
$391K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
1.9K+ 11.3% |
$260K - $280K
|
18.7K
$1.93M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.89K+ 1.55% |
$259K - $279K
|
124K
$12.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.88KNew |
$257K - $277K
|
1.88K
$193K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.88K+ 5.36% |
$257K - $277K
|
36.9K
$3.8M
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.87K+ 6.53% |
$256K - $275K
|
30.4K
$3.13M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.86KNew |
$255K - $275K
|
1.86K
$192K
|