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 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.52K+ 12.24% |
$209K - $225K
|
14K
$1.47M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
1.51KNew |
$206K - $222K
|
1.51K
$158K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
1.51K+ 23.3% |
$206K - $222K
|
7.97K
$837K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$205K - $221K
|
1.5K
$157K
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.49K+ 2.32% |
$205K - $220K
|
65.8K
$6.91M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.49K+ 81.53% |
$204K - $220K
|
3.32K
$349K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.48K+ 0.38% |
$203K - $218K
|
391K
$41.1M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.48KNew |
$203K - $218K
|
1.48K
$155K
|
|
|
May 12, 2023
Q1 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1.48K+ 8.0% |
$202K - $218K
|
20K
$2.1M
|
|
|
May 04, 2023
Q1 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
1.47KNew |
$202K - $217K
|
1.47K
$155K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 9.47% |
$201K - $217K
|
17K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.46KNew |
$200K - $216K
|
1.46K
$154K
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.46K+ 69.47% |
$199K - $215K
|
3.55K
$373K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.45KNew |
$198K - $213K
|
1.45K
$152K
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
1.44KNew |
$198K - $213K
|
1.44K
$151K
|
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1.44KNew |
$197K - $212K
|
1.44K
$151K
|
|
|
May 08, 2023
Q1 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
1.43KNew |
$196K - $211K
|
1.43K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.43K+ 9.56% |
$196K - $211K
|
16.4K
$1.72M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.43KNew |
$196K - $211K
|
1.43K
$150K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.42KNew |
$195K - $210K
|
1.42K
$149K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.42K+ 1.37% |
$194K - $209K
|
105K
$11M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.4KNew |
$192K - $207K
|
1.4K
$147K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.4K+ 0.71% |
$192K - $206K
|
198K
$20.8M
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.4KNew |
$192K - $206K
|
1.4K
$147K
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.4K+ 51.25% |
$192K - $206K
|
4.13K
$434K
|
|
|
May 01, 2023
Q1 2023
|
F
|
BUY
|
- |
1.4KNew |
$192K - $206K
|
1.4K
$147K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
BUY
|
- |
1.4KNew |
$191K - $206K
|
1.4K
$147K
|
|
|
May 15, 2023
Q1 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
1.39KNew |
$191K - $205K
|
1.39K
$146K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.39K+ 8.33% |
$191K - $205K
|
18.1K
$1.9M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.39KNew |
$191K - $205K
|
1.39K
$146K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
1.39KNew |
$190K - $205K
|
1.39K
$146K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
1.38KNew |
$189K - $203K
|
1.38K
$145K
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.38KNew |
$189K - $203K
|
1.38K
$145K
|
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
1.38KNew |
$188K - $203K
|
1.38K
$145K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.37K+ 9.27% |
$188K - $202K
|
16.1K
$1.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.37KNew |
$187K - $202K
|
1.37K
$144K
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.36KNew |
$186K - $201K
|
1.36K
$143K
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.36KNew |
$186K - $200K
|
1.36K
$143K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.34K+ 0.81% |
$183K - $197K
|
166K
$17.5M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.32K+ 5.24% |
$181K - $195K
|
26.5K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.32K+ 31.1% |
$181K - $194K
|
5.56K
$584K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
1.31K+ 45.39% |
$180K - $194K
|
4.21K
$442K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.31K+ 14.94% |
$179K - $193K
|
10.1K
$1.06M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.3K+ 53.4% |
$178K - $192K
|
3.74K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
1.3K+ 88.2% |
$178K - $192K
|
2.78K
$292K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.29K+ 14.99% |
$177K - $191K
|
9.92K
$1.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.29K+ 16.0% |
$177K - $190K
|
9.36K
$983K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.26K+ 35.44% |
$173K - $186K
|
4.82K
$506K
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 7.32% |
$171K - $184K
|
18.3K
$1.93M
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.25K+ 31.53% |
$171K - $184K
|
5.21K
$547K
|