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 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.42% |
$822 - $885
|
1.44K
$147K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
5+ 0.33% |
$685 - $737
|
1.53K
$157K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.06% |
$685 - $737
|
8.13K
$833K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
5+ 0.3% |
$685 - $737
|
1.66K
$170K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
5+ 0.05% |
$685 - $737
|
10K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
5+ 0.34% |
$685 - $737
|
1.48K
$152K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5+ 0.01% |
$685 - $737
|
51.2K
$5.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4+ 0.07% |
$548 - $590
|
5.59K
$573K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 0.08% |
$548 - $590
|
4.96K
$509K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 1.12% |
$548 - $590
|
360
$36.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
4+ 0.19% |
$548 - $590
|
2.13K
$218K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4+ 80.0% |
$548 - $590
|
9
$922
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4+ 0.17% |
$548 - $590
|
2.39K
$245K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.05% |
$548 - $590
|
8.61K
$882K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4+ 0.18% |
$548 - $590
|
2.22K
$227K
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4+ 0.24% |
$548 - $590
|
1.66K
$170K
|
|
|
May 15, 2023
Q1 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
4+ 0.02% |
$548 - $590
|
23.8K
$2.44M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4+ 0.02% |
$548 - $590
|
24K
$2.46M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.21% |
$411 - $442
|
1.42K
$146K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
3+ 0.06% |
$411 - $442
|
4.63K
$475K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
3+ 0.11% |
$411 - $442
|
2.77K
$284K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
3+ 0.11% |
$411 - $442
|
2.8K
$287K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3+ 0.11% |
$411 - $442
|
2.62K
$269K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3+ 0.05% |
$411 - $442
|
6.36K
$652K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.43% |
$411 - $442
|
698
$71.5K
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3+ 0.11% |
$411 - $442
|
2.62K
$269K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2+ 0.06% |
$274 - $295
|
3.46K
$355K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
2+ 0.18% |
$274 - $295
|
1.12K
$115K
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2+ 0.11% |
$274 - $295
|
1.8K
$184K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2+ 0.4% |
$274 - $295
|
498
$51K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.12% |
$274 - $295
|
1.64K
$168K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.06% |
$274 - $295
|
3.55K
$363K
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.13% |
$274 - $295
|
1.51K
$154K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$274 - $295
|
18.9K
$1.94M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2+ 0.07% |
$274 - $295
|
2.85K
$292K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2+ 0.03% |
$274 - $295
|
6.18K
$633K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.08% |
$274 - $295
|
2.59K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
2+ 0.13% |
$274 - $295
|
1.59K
$163K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2+ 0.06% |
$274 - $295
|
3.52K
$361K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.02% |
$274 - $295
|
12.6K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1+ 0.08% |
$137 - $147
|
1.3K
$133K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.01% |
$137 - $147
|
16.9K
$1.73M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$137 - $147
|
3.18K
$326K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.06% |
$137 - $147
|
1.74K
$178K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$137 - $147
|
3.73K
$383K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$137 - $147
|
3.34K
$342K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$137 - $147
|
1.43K
$147K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$137 - $147
|
2.69K
$276K
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 0.78% |
$137 - $147
|
130
$13.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$137 - $147
|
4.32K
$442K
|