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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-8- 0.15% |
$1.1K - $1.18K
|
5.41K
$554K
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-8- 0.38% |
$1.1K - $1.18K
|
2.09K
$214K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-8- 0.01% |
$1.1K - $1.18K
|
90K
$9.22M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.07% |
$1.1K - $1.18K
|
11.7K
$1.2M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-9- 0.12% |
$1.23K - $1.33K
|
7.62K
$781K
|
|
|
Apr 21, 2023
Q1 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-9- 0.03% |
$1.23K - $1.33K
|
30.2K
$3.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-9- 0.8% |
$1.23K - $1.33K
|
1.11K
$114K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-9- 0.27% |
$1.23K - $1.33K
|
3.3K
$338K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-9- 0.1% |
$1.23K - $1.33K
|
9.42K
$966K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-9- 0.36% |
$1.23K - $1.33K
|
2.47K
$253K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-10- 0.1% |
$1.37K - $1.47K
|
10K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-10- 0.46% |
$1.37K - $1.47K
|
2.15K
$220K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-11- 0.75% |
$1.51K - $1.62K
|
1.46K
$149K
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-11- 0.45% |
$1.51K - $1.62K
|
2.45K
$251K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-11- 1.19% |
$1.51K - $1.62K
|
913
$93.6K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-11- 0.19% |
$1.51K - $1.62K
|
5.8K
$594K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-11- 2.08% |
$1.51K - $1.62K
|
519
$53.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-12- 0.28% |
$1.64K - $1.77K
|
4.3K
$441K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-12- 0.4% |
$1.64K - $1.77K
|
2.99K
$306K
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-12- 0.17% |
$1.64K - $1.77K
|
6.88K
$705K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-12- 0.17% |
$1.64K - $1.77K
|
7.23K
$741K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-13- 0.03% |
$1.78K - $1.92K
|
49.8K
$5.1M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-13- 0.84% |
$1.78K - $1.92K
|
1.53K
$157K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-13- 0.43% |
$1.78K - $1.92K
|
3.01K
$308K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-13- 0.72% |
$1.78K - $1.92K
|
1.8K
$184K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-13- 1.63% |
$1.78K - $1.92K
|
784
$80.3K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-13- 0.69% |
$1.78K - $1.92K
|
1.87K
$192K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-14- 0.24% |
$1.92K - $2.06K
|
5.73K
$587K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-14- 0.33% |
$1.92K - $2.06K
|
4.24K
$435K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-14- 0.08% |
$1.92K - $2.06K
|
17.7K
$1.81M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-15- 0.18% |
$2.05K - $2.21K
|
8.29K
$849K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-15- 0.05% |
$2.05K - $2.21K
|
30.4K
$3.11M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-15- 0.75% |
$2.05K - $2.21K
|
1.98K
$203K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-15- 0.08% |
$2.05K - $2.21K
|
18.5K
$1.9M
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-16- 0.02% |
$2.19K - $2.36K
|
85.5K
$8.76M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-16- 0.63% |
$2.19K - $2.36K
|
2.51K
$257K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-16- 0.21% |
$2.19K - $2.36K
|
7.61K
$779K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-16- 3.51% |
$2.19K - $2.36K
|
440
$45.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-17- 0.85% |
$2.33K - $2.51K
|
1.99K
$204K
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-17- 0.52% |
$2.33K - $2.51K
|
3.28K
$336K
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-18- 0.88% |
$2.47K - $2.65K
|
2.03K
$208K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-18- 1.08% |
$2.47K - $2.65K
|
1.65K
$169K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-19- 0.72% |
$2.6K - $2.8K
|
2.63K
$269K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-19- 0.53% |
$2.6K - $2.8K
|
3.6K
$368K
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-20- 1.4% |
$2.74K - $2.95K
|
1.41K
$144K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-20- 0.29% |
$2.74K - $2.95K
|
6.87K
$704K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-20- 0.52% |
$2.74K - $2.95K
|
3.84K
$394K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-21- 39.62% |
$2.88K - $3.1K
|
32
$3.28K
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-21- 0.25% |
$2.88K - $3.1K
|
8.46K
$867K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-22- 0.05% |
$3.01K - $3.24K
|
46.7K
$4.78M
|