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 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-71- 2.41% |
$9.72K - $10.5K
|
2.88K
$295K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-72- 3.82% |
$9.86K - $10.6K
|
1.82K
$186K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-72- 1.58% |
$9.86K - $10.6K
|
4.49K
$460K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-72- 2.85% |
$9.86K - $10.6K
|
2.46K
$252K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-74- 12.25% |
$10.1K - $10.9K
|
530
$54.3K
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-74- 2.49% |
$10.1K - $10.9K
|
2.9K
$297K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-75- 3.1% |
$10.3K - $11.1K
|
2.35K
$241K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-76- 0.25% |
$10.4K - $11.2K
|
29.9K
$3.07M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-77- 1.38% |
$10.5K - $11.4K
|
5.49K
$562K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-79- 2.46% |
$10.8K - $11.6K
|
3.13K
$320K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-80- 5.17% |
$11K - $11.8K
|
1.47K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-80- 0.3% |
$11K - $11.8K
|
26.3K
$2.69M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-81- 0.49% |
$11.1K - $11.9K
|
16.3K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-81- 0.78% |
$11.1K - $11.9K
|
10.3K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-83- 1.41% |
$11.4K - $12.2K
|
5.79K
$594K
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-85- 1.42% |
$11.6K - $12.5K
|
5.9K
$604K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-87- 0.82% |
$11.9K - $12.8K
|
10.5K
$1.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-88- 1.1% |
$12.1K - $13K
|
7.89K
$808K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-88- 0.88% |
$12.1K - $13K
|
9.87K
$1.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-89- 5.2% |
$12.2K - $13.1K
|
1.62K
$166K
|
|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-89- 0.38% |
$12.2K - $13.1K
|
23.4K
$2.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-90- 0.7% |
$12.3K - $13.3K
|
12.8K
$1.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-90- 60.0% |
$12.3K - $13.3K
|
60
$6.15K
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-91- 2.91% |
$12.5K - $13.4K
|
3.03K
$311K
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-93- 3.16% |
$12.7K - $13.7K
|
2.85K
$292K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-93- 1.87% |
$12.7K - $13.7K
|
4.87K
$499K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-93- 1.78% |
$12.7K - $13.7K
|
5.14K
$526K
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-93- 1.32% |
$12.7K - $13.7K
|
6.97K
$715K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-94- 4.92% |
$12.9K - $13.9K
|
1.82K
$186K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-94- 1.49% |
$12.9K - $13.9K
|
6.22K
$637K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-95- 0.85% |
$13K - $14K
|
11.1K
$1.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-96- 1.26% |
$13.1K - $14.2K
|
7.53K
$771K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-96- 1.32% |
$13.1K - $14.2K
|
7.2K
$737K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-96- 9.07% |
$13.1K - $14.2K
|
963
$98.7K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-96- 2.94% |
$13.1K - $14.2K
|
3.17K
$325K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-96- 2.72% |
$13.1K - $14.2K
|
3.43K
$351K
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-97- 2.11% |
$13.3K - $14.3K
|
4.49K
$461K
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-97- 0.54% |
$13.3K - $14.3K
|
17.9K
$1.83M
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-98- 5.89% |
$13.4K - $14.5K
|
1.57K
$160K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-98- 1.67% |
$13.4K - $14.5K
|
5.75K
$590K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-99- 4.01% |
$13.6K - $14.6K
|
2.37K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-99- 2.11% |
$13.6K - $14.6K
|
4.6K
$471K
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-100- 6.52% |
$13.7K - $14.7K
|
1.43K
$147K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-100- 0.61% |
$13.7K - $14.7K
|
16.4K
$1.68M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-100- 6.38% |
$13.7K - $14.7K
|
1.47K
$150K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-100- 1.22% |
$13.7K - $14.7K
|
8.12K
$832K
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-100- 0.98% |
$13.7K - $14.7K
|
10.1K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 1.59% |
$13.7K - $14.7K
|
6.18K
$633K
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-100- 5.98% |
$13.7K - $14.7K
|
1.57K
$161K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-107- 3.83% |
$14.7K - $15.8K
|
2.69K
$275K
|