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 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-108- 2.16% |
$14.8K - $15.9K
|
4.9K
$502K
|
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-108- 2.55% |
$14.8K - $15.9K
|
4.12K
$422K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-108- 1.14% |
$14.8K - $15.9K
|
9.37K
$960K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-109- 2.05% |
$14.9K - $16.1K
|
5.21K
$534K
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-111- 1.06% |
$15.2K - $16.4K
|
10.4K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-111- 0.68% |
$15.2K - $16.4K
|
16.1K
$1.65M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-113- 4.8% |
$15.5K - $16.7K
|
2.24K
$230K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-113- 0.26% |
$15.5K - $16.7K
|
43.2K
$4.43M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-114- 12.84% |
$15.6K - $16.8K
|
774
$79.3K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-114- 3.15% |
$15.6K - $16.8K
|
3.51K
$359K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-114- 2.7% |
$15.6K - $16.8K
|
4.11K
$421K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-115- 0.92% |
$15.8K - $17K
|
12.4K
$1.27M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-115- 5.77% |
$15.8K - $17K
|
1.88K
$193K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-116- 4.82% |
$15.9K - $17.1K
|
2.29K
$235K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-117- 3.57% |
$16K - $17.3K
|
3.16K
$324K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-118- 5.36% |
$16.2K - $17.4K
|
2.08K
$214K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-118- 0.98% |
$16.2K - $17.4K
|
11.9K
$1.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-120- 1.84% |
$16.4K - $17.7K
|
6.42K
$658K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-120- 3.73% |
$16.4K - $17.7K
|
3.1K
$318K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-120- 4.97% |
$16.4K - $17.7K
|
2.3K
$235K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-120- 0.14% |
$16.4K - $17.7K
|
85.7K
$8.78M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-121- 0.36% |
$16.6K - $17.8K
|
33.4K
$3.43M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-121- 7.82% |
$16.6K - $17.8K
|
1.43K
$146K
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-122- 2.94% |
$16.7K - $18K
|
4.03K
$413K
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-122- 6.09% |
$16.7K - $18K
|
1.88K
$193K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-123- 1.58% |
$16.8K - $18.1K
|
7.67K
$786K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-123- 4.41% |
$16.8K - $18.1K
|
2.67K
$273K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-125- 2.31% |
$17.1K - $18.4K
|
5.3K
$543K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-125- 1.22% |
$17.1K - $18.4K
|
10.1K
$1.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-125- 2.12% |
$17.1K - $18.4K
|
5.77K
$591K
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-125- 1.33% |
$17.1K - $18.4K
|
9.24K
$947K
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-125- 0.33% |
$17.1K - $18.4K
|
37.6K
$3.85M
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-125- 1.63% |
$17.1K - $18.4K
|
7.55K
$774K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-126- 3.89% |
$17.3K - $18.6K
|
3.11K
$319K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-126- 6.61% |
$17.3K - $18.6K
|
1.78K
$182K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-128- 0.73% |
$17.5K - $18.9K
|
17.4K
$1.78M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-128- 2.15% |
$17.5K - $18.9K
|
5.82K
$596K
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-128- 4.67% |
$17.5K - $18.9K
|
2.61K
$268K
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-129- 1.27% |
$17.7K - $19K
|
10K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-129- 0.35% |
$17.7K - $19K
|
36.6K
$3.75M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-129- 1.96% |
$17.7K - $19K
|
6.47K
$662K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-133- 0.66% |
$18.2K - $19.6K
|
20.1K
$2.06M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-134- 8.42% |
$18.4K - $19.8K
|
1.46K
$149K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-135- 1.09% |
$18.5K - $19.9K
|
12.3K
$1.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-137- 6.04% |
$18.8K - $20.2K
|
2.13K
$219K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-137- 0.88% |
$18.8K - $20.2K
|
15.5K
$1.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-137- 6.24% |
$18.8K - $20.2K
|
2.06K
$211K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-138- 0.43% |
$18.9K - $20.3K
|
31.8K
$3.26M
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-139- 6.96% |
$19K - $20.5K
|
1.86K
$190K
|
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-140- 2.31% |
$19.2K - $20.6K
|
5.91K
$606K
|