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 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-140- 2.67% |
$19.2K - $20.6K
|
5.11K
$524K
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-143- 3.75% |
$19.6K - $21.1K
|
3.67K
$376K
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-143- 2.33% |
$19.6K - $21.1K
|
5.99K
$613K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-144- 2.02% |
$19.7K - $21.2K
|
7K
$717K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-144- 1.11% |
$19.7K - $21.2K
|
12.8K
$1.31M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-144- 2.7% |
$19.7K - $21.2K
|
5.19K
$532K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-144- 5.47% |
$19.7K - $21.2K
|
2.49K
$255K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-150- 9.99% |
$20.5K - $22.1K
|
1.35K
$138K
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-150- 2.86% |
$20.5K - $22.1K
|
5.09K
$521K
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-150- 0.49% |
$20.5K - $22.1K
|
30.2K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Difesa Capital Management, LP
New York, NY |
SELL
|
- |
-150- 7.47% |
$20.5K - $22.1K
|
1.86K
$190K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-151- 3.08% |
$20.7K - $22.3K
|
4.75K
$487K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-151- 3.08% |
$20.7K - $22.3K
|
4.75K
$487K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-152- 4.37% |
$20.8K - $22.4K
|
3.33K
$341K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-153- 5.5% |
$21K - $22.6K
|
2.63K
$269K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-155- 4.85% |
$21.2K - $22.9K
|
3.04K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-155- 0.35% |
$21.2K - $22.9K
|
44.1K
$4.52M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-155- 2.55% |
$21.2K - $22.9K
|
5.93K
$607K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-155- 3.37% |
$21.2K - $22.9K
|
4.45K
$456K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-159- 2.19% |
$21.8K - $23.4K
|
7.11K
$729K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-159- 64.9% |
$21.8K - $23.4K
|
86
$8.81K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-160- 2.86% |
$21.9K - $23.6K
|
5.44K
$558K
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-161- 6.38% |
$22.1K - $23.7K
|
2.36K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-162- 0.91% |
$22.2K - $23.9K
|
17.6K
$1.81M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-163- 6.57% |
$22.3K - $24K
|
2.32K
$238K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-163- 2.36% |
$22.3K - $24K
|
6.75K
$691K
|
|
|
Apr 14, 2023
Q1 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-164- 1.04% |
$22.5K - $24.2K
|
15.6K
$1.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-165- 4.56% |
$22.6K - $24.3K
|
3.45K
$354K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-165- 2.35% |
$22.6K - $24.3K
|
6.85K
$702K
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-166- 9.12% |
$22.7K - $24.5K
|
1.66K
$170K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-167- 4.8% |
$22.9K - $24.6K
|
3.31K
$339K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-168- 1.13% |
$23K - $24.8K
|
14.7K
$1.5M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-168- 9.57% |
$23K - $24.8K
|
1.59K
$163K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-169- 1.44% |
$23.1K - $24.9K
|
11.6K
$1.18M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-170- 0.41% |
$23.3K - $25.1K
|
41.5K
$4.25M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-170- 3.91% |
$23.3K - $25.1K
|
4.17K
$428K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-170- 3.01% |
$23.3K - $25.1K
|
5.47K
$561K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-171- 10.5% |
$23.4K - $25.2K
|
1.46K
$149K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-173- 1.05% |
$23.7K - $25.5K
|
16.3K
$1.67M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-173- 2.38% |
$23.7K - $25.5K
|
7.1K
$728K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-174- 2.73% |
$23.8K - $25.7K
|
6.19K
$634K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-175- 4.59% |
$24K - $25.8K
|
3.63K
$372K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-175- 10.0% |
$24K - $25.8K
|
1.58K
$161K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-175- 7.63% |
$24K - $25.8K
|
2.12K
$217K
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-175- 8.25% |
$24K - $25.8K
|
1.95K
$199K
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-175- 0.21% |
$24K - $25.8K
|
82.4K
$8.45M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-175- 11.11% |
$24K - $25.8K
|
1.4K
$143K
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-175- 0.58% |
$24K - $25.8K
|
29.8K
$3.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-177- 9.34% |
$24.2K - $26.1K
|
1.72K
$176K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-180- 5.49% |
$24.7K - $26.5K
|
3.1K
$317K
|