Purchases and Sales Made in Q2 2023 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
963+ 23.32% |
$141K - $152K
|
5.09K
$483K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
961+ 1.3% |
$140K - $152K
|
75.1K
$7.12M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
961+ 1.3% |
$140K - $152K
|
75.1K
$7.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
960+ 2.6% |
$140K - $151K
|
37.8K
$3.58M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
948+ 28.54% |
$138K - $150K
|
4.27K
$405K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
943New |
$138K - $149K
|
943
$89.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
941+ 13.08% |
$137K - $148K
|
8.13K
$771K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
940+ 26.43% |
$137K - $148K
|
4.5K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
935New |
$137K - $147K
|
935
$88.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
934+ 16.85% |
$136K - $147K
|
6.48K
$614K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
924+ 14.25% |
$135K - $146K
|
7.41K
$702K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
924+ 15.05% |
$135K - $146K
|
7.07K
$669K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
919+ 46.56% |
$134K - $145K
|
2.89K
$274K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
917+ 2.11% |
$134K - $145K
|
44.3K
$4.2M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
917+ 2.11% |
$134K - $145K
|
44.3K
$4.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
915+ 4.67% |
$134K - $144K
|
20.5K
$1.94M
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
912New |
$133K - $144K
|
912
$86.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
909+ 11.96% |
$133K - $143K
|
8.51K
$806K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
897+ 7.62% |
$131K - $141K
|
12.7K
$1.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
887+ 1.34% |
$130K - $140K
|
67.1K
$6.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
884+ 0.47% |
$129K - $139K
|
191K
$18.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
880+ 16.97% |
$129K - $139K
|
6.07K
$575K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
877+ 7.51% |
$128K - $138K
|
12.6K
$1.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
869+ 2.34% |
$127K - $137K
|
37.9K
$3.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
BUY
|
- |
869+ 22.12% |
$127K - $137K
|
4.8K
$455K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
864+ 2.98% |
$126K - $136K
|
29.8K
$2.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
861+ 48.34% |
$126K - $136K
|
2.64K
$250K
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
858+ 1.3% |
$125K - $135K
|
66.7K
$6.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
852+ 13.25% |
$124K - $134K
|
7.28K
$690K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
846+ 3.76% |
$124K - $133K
|
23.4K
$2.21M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
841+ 6.8% |
$123K - $133K
|
13.2K
$1.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
840+ 9.69% |
$123K - $132K
|
9.51K
$901K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
831+ 5.99% |
$121K - $131K
|
14.7K
$1.39M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
829+ 0.86% |
$121K - $131K
|
97.6K
$9.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
828+ 0.5% |
$121K - $131K
|
166K
$15.7M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
828+ 4.42% |
$121K - $131K
|
19.5K
$1.85M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
825+ 1.63% |
$120K - $130K
|
51.5K
$4.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
824+ 10.56% |
$120K - $130K
|
8.63K
$818K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
820+ 0.73% |
$120K - $129K
|
114K
$10.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
817+ 9.16% |
$119K - $129K
|
9.74K
$923K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
816+ 14.08% |
$119K - $129K
|
6.61K
$626K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
815+ 3.74% |
$119K - $129K
|
22.6K
$2.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
815+ 3.07% |
$119K - $129K
|
27.4K
$2.59M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
815+ 1.79% |
$119K - $129K
|
46.4K
$4.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
811+ 0.94% |
$118K - $128K
|
86.7K
$8.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
796+ 5.1% |
$116K - $126K
|
16.4K
$1.56M
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
791+ 2.37% |
$116K - $125K
|
34.2K
$3.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
790+ 22.24% |
$115K - $125K
|
4.34K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
785+ 44.58% |
$115K - $124K
|
2.55K
$241K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
774+ 21.23% |
$113K - $122K
|
4.42K
$419K
|