Purchases and Sales Made in Q2 2023 in Walmart Inc. (WMT)

WMT Quotes by TradingView

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 14, 2023 Q2 2023
Herold Advisors, Inc.

BUY
 -
628
+ 2.45%
$91.7K - $99.1K
26.3K $2.49M
Jul 21, 2023 Q2 2023
Northern Financial Advisors Inc

Bloomfield Hills, MI
BUY
 -
628
+ 7.04%
$91.7K - $99.1K
9.55K $906K
Jul 27, 2023 Q2 2023
Caliber Wealth Management, LLC

BUY
 -
624
+ 4.73%
$91.1K - $98.4K
13.8K $1.31M
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
622
+ 4.85%
$90.8K - $98.1K
13.5K $1.28M
Feb 13, 2025 Q2 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
621
+ 11.43%
$90.7K - $98K
6.05K $574K
Jul 20, 2023 Q2 2023
Allred Capital Management, LLC

Dallas, TX
BUY
 -
619
+ 4.5%
$90.4K - $97.6K
14.4K $1.36M
Jul 17, 2023 Q2 2023
Sterling Investment Counsel, LLC

BUY
 -
615
+ 6.39%
$89.8K - $97K
10.2K $971K
Jul 06, 2023 Q2 2023
Prentice Wealth Management LLC

BUY
 -
611
+ 13.89%
$89.2K - $96.4K
5.01K $475K
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
608
+ 4.63%
$88.8K - $95.9K
13.7K $1.3M
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
602
+ 1.21%
$87.9K - $95K
50.3K $4.77M
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
601
+ 0.43%
$87.8K - $94.8K
139K $13.2M
Jul 21, 2023 Q2 2023
Mcdaniel Terry & CO

BUY
 -
600
+ 41.61%
$87.6K - $94.6K
2.04K $194K
Aug 11, 2023 Q2 2023
Beta Wealth Group, Inc.

BUY
 -
600
+ 19.35%
$87.6K - $94.6K
3.7K $351K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
594
+ 1.31%
$86.8K - $93.7K
46.1K $4.37M
Aug 14, 2023 Q2 2023
Ethic Inc.

New York, NY
BUY
 -
593
+ 13.33%
$86.6K - $93.5K
5.04K $478K
Aug 14, 2023 Q2 2023
Clear Street Markets LLC

BUY
 -
593
+ 26.6%
$86.6K - $93.5K
2.82K $268K
Aug 02, 2023 Q2 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
591
+ 10.5%
$86.3K - $93.2K
6.22K $590K
Jul 28, 2023 Q2 2023
Kanawha Capital Management LLC

BUY
 -
588
+ 4.9%
$85.9K - $92.7K
12.6K $1.19M
Jul 25, 2023 Q2 2023
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
579
+ 31.48%
$84.6K - $91.3K
2.42K $229K
Jul 24, 2023 Q2 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
576
+ 3.18%
$84.1K - $90.9K
18.7K $1.77M
Jul 21, 2023 Q2 2023
Meyer Handelman CO

BUY
 -
575
+ 0.24%
$84K - $90.7K
241K $22.8M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
574
+ 0.6%
$83.8K - $90.5K
96.7K $9.17M
Aug 21, 2023 Q2 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
573
+ 556.31%
$83.7K - $90.4K
676 $64.1K
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
568
+ 3.01%
$83K - $89.6K
19.4K $1.84M
Aug 14, 2023 Q2 2023
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
567
+ 27.34%
$82.8K - $89.4K
2.64K $250K
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
565
+ 34.86%
$82.5K - $89.1K
2.19K $207K
Aug 04, 2023 Q2 2023
Liberty One Investment Management, LLC

BUY
 -
562
+ 3.22%
$82.1K - $88.6K
18K $1.71M
Aug 07, 2023 Q2 2023
Live Oak Private Wealth LLC

BUY
 -
562
+ 6.59%
$82.1K - $88.6K
9.09K $862K
Aug 14, 2023 Q2 2023
Meiji Yasuda Life Insurance CO

Tokyo, M0
BUY
 -
551
+ 1.65%
$80.5K - $86.9K
33.9K $3.22M
Jul 13, 2023 Q2 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
549
+ 13.86%
$80.2K - $86.6K
4.51K $428K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
540
+ 39.94%
$78.9K - $85.2K
1.89K $179K
Jul 24, 2023 Q2 2023
Accurate Wealth Management, LLC

BUY
 -
539
+ 6.19%
$78.7K - $85K
9.25K $877K
Aug 04, 2023 Q2 2023
Steward Financial Group LLC

BUY
 -
532
New
$77.7K - $83.9K
532 $50.5K
Aug 10, 2023 Q2 2023
Probity Advisors, Inc.

Dallas, TX
BUY
 -
530
+ 12.66%
$77.4K - $83.6K
4.72K $447K
Aug 14, 2023 Q2 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
521
+ 6.39%
$76.1K - $82.2K
8.67K $822K
Jul 31, 2023 Q2 2023
Principle Wealth Partners LLC

BUY
 -
520
+ 9.27%
$76K - $82K
6.13K $582K
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
520
+ 2.81%
$76K - $82K
19K $1.81M
Aug 01, 2023 Q2 2023
Avestar Capital, LLC

BUY
 -
511
+ 9.82%
$74.6K - $80.6K
5.71K $542K
Aug 02, 2023 Q2 2023
Jacobsen Capital Management

BUY
 -
511
+ 23.66%
$74.6K - $80.6K
2.67K $253K
Aug 04, 2023 Q2 2023
Smith, Salley & Associates

BUY
 -
510
+ 16.8%
$74.5K - $80.4K
3.55K $336K
Aug 11, 2023 Q2 2023
Fort, L.P.

Chevy Chase, MD
BUY
 -
507
+ 36.85%
$74.1K - $80K
1.88K $179K
Aug 11, 2023 Q2 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
504
+ 8.23%
$73.6K - $79.5K
6.63K $628K
Jul 28, 2023 Q2 2023
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
503
+ 1.73%
$73.5K - $79.3K
29.5K $2.8M
Jul 26, 2023 Q2 2023
State Of Michigan Retirement System

BUY
 -
500
+ 0.13%
$73K - $78.9K
386K $36.6M
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
499
+ 2.6%
$72.9K - $78.7K
19.7K $1.87M
Aug 10, 2023 Q2 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
495
+ 7.29%
$72.3K - $78.1K
7.28K $691K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
494
+ 14.56%
$72.2K - $77.9K
3.89K $369K
Jul 20, 2023 Q2 2023
Baugh & Associates, LLC

BUY
 -
490
+ 1.42%
$71.6K - $77.3K
35K $3.32M
Aug 02, 2023 Q2 2023
Gw Henssler & Associates LTD

BUY
 -
490
+ 0.39%
$71.6K - $77.3K
127K $12.1M

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