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 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
313+ 1.92% |
$45.7K - $49.4K
|
16.6K
$1.62M
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
BUY
|
- |
311+ 13.84% |
$45.4K - $49.1K
|
2.56K
$249K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
309+ 1.76% |
$45.1K - $48.7K
|
17.9K
$1.74M
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
302+ 20.76% |
$44.1K - $47.6K
|
1.76K
$171K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
301New |
$44K - $47.5K
|
301
$29.3K
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
300+ 4.82% |
$43.8K - $47.3K
|
6.53K
$636K
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
300+ 9.26% |
$43.8K - $47.3K
|
3.54K
$345K
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
300+ 4.71% |
$43.8K - $47.3K
|
6.67K
$650K
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
300+ 2.8% |
$43.8K - $47.3K
|
11K
$1.07M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
299+ 2.31% |
$43.7K - $47.2K
|
13.2K
$1.29M
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
296+ 5.64% |
$43.2K - $46.7K
|
5.55K
$541K
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
296+ 0.69% |
$43.2K - $46.7K
|
43.1K
$4.2M
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
295+ 0.97% |
$43.1K - $46.5K
|
30.7K
$2.99M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
294+ 1.38% |
$42.9K - $46.4K
|
21.5K
$2.1M
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
292+ 1.23% |
$42.6K - $46.1K
|
24K
$2.34M
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
291+ 4.18% |
$42.5K - $45.9K
|
7.26K
$707K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
291+ 2.98% |
$42.5K - $45.9K
|
10.1K
$982K
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
291+ 13.96% |
$42.5K - $45.9K
|
2.38K
$232K
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
289+ 1.89% |
$42.2K - $45.6K
|
15.6K
$1.52M
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
285+ 1.51% |
$41.6K - $45K
|
19.2K
$1.87M
|
|
Aug 02, 2023
Q2 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
283+ 19.41% |
$41.3K - $44.6K
|
1.74K
$170K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
283+ 0.2% |
$41.3K - $44.6K
|
143K
$13.9M
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
282+ 2.74% |
$41.2K - $44.5K
|
10.6K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
279+ 6.79% |
$40.8K - $44K
|
4.39K
$428K
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
277+ 1.79% |
$40.5K - $43.7K
|
15.8K
$1.54M
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
277+ 6.69% |
$40.5K - $43.7K
|
4.42K
$431K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
276+ 0.85% |
$40.3K - $43.5K
|
32.6K
$3.18M
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
275+ 1.97% |
$40.2K - $43.4K
|
14.2K
$1.39M
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
273+ 3.09% |
$39.9K - $43.1K
|
9.1K
$888K
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
268+ 3.71% |
$39.1K - $42.3K
|
7.5K
$731K
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
268+ 1.97% |
$39.1K - $42.3K
|
13.9K
$1.35M
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
264+ 4.98% |
$38.6K - $41.6K
|
5.56K
$542K
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
261+ 5.08% |
$38.1K - $41.2K
|
5.4K
$526K
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
261+ 11.91% |
$38.1K - $41.2K
|
2.45K
$239K
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
261+ 7.86% |
$38.1K - $41.2K
|
3.58K
$349K
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
258+ 3.5% |
$37.7K - $40.7K
|
7.62K
$743K
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
255+ 3.91% |
$37.2K - $40.2K
|
6.77K
$660K
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
253+ 1.03% |
$37K - $39.9K
|
24.8K
$2.41M
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
251+ 2.54% |
$36.7K - $39.6K
|
10.1K
$987K
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
251+ 7.54% |
$36.7K - $39.6K
|
3.58K
$349K
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
251+ 4.14% |
$36.7K - $39.6K
|
6.32K
$616K
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
250+ 0.13% |
$36.5K - $39.4K
|
198K
$19.3M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
250+ 14.54% |
$36.5K - $39.4K
|
1.97K
$192K
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
248+ 9.15% |
$36.2K - $39.1K
|
2.96K
$288K
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
246+ 4.41% |
$35.9K - $38.8K
|
5.82K
$568K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
246+ 2.48% |
$35.9K - $38.8K
|
10.2K
$992K
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
246+ 3.13% |
$35.9K - $38.8K
|
8.12K
$791K
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
244+ 7.24% |
$35.6K - $38.5K
|
3.61K
$352K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
244+ 3.36% |
$35.6K - $38.5K
|
7.51K
$732K
|
|
Aug 04, 2023
Q2 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
242+ 2.74% |
$35.3K - $38.2K
|
9.08K
$885K
|