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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
241+ 1.33% |
$35.2K - $38K
|
18.4K
$1.79M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
241+ 12.68% |
$35.2K - $38K
|
2.14K
$209K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
240+ 1.06% |
$35.1K - $37.9K
|
22.8K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
239+ 2.55% |
$34.9K - $37.7K
|
9.61K
$937K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
237+ 0.76% |
$34.6K - $37.4K
|
31.6K
$3.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
236+ 0.42% |
$34.5K - $37.2K
|
55.8K
$5.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
235+ 13.54% |
$34.3K - $37.1K
|
1.97K
$192K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
235+ 1.76% |
$34.3K - $37.1K
|
13.6K
$1.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
234+ 2.82% |
$34.2K - $36.9K
|
8.52K
$831K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
231+ 1.8% |
$33.7K - $36.4K
|
13K
$1.27M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
231+ 4.56% |
$33.7K - $36.4K
|
5.3K
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
231New |
$33.7K - $36.4K
|
231
$22.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
228+ 0.76% |
$33.3K - $36K
|
30.1K
$2.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
227+ 1.54% |
$33.2K - $35.8K
|
15K
$1.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
226+ 0.48% |
$33K - $35.6K
|
47.4K
$4.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
225+ 0.26% |
$32.9K - $35.5K
|
88K
$8.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
224+ 4.36% |
$32.7K - $35.3K
|
5.36K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
224+ 12.06% |
$32.7K - $35.3K
|
2.08K
$203K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
222+ 4.63% |
$32.4K - $35K
|
5.02K
$489K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
220+ 2.55% |
$32.1K - $34.7K
|
8.83K
$861K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
220+ 1.59% |
$32.1K - $34.7K
|
14.1K
$1.37M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
219+ 7.82% |
$32K - $34.5K
|
3.02K
$294K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
219+ 13.35% |
$32K - $34.5K
|
1.86K
$181K
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
219+ 13.05% |
$32K - $34.5K
|
1.9K
$185K
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
219+ 15.62% |
$32K - $34.5K
|
1.62K
$158K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
218+ 4.16% |
$31.8K - $34.4K
|
5.46K
$532K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
217+ 1.6% |
$31.7K - $34.2K
|
13.8K
$1.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
216New |
$31.5K - $34.1K
|
216
$21.1K
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
215+ 8.11% |
$31.4K - $33.9K
|
2.87K
$279K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
215+ 5.97% |
$31.4K - $33.9K
|
3.81K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
215+ 11.24% |
$31.4K - $33.9K
|
2.13K
$207K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
214+ 4.08% |
$31.3K - $33.8K
|
5.46K
$532K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
209+ 0.89% |
$30.5K - $33K
|
23.7K
$2.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
207+ 0.88% |
$30.2K - $32.7K
|
23.6K
$2.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
206+ 6.01% |
$30.1K - $32.5K
|
3.63K
$354K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
205+ 2.07% |
$29.9K - $32.3K
|
10.1K
$987K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
202+ 11.48% |
$29.5K - $31.9K
|
1.96K
$191K
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 1.46% |
$29.2K - $31.5K
|
13.9K
$1.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
200+ 6.45% |
$29.2K - $31.5K
|
3.3K
$322K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
200+ 8.24% |
$29.2K - $31.5K
|
2.63K
$256K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
200+ 3.67% |
$29.2K - $31.5K
|
5.64K
$550K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
200+ 6.9% |
$29.2K - $31.5K
|
3.1K
$302K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
199+ 8.5% |
$29.1K - $31.4K
|
2.54K
$248K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
198+ 5.03% |
$28.9K - $31.2K
|
4.14K
$403K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
198+ 0.64% |
$28.9K - $31.2K
|
31.2K
$3.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
197+ 0.73% |
$28.8K - $31.1K
|
27.3K
$2.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
196+ 10.68% |
$28.6K - $30.9K
|
2.03K
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
196+ 7.06% |
$28.6K - $30.9K
|
2.97K
$290K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
195+ 1.86% |
$28.5K - $30.8K
|
10.7K
$1.04M
|
|
|
Jul 11, 2023
Q2 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
194+ 6.53% |
$28.3K - $30.6K
|
3.16K
$308K
|