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 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
194+ 0.71% |
$28.3K - $30.6K
|
27.6K
$2.69M
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
190+ 3.64% |
$27.8K - $30K
|
5.41K
$528K
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
189+ 11.16% |
$27.6K - $29.8K
|
1.88K
$184K
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
188+ 3.13% |
$27.5K - $29.7K
|
6.19K
$603K
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
187+ 5.56% |
$27.3K - $29.5K
|
3.55K
$346K
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
186+ 13.7% |
$27.2K - $29.3K
|
1.54K
$151K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
185+ 9.48% |
$27K - $29.2K
|
2.14K
$208K
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
184+ 5.67% |
$26.9K - $29K
|
3.43K
$335K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
181+ 1.44% |
$26.4K - $28.5K
|
12.7K
$1.24M
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
180+ 6.83% |
$26.3K - $28.4K
|
2.82K
$275K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
179+ 9.84% |
$26.1K - $28.2K
|
2K
$195K
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
178+ 3.18% |
$26K - $28.1K
|
5.77K
$563K
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
176New |
$25.7K - $27.8K
|
176
$17.2K
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
176+ 0.89% |
$25.7K - $27.8K
|
20K
$1.95M
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
176+ 2.15% |
$25.7K - $27.8K
|
8.38K
$817K
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
175+ 9.41% |
$25.6K - $27.6K
|
2.04K
$198K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
172+ 2.25% |
$25.1K - $27.1K
|
7.83K
$763K
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
172+ 0.99% |
$25.1K - $27.1K
|
17.5K
$1.71M
|
|
Aug 09, 2023
Q2 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
172+ 6.67% |
$25.1K - $27.1K
|
2.75K
$268K
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
171+ 5.29% |
$25K - $27K
|
3.41K
$332K
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
171+ 2.34% |
$25K - $27K
|
7.47K
$728K
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
170+ 10.28% |
$24.8K - $26.8K
|
1.82K
$178K
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
169+ 3.73% |
$24.7K - $26.7K
|
4.7K
$458K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
169+ 12.05% |
$24.7K - $26.7K
|
1.57K
$153K
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
167+ 0.98% |
$24.4K - $26.3K
|
17.2K
$1.67M
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
167+ 6.43% |
$24.4K - $26.3K
|
2.77K
$270K
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
166+ 2.36% |
$24.2K - $26.2K
|
7.21K
$703K
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
165+ 7.91% |
$24.1K - $26K
|
2.25K
$219K
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
164+ 4.44% |
$24K - $25.9K
|
3.86K
$376K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
163+ 0.37% |
$23.8K - $25.7K
|
44.2K
$4.31M
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
161+ 0.63% |
$23.5K - $25.4K
|
25.9K
$2.53M
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
159+ 2.28% |
$23.2K - $25.1K
|
7.13K
$695K
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
157+ 3.19% |
$22.9K - $24.8K
|
5.08K
$495K
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
156+ 3.94% |
$22.8K - $24.6K
|
4.12K
$402K
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
154+ 2.25% |
$22.5K - $24.3K
|
7K
$683K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
154+ 3.57% |
$22.5K - $24.3K
|
4.47K
$436K
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
154+ 2.16% |
$22.5K - $24.3K
|
7.29K
$711K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
153+ 38.54% |
$22.3K - $24.1K
|
550
$53.6K
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
150+ 5.51% |
$21.9K - $23.7K
|
2.87K
$280K
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
150+ 7.81% |
$21.9K - $23.7K
|
2.07K
$202K
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
BUY
|
- |
150+ 0.18% |
$21.9K - $23.7K
|
81.6K
$7.96M
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
149+ 8.59% |
$21.8K - $23.5K
|
1.88K
$184K
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
148+ 6.93% |
$21.6K - $23.3K
|
2.29K
$223K
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
147+ 0.28% |
$21.5K - $23.2K
|
53.4K
$5.21M
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
147+ 1.27% |
$21.5K - $23.2K
|
11.7K
$1.14M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
146New |
$21.3K - $23K
|
146
$14.2K
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
145+ 7.28% |
$21.2K - $22.9K
|
2.14K
$208K
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
145+ 1.19% |
$21.2K - $22.9K
|
12.3K
$1.2M
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
142+ 7.73% |
$20.7K - $22.4K
|
1.98K
$193K
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
142+ 9.27% |
$20.7K - $22.4K
|
1.67K
$163K
|