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 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 1.01% |
$292 - $315
|
200
$20.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
2+ 0.08% |
$292 - $315
|
2.43K
$250K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 0.98% |
$292 - $315
|
207
$21.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.07% |
$292 - $315
|
2.9K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
2+ 0.13% |
$292 - $315
|
1.59K
$163K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$292 - $315
|
8.11K
$834K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2+ 0.06% |
$292 - $315
|
3.52K
$362K
|
|
|
Aug 18, 2023
Q2 2023
|
Humankind Investments LLC
|
BUY
|
- |
2+ 0.02% |
$292 - $315
|
10K
$1.03M
|
|
|
Jan 29, 2025
Q2 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.1% |
$292 - $315
|
2.01K
$207K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 1.92% |
$146 - $158
|
53
$5.45K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.09% |
$146 - $158
|
1.15K
$118K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$146 - $158
|
2.15K
$221K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1+ 0.02% |
$146 - $158
|
6.64K
$683K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1+ 0.1% |
$146 - $158
|
960
$98.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 0.77% |
$146 - $158
|
131
$13.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1+ 0.04% |
$146 - $158
|
2.45K
$252K
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
1+ 0.03% |
$146 - $158
|
2.97K
$306K
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.04% |
$146 - $158
|
2.4K
$246K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 0.0% |
$146 - $158
|
106K
$10.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1+ 0.01% |
$146 - $158
|
10.4K
$1.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$146 - $158
|
5.32K
$547K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$146 - $158
|
37.7K
$3.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.01% |
$146 - $158
|
11.1K
$1.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$146 - $158
|
2.54K
$261K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$146 - $158
|
777
$79.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.53% |
$146 - $158
|
191
$19.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1+ 0.05% |
$146 - $158
|
1.97K
$203K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$146 - $158
|
12.7K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1+ 0.04% |
$146 - $158
|
2.33K
$240K
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$146 - $158
|
3.95K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$146 - $158
|
3.34K
$344K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 0.01% |
$146 - $158
|
10.8K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$146 - $158
|
4.08K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.04% |
$146 - $158
|
2.67K
$275K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.32% |
$146 - $158
|
309
$31.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.03% |
$146 - $158
|
3.51K
$361K
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-1- 0.03% |
$146 - $158
|
2.99K
$308K
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1- 0.06% |
$146 - $158
|
1.55K
$160K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2- -0.0% |
$292 - $315
|
66.7K
$6.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2- 0.31% |
$292 - $315
|
640
$65.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-2- 0.1% |
$292 - $315
|
2.1K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.4% |
$292 - $315
|
501
$51.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-3- 0.09% |
$438 - $473
|
3.25K
$334K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.21% |
$584 - $631
|
1.94K
$199K
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-4- 0.1% |
$584 - $631
|
4.02K
$414K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-4- 0.06% |
$584 - $631
|
6.77K
$697K
|
|
|
Aug 11, 2023
Q2 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-4- -0.0% |
$584 - $631
|
101K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 0.02% |
$584 - $631
|
17.1K
$1.75M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5- 6.02% |
$730 - $789
|
78
$8.02K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-5- 0.1% |
$730 - $789
|
4.84K
$497K
|