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
|
Lyell Wealth Management, LP
|
SELL
|
- |
-5- 0.33% |
$730 - $789
|
1.53K
$157K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
SELL
|
- |
-6- 1.34% |
$876 - $946
|
441
$45.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-6- 66.67% |
$876 - $946
|
3
$309
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-6- 0.38% |
$876 - $946
|
1.58K
$163K
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-6- 0.31% |
$876 - $946
|
1.94K
$200K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-6- 0.18% |
$876 - $946
|
3.24K
$333K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7- 0.1% |
$1.02K - $1.1K
|
6.99K
$719K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-7- 0.31% |
$1.02K - $1.1K
|
2.23K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-7- 0.07% |
$1.02K - $1.1K
|
10.2K
$1.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-9- 0.24% |
$1.31K - $1.42K
|
3.79K
$390K
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-9- 0.03% |
$1.31K - $1.42K
|
26.7K
$2.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-10- 0.57% |
$1.46K - $1.58K
|
1.73K
$178K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-10- 0.27% |
$1.46K - $1.58K
|
3.66K
$377K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.46% |
$1.46K - $1.58K
|
677
$69.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-10- 0.04% |
$1.46K - $1.58K
|
24.4K
$2.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 31.25% |
$1.46K - $1.58K
|
22
$2.26K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-10- 0.63% |
$1.46K - $1.58K
|
1.59K
$163K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-10- 0.42% |
$1.46K - $1.58K
|
2.34K
$241K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-10- 0.08% |
$1.46K - $1.58K
|
12.3K
$1.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-10- 0.19% |
$1.46K - $1.58K
|
5.28K
$543K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-10- 0.13% |
$1.46K - $1.58K
|
7.6K
$781K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-10- 0.17% |
$1.46K - $1.58K
|
5.92K
$609K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 0.1% |
$1.46K - $1.58K
|
10.4K
$1.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-11- 0.11% |
$1.61K - $1.74K
|
10.3K
$1.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-11- 0.02% |
$1.61K - $1.74K
|
54.4K
$5.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-11- 0.44% |
$1.61K - $1.74K
|
2.48K
$255K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-12- 0.4% |
$1.75K - $1.89K
|
2.95K
$304K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-12- 0.08% |
$1.75K - $1.89K
|
14.5K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-12- 0.36% |
$1.75K - $1.89K
|
3.36K
$345K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-13- 0.03% |
$1.9K - $2.05K
|
41.1K
$4.22M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-14- 0.13% |
$2.04K - $2.21K
|
10.4K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-14- 0.37% |
$2.04K - $2.21K
|
3.78K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-14- 0.27% |
$2.04K - $2.21K
|
5.26K
$541K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 4.17% |
$2.19K - $2.37K
|
345
$35.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-15- 4.26% |
$2.19K - $2.37K
|
337
$34.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-15- 1.03% |
$2.19K - $2.37K
|
1.44K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-15- 0.3% |
$2.19K - $2.37K
|
5.01K
$515K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-16- 0.09% |
$2.34K - $2.52K
|
18.6K
$1.91M
|
|
|
Jul 21, 2023
Q2 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-16- 0.04% |
$2.34K - $2.52K
|
41.6K
$4.28M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-16- 8.42% |
$2.34K - $2.52K
|
174
$17.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-16- 0.55% |
$2.34K - $2.52K
|
2.88K
$296K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-16- 0.36% |
$2.34K - $2.52K
|
4.46K
$459K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.09% |
$2.63K - $2.84K
|
19.4K
$2M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-18- 1.21% |
$2.63K - $2.84K
|
1.47K
$151K
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-18- 0.1% |
$2.63K - $2.84K
|
17.7K
$1.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-19- 0.19% |
$2.78K - $3K
|
10.1K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-19- 0.64% |
$2.78K - $3K
|
2.97K
$306K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19- 0.01% |
$2.78K - $3K
|
260K
$26.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-19- 0.94% |
$2.78K - $3K
|
1.99K
$205K
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-19- 0.04% |
$2.78K - $3K
|
51.3K
$5.27M
|