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
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-31- 2.17% |
$4.53K - $4.89K
|
1.4K
$144K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-31- 1.08% |
$4.53K - $4.89K
|
2.83K
$291K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-32- 2.18% |
$4.67K - $5.05K
|
1.43K
$147K
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-32- 1.09% |
$4.67K - $5.05K
|
2.89K
$298K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-32- 0.38% |
$4.67K - $5.05K
|
8.31K
$855K
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-32- 1.99% |
$4.67K - $5.05K
|
1.58K
$162K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-32- 0.17% |
$4.67K - $5.05K
|
18.5K
$1.9M
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-33- 1.15% |
$4.82K - $5.21K
|
2.84K
$292K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-33- 1.48% |
$4.82K - $5.21K
|
2.2K
$226K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-33- 0.29% |
$4.82K - $5.21K
|
11.5K
$1.18M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-34- 1.46% |
$4.97K - $5.36K
|
2.3K
$237K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-35- 1.37% |
$5.11K - $5.52K
|
2.51K
$258K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-35- 1.52% |
$5.11K - $5.52K
|
2.27K
$233K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-35- 1.79% |
$5.11K - $5.52K
|
1.92K
$198K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-35- 0.68% |
$5.11K - $5.52K
|
5.08K
$522K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-36- 0.85% |
$5.26K - $5.68K
|
4.21K
$433K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-36- 2.55% |
$5.26K - $5.68K
|
1.38K
$141K
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-36- 1.06% |
$5.26K - $5.68K
|
3.37K
$346K
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-37- 0.04% |
$5.4K - $5.84K
|
85.5K
$8.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-37- 0.12% |
$5.4K - $5.84K
|
31.4K
$3.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-37- 0.64% |
$5.4K - $5.84K
|
5.76K
$592K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-39- 7.47% |
$5.7K - $6.15K
|
483
$49.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-39- 0.24% |
$5.7K - $6.15K
|
16.3K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-39- 0.21% |
$5.7K - $6.15K
|
18.8K
$1.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-39- 0.64% |
$5.7K - $6.15K
|
6.1K
$627K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-39- 0.08% |
$5.7K - $6.15K
|
51.9K
$5.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-40- 1.86% |
$5.84K - $6.31K
|
2.11K
$217K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-40- 0.2% |
$5.84K - $6.31K
|
20.4K
$2.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-41- 0.76% |
$5.99K - $6.47K
|
5.38K
$554K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-41- 1.5% |
$5.99K - $6.47K
|
2.7K
$278K
|
|
|
Aug 04, 2023
Q2 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-45- 0.22% |
$6.57K - $7.1K
|
20.6K
$2.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-45- 0.66% |
$6.57K - $7.1K
|
6.8K
$699K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-45- 0.05% |
$6.57K - $7.1K
|
91K
$9.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-45- 2.39% |
$6.57K - $7.1K
|
1.84K
$189K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-46- 2.31% |
$6.72K - $7.26K
|
1.95K
$200K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-46- 0.25% |
$6.72K - $7.26K
|
18.7K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-46- 2.69% |
$6.72K - $7.26K
|
1.67K
$171K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-47- 1.5% |
$6.86K - $7.41K
|
3.08K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-48- 1.67% |
$7.01K - $7.57K
|
2.83K
$291K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-48- 1.79% |
$7.01K - $7.57K
|
2.64K
$271K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-49- 1.48% |
$7.16K - $7.73K
|
3.26K
$335K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-49- 0.28% |
$7.16K - $7.73K
|
17.4K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-49- 0.21% |
$7.16K - $7.73K
|
23.3K
$2.4M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-50- 1.0% |
$7.3K - $7.89K
|
4.95K
$509K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-50- 1.6% |
$7.3K - $7.89K
|
3.07K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-50- 0.67% |
$7.3K - $7.89K
|
7.46K
$767K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 11.9% |
$7.3K - $7.89K
|
370
$38.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-51- 1.21% |
$7.45K - $8.04K
|
4.18K
$430K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-51- 0.23% |
$7.45K - $8.04K
|
21.9K
$2.25M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-51- 2.62% |
$7.45K - $8.04K
|
1.9K
$195K
|