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 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-53- 1.86% |
$7.74K - $8.36K
|
2.8K
$276K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-54- 0.24% |
$7.89K - $8.52K
|
22.7K
$2.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-54- 2.88% |
$7.89K - $8.52K
|
1.82K
$179K
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-54- 1.5% |
$7.89K - $8.52K
|
3.55K
$350K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-55- 1.73% |
$8.03K - $8.68K
|
3.13K
$308K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-55- 1.85% |
$8.03K - $8.68K
|
2.92K
$288K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-55- 0.62% |
$8.03K - $8.68K
|
8.89K
$877K
|
|
|
Dec 12, 2024
Q2 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-55- 0.19% |
$8.03K - $8.68K
|
28.2K
$2.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-56- 2.31% |
$8.18K - $8.83K
|
2.36K
$233K
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-56- 0.22% |
$8.18K - $8.83K
|
26K
$2.56M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-57- 2.89% |
$8.33K - $8.99K
|
1.92K
$189K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-57- 2.55% |
$8.33K - $8.99K
|
2.18K
$215K
|
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-57- 0.34% |
$8.33K - $8.99K
|
16.5K
$1.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-57- 3.39% |
$8.33K - $8.99K
|
1.63K
$160K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-57- 2.43% |
$8.33K - $8.99K
|
2.29K
$226K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-58- 0.43% |
$8.47K - $9.15K
|
13.5K
$1.33M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-58- 3.37% |
$8.47K - $9.15K
|
1.66K
$164K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-58- 0.57% |
$8.47K - $9.15K
|
10.2K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-58- 0.31% |
$8.47K - $9.15K
|
18.8K
$1.86M
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-59- 2.86% |
$8.62K - $9.31K
|
2K
$198K
|
|
|
Jul 10, 2023
Q2 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-59- 0.38% |
$8.62K - $9.31K
|
15.6K
$1.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-60- 3.92% |
$8.76K - $9.46K
|
1.47K
$145K
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-60- 1.51% |
$8.76K - $9.46K
|
3.92K
$386K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-61- 1.21% |
$8.91K - $9.62K
|
4.96K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-62- 3.32% |
$9.06K - $9.78K
|
1.8K
$178K
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-63- 3.33% |
$9.2K - $9.94K
|
1.83K
$180K
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-63- 0.88% |
$9.2K - $9.94K
|
7.13K
$704K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-63- 4.32% |
$9.2K - $9.94K
|
1.39K
$138K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-63- 0.75% |
$9.2K - $9.94K
|
8.36K
$825K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-64- 2.06% |
$9.35K - $10.1K
|
3.05K
$300K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-64- 0.9% |
$9.35K - $10.1K
|
7.02K
$692K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-64- 4.39% |
$9.35K - $10.1K
|
1.39K
$138K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-64- 1.95% |
$9.35K - $10.1K
|
3.22K
$317K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-64- 3.54% |
$9.35K - $10.1K
|
1.74K
$172K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-65- 0.25% |
$9.49K - $10.3K
|
25.8K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-65- 4.56% |
$9.49K - $10.3K
|
1.36K
$134K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-66- 2.66% |
$9.64K - $10.4K
|
2.42K
$238K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-68- 1.36% |
$9.93K - $10.7K
|
4.93K
$487K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-68- 0.91% |
$9.93K - $10.7K
|
7.39K
$729K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-68- 0.07% |
$9.93K - $10.7K
|
100K
$9.86M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-68- 2.41% |
$9.93K - $10.7K
|
2.76K
$272K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-70- 0.7% |
$10.2K - $11K
|
9.95K
$981K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-70- 3.34% |
$10.2K - $11K
|
2.03K
$200K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-70- 3.23% |
$10.2K - $11K
|
2.1K
$207K
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-71- 2.39% |
$10.4K - $11.2K
|
2.9K
$286K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-71- 0.53% |
$10.4K - $11.2K
|
13.2K
$1.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-72- 0.66% |
$10.5K - $11.4K
|
10.9K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-72- 5.22% |
$10.5K - $11.4K
|
1.31K
$129K
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-72- 0.16% |
$10.5K - $11.4K
|
44.4K
$4.38M
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-72- 5.25% |
$10.5K - $11.4K
|
1.3K
$128K
|