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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-72- 5.25% |
$10.5K - $11.4K
|
1.3K
$134K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-73- 1.22% |
$10.7K - $11.5K
|
5.91K
$608K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-73- 36.87% |
$10.7K - $11.5K
|
125
$12.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-75- 3.91% |
$11K - $11.8K
|
1.84K
$189K
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-76- 2.67% |
$11.1K - $12K
|
2.77K
$284K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-76- 4.41% |
$11.1K - $12K
|
1.65K
$170K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-77- 1.14% |
$11.2K - $12.1K
|
6.69K
$688K
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-80- 1.68% |
$11.7K - $12.6K
|
4.68K
$482K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-80- 4.72% |
$11.7K - $12.6K
|
1.61K
$166K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-80- 4.78% |
$11.7K - $12.6K
|
1.59K
$164K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-81- 1.26% |
$11.8K - $12.8K
|
6.33K
$651K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-81- 1.81% |
$11.8K - $12.8K
|
4.4K
$453K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-81- 1.13% |
$11.8K - $12.8K
|
7.07K
$728K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-81- 2.33% |
$11.8K - $12.8K
|
3.39K
$349K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-82- 4.59% |
$12K - $12.9K
|
1.71K
$175K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-84- 0.34% |
$12.3K - $13.2K
|
24.9K
$2.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-84- 0.5% |
$12.3K - $13.2K
|
16.8K
$1.73M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-85- 4.85% |
$12.4K - $13.4K
|
1.67K
$172K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-86- 0.74% |
$12.6K - $13.6K
|
11.5K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-86- 0.4% |
$12.6K - $13.6K
|
21.6K
$2.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-86- 3.53% |
$12.6K - $13.6K
|
2.35K
$241K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-89- 5.76% |
$13K - $14K
|
1.46K
$150K
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-91- 0.17% |
$13.3K - $14.4K
|
53.6K
$5.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-92- 3.45% |
$13.4K - $14.5K
|
2.58K
$265K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-93- 0.77% |
$13.6K - $14.7K
|
11.9K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-93- 0.82% |
$13.6K - $14.7K
|
11.3K
$1.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-93- 0.79% |
$13.6K - $14.7K
|
11.7K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-94- 0.5% |
$13.7K - $14.8K
|
18.7K
$1.92M
|
|
|
Jul 24, 2023
Q2 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-95- 0.5% |
$13.9K - $15K
|
18.8K
$1.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-95- 0.58% |
$13.9K - $15K
|
16.2K
$1.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-96- 0.94% |
$14K - $15.1K
|
10.1K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-96- 3.36% |
$14K - $15.1K
|
2.76K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-97- 29.66% |
$14.2K - $15.3K
|
230
$23.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-98- 3.47% |
$14.3K - $15.5K
|
2.73K
$280K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-99- 2.03% |
$14.5K - $15.6K
|
4.78K
$491K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 1.95% |
$14.6K - $15.8K
|
5.02K
$516K
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-100- 0.87% |
$14.6K - $15.8K
|
11.4K
$1.17M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-100- 5.51% |
$14.6K - $15.8K
|
1.72K
$176K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-100- 3.3% |
$14.6K - $15.8K
|
2.93K
$302K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-100- 2.1% |
$14.6K - $15.8K
|
4.66K
$479K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-100- 2.9% |
$14.6K - $15.8K
|
3.35K
$345K
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-100- 2.69% |
$14.6K - $15.8K
|
3.62K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 0.48% |
$14.6K - $15.8K
|
20.5K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 2.93% |
$14.6K - $15.8K
|
3.31K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-101- 5.16% |
$14.8K - $15.9K
|
1.86K
$191K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-103- 0.84% |
$15K - $16.2K
|
12.2K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-103- 0.12% |
$15K - $16.2K
|
85.6K
$8.81M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-105- 1.94% |
$15.3K - $16.6K
|
5.31K
$546K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-105- 0.52% |
$15.3K - $16.6K
|
19.9K
$2.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-106- 5.84% |
$15.5K - $16.7K
|
1.71K
$176K
|