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
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-237- 7.53% |
$34.6K - $37.4K
|
2.91K
$287K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-239- 0.32% |
$34.9K - $37.7K
|
75.4K
$7.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-239- 0.77% |
$34.9K - $37.7K
|
30.8K
$3.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-239- 2.03% |
$34.9K - $37.7K
|
11.5K
$1.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-243- 0.8% |
$35.5K - $38.3K
|
30.1K
$2.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-243- 2.3% |
$35.5K - $38.3K
|
10.3K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-243- 0.19% |
$35.5K - $38.3K
|
126K
$12.5M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-244- 4.34% |
$35.6K - $38.5K
|
5.38K
$530K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-245- 0.65% |
$35.8K - $38.6K
|
37.2K
$3.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-245- 10.45% |
$35.8K - $38.6K
|
2.1K
$207K
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-249- 11.86% |
$36.4K - $39.3K
|
1.85K
$183K
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-250- 2.48% |
$36.5K - $39.4K
|
9.83K
$969K
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-250- 2.48% |
$36.5K - $39.4K
|
9.83K
$969K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-251- 4.28% |
$36.7K - $39.6K
|
5.62K
$554K
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-251- 1.37% |
$36.7K - $39.6K
|
18.1K
$1.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-258- 0.7% |
$37.7K - $40.7K
|
36.7K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-258- 1.72% |
$37.7K - $40.7K
|
14.7K
$1.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-262- 5.59% |
$38.3K - $41.3K
|
4.42K
$436K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-263- 2.52% |
$38.4K - $41.5K
|
10.2K
$1M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-264- 2.13% |
$38.6K - $41.6K
|
12.1K
$1.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-265- 0.87% |
$38.7K - $41.8K
|
30K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-265- 2.43% |
$38.7K - $41.8K
|
10.7K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-267- 10.3% |
$39K - $42.1K
|
2.33K
$229K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-269- 3.29% |
$39.3K - $42.4K
|
7.92K
$781K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-270- 5.05% |
$39.4K - $42.6K
|
5.07K
$500K
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-270- 10.33% |
$39.4K - $42.6K
|
2.34K
$231K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-275- 9.0% |
$40.2K - $43.4K
|
2.78K
$274K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-276- 1.25% |
$40.3K - $43.5K
|
21.9K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-279- 8.43% |
$40.8K - $44K
|
3.03K
$299K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-280- 0.83% |
$40.9K - $44.2K
|
33.5K
$3.31M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-280- 0.83% |
$40.9K - $44.2K
|
33.5K
$3.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-281- 1.01% |
$41K - $44.3K
|
27.5K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-281- 0.64% |
$41K - $44.3K
|
43.9K
$4.33M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-283- 2.42% |
$41.3K - $44.6K
|
11.4K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-283- 0.75% |
$41.3K - $44.6K
|
37.4K
$3.69M
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-284- 5.34% |
$41.5K - $44.8K
|
5.04K
$497K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-284- 6.9% |
$41.5K - $44.8K
|
3.83K
$378K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-287- 1.06% |
$41.9K - $45.3K
|
26.7K
$2.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-288- 1.55% |
$42.1K - $45.4K
|
18.3K
$1.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-289- 4.78% |
$42.2K - $45.6K
|
5.75K
$568K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-290- 4.23% |
$42.4K - $45.7K
|
6.56K
$648K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-290- 3.18% |
$42.4K - $45.7K
|
8.84K
$872K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-290- 3.06% |
$42.4K - $45.7K
|
9.18K
$905K
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-292- 2.27% |
$42.6K - $46.1K
|
12.6K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-292- 7.81% |
$42.6K - $46.1K
|
3.45K
$340K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-299- 3.96% |
$43.7K - $47.2K
|
7.25K
$715K
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-299- 11.67% |
$43.7K - $47.2K
|
2.26K
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-299- 4.1% |
$43.7K - $47.2K
|
6.99K
$689K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-299- 6.41% |
$43.7K - $47.2K
|
4.36K
$431K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-300- 2.95% |
$43.8K - $47.3K
|
9.87K
$973K
|