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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-974- 16.47% |
$142K - $154K
|
4.94K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-974- 0.17% |
$142K - $154K
|
572K
$53.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1K- 9.72% |
$146K - $158K
|
9.29K
$864K
|
|
|
Jul 24, 2023
Q2 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-1.01K- 0.31% |
$148K - $160K
|
330K
$30.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
SELL
|
- |
-1.01K- 6.53% |
$148K - $160K
|
14.5K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.01K- 1.3% |
$148K - $160K
|
77.2K
$7.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.02K- 5.43% |
$148K - $160K
|
17.7K
$1.65M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 23.6% |
$150K - $162K
|
3.32K
$309K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-1.03K- 12.5% |
$151K - $163K
|
7.22K
$672K
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.04K- 11.52% |
$152K - $164K
|
7.99K
$743K
|
|
|
Jul 14, 2023
Q2 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-1.05K- 3.46% |
$153K - $165K
|
29.2K
$2.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.07K- 2.89% |
$156K - $168K
|
35.9K
$3.34M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-1.09K- 0.53% |
$160K - $172K
|
206K
$19.2M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.1K- 10.11% |
$160K - $173K
|
9.74K
$906K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.11K- 0.43% |
$162K - $174K
|
254K
$23.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.11K- 5.64% |
$163K - $176K
|
18.6K
$1.73M
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.12K- 7.14% |
$164K - $177K
|
14.6K
$1.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.12K- 29.47% |
$164K - $177K
|
2.69K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.13K- 0.91% |
$165K - $178K
|
123K
$11.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.13K- 19.12% |
$165K - $178K
|
4.78K
$445K
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 16.13% |
$166K - $179K
|
5.9K
$549K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.17K- 6.46% |
$171K - $185K
|
17K
$1.58M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.17K- 2.71% |
$171K - $185K
|
42.1K
$3.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.18K- 37.78% |
$172K - $186K
|
1.94K
$180K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.18K- 2.24% |
$173K - $187K
|
51.7K
$4.81M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.2K- 59.72% |
$175K - $189K
|
808
$75.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.2K- 8.17% |
$175K - $189K
|
13.5K
$1.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1.21K- 1.13% |
$177K - $191K
|
106K
$9.87M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.23K- 13.67% |
$179K - $193K
|
7.74K
$720K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.23K- 1.95% |
$179K - $193K
|
61.7K
$5.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-1.23K- 45.52% |
$179K - $193K
|
1.47K
$136K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.23K- 4.56% |
$180K - $194K
|
25.7K
$2.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-1.23K- 4.67% |
$180K - $194K
|
25.1K
$2.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.23K- 2.78% |
$180K - $194K
|
43.2K
$4.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
SELL
|
- |
-1.23K- 44.04% |
$180K - $194K
|
1.57K
$146K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.24K- 21.65% |
$181K - $196K
|
4.49K
$418K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.25K- 43.56% |
$183K - $197K
|
1.62K
$151K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.26K- 2.47% |
$184K - $199K
|
49.6K
$4.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 8.48% |
$185K - $200K
|
13.7K
$1.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.27K- 32.53% |
$186K - $201K
|
2.64K
$246K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.28K- 2.76% |
$186K - $201K
|
44.9K
$4.17M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.28K- 6.85% |
$187K - $202K
|
17.4K
$1.62M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.31K- 1.22% |
$192K - $207K
|
106K
$9.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-1.31K- 36.64% |
$192K - $207K
|
2.27K
$211K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.32K- 26.17% |
$192K - $207K
|
3.71K
$345K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-1.33K- 1.05% |
$194K - $209K
|
125K
$11.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.34K- 24.01% |
$195K - $211K
|
4.23K
$393K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.34K- 6.12% |
$196K - $212K
|
20.6K
$1.92M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.35K- 33.19% |
$197K - $212K
|
2.71K
$252K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.37K- 13.61% |
$200K - $216K
|
8.69K
$808K
|