Purchases and Sales Made in Q3 2023 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.52K+ 4.59% |
$387K - $417K
|
57.4K
$5.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.5K+ 15.13% |
$384K - $413K
|
19K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.5KNew |
$384K - $413K
|
2.5K
$220K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.49K+ 2.46% |
$382K - $411K
|
104K
$9.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.44K+ 5.54% |
$375K - $404K
|
46.5K
$4.08M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.44KNew |
$375K - $403K
|
2.44K
$214K
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.43K+ 111.86% |
$373K - $402K
|
4.61K
$405K
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
2.43K+ 6.77% |
$372K - $401K
|
38.2K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.42K+ 0.62% |
$372K - $400K
|
395K
$34.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
BUY
|
- |
2.42K+ 0.42% |
$371K - $400K
|
580K
$50.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.41KNew |
$371K - $399K
|
2.41K
$212K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.41K+ 11.01% |
$370K - $398K
|
24.3K
$2.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.38KNew |
$365K - $393K
|
2.38K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.37KNew |
$363K - $391K
|
2.37K
$208K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.36KNew |
$362K - $390K
|
2.36K
$207K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
2.36K+ 1.35% |
$362K - $390K
|
177K
$15.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.35K+ 53.38% |
$361K - $389K
|
6.76K
$594K
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.35K+ 12.89% |
$361K - $388K
|
20.6K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.35K+ 2.33% |
$360K - $388K
|
103K
$9.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.34K+ 2.51% |
$359K - $387K
|
95.8K
$8.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.34K+ 14.81% |
$359K - $386K
|
18.1K
$1.59M
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
2.33K+ 6.23% |
$358K - $385K
|
39.7K
$3.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.29KNew |
$352K - $379K
|
2.29K
$201K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.28K+ 1.7% |
$349K - $376K
|
136K
$11.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.28K+ 9.32% |
$349K - $376K
|
26.7K
$2.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.26K+ 127.97% |
$347K - $373K
|
4.03K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
2.25K+ 75.77% |
$346K - $372K
|
5.22K
$459K
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2.24KNew |
$344K - $371K
|
2.24K
$197K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.24KNew |
$344K - $370K
|
2.24K
$197K
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.22K+ 3.59% |
$340K - $366K
|
64K
$5.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
2.21K+ 12.56% |
$340K - $366K
|
19.8K
$1.74M
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
2.21KNew |
$340K - $366K
|
2.21K
$194K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.21K+ 30.6% |
$339K - $365K
|
9.41K
$827K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 9.79% |
$338K - $364K
|
24.7K
$2.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.2K+ 7.06% |
$338K - $364K
|
33.4K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.18K+ 86.31% |
$334K - $360K
|
4.7K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.17K+ 31.81% |
$333K - $358K
|
8.98K
$789K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.17K+ 17.03% |
$332K - $358K
|
14.9K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.16K+ 0.13% |
$332K - $357K
|
1.61M
$141M
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.16K+ 0.13% |
$332K - $357K
|
1.61M
$141M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 11.78% |
$330K - $355K
|
20.4K
$1.79M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.14K+ 12.26% |
$328K - $353K
|
19.6K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.14K+ 6.98% |
$328K - $353K
|
32.8K
$2.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
2.13K+ 1.23% |
$327K - $352K
|
175K
$15.4M
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.12KNew |
$326K - $351K
|
2.12K
$187K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.1K+ 20.67% |
$322K - $346K
|
12.2K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
2.09K+ 4.86% |
$320K - $345K
|
45K
$3.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.08KNew |
$319K - $344K
|
2.08K
$183K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.08K+ 124.98% |
$319K - $343K
|
3.74K
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.07KNew |
$318K - $342K
|
2.07K
$182K
|