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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2024
Q3 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
2.07K+ 22.5% |
$317K - $342K
|
11.3K
$1.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.04K+ 1.53% |
$313K - $337K
|
136K
$14M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
2.03K+ 49.01% |
$312K - $336K
|
6.18K
$636K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.02KNew |
$311K - $334K
|
2.02K
$208K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.01K+ 29.81% |
$308K - $331K
|
8.73K
$899K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.01K+ 29.81% |
$308K - $331K
|
8.73K
$899K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
2K+ 37.04% |
$307K - $331K
|
7.4K
$762K
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.99K+ 3.84% |
$306K - $329K
|
53.9K
$5.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.99K+ 2.72% |
$305K - $329K
|
75.2K
$7.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.98K+ 15.04% |
$304K - $327K
|
15.2K
$1.56M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.97K+ 5.8% |
$303K - $326K
|
36K
$3.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
1.97K+ 24.09% |
$302K - $326K
|
10.1K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.97KNew |
$302K - $325K
|
1.97K
$203K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.97K+ 2.5% |
$302K - $325K
|
80.6K
$8.3M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.96K+ 33.4% |
$301K - $324K
|
7.84K
$807K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.95K+ 1.6% |
$299K - $322K
|
124K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.95K+ 26.76% |
$299K - $322K
|
9.23K
$950K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
1.94K+ 3.77% |
$298K - $321K
|
53.4K
$5.5M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.94K+ 19.4% |
$297K - $320K
|
11.9K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.92K+ 56.81% |
$295K - $318K
|
5.31K
$547K
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
1.92K+ 122.72% |
$295K - $318K
|
3.49K
$359K
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.88KNew |
$289K - $311K
|
1.88K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.85K+ 29.81% |
$284K - $306K
|
8.06K
$829K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.85KNew |
$283K - $305K
|
1.85K
$190K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
1.84K+ 50.16% |
$282K - $304K
|
5.5K
$566K
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.83KNew |
$280K - $302K
|
1.83K
$188K
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.83KNew |
$280K - $302K
|
1.83K
$188K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.83K+ 4.16% |
$280K - $302K
|
45.7K
$4.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.82K+ 41.86% |
$280K - $301K
|
6.17K
$635K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.82K+ 41.09% |
$279K - $300K
|
6.24K
$642K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.81K+ 16.91% |
$278K - $299K
|
12.5K
$1.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
BUY
|
- |
1.78K+ 0.2% |
$273K - $294K
|
891K
$91.7M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
1.78K+ 3.33% |
$273K - $294K
|
55.3K
$5.69M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.74K+ 6.72% |
$266K - $287K
|
27.6K
$2.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1.72K+ 97.29% |
$264K - $284K
|
3.49K
$359K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.72K+ 48.52% |
$264K - $284K
|
5.26K
$541K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.7K+ 17.47% |
$261K - $281K
|
11.4K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.7K+ 8.0% |
$260K - $280K
|
22.9K
$2.36M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.69K+ 2.46% |
$260K - $280K
|
70.5K
$7.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.69KNew |
$259K - $279K
|
1.69K
$174K
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.69K+ 19.25% |
$259K - $278K
|
10.4K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.68KNew |
$258K - $277K
|
1.68K
$173K
|
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.67KNew |
$256K - $275K
|
1.67K
$172K
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.66K+ 27.16% |
$255K - $275K
|
7.79K
$802K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.66K+ 8.84% |
$255K - $274K
|
20.4K
$2.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.66KNew |
$254K - $274K
|
1.66K
$170K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.65K+ 6.86% |
$253K - $272K
|
25.6K
$2.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.65K+ 44.75% |
$252K - $272K
|
5.32K
$548K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.63KNew |
$250K - $269K
|
1.63K
$168K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.63KNew |
$250K - $269K
|
1.63K
$167K
|