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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.12K+ 2.76% |
$171K - $184K
|
41.5K
$4.36M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.11K+ 68.16% |
$170K - $183K
|
2.74K
$287K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.11K+ 28.46% |
$170K - $183K
|
4.99K
$524K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.1K+ 1.01% |
$169K - $182K
|
110K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.1K+ 26.01% |
$169K - $182K
|
5.32K
$559K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.09K+ 1.77% |
$167K - $179K
|
62.3K
$6.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.08K+ 25.39% |
$166K - $179K
|
5.35K
$562K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
1.08K+ 8.79% |
$165K - $178K
|
13.3K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 2.26% |
$165K - $178K
|
48.6K
$5.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.05K+ 20.94% |
$161K - $174K
|
6.07K
$638K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.05K+ 3.54% |
$161K - $174K
|
30.7K
$3.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.04K+ 21.94% |
$160K - $172K
|
5.8K
$609K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.04K+ 3.14% |
$160K - $172K
|
34.2K
$3.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.04K+ 36.4% |
$160K - $172K
|
3.91K
$410K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.04K+ 1.8% |
$160K - $172K
|
58.8K
$6.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.04K+ 6.64% |
$159K - $172K
|
16.7K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.04K+ 0.24% |
$159K - $171K
|
437K
$45.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.03K+ 2.3% |
$157K - $169K
|
45.7K
$4.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
1.01K+ 12.81% |
$156K - $168K
|
8.93K
$938K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.01K+ 60.25% |
$155K - $167K
|
2.68K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.01K+ 4.32% |
$155K - $167K
|
24.4K
$2.56M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.01K+ 6.7% |
$155K - $166K
|
16K
$1.68M
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
1K+ 7.2% |
$153K - $165K
|
14.9K
$1.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
1K+ 27.78% |
$153K - $165K
|
4.6K
$483K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
1K+ 42.68% |
$153K - $165K
|
3.34K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
983+ 21.69% |
$151K - $162K
|
5.52K
$579K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
974+ 4.48% |
$149K - $161K
|
22.7K
$2.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
974+ 2.29% |
$149K - $161K
|
43.4K
$4.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
973+ 19.11% |
$149K - $161K
|
6.07K
$637K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
970+ 2.53% |
$149K - $160K
|
39.4K
$4.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
966+ 9.47% |
$148K - $160K
|
11.2K
$1.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
962+ 1.05% |
$148K - $159K
|
92.3K
$9.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
960+ 25.1% |
$147K - $159K
|
4.78K
$503K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
946+ 17.84% |
$145K - $156K
|
6.25K
$656K
|
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
940+ 8.07% |
$144K - $155K
|
12.6K
$1.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
938+ 15.79% |
$144K - $155K
|
6.88K
$723K
|
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
936+ 6.77% |
$144K - $155K
|
14.8K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
933+ 5.0% |
$143K - $154K
|
19.6K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
929+ 3.5% |
$143K - $154K
|
27.5K
$2.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
926New |
$142K - $153K
|
926
$97.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
920+ 109.26% |
$141K - $152K
|
1.76K
$185K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
917+ 14.79% |
$141K - $152K
|
7.12K
$748K
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
901+ 3.7% |
$138K - $149K
|
25.3K
$2.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
900+ 20.6% |
$138K - $149K
|
5.27K
$554K
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
897+ 0.82% |
$138K - $148K
|
110K
$11.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
888+ 1.89% |
$136K - $147K
|
48K
$5.04M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
881+ 4.53% |
$135K - $146K
|
20.3K
$2.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
881+ 4.36% |
$135K - $146K
|
21.1K
$2.21M
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
881+ 46.03% |
$135K - $146K
|
2.8K
$294K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
879+ 4.72% |
$135K - $145K
|
19.5K
$2.05M
|