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 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
878+ 7.4% |
$135K - $145K
|
12.7K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
874+ 3.67% |
$134K - $144K
|
24.7K
$2.54M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
870+ 15.73% |
$134K - $144K
|
6.4K
$659K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
867+ 7.23% |
$133K - $143K
|
12.9K
$1.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
865+ 26.02% |
$133K - $143K
|
4.19K
$431K
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
865+ 34.03% |
$133K - $143K
|
3.41K
$351K
|
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
858+ 64.95% |
$132K - $142K
|
2.18K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
856+ 30.46% |
$131K - $141K
|
3.67K
$377K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
850+ 19.57% |
$130K - $140K
|
5.19K
$534K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
848New |
$130K - $140K
|
848
$87.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
842+ 10.54% |
$129K - $139K
|
8.83K
$909K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
836+ 1.34% |
$128K - $138K
|
63.3K
$6.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
832+ 2.78% |
$128K - $137K
|
30.7K
$3.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
818+ 4.26% |
$126K - $135K
|
20K
$2.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Planning Services Inc
|
BUY
|
- |
815+ 2.51% |
$125K - $135K
|
33.3K
$3.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
808+ 13.46% |
$124K - $134K
|
6.81K
$701K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
805+ 1518.87% |
$124K - $133K
|
858
$88.3K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
804+ 0.6% |
$123K - $133K
|
135K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
803+ 23.69% |
$123K - $133K
|
4.19K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
803+ 1.81% |
$123K - $133K
|
45K
$4.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
801+ 34.77% |
$123K - $132K
|
3.11K
$320K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
801+ 23.8% |
$123K - $132K
|
4.17K
$429K
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
784+ 17.38% |
$120K - $130K
|
5.29K
$545K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
780+ 13.57% |
$120K - $129K
|
6.53K
$672K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
780+ 4.68% |
$120K - $129K
|
17.5K
$1.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
779+ 4.18% |
$120K - $129K
|
19.4K
$2M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
778+ 0.26% |
$119K - $129K
|
295K
$30.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
769+ 0.78% |
$118K - $127K
|
98.9K
$10.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
768+ 2.71% |
$118K - $127K
|
29.1K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
767+ 5.15% |
$118K - $127K
|
15.7K
$1.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
757+ 8.69% |
$116K - $125K
|
9.47K
$974K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
756+ 12.46% |
$116K - $125K
|
6.82K
$702K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
753+ 9.41% |
$116K - $124K
|
8.75K
$901K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
752+ 46.53% |
$115K - $124K
|
2.37K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
751+ 4.24% |
$115K - $124K
|
18.5K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
744+ 10.31% |
$114K - $123K
|
7.96K
$819K
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
BUY
|
- |
740+ 14.15% |
$114K - $122K
|
5.97K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
731+ 1.38% |
$112K - $121K
|
53.7K
$5.52M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
729+ 22.49% |
$112K - $120K
|
3.97K
$409K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
727New |
$112K - $120K
|
727
$74.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
725New |
$111K - $120K
|
725
$74.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
725+ 11.22% |
$111K - $120K
|
7.19K
$740K
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
721+ 4.0% |
$111K - $119K
|
18.7K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
721+ 7.2% |
$111K - $119K
|
10.7K
$1.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
720+ 1.07% |
$111K - $119K
|
67.9K
$6.98M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
715+ 14.81% |
$110K - $118K
|
5.54K
$571K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
712+ 26.8% |
$109K - $118K
|
3.37K
$347K
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
711+ 9.06% |
$109K - $117K
|
8.56K
$880K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
705+ 3.91% |
$108K - $117K
|
18.7K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
701+ 33.7% |
$108K - $116K
|
2.78K
$286K
|