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 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
700+ 18.42% |
$107K - $116K
|
4.5K
$463K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
700+ 23.1% |
$107K - $116K
|
3.73K
$384K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
697+ 10.06% |
$107K - $115K
|
7.63K
$785K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
691+ 0.12% |
$106K - $114K
|
570K
$58.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
690+ 0.13% |
$106K - $114K
|
541K
$55.6M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
689+ 4.52% |
$106K - $114K
|
15.9K
$1.64M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
688+ 4.95% |
$106K - $114K
|
14.6K
$1.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
684+ 72.53% |
$105K - $113K
|
1.63K
$167K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
680+ 3.79% |
$104K - $112K
|
18.6K
$1.91M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
674+ 51.22% |
$103K - $111K
|
1.99K
$205K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
667+ 41.87% |
$102K - $110K
|
2.26K
$233K
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
661+ 15.71% |
$101K - $109K
|
4.87K
$501K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
661+ 7.31% |
$101K - $109K
|
9.71K
$999K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
656+ 2.34% |
$101K - $108K
|
28.6K
$2.95M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
654+ 23.64% |
$100K - $108K
|
3.42K
$352K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
654+ 0.83% |
$100K - $108K
|
79.6K
$8.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
649+ 1.61% |
$99.6K - $107K
|
41K
$4.22M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
648+ 3.45% |
$99.5K - $107K
|
19.4K
$2M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
646+ 3.24% |
$99.2K - $107K
|
20.6K
$2.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
644+ 1.58% |
$98.8K - $106K
|
41.5K
$4.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
637+ 0.85% |
$97.8K - $105K
|
76K
$7.82M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
631+ 12.63% |
$96.9K - $104K
|
5.63K
$579K
|
|
|
Oct 31, 2023
Q3 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
630+ 2100.0% |
$96.7K - $104K
|
660
$67.9K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
627+ 28.55% |
$96.2K - $104K
|
2.82K
$291K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
625+ 2.16% |
$95.9K - $103K
|
29.6K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
619+ 1.87% |
$95K - $102K
|
33.7K
$3.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
612+ 15.98% |
$93.9K - $101K
|
4.44K
$457K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
610+ 21.66% |
$93.6K - $101K
|
3.43K
$353K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
600+ 24.94% |
$92.1K - $99.2K
|
3.01K
$309K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
600+ 6.56% |
$92.1K - $99.2K
|
9.75K
$1M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
598+ 5.9% |
$91.8K - $98.8K
|
10.7K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
596+ 2.75% |
$91.5K - $98.5K
|
22.3K
$2.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
595+ 1.25% |
$91.3K - $98.3K
|
48.2K
$4.96M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
593+ 3.56% |
$91K - $98K
|
17.2K
$1.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
592+ 336.36% |
$90.9K - $97.8K
|
768
$79K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
592+ 27.13% |
$90.9K - $97.8K
|
2.77K
$286K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
588+ 9.91% |
$90.3K - $97.2K
|
6.52K
$671K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
587+ 12.61% |
$90.1K - $97K
|
5.24K
$540K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
586+ 2.52% |
$89.9K - $96.8K
|
23.9K
$2.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
584+ 18.69% |
$89.6K - $96.5K
|
3.71K
$382K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
581+ 2.69% |
$89.2K - $96K
|
22.2K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
580+ 6.07% |
$89K - $95.8K
|
10.1K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
572+ 3.31% |
$87.8K - $94.5K
|
17.9K
$1.84M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
572+ 5.51% |
$87.8K - $94.5K
|
11K
$1.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
568+ 2.49% |
$87.2K - $93.9K
|
23.4K
$2.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
566+ 3.17% |
$86.9K - $93.5K
|
18.4K
$1.89M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
564+ 4.98% |
$86.6K - $93.2K
|
11.9K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
564+ 3.05% |
$86.6K - $93.2K
|
19K
$1.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
561+ 3.46% |
$86.1K - $92.7K
|
16.8K
$1.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
560+ 2.78% |
$86K - $92.5K
|
20.7K
$2.13M
|