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 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
559+ 1.49% |
$85.8K - $92.4K
|
38.1K
$3.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
553+ 6.78% |
$84.9K - $91.4K
|
8.71K
$896K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
548+ 6.39% |
$84.1K - $90.6K
|
9.12K
$939K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
544+ 11.82% |
$83.5K - $89.9K
|
5.15K
$530K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
540+ 2.42% |
$82.9K - $89.2K
|
22.9K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
538+ 11.6% |
$82.6K - $88.9K
|
5.17K
$533K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
537+ 10.89% |
$82.4K - $88.7K
|
5.47K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
537+ 0.77% |
$82.4K - $88.7K
|
70.3K
$7.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
532+ 3.78% |
$81.7K - $87.9K
|
14.6K
$1.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
526+ 7.31% |
$80.7K - $86.9K
|
7.72K
$794K
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
525+ 0.96% |
$80.6K - $86.8K
|
55K
$5.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
522+ 0.47% |
$80.1K - $86.3K
|
111K
$11.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
521+ 8.38% |
$80K - $86.1K
|
6.74K
$693K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
521+ 2.64% |
$80K - $86.1K
|
20.2K
$2.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
518+ 2.28% |
$79.5K - $85.6K
|
23.3K
$2.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
516+ 0.51% |
$79.2K - $85.3K
|
102K
$10.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
514+ 1.11% |
$78.9K - $84.9K
|
47K
$4.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
512+ 27.89% |
$78.6K - $84.6K
|
2.35K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
511+ 10.78% |
$78.4K - $84.4K
|
5.25K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
506+ 30.69% |
$77.7K - $83.6K
|
2.16K
$222K
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
504+ 12.34% |
$77.4K - $83.3K
|
4.59K
$472K
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
500New |
$76.7K - $82.6K
|
500
$51.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
499+ 10.84% |
$76.6K - $82.5K
|
5.1K
$525K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
498+ 23.49% |
$76.4K - $82.3K
|
2.62K
$269K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
493+ 5.45% |
$75.7K - $81.5K
|
9.54K
$982K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
491+ 11.57% |
$75.4K - $81.1K
|
4.73K
$487K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
491+ 4.18% |
$75.4K - $81.1K
|
12.2K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
485+ 25.76% |
$74.4K - $80.1K
|
2.37K
$244K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
480+ 28.15% |
$73.7K - $79.3K
|
2.19K
$225K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
478+ 5.5% |
$73.4K - $79K
|
9.17K
$944K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
475+ 1.74% |
$72.9K - $78.5K
|
27.8K
$2.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
474+ 2.49% |
$72.8K - $78.3K
|
19.5K
$2.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
472+ 7.29% |
$72.4K - $78K
|
6.95K
$715K
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
470+ 6.23% |
$72.1K - $77.7K
|
8.02K
$825K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
469+ 22.21% |
$72K - $77.5K
|
2.58K
$266K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
469+ 9.52% |
$72K - $77.5K
|
5.4K
$555K
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
464+ 4.42% |
$71.2K - $76.7K
|
11K
$1.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
464+ 4.0% |
$71.2K - $76.7K
|
12.1K
$1.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
463+ 2.82% |
$71.1K - $76.5K
|
16.9K
$1.74M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
460+ 0.65% |
$70.6K - $76K
|
70.8K
$7.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
456+ 2.44% |
$70K - $75.4K
|
19.2K
$1.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
450+ 9.67% |
$69.1K - $74.4K
|
5.11K
$525K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
448+ 2.41% |
$68.8K - $74K
|
19.1K
$1.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
BUY
|
- |
448+ 1.04% |
$68.8K - $74K
|
43.6K
$4.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
448+ 85.33% |
$68.8K - $74K
|
973
$100K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
444+ 1.81% |
$68.1K - $73.4K
|
25K
$2.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
444+ 3.09% |
$68.1K - $73.4K
|
14.8K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
443+ 6.81% |
$68K - $73.2K
|
6.95K
$715K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
443+ 6.81% |
$68K - $73.2K
|
6.95K
$715K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
439+ 1.71% |
$67.4K - $72.5K
|
26.2K
$2.69M
|