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 |
---|---|---|---|---|---|---|---|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
439+ 6.96% |
$67.4K - $72.5K
|
6.75K
$692K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
436+ 1.57% |
$66.9K - $72K
|
28.1K
$2.88M
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
433+ 0.49% |
$66.5K - $71.6K
|
89.6K
$9.18M
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
433+ 2.9% |
$66.5K - $71.6K
|
15.4K
$1.58M
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
432+ 6.04% |
$66.3K - $71.4K
|
7.59K
$778K
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
430+ 2.27% |
$66K - $71.1K
|
19.4K
$1.99M
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
430+ 28.74% |
$66K - $71.1K
|
1.93K
$197K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
428+ 4.21% |
$65.7K - $70.7K
|
10.6K
$1.09M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
426New |
$65.4K - $70.4K
|
426
$43.7K
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
422+ 4.89% |
$64.8K - $69.7K
|
9.05K
$927K
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
422+ 24.71% |
$64.8K - $69.7K
|
2.13K
$218K
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
421+ 15.69% |
$64.6K - $69.6K
|
3.1K
$318K
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
420+ 875.0% |
$64.5K - $69.4K
|
468
$48K
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
415+ 0.22% |
$63.7K - $68.6K
|
191K
$19.6M
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
414+ 6.78% |
$63.5K - $68.4K
|
6.52K
$668K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
414+ 180.0% |
$63.5K - $68.4K
|
644
$66K
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
406+ 0.74% |
$62.3K - $67.1K
|
54.9K
$5.63M
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
405+ 8.21% |
$62.2K - $66.9K
|
5.34K
$547K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
405+ 0.78% |
$62.2K - $66.9K
|
52.4K
$5.37M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
403+ 8.45% |
$61.9K - $66.6K
|
5.17K
$530K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
403+ 1.26% |
$61.9K - $66.6K
|
32.3K
$3.31M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
402+ 5.23% |
$61.7K - $66.4K
|
8.09K
$829K
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
402+ 3.05% |
$61.7K - $66.4K
|
13.6K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
402+ 1.89% |
$61.7K - $66.4K
|
21.7K
$2.23M
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
401+ 7.02% |
$61.5K - $66.3K
|
6.11K
$627K
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
400+ 9.92% |
$61.4K - $66.1K
|
4.43K
$454K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
400+ 4.39% |
$61.4K - $66.1K
|
9.5K
$974K
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
399+ 2.29% |
$61.2K - $65.9K
|
17.8K
$1.83M
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
399+ 13.46% |
$61.2K - $65.9K
|
3.36K
$345K
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
395+ 3.45% |
$60.6K - $65.3K
|
11.8K
$1.21M
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
393+ 2.39% |
$60.3K - $64.9K
|
16.8K
$1.72M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
392+ 4.09% |
$60.2K - $64.8K
|
9.98K
$1.02M
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
390+ 4.1% |
$59.9K - $64.4K
|
9.9K
$1.01M
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
389+ 5.5% |
$59.7K - $64.3K
|
7.46K
$765K
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
389+ 2.81% |
$59.7K - $64.3K
|
14.2K
$1.46M
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
387+ 4.38% |
$59.4K - $64K
|
9.22K
$945K
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
381+ 27.99% |
$58.5K - $63K
|
1.74K
$179K
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
380+ 7.11% |
$58.3K - $62.8K
|
5.73K
$587K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
380+ 0.69% |
$58.3K - $62.8K
|
55.5K
$5.69M
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
377+ 5.18% |
$57.9K - $62.3K
|
7.66K
$785K
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
376+ 28.12% |
$57.7K - $62.1K
|
1.71K
$176K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
375+ 2.95% |
$57.6K - $62K
|
13.1K
$1.34M
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
372+ 0.73% |
$57.1K - $61.5K
|
51.4K
$5.27M
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
372+ 3.63% |
$57.1K - $61.5K
|
10.6K
$1.09M
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
369+ 9.95% |
$56.6K - $61K
|
4.08K
$418K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
366+ 0.84% |
$56.2K - $60.5K
|
44K
$4.51M
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
362+ 1.11% |
$55.6K - $59.8K
|
33K
$3.38M
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
361+ 11.95% |
$55.4K - $59.7K
|
3.38K
$347K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
360+ 1.89% |
$55.3K - $59.5K
|
19.4K
$1.99M
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
357+ 0.8% |
$54.8K - $59K
|
45.2K
$4.64M
|