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 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
356+ 0.42% |
$54.6K - $58.8K
|
85.8K
$8.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
356+ 2.69% |
$54.6K - $58.8K
|
13.6K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
354+ 21.38% |
$54.3K - $58.5K
|
2.01K
$206K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
353+ 5.59% |
$54.2K - $58.3K
|
6.67K
$683K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
353+ 7.48% |
$54.2K - $58.3K
|
5.07K
$520K
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
352+ 3.72% |
$54K - $58.2K
|
9.81K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
350+ 6.48% |
$53.7K - $57.8K
|
5.75K
$589K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
347+ 1.89% |
$53.3K - $57.3K
|
18.7K
$1.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
346+ 3.72% |
$53.1K - $57.2K
|
9.66K
$990K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
346+ 13.43% |
$53.1K - $57.2K
|
2.92K
$300K
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
345+ 1.14% |
$53K - $57K
|
30.5K
$3.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
345+ 8.47% |
$53K - $57K
|
4.42K
$453K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
342+ 2.86% |
$52.5K - $56.5K
|
12.3K
$1.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
341+ 3.26% |
$52.3K - $56.4K
|
10.8K
$1.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
340+ 4.77% |
$52.2K - $56.2K
|
7.47K
$766K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
340+ 0.93% |
$52.2K - $56.2K
|
37K
$3.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
340+ 15.3% |
$52.2K - $56.2K
|
2.56K
$263K
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
338+ 0.92% |
$51.9K - $55.9K
|
37.2K
$3.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
338+ 11.33% |
$51.9K - $55.9K
|
3.32K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
335+ 7.57% |
$51.4K - $55.4K
|
4.76K
$488K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
335+ 7.24% |
$51.4K - $55.4K
|
4.96K
$508K
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
333+ 8.15% |
$51.1K - $55K
|
4.42K
$453K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
333+ 6.1% |
$51.1K - $55K
|
5.79K
$594K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
331+ 0.6% |
$50.8K - $54.7K
|
55.9K
$5.73M
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
330+ 3.39% |
$50.7K - $54.5K
|
10.1K
$1.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
325+ 0.68% |
$49.9K - $53.7K
|
48.5K
$4.97M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
325+ 1.0% |
$49.9K - $53.7K
|
32.9K
$3.37M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
323+ 6.68% |
$49.6K - $53.4K
|
5.16K
$529K
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
323+ 2.44% |
$49.6K - $53.4K
|
13.5K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
320+ 2.07% |
$49.1K - $52.9K
|
15.8K
$1.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
319+ 19.23% |
$49K - $52.7K
|
1.98K
$203K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
318+ 3.94% |
$48.8K - $52.5K
|
8.38K
$859K
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
314+ 2.46% |
$48.2K - $51.9K
|
13.1K
$1.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
314+ 0.78% |
$48.2K - $51.9K
|
40.4K
$4.14M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
313+ 2.55% |
$48K - $51.7K
|
12.6K
$1.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
313New |
$48K - $51.7K
|
313
$32.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
312+ 1.07% |
$47.9K - $51.6K
|
29.6K
$3.03M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
310+ 1.44% |
$47.6K - $51.2K
|
21.8K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
310+ 14.76% |
$47.6K - $51.2K
|
2.41K
$247K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
308+ 16.95% |
$47.3K - $50.9K
|
2.13K
$218K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
306+ 4.08% |
$47K - $50.6K
|
7.81K
$800K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
305+ 20.62% |
$46.8K - $50.4K
|
1.78K
$183K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
304+ 6.16% |
$46.7K - $50.2K
|
5.24K
$537K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
304+ 8.56% |
$46.7K - $50.2K
|
3.86K
$395K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
303+ 5.37% |
$46.5K - $50.1K
|
5.95K
$609K
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
301+ 14.0% |
$46.2K - $49.7K
|
2.45K
$251K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
300+ 5.57% |
$46K - $49.6K
|
5.68K
$582K
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
299+ 0.45% |
$45.9K - $49.4K
|
67K
$6.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
299+ 1.88% |
$45.9K - $49.4K
|
16.2K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
297+ 0.29% |
$45.6K - $49.1K
|
103K
$10.6M
|