Purchases and Sales Made in Q3 2023 in Walmart Inc. (WMT)

WMT Quotes by TradingView

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 24, 2023 Q3 2023
Patton Albertson Miller Group, LLC

BUY
 -
296
+ 1.03%
$45.4K - $48.9K
29.1K $2.98M
Nov 14, 2023 Q3 2023
Lombard Odier Asset Management (Switzerland) Sa

Petit Lancy, V8
BUY
 -
296
+ 2.54%
$45.4K - $48.9K
11.9K $1.22M
Oct 26, 2023 Q3 2023
Kanawha Capital Management LLC

BUY
 -
295
+ 2.34%
$45.3K - $48.7K
12.9K $1.32M
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
293
+ 11.6%
$45K - $48.4K
2.82K $289K
Oct 19, 2023 Q3 2023
Country Club Bank

BUY
 -
292
+ 0.2%
$44.8K - $48.3K
150K $15.4M
Oct 31, 2023 Q3 2023
Main Street Investment Advisors LLC

BUY
 -
292
+ 12.65%
$44.8K - $48.3K
2.6K $267K
Nov 06, 2023 Q3 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
291
+ 1.67%
$44.7K - $48.1K
17.7K $1.81M
Nov 13, 2023 Q3 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
289
+ 17.36%
$44.4K - $47.8K
1.95K $200K
Nov 06, 2023 Q3 2023
Phoenix Wealth Advisors

BUY
 -
285
+ 1.9%
$43.7K - $47.1K
15.3K $1.56M
Nov 02, 2023 Q3 2023
Hartford Funds Management CO LLC

Wayne, PA
BUY
 -
284
+ 11.58%
$43.6K - $46.9K
2.74K $280K
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
282
+ 6.33%
$43.3K - $46.6K
4.74K $485K
Oct 23, 2023 Q3 2023
Aua Capital Management, LLC

Camp Hill, PA
BUY
 -
281
+ 16.03%
$43.1K - $46.4K
2.03K $208K
Nov 06, 2023 Q3 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
281
+ 3.88%
$43.1K - $46.4K
7.52K $771K
Oct 18, 2023 Q3 2023
Gemmer Asset Management LLC

BUY
 -
279
+ 13.06%
$42.8K - $46.1K
2.42K $247K
Nov 07, 2023 Q3 2023
Masso Torrence Wealth Management Inc.

BUY
 -
278
+ 15.81%
$42.7K - $45.9K
2.04K $209K
Nov 07, 2023 Q3 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
275
+ 17.9%
$42.2K - $45.4K
1.81K $186K
Nov 14, 2023 Q3 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
275
+ 16.96%
$42.2K - $45.4K
1.9K $194K
Jan 28, 2025 Q3 2023
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
275
+ 1.51%
$42.2K - $45.4K
18.5K $1.9M
Nov 13, 2023 Q3 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
274
+ 4.15%
$42.1K - $45.3K
6.88K $705K
Nov 03, 2023 Q3 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
272
+ 0.76%
$41.7K - $44.9K
36.1K $3.7M
Nov 08, 2023 Q3 2023
Thompson Siegel & Walmsley LLC

BUY
 -
271
+ 0.66%
$41.6K - $44.8K
41.3K $4.23M
Nov 13, 2023 Q3 2023
Altshuler Shaham LTD

BUY
 -
270
+ 2.92%
$41.4K - $44.6K
9.51K $975K
Nov 14, 2023 Q3 2023
Peterson Wealth Services

BUY
 -
270
+ 3.34%
$41.4K - $44.6K
8.35K $856K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
265
+ 0.47%
$40.7K - $43.8K
56.4K $5.78M
Oct 27, 2023 Q3 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
264
+ 2.21%
$40.5K - $43.6K
12.2K $1.25M
Dec 08, 2023 Q3 2023
Ccm Investment Advisers LLC

BUY
 -
261
+ 0.4%
$40.1K - $43.1K
65.1K $6.67M
Oct 25, 2023 Q3 2023
Sage Mountain Advisors LLC

BUY
 -
260
+ 3.3%
$39.9K - $43K
8.15K $835K
Nov 13, 2023 Q3 2023
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
260
+ 2.26%
$39.9K - $43K
11.8K $1.21M
Nov 14, 2023 Q3 2023
Naviter Wealth, LLC

BUY
 -
260
+ 1.94%
$39.9K - $43K
13.7K $1.4M
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
259
+ 86.05%
$39.8K - $42.8K
560 $57.4K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
258
New
$39.6K - $42.6K
258 $26.4K
Oct 30, 2023 Q3 2023
Beaumont Asset Management, L.L.C.

BUY
 -
257
+ 3.19%
$39.4K - $42.5K
8.32K $852K
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
257
+ 3.84%
$39.4K - $42.5K
6.94K $711K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
256
+ 1.27%
$39.3K - $42.3K
20.3K $2.08M
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
255
+ 3.51%
$39.1K - $42.1K
7.51K $770K
Oct 10, 2023 Q3 2023
Marcum Wealth, LLC

BUY
 -
255
+ 2.89%
$39.1K - $42.1K
9.08K $930K
Oct 12, 2023 Q3 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
255
+ 5.58%
$39.1K - $42.1K
4.83K $495K
Oct 31, 2023 Q3 2023
Teamwork Financial Advisors, LLC

BUY
 -
253
+ 9.28%
$38.8K - $41.8K
2.98K $305K
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
253
+ 1.84%
$38.8K - $41.8K
14K $1.43M
Oct 13, 2023 Q3 2023
Family Legacy, Inc.

BUY
 -
251
+ 1.07%
$38.5K - $41.5K
23.6K $2.42M
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
251
+ 3.37%
$38.5K - $41.5K
7.7K $789K
Nov 22, 2023 Q3 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
251
+ 2.15%
$38.5K - $41.5K
11.9K $1.22M
Oct 11, 2023 Q3 2023
Legacy Bridge, LLC

BUY
 -
250
+ 2.33%
$38.4K - $41.3K
11K $1.12M
Oct 25, 2023 Q3 2023
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
250
+ 17.21%
$38.4K - $41.3K
1.7K $175K
Nov 03, 2023 Q3 2023
Valley Brook Capital Group, Inc.

Venetia, PA
BUY
 -
250
+ 3.45%
$38.4K - $41.3K
7.5K $769K
Nov 13, 2023 Q3 2023
Kepos Capital LP

New York, NY
BUY
 -
250
New
$38.4K - $41.3K
250 $25.6K
Nov 15, 2023 Q3 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
247
+ 0.25%
$37.9K - $40.8K
97.6K $10M
Nov 13, 2023 Q3 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
237
+ 5.96%
$36.4K - $39.2K
4.22K $432K
Oct 31, 2023 Q3 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
236
+ 2.99%
$36.2K - $39K
8.12K $832K

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