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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
236+ 2.27% |
$36.2K - $39K
|
10.6K
$1.09M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
235+ 3.71% |
$36.1K - $38.8K
|
6.56K
$672K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
232+ 0.68% |
$35.6K - $38.3K
|
34.6K
$3.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
232+ 0.33% |
$35.6K - $38.3K
|
69.9K
$7.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
232+ 9.21% |
$35.6K - $38.3K
|
2.75K
$282K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
232+ 7.76% |
$35.6K - $38.3K
|
3.22K
$330K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
231+ 1.87% |
$35.5K - $38.2K
|
12.6K
$1.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
231+ 1.58% |
$35.5K - $38.2K
|
14.9K
$1.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
226+ 11.6% |
$34.7K - $37.3K
|
2.18K
$223K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
223+ 3.15% |
$34.2K - $36.9K
|
7.31K
$749K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
222+ 7.66% |
$34.1K - $36.7K
|
3.12K
$320K
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
222+ 0.91% |
$34.1K - $36.7K
|
24.7K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
220+ 5.28% |
$33.8K - $36.4K
|
4.39K
$450K
|
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
219+ 1.47% |
$33.6K - $36.2K
|
15.2K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
218+ 2.94% |
$33.5K - $36K
|
7.63K
$781K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
217+ 1.87% |
$33.3K - $35.9K
|
11.8K
$1.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
216+ 0.91% |
$33.2K - $35.7K
|
24K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
216+ 1.95% |
$33.2K - $35.7K
|
11.3K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
215+ 1.36% |
$33K - $35.5K
|
16K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
215+ 13.92% |
$33K - $35.5K
|
1.76K
$180K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
212+ 0.85% |
$32.5K - $35K
|
25.1K
$2.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
211+ 10.42% |
$32.4K - $34.9K
|
2.24K
$229K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
210+ 0.23% |
$32.2K - $34.7K
|
91.6K
$9.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
210+ 1.14% |
$32.2K - $34.7K
|
18.7K
$1.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
210+ 0.89% |
$32.2K - $34.7K
|
23.9K
$2.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
209+ 3.52% |
$32.1K - $34.5K
|
6.14K
$630K
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
209+ 12.86% |
$32.1K - $34.5K
|
1.83K
$188K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
208+ 0.97% |
$31.9K - $34.4K
|
21.7K
$2.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
207+ 1.18% |
$31.8K - $34.2K
|
17.7K
$1.82M
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
205+ 2.03% |
$31.5K - $33.9K
|
10.3K
$1.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
205+ 6.67% |
$31.5K - $33.9K
|
3.28K
$336K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
204+ 8.31% |
$31.3K - $33.7K
|
2.66K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
204+ 5.23% |
$31.3K - $33.7K
|
4.1K
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
201+ 5.43% |
$30.9K - $33.2K
|
3.9K
$400K
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
200+ 0.66% |
$30.7K - $33.1K
|
30.3K
$3.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
200New |
$30.7K - $33.1K
|
200
$20.5K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
200+ 1.58% |
$30.7K - $33.1K
|
12.8K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
199+ 0.32% |
$30.5K - $32.9K
|
61.9K
$6.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
199+ 12.4% |
$30.5K - $32.9K
|
1.8K
$185K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
199+ 3.05% |
$30.5K - $32.9K
|
6.73K
$689K
|
|
|
Nov 08, 2023
Q3 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
199+ 13.88% |
$30.5K - $32.9K
|
1.63K
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
199+ 8.15% |
$30.5K - $32.9K
|
2.64K
$271K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
198+ 1.17% |
$30.4K - $32.7K
|
17.1K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
198+ 3.76% |
$30.4K - $32.7K
|
5.46K
$560K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
195+ 7.23% |
$29.9K - $32.2K
|
2.89K
$296K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
195+ 2.94% |
$29.9K - $32.2K
|
6.83K
$700K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
194+ 1.93% |
$29.8K - $32.1K
|
10.3K
$1.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
190+ 4.47% |
$29.2K - $31.4K
|
4.44K
$455K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
187+ 0.6% |
$28.7K - $30.9K
|
31.4K
$3.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
185+ 8.35% |
$28.4K - $30.6K
|
2.4K
$246K
|