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 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
100+ 4.02% |
$15.3K - $16.5K
|
2.59K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
100+ 6.38% |
$15.3K - $16.5K
|
1.67K
$171K
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 0.58% |
$15.3K - $16.5K
|
17.3K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
100+ 0.87% |
$15.3K - $16.5K
|
11.6K
$1.19M
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
100+ 1.48% |
$15.3K - $16.5K
|
6.87K
$704K
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
BUY
|
- |
99+ 0.79% |
$15.2K - $16.4K
|
12.6K
$1.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
99+ 3.21% |
$15.2K - $16.4K
|
3.18K
$326K
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
99+ 0.18% |
$15.2K - $16.4K
|
53.7K
$5.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
97+ 1.37% |
$14.9K - $16K
|
7.19K
$737K
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
97+ 7.22% |
$14.9K - $16K
|
1.44K
$148K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
95+ 3.6% |
$14.6K - $15.7K
|
2.74K
$280K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
95+ 1.7% |
$14.6K - $15.7K
|
5.69K
$583K
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
93+ 1.46% |
$14.3K - $15.4K
|
6.46K
$662K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
93+ 0.48% |
$14.3K - $15.4K
|
19.6K
$2.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
91+ 6.4% |
$14K - $15K
|
1.51K
$155K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
91+ 1.25% |
$14K - $15K
|
7.37K
$755K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
90+ 0.36% |
$13.8K - $14.9K
|
25.1K
$2.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
90+ 1.44% |
$13.8K - $14.9K
|
6.36K
$652K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
90+ 3.14% |
$13.8K - $14.9K
|
2.96K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
90+ 0.53% |
$13.8K - $14.9K
|
17.1K
$1.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
89+ 0.95% |
$13.7K - $14.7K
|
9.45K
$968K
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
89+ 2.97% |
$13.7K - $14.7K
|
3.08K
$316K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
88+ 0.88% |
$13.5K - $14.5K
|
10K
$1.03M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
87+ 0.81% |
$13.4K - $14.4K
|
10.8K
$1.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
87+ 2.4% |
$13.4K - $14.4K
|
3.71K
$380K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
86+ 0.61% |
$13.2K - $14.2K
|
14.3K
$1.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
85+ 0.72% |
$13K - $14K
|
11.9K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
85+ 2.73% |
$13K - $14K
|
3.2K
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
85+ 0.61% |
$13K - $14K
|
14.1K
$1.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
84+ 3.2% |
$12.9K - $13.9K
|
2.71K
$278K
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
84+ 3.2% |
$12.9K - $13.9K
|
2.71K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
83+ 0.72% |
$12.7K - $13.7K
|
11.6K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
81+ 0.55% |
$12.4K - $13.4K
|
14.8K
$1.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
79+ 2.55% |
$12.1K - $13.1K
|
3.18K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
79+ 4.24% |
$12.1K - $13.1K
|
1.94K
$199K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
78+ 3.09% |
$12K - $12.9K
|
2.6K
$267K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
77+ 0.45% |
$11.8K - $12.7K
|
17.2K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
77+ 3.59% |
$11.8K - $12.7K
|
2.22K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
77+ 4.41% |
$11.8K - $12.7K
|
1.82K
$187K
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
76+ 2.35% |
$11.7K - $12.6K
|
3.31K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
76+ 0.8% |
$11.7K - $12.6K
|
9.52K
$975K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
75+ 0.24% |
$11.5K - $12.4K
|
31.6K
$3.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
75+ 0.48% |
$11.5K - $12.4K
|
15.6K
$1.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
74+ 3.76% |
$11.4K - $12.2K
|
2.04K
$209K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
74+ 0.47% |
$11.4K - $12.2K
|
15.8K
$1.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
74New |
$11.4K - $12.2K
|
74
$7.58K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
73+ 1.68% |
$11.2K - $12.1K
|
4.41K
$452K
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
72+ 3.74% |
$11.1K - $11.9K
|
2K
$205K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
72+ 0.59% |
$11.1K - $11.9K
|
12.3K
$1.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
71+ 0.4% |
$10.9K - $11.7K
|
17.8K
$1.82M
|