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 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
70+ 1.6% |
$10.7K - $11.6K
|
4.45K
$456K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
70+ 1.15% |
$10.7K - $11.6K
|
6.14K
$630K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
70+ 0.25% |
$10.7K - $11.6K
|
27.5K
$2.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
69+ 3.56% |
$10.6K - $11.4K
|
2.01K
$206K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
69+ 1.3% |
$10.6K - $11.4K
|
5.39K
$552K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
69+ 0.15% |
$10.6K - $11.4K
|
44.8K
$4.59M
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
68+ 1.99% |
$10.4K - $11.2K
|
3.48K
$357K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
68+ 3.98% |
$10.4K - $11.2K
|
1.78K
$182K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
68+ 1.1% |
$10.4K - $11.2K
|
6.24K
$640K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
68+ 0.47% |
$10.4K - $11.2K
|
14.6K
$1.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
66+ 3.02% |
$10.1K - $10.9K
|
2.25K
$231K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
66+ 1.97% |
$10.1K - $10.9K
|
3.42K
$350K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
66+ 3.1% |
$10.1K - $10.9K
|
2.2K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
66+ 1.21% |
$10.1K - $10.9K
|
5.53K
$566K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
66+ 3.71% |
$10.1K - $10.9K
|
1.85K
$189K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
65+ 4.12% |
$9.98K - $10.7K
|
1.64K
$168K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
65+ 2.34% |
$9.98K - $10.7K
|
2.84K
$291K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
64+ 0.81% |
$9.82K - $10.6K
|
7.95K
$815K
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
64+ 0.53% |
$9.82K - $10.6K
|
12.2K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
63+ 3.41% |
$9.67K - $10.4K
|
1.91K
$196K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
63+ 0.14% |
$9.67K - $10.4K
|
44.1K
$4.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
62New |
$9.52K - $10.2K
|
62
$6.35K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
61+ 1.57% |
$9.36K - $10.1K
|
3.95K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
60+ 1.01% |
$9.21K - $9.92K
|
5.97K
$612K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
58+ 0.19% |
$8.9K - $9.58K
|
30.2K
$3.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
58+ 1.64% |
$8.9K - $9.58K
|
3.59K
$367K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
58+ 0.58% |
$8.9K - $9.58K
|
10.1K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
57+ 0.65% |
$8.75K - $9.42K
|
8.86K
$908K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
57+ 39.04% |
$8.75K - $9.42K
|
203
$20.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
56+ 1.04% |
$8.6K - $9.25K
|
5.45K
$559K
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
55New |
$8.44K - $9.09K
|
55
$5.64K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
54+ 2.37% |
$8.29K - $8.92K
|
2.33K
$239K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
53+ 0.86% |
$8.13K - $8.76K
|
6.19K
$634K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
52+ 2.45% |
$7.98K - $8.59K
|
2.17K
$223K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
51+ 1.01% |
$7.83K - $8.43K
|
5.12K
$525K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
51+ 0.66% |
$7.83K - $8.43K
|
7.73K
$792K
|
|
|
Oct 25, 2023
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
51+ 0.26% |
$7.83K - $8.43K
|
19.7K
$2.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
51+ 1.56% |
$7.83K - $8.43K
|
3.31K
$339K
|
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
51+ 0.26% |
$7.83K - $8.43K
|
19.7K
$2.02M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
50+ 3.89% |
$7.67K - $8.26K
|
1.34K
$137K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
BUY
|
- |
50+ 1.44% |
$7.67K - $8.26K
|
3.53K
$362K
|
|
|
Oct 31, 2023
Q3 2023
|
Montis Financial, LLC
|
BUY
|
- |
50+ 2.91% |
$7.67K - $8.26K
|
1.77K
$181K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
50+ 0.55% |
$7.67K - $8.26K
|
9.09K
$931K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
50+ 0.17% |
$7.67K - $8.26K
|
29.9K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 1.15% |
$7.67K - $8.26K
|
4.39K
$450K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
49+ 0.91% |
$7.52K - $8.1K
|
5.46K
$560K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
49+ 0.31% |
$7.52K - $8.1K
|
15.9K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
49+ 1.1% |
$7.52K - $8.1K
|
4.51K
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
49+ 0.2% |
$7.52K - $8.1K
|
24K
$2.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
47+ 44.76% |
$7.21K - $7.77K
|
152
$15.6K
|