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 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
47+ 2.68% |
$7.21K - $7.77K
|
1.8K
$185K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
47+ 2.09% |
$7.21K - $7.77K
|
2.3K
$235K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
46+ 1.52% |
$7.06K - $7.6K
|
3.07K
$314K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
46+ 3.6% |
$7.06K - $7.6K
|
1.32K
$136K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
46+ 0.59% |
$7.06K - $7.6K
|
7.79K
$798K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
46+ 2.34% |
$7.06K - $7.6K
|
2.01K
$206K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
45+ 2.78% |
$6.91K - $7.44K
|
1.67K
$171K
|
|
|
Nov 14, 2023
Q3 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
45+ 1.64% |
$6.91K - $7.44K
|
2.8K
$287K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
45+ 0.36% |
$6.91K - $7.44K
|
12.4K
$1.28M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
44+ 2.45% |
$6.75K - $7.27K
|
1.84K
$188K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
43+ 1.24% |
$6.6K - $7.11K
|
3.51K
$359K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
43+ 7.53% |
$6.6K - $7.11K
|
614
$62.9K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
42+ 0.26% |
$6.45K - $6.94K
|
16K
$1.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
BUY
|
- |
42+ 0.05% |
$6.45K - $6.94K
|
93.1K
$9.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
41+ 2.47% |
$6.29K - $6.78K
|
1.7K
$174K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
40+ 0.3% |
$6.14K - $6.61K
|
13.5K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
40+ 2.84% |
$6.14K - $6.61K
|
1.45K
$148K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
39+ 2.66% |
$5.99K - $6.44K
|
1.51K
$154K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
38+ 0.37% |
$5.83K - $6.28K
|
10.4K
$1.07M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
38+ 6.37% |
$5.83K - $6.28K
|
635
$65.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
37+ 2.8% |
$5.68K - $6.11K
|
1.36K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
37+ 1.39% |
$5.68K - $6.11K
|
2.71K
$277K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
36+ 2.16% |
$5.53K - $5.95K
|
1.7K
$175K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
36+ 0.73% |
$5.53K - $5.95K
|
4.94K
$506K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
35+ 1.26% |
$5.37K - $5.78K
|
2.82K
$288K
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
34+ 0.33% |
$5.22K - $5.62K
|
10.5K
$1.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
34+ 0.76% |
$5.22K - $5.62K
|
4.51K
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
34+ 0.41% |
$5.22K - $5.62K
|
8.25K
$845K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
33+ 0.42% |
$5.07K - $5.45K
|
7.83K
$802K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
33+ 0.83% |
$5.07K - $5.45K
|
3.99K
$409K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32+ 3.5% |
$4.91K - $5.29K
|
946
$96.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
32+ 1.19% |
$4.91K - $5.29K
|
2.71K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
32+ 0.46% |
$4.91K - $5.29K
|
7K
$717K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
31+ 4.58% |
$4.76K - $5.12K
|
708
$72.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31+ 0.41% |
$4.76K - $5.12K
|
7.53K
$771K
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
31+ 2.01% |
$4.76K - $5.12K
|
1.58K
$161K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
31+ 0.95% |
$4.76K - $5.12K
|
3.29K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
31+ 0.33% |
$4.76K - $5.12K
|
9.29K
$952K
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
30+ 1.86% |
$4.6K - $4.96K
|
1.65K
$169K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
30+ 0.9% |
$4.6K - $4.96K
|
3.38K
$346K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
30+ 0.52% |
$4.6K - $4.96K
|
5.78K
$592K
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
29+ 2.02% |
$4.45K - $4.79K
|
1.47K
$150K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
29+ 0.15% |
$4.45K - $4.79K
|
20K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
BUY
|
- |
29+ 0.12% |
$4.45K - $4.79K
|
23.7K
$2.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.26% |
$4.3K - $4.63K
|
10.7K
$1.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
28+ 0.26% |
$4.3K - $4.63K
|
10.8K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
28+ 1.49% |
$4.3K - $4.63K
|
1.9K
$195K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
28+ 0.15% |
$4.3K - $4.63K
|
18.5K
$1.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
27+ 18.37% |
$4.14K - $4.46K
|
174
$17.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
26+ 1.92% |
$3.99K - $4.3K
|
1.38K
$141K
|