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 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
26+ 6.84% |
$3.99K - $4.3K
|
406
$41.6K
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
26+ 1.38% |
$3.99K - $4.3K
|
1.91K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
25+ 0.34% |
$3.84K - $4.13K
|
7.4K
$758K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
25+ 0.12% |
$3.84K - $4.13K
|
20.6K
$2.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25+ 5.64% |
$3.84K - $4.13K
|
468
$48K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
24+ 1.23% |
$3.68K - $3.97K
|
1.98K
$203K
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
24+ 0.6% |
$3.68K - $3.97K
|
4.02K
$412K
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
24+ 1.02% |
$3.68K - $3.97K
|
2.39K
$244K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
23+ 0.5% |
$3.53K - $3.8K
|
4.58K
$469K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
23+ 0.86% |
$3.53K - $3.8K
|
2.68K
$275K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
23New |
$3.53K - $3.8K
|
23
$2.36K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23+ 4.18% |
$3.53K - $3.8K
|
573
$58.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
22+ 0.91% |
$3.38K - $3.64K
|
2.44K
$250K
|
|
|
Jan 29, 2025
Q3 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
22+ 1.09% |
$3.38K - $3.64K
|
2.03K
$208K
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
BUY
|
- |
21+ 0.88% |
$3.22K - $3.47K
|
2.4K
$246K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
21+ 1.1% |
$3.22K - $3.47K
|
1.93K
$198K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
20+ 0.11% |
$3.07K - $3.31K
|
18.3K
$1.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
20+ 0.38% |
$3.07K - $3.31K
|
5.26K
$539K
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
19+ 1.02% |
$2.92K - $3.14K
|
1.88K
$192K
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
19+ 0.53% |
$2.92K - $3.14K
|
3.61K
$370K
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
18+ 1.15% |
$2.76K - $2.97K
|
1.58K
$162K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
18+ 0.61% |
$2.76K - $2.97K
|
2.98K
$305K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
18+ 0.26% |
$2.76K - $2.97K
|
6.85K
$702K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
18+ 1.02% |
$2.76K - $2.97K
|
1.78K
$182K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
18+ 0.22% |
$2.76K - $2.97K
|
8.14K
$834K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
17+ 0.48% |
$2.61K - $2.81K
|
3.53K
$362K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
16+ 0.69% |
$2.46K - $2.64K
|
2.35K
$240K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
16+ 1.02% |
$2.46K - $2.64K
|
1.59K
$163K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
16+ 0.35% |
$2.46K - $2.64K
|
4.63K
$475K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
15+ 0.18% |
$2.3K - $2.48K
|
8.33K
$853K
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
15+ 0.97% |
$2.3K - $2.48K
|
1.57K
$160K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
15+ 3.75% |
$2.3K - $2.48K
|
415
$42.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
14+ 0.06% |
$2.15K - $2.31K
|
21.8K
$2.23M
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
14+ 0.75% |
$2.15K - $2.31K
|
1.87K
$192K
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
14+ 0.52% |
$2.15K - $2.31K
|
2.69K
$275K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
14+ 0.07% |
$2.15K - $2.31K
|
20.4K
$2.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
14+ 0.14% |
$2.15K - $2.31K
|
10.1K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
14+ 0.71% |
$2.15K - $2.31K
|
1.97K
$202K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
14+ 1.06% |
$2.15K - $2.31K
|
1.33K
$136K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
13+ 0.2% |
$2K - $2.15K
|
6.54K
$670K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
13+ 16.67% |
$2K - $2.15K
|
91
$9.32K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
13+ 0.21% |
$2K - $2.15K
|
6.17K
$632K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
13+ 0.61% |
$2K - $2.15K
|
2.15K
$221K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13+ 0.85% |
$2K - $2.15K
|
1.55K
$159K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
12+ 0.27% |
$1.84K - $1.98K
|
4.48K
$459K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 3.48% |
$1.84K - $1.98K
|
357
$36.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
12+ 0.45% |
$1.84K - $1.98K
|
2.68K
$275K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
12+ 0.2% |
$1.84K - $1.98K
|
5.91K
$606K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
11+ 0.77% |
$1.69K - $1.82K
|
1.45K
$148K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
11+ 0.35% |
$1.69K - $1.82K
|
3.13K
$321K
|