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 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
11+ 0.39% |
$1.69K - $1.82K
|
2.87K
$294K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
11+ 0.25% |
$1.69K - $1.82K
|
4.48K
$459K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11+ 2.07% |
$1.69K - $1.82K
|
543
$55.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.23% |
$1.69K - $1.82K
|
4.85K
$497K
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
11+ 0.42% |
$1.69K - $1.82K
|
2.65K
$272K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10+ 0.41% |
$1.53K - $1.65K
|
2.48K
$254K
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
10+ 0.33% |
$1.53K - $1.65K
|
3.06K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
10+ 0.03% |
$1.53K - $1.65K
|
28.6K
$2.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
9+ 0.4% |
$1.38K - $1.49K
|
2.28K
$234K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
9+ 0.13% |
$1.38K - $1.49K
|
6.84K
$700K
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
9+ 0.29% |
$1.38K - $1.49K
|
3.09K
$317K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9+ 0.31% |
$1.38K - $1.49K
|
2.94K
$302K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
9+ 19.57% |
$1.38K - $1.49K
|
55
$5.64K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
9+ 0.34% |
$1.38K - $1.49K
|
2.65K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.59% |
$1.38K - $1.49K
|
1.53K
$156K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
8+ 0.09% |
$1.23K - $1.32K
|
8.78K
$899K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.12% |
$1.23K - $1.32K
|
6.92K
$710K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
8+ 0.05% |
$1.23K - $1.32K
|
17.6K
$1.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8+ 0.2% |
$1.23K - $1.32K
|
3.93K
$402K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
8+ 0.3% |
$1.23K - $1.32K
|
2.7K
$277K
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
8+ 0.02% |
$1.23K - $1.32K
|
38K
$3.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.03% |
$1.07K - $1.16K
|
20.8K
$2.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
7+ 0.17% |
$1.07K - $1.16K
|
4.16K
$427K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
7+ 0.29% |
$1.07K - $1.16K
|
2.42K
$248K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
7+ 0.36% |
$1.07K - $1.16K
|
1.97K
$202K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
7+ 0.24% |
$1.07K - $1.16K
|
2.87K
$294K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
7+ 0.06% |
$1.07K - $1.16K
|
10.9K
$1.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.85% |
$921 - $992
|
709
$72.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
6+ 0.4% |
$921 - $992
|
1.52K
$155K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
6+ 0.46% |
$921 - $992
|
1.31K
$134K
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6+ 0.09% |
$921 - $992
|
7.01K
$718K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 27.27% |
$921 - $992
|
28
$2.87K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
6+ 0.18% |
$921 - $992
|
3.27K
$335K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.11% |
$921 - $992
|
5.27K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6+ 0.16% |
$921 - $992
|
3.76K
$385K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6+ 0.63% |
$921 - $992
|
961
$98.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.17% |
$767 - $826
|
2.94K
$301K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5+ 0.2% |
$767 - $826
|
2.52K
$258K
|
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
5+ 0.29% |
$767 - $826
|
1.75K
$179K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
5+ 0.3% |
$767 - $826
|
1.67K
$171K
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
5+ 0.06% |
$767 - $826
|
8.52K
$873K
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
5+ 0.01% |
$767 - $826
|
34.2K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5+ 0.14% |
$767 - $826
|
3.64K
$373K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
5+ 0.11% |
$767 - $826
|
4.54K
$465K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5+ 0.05% |
$767 - $826
|
9.11K
$933K
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
4+ 0.25% |
$614 - $661
|
1.61K
$165K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.07% |
$614 - $661
|
6.15K
$631K
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
4+ 0.31% |
$614 - $661
|
1.3K
$133K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4+ 0.04% |
$614 - $661
|
10.2K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.09% |
$614 - $661
|
4.22K
$433K
|