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 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$614 - $661
|
12.7K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 8.0% |
$614 - $661
|
54
$5.53K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4+ 0.17% |
$614 - $661
|
2.34K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4+ 0.13% |
$614 - $661
|
3.06K
$314K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4+ 0.27% |
$614 - $661
|
1.51K
$154K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.04% |
$460 - $496
|
8.43K
$864K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3+ 100.0% |
$460 - $496
|
6
$615
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.21% |
$460 - $496
|
1.47K
$150K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3+ 0.15% |
$460 - $496
|
1.94K
$199K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3+ 0.03% |
$460 - $496
|
10.4K
$1.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.23% |
$460 - $496
|
1.33K
$136K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.21% |
$460 - $496
|
1.43K
$146K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.2% |
$460 - $496
|
1.47K
$151K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3+ 0.19% |
$460 - $496
|
1.59K
$163K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
3+ 0.08% |
$460 - $496
|
3.94K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$460 - $496
|
1.58K
$162K
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3+ 0.05% |
$460 - $496
|
5.82K
$597K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3+ 0.15% |
$460 - $496
|
2.07K
$212K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3+ 0.18% |
$460 - $496
|
1.68K
$172K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3+ 0.11% |
$460 - $496
|
2.71K
$278K
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2+ 0.11% |
$307 - $331
|
1.8K
$184K
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2+ 0.15% |
$307 - $331
|
1.3K
$133K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.07% |
$307 - $331
|
2.76K
$283K
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
2+ 0.04% |
$307 - $331
|
5.25K
$538K
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
2+ 0.08% |
$307 - $331
|
2.45K
$251K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
2+ 0.04% |
$307 - $331
|
5.01K
$514K
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2+ 0.04% |
$307 - $331
|
5.08K
$520K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.14% |
$307 - $331
|
1.4K
$143K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
2+ 0.05% |
$307 - $331
|
4.41K
$451K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2+ 0.1% |
$307 - $331
|
1.97K
$202K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.15% |
$307 - $331
|
1.31K
$135K
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$307 - $331
|
6.98K
$715K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2+ 0.1% |
$307 - $331
|
2.03K
$208K
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.13% |
$307 - $331
|
1.57K
$161K
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2+ 0.06% |
$307 - $331
|
3.28K
$337K
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.1% |
$307 - $331
|
2.07K
$213K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
2+ 0.13% |
$307 - $331
|
1.59K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2+ 0.15% |
$307 - $331
|
1.32K
$135K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2+ 0.15% |
$307 - $331
|
1.32K
$135K
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
2+ 0.16% |
$307 - $331
|
1.28K
$131K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 1.11% |
$307 - $331
|
182
$18.6K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.06% |
$153 - $165
|
1.71K
$175K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$153 - $165
|
3.57K
$366K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$153 - $165
|
12.1K
$1.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$153 - $165
|
3.19K
$326K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.02% |
$153 - $165
|
5.15K
$528K
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$153 - $165
|
2.92K
$300K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$153 - $165
|
2.15K
$220K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1+ 0.05% |
$153 - $165
|
2.04K
$209K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1+ 0.05% |
$153 - $165
|
1.95K
$199K
|