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 25, 2023
Q3 2023
|
ETF Store, Inc.
|
SELL
|
- |
-5- 0.31% |
$767 - $826
|
1.61K
$150K
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.18% |
$767 - $826
|
2.83K
$263K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-6- 0.19% |
$921 - $992
|
3.11K
$289K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-7- 0.05% |
$1.07K - $1.16K
|
15.1K
$1.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-7- 0.08% |
$1.07K - $1.16K
|
8.67K
$809K
|
|
|
Nov 09, 2023
Q3 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-7- 0.2% |
$1.07K - $1.16K
|
3.52K
$328K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-8- 0.27% |
$1.23K - $1.32K
|
2.93K
$273K
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-8- 0.57% |
$1.23K - $1.32K
|
1.39K
$129K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-8- 0.2% |
$1.23K - $1.32K
|
4.09K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-8- 0.99% |
$1.23K - $1.32K
|
800
$74.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-9- 0.15% |
$1.38K - $1.49K
|
5.83K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-9- 0.49% |
$1.38K - $1.49K
|
1.83K
$171K
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-9- 0.08% |
$1.38K - $1.49K
|
11K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-10- 0.55% |
$1.53K - $1.65K
|
1.82K
$170K
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-10- 0.31% |
$1.53K - $1.65K
|
3.21K
$299K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.21% |
$1.53K - $1.65K
|
4.74K
$442K
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-10- 0.33% |
$1.53K - $1.65K
|
2.98K
$278K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-11- 0.01% |
$1.69K - $1.82K
|
113K
$10.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-11- 0.1% |
$1.69K - $1.82K
|
11K
$1.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-11- 10.89% |
$1.69K - $1.82K
|
90
$8.39K
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-12- 0.62% |
$1.84K - $1.98K
|
1.92K
$179K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-12- 0.16% |
$1.84K - $1.98K
|
7.55K
$704K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-12- 0.66% |
$1.84K - $1.98K
|
1.81K
$169K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-12- 0.93% |
$1.84K - $1.98K
|
1.28K
$119K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-12- 0.19% |
$1.84K - $1.98K
|
6.18K
$576K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-12- 0.43% |
$1.84K - $1.98K
|
2.77K
$258K
|
|
|
Oct 30, 2023
Q3 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-13- 0.86% |
$2K - $2.15K
|
1.49K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-13- 0.13% |
$2K - $2.15K
|
9.72K
$906K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-13- 0.62% |
$2K - $2.15K
|
2.07K
$193K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-14- 34.15% |
$2.15K - $2.31K
|
27
$2.52K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-14- 0.66% |
$2.15K - $2.31K
|
2.12K
$198K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-15- 0.16% |
$2.3K - $2.48K
|
9.6K
$895K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-15- 0.19% |
$2.3K - $2.48K
|
7.73K
$721K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-15- 0.2% |
$2.3K - $2.48K
|
7.61K
$709K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-15- 0.25% |
$2.3K - $2.48K
|
5.91K
$551K
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-15- 0.49% |
$2.3K - $2.48K
|
3.06K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-15- 0.11% |
$2.3K - $2.48K
|
13.2K
$1.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-16- 0.09% |
$2.46K - $2.64K
|
18.5K
$1.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-16- 0.15% |
$2.46K - $2.64K
|
10.5K
$980K
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-16- 1.12% |
$2.46K - $2.64K
|
1.42K
$132K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-17- 0.32% |
$2.61K - $2.81K
|
5.25K
$489K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-18- 0.32% |
$2.76K - $2.97K
|
5.6K
$522K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-18- 0.51% |
$2.76K - $2.97K
|
3.53K
$329K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-19- 0.35% |
$2.92K - $3.14K
|
5.35K
$499K
|
|
|
Oct 10, 2023
Q3 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-20- 0.07% |
$3.07K - $3.31K
|
30K
$2.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-20- 0.7% |
$3.07K - $3.31K
|
2.85K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-20- 0.86% |
$3.07K - $3.31K
|
2.31K
$215K
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-21- 1.06% |
$3.22K - $3.47K
|
1.96K
$182K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-21- 5.98% |
$3.22K - $3.47K
|
330
$30.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-22- 0.71% |
$3.38K - $3.64K
|
3.06K
$285K
|