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 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-23- 0.92% |
$3.53K - $3.8K
|
2.46K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-23- 0.73% |
$3.53K - $3.8K
|
3.11K
$327K
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-25- 0.61% |
$3.84K - $4.13K
|
4.05K
$425K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-25- 1.68% |
$3.84K - $4.13K
|
1.46K
$153K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-25- 0.56% |
$3.84K - $4.13K
|
4.47K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-25- 1.02% |
$3.84K - $4.13K
|
2.43K
$256K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-25- 1.01% |
$3.84K - $4.13K
|
2.45K
$257K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-26- 0.33% |
$3.99K - $4.3K
|
7.97K
$837K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-26- 0.33% |
$3.99K - $4.3K
|
7.8K
$820K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-27- 1.25% |
$4.14K - $4.46K
|
2.13K
$224K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-27- 1.02% |
$4.14K - $4.46K
|
2.62K
$275K
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-28- 1.18% |
$4.3K - $4.63K
|
2.34K
$245K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-28- 1.25% |
$4.3K - $4.63K
|
2.21K
$232K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-29- 0.63% |
$4.45K - $4.79K
|
4.6K
$484K
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-29- 1.12% |
$4.45K - $4.79K
|
2.57K
$270K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-29- 1.67% |
$4.45K - $4.79K
|
1.71K
$180K
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.25% |
$4.6K - $4.96K
|
2.37K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-30- 0.89% |
$4.6K - $4.96K
|
3.33K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-30- 0.89% |
$4.6K - $4.96K
|
3.33K
$349K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-31- 1.41% |
$4.76K - $5.12K
|
2.17K
$228K
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-31- 0.55% |
$4.76K - $5.12K
|
5.64K
$592K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-31- 0.92% |
$4.76K - $5.12K
|
3.33K
$350K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-31- 0.1% |
$4.76K - $5.12K
|
30.5K
$3.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-32- 1.4% |
$4.91K - $5.29K
|
2.26K
$237K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-32- 25.6% |
$4.91K - $5.29K
|
93
$9.77K
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-33- 1.98% |
$5.07K - $5.45K
|
1.63K
$172K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-33- 0.28% |
$5.07K - $5.45K
|
11.6K
$1.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-33- 0.1% |
$5.07K - $5.45K
|
31.8K
$3.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-33- 0.08% |
$5.07K - $5.45K
|
39.3K
$4.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-34- 0.76% |
$5.22K - $5.62K
|
4.46K
$469K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-34- 1.21% |
$5.22K - $5.62K
|
2.78K
$292K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-34- 0.68% |
$5.22K - $5.62K
|
4.96K
$521K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-34- 0.23% |
$5.22K - $5.62K
|
14.7K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-35- 0.91% |
$5.37K - $5.78K
|
3.8K
$399K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-36- 1.98% |
$5.53K - $5.95K
|
1.78K
$187K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-36- 1.35% |
$5.53K - $5.95K
|
2.63K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-36- 0.54% |
$5.53K - $5.95K
|
6.59K
$692K
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-37- 1.09% |
$5.68K - $6.11K
|
3.35K
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-37- 0.65% |
$5.68K - $6.11K
|
5.63K
$591K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-38- 0.17% |
$5.83K - $6.28K
|
21.8K
$2.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-38- 0.45% |
$5.83K - $6.28K
|
8.32K
$874K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38- 2.2% |
$5.83K - $6.28K
|
1.69K
$178K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-38- 0.22% |
$5.83K - $6.28K
|
17.2K
$1.81M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-38- 0.07% |
$5.83K - $6.28K
|
55.8K
$5.86M
|
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-39- 0.09% |
$5.99K - $6.44K
|
41.5K
$4.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-39- 2.28% |
$5.99K - $6.44K
|
1.67K
$176K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-39- 0.01% |
$5.99K - $6.44K
|
411K
$43.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-39- 0.71% |
$5.99K - $6.44K
|
5.49K
$577K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-39- 2.0% |
$5.99K - $6.44K
|
1.91K
$201K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-40- 0.54% |
$6.14K - $6.61K
|
7.43K
$781K
|