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 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-40- 14.08% |
$6.14K - $6.61K
|
244
$25K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-40- 1.21% |
$6.14K - $6.61K
|
3.27K
$335K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-41- 2.54% |
$6.29K - $6.78K
|
1.58K
$161K
|
|
|
Oct 24, 2023
Q3 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-41- 0.08% |
$6.29K - $6.78K
|
50.6K
$5.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-41- 0.57% |
$6.29K - $6.78K
|
7.17K
$735K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-42- 0.52% |
$6.45K - $6.94K
|
8.09K
$829K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-43- 2.79% |
$6.6K - $7.11K
|
1.5K
$154K
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-45- 0.45% |
$6.91K - $7.44K
|
9.88K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-45- 0.07% |
$6.91K - $7.44K
|
62K
$6.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-45- 1.76% |
$6.91K - $7.44K
|
2.51K
$258K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-46- 0.51% |
$7.06K - $7.6K
|
8.93K
$915K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-46- 0.54% |
$7.06K - $7.6K
|
8.47K
$868K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-47- 0.86% |
$7.21K - $7.77K
|
5.42K
$555K
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-48- 3.19% |
$7.37K - $7.93K
|
1.46K
$149K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-48- 0.63% |
$7.37K - $7.93K
|
7.58K
$776K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-48- 0.39% |
$7.37K - $7.93K
|
12.2K
$1.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-49- 0.34% |
$7.52K - $8.1K
|
14.4K
$1.48M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-49- 3.76% |
$7.52K - $8.1K
|
1.25K
$128K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-50- 0.51% |
$7.67K - $8.26K
|
9.82K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-50- 1.55% |
$7.67K - $8.26K
|
3.18K
$326K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-50- 0.83% |
$7.67K - $8.26K
|
5.94K
$609K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-50- 0.17% |
$7.67K - $8.26K
|
29K
$2.97M
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-50- 2.72% |
$7.67K - $8.26K
|
1.79K
$184K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-50- 2.19% |
$7.67K - $8.26K
|
2.23K
$228K
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 0.69% |
$7.67K - $8.26K
|
7.2K
$738K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-50- 7.69% |
$7.67K - $8.26K
|
600
$61.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-50- 0.09% |
$7.67K - $8.26K
|
52.7K
$5.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-50- 0.7% |
$7.67K - $8.26K
|
7.1K
$727K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-50- 0.5% |
$7.67K - $8.26K
|
10K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-50- 0.83% |
$7.67K - $8.26K
|
5.98K
$613K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-50- 0.63% |
$7.67K - $8.26K
|
7.87K
$806K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-51- 2.65% |
$7.83K - $8.43K
|
1.87K
$192K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-51- 2.99% |
$7.83K - $8.43K
|
1.65K
$169K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-51- 0.76% |
$7.83K - $8.43K
|
6.63K
$680K
|
|
|
Oct 13, 2023
Q3 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-52- 0.15% |
$7.98K - $8.59K
|
34.9K
$3.58M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-52- 1.37% |
$7.98K - $8.59K
|
3.74K
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-52- 1.02% |
$7.98K - $8.59K
|
5.04K
$517K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-53- 0.44% |
$8.13K - $8.76K
|
12.1K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-53- 1.15% |
$8.13K - $8.76K
|
4.55K
$466K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-54- 2.5% |
$8.29K - $8.92K
|
2.11K
$216K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-54- 0.94% |
$8.29K - $8.92K
|
5.69K
$583K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-54- 1.86% |
$8.29K - $8.92K
|
2.85K
$292K
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-55- 0.71% |
$8.44K - $9.09K
|
7.68K
$787K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-55- 2.22% |
$8.44K - $9.09K
|
2.43K
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-56- 2.57% |
$8.6K - $9.25K
|
2.13K
$218K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-57- 3.22% |
$8.75K - $9.42K
|
1.72K
$176K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-57- 2.51% |
$8.75K - $9.42K
|
2.21K
$227K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-58- 1.01% |
$8.9K - $9.58K
|
5.67K
$581K
|
|
|
Oct 26, 2023
Q3 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-59- 3.52% |
$9.06K - $9.75K
|
1.62K
$166K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-59- 6.53% |
$9.06K - $9.75K
|
844
$86.5K
|