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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-60- 2.61% |
$9.21K - $9.92K
|
2.24K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-62- 3.69% |
$9.52K - $10.2K
|
1.62K
$170K
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-63- 0.51% |
$9.67K - $10.4K
|
12.2K
$1.29M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-63- 0.51% |
$9.67K - $10.4K
|
12.2K
$1.29M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-64- 0.08% |
$9.82K - $10.6K
|
75.3K
$7.91M
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
SELL
|
- |
-65- 3.2% |
$9.98K - $10.7K
|
1.97K
$207K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-66- 3.0% |
$10.1K - $10.9K
|
2.14K
$224K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-66- 0.91% |
$10.1K - $10.9K
|
7.16K
$752K
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-67- 2.91% |
$10.3K - $11.1K
|
2.24K
$235K
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-68- 1.63% |
$10.4K - $11.2K
|
4.11K
$432K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-68- 1.17% |
$10.4K - $11.2K
|
5.73K
$602K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-68- 0.65% |
$10.4K - $11.2K
|
10.3K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-68- 0.91% |
$10.4K - $11.2K
|
7.44K
$782K
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-68- 0.32% |
$10.4K - $11.2K
|
21.1K
$2.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-68- 0.7% |
$10.4K - $11.2K
|
9.7K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-69- 2.3% |
$10.6K - $11.4K
|
2.93K
$308K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-69- 7.69% |
$10.6K - $11.4K
|
828
$87K
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-69- 3.18% |
$10.6K - $11.4K
|
2.1K
$221K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-70- 3.36% |
$10.7K - $11.6K
|
2.01K
$212K
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-71- 1.72% |
$10.9K - $11.7K
|
4.05K
$425K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-71- 1.72% |
$10.9K - $11.7K
|
4.05K
$425K
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-71- 0.47% |
$10.9K - $11.7K
|
14.9K
$1.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-71- 2.18% |
$10.9K - $11.7K
|
3.19K
$335K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-73- 0.77% |
$11.2K - $12.1K
|
9.43K
$991K
|
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-73- 0.26% |
$11.2K - $12.1K
|
27.9K
$2.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-74- 3.28% |
$11.4K - $12.2K
|
2.18K
$229K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-75- 2.88% |
$11.5K - $12.4K
|
2.53K
$265K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-75- 1.57% |
$11.5K - $12.4K
|
4.7K
$494K
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-75- 0.06% |
$11.5K - $12.4K
|
130K
$13.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-75- 0.48% |
$11.5K - $12.4K
|
15.7K
$1.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-75- 1.07% |
$11.5K - $12.4K
|
6.94K
$729K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-75- 1.4% |
$11.5K - $12.4K
|
5.28K
$555K
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-75- 2.58% |
$11.5K - $12.4K
|
2.84K
$298K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-77- 0.74% |
$11.8K - $12.7K
|
10.4K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-77- 0.38% |
$11.8K - $12.7K
|
20.4K
$2.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-79- 3.11% |
$12.1K - $13.1K
|
2.47K
$259K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-79- 17.95% |
$12.1K - $13.1K
|
361
$37.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-83- 0.02% |
$12.7K - $13.7K
|
512K
$53.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-83- 6.04% |
$12.7K - $13.7K
|
1.29K
$136K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-84- 0.88% |
$12.9K - $13.9K
|
9.49K
$997K
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-85- 2.5% |
$13K - $14K
|
3.32K
$349K
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
SELL
|
- |
-86- 1.02% |
$13.2K - $14.2K
|
8.31K
$873K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-86- 4.58% |
$13.2K - $14.2K
|
1.79K
$188K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-86- 2.01% |
$13.2K - $14.2K
|
4.19K
$441K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-87- 3.03% |
$13.4K - $14.4K
|
2.79K
$293K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-87- 3.96% |
$13.4K - $14.4K
|
2.11K
$221K
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-88- 5.48% |
$13.5K - $14.5K
|
1.52K
$159K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-90- 4.7% |
$13.8K - $14.9K
|
1.82K
$192K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-90- 4.78% |
$13.8K - $14.9K
|
1.79K
$188K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-90- 51.72% |
$13.8K - $14.9K
|
84
$8.82K
|