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 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-90- 2.39% |
$13.8K - $14.9K
|
3.67K
$376K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-90- 0.21% |
$13.8K - $14.9K
|
42.2K
$4.32M
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-91- 12.85% |
$14K - $15K
|
617
$63.2K
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-92- 3.26% |
$14.1K - $15.2K
|
2.73K
$280K
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-94- 0.44% |
$14.4K - $15.5K
|
21.2K
$2.17M
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-95- 3.25% |
$14.6K - $15.7K
|
2.83K
$290K
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-95- 4.57% |
$14.6K - $15.7K
|
1.98K
$203K
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-95- 0.41% |
$14.6K - $15.7K
|
22.9K
$2.35M
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-96- 2.77% |
$14.7K - $15.9K
|
3.37K
$345K
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-96- 0.53% |
$14.7K - $15.9K
|
18K
$1.85M
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-98- 2.86% |
$15K - $16.2K
|
3.33K
$342K
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-99- 0.86% |
$15.2K - $16.4K
|
11.4K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-99- 1.21% |
$15.2K - $16.4K
|
8.11K
$831K
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-99- 0.56% |
$15.2K - $16.4K
|
17.5K
$1.8M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-99- 6.68% |
$15.2K - $16.4K
|
1.38K
$142K
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-100- 5.41% |
$15.3K - $16.5K
|
1.75K
$179K
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-100- 3.17% |
$15.3K - $16.5K
|
3.05K
$313K
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-100- 0.95% |
$15.3K - $16.5K
|
10.4K
$1.06M
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-100- 6.28% |
$15.3K - $16.5K
|
1.49K
$153K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-100- 6.69% |
$15.3K - $16.5K
|
1.39K
$143K
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 0.82% |
$15.3K - $16.5K
|
12.1K
$1.24M
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 80.0% |
$15.3K - $16.5K
|
25
$2.56K
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-100- 4.14% |
$15.3K - $16.5K
|
2.32K
$237K
|
|
Nov 14, 2024
Q3 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-100- 2.78% |
$15.3K - $16.5K
|
3.49K
$358K
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-101- 0.63% |
$15.5K - $16.7K
|
15.9K
$1.63M
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-103- 4.54% |
$15.8K - $17K
|
2.17K
$222K
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-105- 1.48% |
$16.1K - $17.4K
|
6.99K
$716K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-105- 5.78% |
$16.1K - $17.4K
|
1.71K
$176K
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-105- 0.66% |
$16.1K - $17.4K
|
15.7K
$1.61M
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-107- 2.08% |
$16.4K - $17.7K
|
5.04K
$516K
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-108- 1.29% |
$16.6K - $17.8K
|
8.28K
$848K
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-110- 0.42% |
$16.9K - $18.2K
|
26.3K
$2.7M
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-112- 6.51% |
$17.2K - $18.5K
|
1.61K
$165K
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-112- 0.31% |
$17.2K - $18.5K
|
36.6K
$3.75M
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-113- 1.89% |
$17.3K - $18.7K
|
5.86K
$600K
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-114- 0.8% |
$17.5K - $18.8K
|
14.1K
$1.44M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-114- 1.0% |
$17.5K - $18.8K
|
11.3K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-114- 7.21% |
$17.5K - $18.8K
|
1.47K
$150K
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-115- 0.63% |
$17.7K - $19K
|
18.1K
$1.85M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-115- 4.15% |
$17.7K - $19K
|
2.66K
$272K
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-115- 0.54% |
$17.7K - $19K
|
21.3K
$2.18M
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-115- 0.71% |
$17.7K - $19K
|
16.1K
$1.65M
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-115- 0.97% |
$17.7K - $19K
|
11.8K
$1.21M
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-116- 3.06% |
$17.8K - $19.2K
|
3.67K
$376K
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-116- 3.71% |
$17.8K - $19.2K
|
3.01K
$309K
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-116- 1.27% |
$17.8K - $19.2K
|
9K
$922K
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-116- 4.95% |
$17.8K - $19.2K
|
2.23K
$228K
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-117- 1.7% |
$18K - $19.3K
|
6.75K
$692K
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-118- 0.48% |
$18.1K - $19.5K
|
24.2K
$2.48M
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-118- 0.42% |
$18.1K - $19.5K
|
27.9K
$2.86M
|