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 10, 2023
Q3 2023
|
Covea Finance
|
BUY
|
- |
17.3K+ 11.94% |
$2.66M - $2.87M
|
163K
$16.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
17.1K+ 9.04% |
$2.62M - $2.82M
|
206K
$21.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17K+ 2.34% |
$2.61M - $2.81M
|
743K
$76.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
15.9K+ 8.65% |
$2.45M - $2.63M
|
200K
$20.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
15.9K+ 550.71% |
$2.44M - $2.62M
|
18.7K
$1.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
15.7K+ 512.33% |
$2.42M - $2.6M
|
18.8K
$1.94M
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
15.7K+ 525.18% |
$2.41M - $2.6M
|
18.7K
$1.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
15.6K+ 67.26% |
$2.4M - $2.59M
|
38.9K
$4M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
15.6K+ 261.72% |
$2.39M - $2.57M
|
21.5K
$2.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$2.36M - $2.54M
|
15.4K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
15.1K+ 34.57% |
$2.32M - $2.5M
|
58.8K
$6.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
14.9KNew |
$2.29M - $2.46M
|
14.9K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
14.7K+ 4.12% |
$2.26M - $2.43M
|
372K
$38.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
14.7K+ 2.8% |
$2.25M - $2.42M
|
539K
$55.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
14.4K+ 917.94% |
$2.21M - $2.38M
|
16K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$2.21M - $2.38M
|
14.4K
$1.48M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
14.4K+ 36.6% |
$2.2M - $2.37M
|
53.6K
$5.51M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
14.3KNew |
$2.19M - $2.36M
|
14.3K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
14.3KNew |
$2.19M - $2.36M
|
14.3K
$1.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
14.2KNew |
$2.19M - $2.35M
|
14.2K
$1.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
14.2KNew |
$2.17M - $2.34M
|
14.2K
$1.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
14.1K+ 145.57% |
$2.17M - $2.33M
|
23.8K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.1K+ 70.46% |
$2.16M - $2.33M
|
34.1K
$3.51M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
13.9K+ 4.19% |
$2.13M - $2.29M
|
345K
$35.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$2.07M - $2.23M
|
13.5K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.5K+ 5.12% |
$2.07M - $2.23M
|
277K
$28.5M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.4K+ 71.44% |
$2.06M - $2.22M
|
32.2K
$3.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
13.4K+ 39.27% |
$2.05M - $2.21M
|
47.4K
$4.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
13.2K+ 4.04% |
$2.03M - $2.18M
|
340K
$35M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13K+ 2.95% |
$2M - $2.15M
|
455K
$46.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
12.9K+ 1.59% |
$1.98M - $2.14M
|
826K
$85.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
12.9K+ 240.32% |
$1.98M - $2.13M
|
18.2K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
12.7K+ 392.29% |
$1.95M - $2.1M
|
16K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
12.6K+ 5.31% |
$1.93M - $2.08M
|
249K
$25.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.5K+ 8.62% |
$1.91M - $2.06M
|
157K
$16.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
12.5K+ 126.07% |
$1.91M - $2.06M
|
22.4K
$2.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.4K+ 182.51% |
$1.91M - $2.05M
|
19.2K
$1.98M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
12K+ 281.91% |
$1.84M - $1.98M
|
16.2K
$1.67M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.9K+ 27.19% |
$1.82M - $1.96M
|
55.5K
$5.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
11.6K+ 11.92% |
$1.78M - $1.92M
|
109K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 4.21% |
$1.76M - $1.9M
|
284K
$29.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
11.3K+ 44.92% |
$1.74M - $1.87M
|
36.5K
$3.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
11.3K+ 17.46% |
$1.73M - $1.86M
|
75.7K
$7.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
11.2K+ 9.07% |
$1.72M - $1.85M
|
134K
$13.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
11.1K+ 312.24% |
$1.7M - $1.83M
|
14.6K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
10.6KNew |
$1.63M - $1.76M
|
10.6K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.6KNew |
$1.63M - $1.76M
|
10.6K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
10.5K+ 2.03% |
$1.62M - $1.74M
|
528K
$54.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
10.3K+ 63.58% |
$1.58M - $1.7M
|
26.5K
$2.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
10.3K+ 29.8% |
$1.58M - $1.7M
|
44.9K
$4.62M
|