Purchases and Sales Made in Q4 2023 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-28- 1.5% |
$4.22K - $4.75K
|
1.83K
$178K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-29- 0.46% |
$4.37K - $4.92K
|
6.33K
$615K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-29- 1.16% |
$4.37K - $4.92K
|
2.47K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-29- 1.98% |
$4.37K - $4.92K
|
1.44K
$140K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-30- 1.47% |
$4.53K - $5.09K
|
2.01K
$195K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-30- 0.31% |
$4.53K - $5.09K
|
9.68K
$941K
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-31- 0.43% |
$4.68K - $5.26K
|
7.16K
$696K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-31- 1.01% |
$4.68K - $5.26K
|
3.04K
$295K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-32- 1.86% |
$4.83K - $5.43K
|
1.69K
$164K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-32- 0.66% |
$4.83K - $5.43K
|
4.8K
$466K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-32- 0.29% |
$4.83K - $5.43K
|
10.9K
$1.06M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-32- 0.34% |
$4.83K - $5.43K
|
9.28K
$902K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-33- 2.39% |
$4.98K - $5.6K
|
1.35K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-33- 2.04% |
$4.98K - $5.6K
|
1.59K
$154K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-34- 1.27% |
$5.13K - $5.77K
|
2.65K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-34- 0.86% |
$5.13K - $5.77K
|
3.9K
$379K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-35- 0.2% |
$5.28K - $5.94K
|
17.2K
$1.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-35- 1.24% |
$5.28K - $5.94K
|
2.79K
$271K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-35- 1.83% |
$5.28K - $5.94K
|
1.88K
$183K
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-35- 1.18% |
$5.28K - $5.94K
|
2.94K
$286K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-35- 1.34% |
$5.28K - $5.94K
|
2.58K
$251K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-35- 0.09% |
$5.28K - $5.94K
|
37.6K
$3.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-35- 1.72% |
$5.28K - $5.94K
|
2K
$194K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-35- 3.65% |
$5.28K - $5.94K
|
923
$89.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-35- 0.31% |
$5.28K - $5.94K
|
11.4K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-35- 1.26% |
$5.28K - $5.94K
|
2.75K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-35- 0.11% |
$5.28K - $5.94K
|
31.2K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-35- 1.19% |
$5.28K - $5.94K
|
2.92K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-35- 0.33% |
$5.28K - $5.94K
|
10.6K
$1.03M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-35- 3.65% |
$5.28K - $5.94K
|
923
$89.7K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-35- 9.7% |
$5.28K - $5.94K
|
326
$31.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-36- 2.29% |
$5.43K - $6.11K
|
1.53K
$149K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-36- 0.85% |
$5.43K - $6.11K
|
4.19K
$407K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-36- 0.86% |
$5.43K - $6.11K
|
4.13K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-36- 0.52% |
$5.43K - $6.11K
|
6.85K
$666K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-37- 0.28% |
$5.58K - $6.28K
|
13K
$1.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
SELL
|
- |
-37- 1.72% |
$5.58K - $6.28K
|
2.11K
$205K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-37- 0.24% |
$5.58K - $6.28K
|
15.3K
$1.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-37- 2.42% |
$5.58K - $6.28K
|
1.49K
$145K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-37- 0.77% |
$5.58K - $6.28K
|
4.8K
$467K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-38- 0.35% |
$5.73K - $6.45K
|
10.9K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-38- 2.11% |
$5.73K - $6.45K
|
1.77K
$172K
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-39- 0.09% |
$5.88K - $6.62K
|
41.5K
$4.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-41- 0.27% |
$6.19K - $6.96K
|
14.9K
$1.45M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-42- 0.92% |
$6.34K - $7.13K
|
4.51K
$438K
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-42- 0.9% |
$6.34K - $7.13K
|
4.6K
$447K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-43- 0.94% |
$6.49K - $7.3K
|
4.54K
$441K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-43- 0.93% |
$6.49K - $7.3K
|
4.59K
$446K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-43- 0.77% |
$6.49K - $7.3K
|
5.52K
$536K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-44- 0.74% |
$6.64K - $7.47K
|
5.87K
$570K
|