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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-45- 0.17% |
$6.79K - $7.64K
|
26.5K
$2.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-45- 1.82% |
$6.79K - $7.64K
|
2.43K
$253K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-47- 30.92% |
$7.09K - $7.98K
|
105
$10.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-49- 1.48% |
$7.39K - $8.32K
|
3.27K
$340K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-50- 0.22% |
$7.54K - $8.49K
|
22.9K
$2.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-50- 3.36% |
$7.54K - $8.49K
|
1.44K
$150K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-50- 0.72% |
$7.54K - $8.49K
|
6.89K
$716K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-50- 1.96% |
$7.54K - $8.49K
|
2.51K
$261K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-50- 0.77% |
$7.54K - $8.49K
|
6.41K
$666K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-50- 5.83% |
$7.54K - $8.49K
|
808
$84K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-50- 2.63% |
$7.54K - $8.49K
|
1.85K
$193K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-50- 0.99% |
$7.54K - $8.49K
|
5.03K
$523K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-50- 3.39% |
$7.54K - $8.49K
|
1.43K
$148K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 2.71% |
$7.54K - $8.49K
|
1.8K
$187K
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-50- 2.18% |
$7.54K - $8.49K
|
2.24K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-50- 0.09% |
$7.54K - $8.49K
|
53.9K
$5.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-50- 2.08% |
$7.54K - $8.49K
|
2.35K
$244K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-50- 1.36% |
$7.54K - $8.49K
|
3.62K
$376K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-51- 3.08% |
$7.69K - $8.66K
|
1.61K
$167K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-51- 1.77% |
$7.69K - $8.66K
|
2.84K
$295K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-53- 1.88% |
$8K - $9K
|
2.77K
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-53- 0.5% |
$8K - $9K
|
10.6K
$1.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.32% |
$8.15K - $9.17K
|
17.1K
$1.78M
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-55- 1.77% |
$8.3K - $9.34K
|
3.05K
$317K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
SELL
|
- |
-55- 2.26% |
$8.3K - $9.34K
|
2.38K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-55- 1.08% |
$8.3K - $9.34K
|
5.05K
$525K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-56- 27.59% |
$8.45K - $9.51K
|
147
$15.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-57- 0.71% |
$8.6K - $9.68K
|
7.94K
$826K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-57- 0.19% |
$8.6K - $9.68K
|
29.5K
$3.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-58- 2.58% |
$8.75K - $9.85K
|
2.19K
$228K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-59- 70.24% |
$8.9K - $10K
|
25
$2.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
SELL
|
- |
-60- 1.68% |
$9.05K - $10.2K
|
3.52K
$366K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-60- 3.35% |
$9.05K - $10.2K
|
1.73K
$180K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-60- 0.24% |
$9.05K - $10.2K
|
25.3K
$2.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-60- 2.85% |
$9.05K - $10.2K
|
2.04K
$212K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-60- 0.24% |
$9.05K - $10.2K
|
25.3K
$2.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-62- 2.11% |
$9.35K - $10.5K
|
2.88K
$300K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-62- 2.55% |
$9.35K - $10.5K
|
2.37K
$247K
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-63- 0.24% |
$9.5K - $10.7K
|
26.6K
$2.77M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-64- 0.92% |
$9.66K - $10.9K
|
6.9K
$718K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-64- 3.29% |
$9.66K - $10.9K
|
1.88K
$195K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-64- 6.66% |
$9.66K - $10.9K
|
897
$93.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-65- 3.0% |
$9.81K - $11K
|
2.1K
$219K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-65- 15.93% |
$9.81K - $11K
|
343
$35.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-65- 1.67% |
$9.81K - $11K
|
3.83K
$399K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-65- 2.71% |
$9.81K - $11K
|
2.33K
$243K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-65- 0.06% |
$9.81K - $11K
|
114K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-65- 4.79% |
$9.81K - $11K
|
1.29K
$134K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-65- 3.96% |
$9.81K - $11K
|
1.58K
$164K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-65- 1.9% |
$9.81K - $11K
|
3.35K
$348K
|