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 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-90- 0.73% |
$13.6K - $15.3K
|
12.2K
$1.27M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-92- 0.9% |
$13.9K - $15.6K
|
10.2K
$1.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-92- 2.51% |
$13.9K - $15.6K
|
3.58K
$372K
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-93- 1.15% |
$14K - $15.8K
|
7.98K
$830K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-94- 2.13% |
$14.2K - $16K
|
4.31K
$449K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-95- 2.99% |
$14.3K - $16.1K
|
3.08K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-96- 0.23% |
$14.5K - $16.3K
|
40.8K
$4.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-98- 0.94% |
$14.8K - $16.6K
|
10.4K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-100- 5.93% |
$15.1K - $17K
|
1.59K
$165K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-100- 1.97% |
$15.1K - $17K
|
4.98K
$518K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 3.32% |
$15.1K - $17K
|
2.91K
$303K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-100- 2.46% |
$15.1K - $17K
|
3.97K
$413K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 50.0% |
$15.1K - $17K
|
100
$10.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-100- 3.25% |
$15.1K - $17K
|
2.98K
$310K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-100- 2.83% |
$15.1K - $17K
|
3.43K
$357K
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-100- 2.47% |
$15.1K - $17K
|
3.95K
$411K
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 0.57% |
$15.1K - $17K
|
17.4K
$1.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-100- 1.35% |
$15.1K - $17K
|
7.29K
$758K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-100- 0.57% |
$15.1K - $17K
|
17.3K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 3.69% |
$15.1K - $17K
|
2.61K
$272K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-101- 0.46% |
$15.2K - $17.1K
|
21.7K
$2.26M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-101- 0.57% |
$15.2K - $17.1K
|
17.7K
$1.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-104- 4.94% |
$15.7K - $17.7K
|
2K
$208K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-104- 2.91% |
$15.7K - $17.7K
|
3.47K
$360K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-104- 5.85% |
$15.7K - $17.7K
|
1.67K
$174K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-105- 0.77% |
$15.8K - $17.8K
|
13.5K
$1.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-105- 2.0% |
$15.8K - $17.8K
|
5.14K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-105- 2.21% |
$15.8K - $17.8K
|
4.65K
$484K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-107- 0.63% |
$16.1K - $18.2K
|
16.8K
$1.74M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-107- 5.32% |
$16.1K - $18.2K
|
1.91K
$198K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-109- 4.88% |
$16.4K - $18.5K
|
2.13K
$221K
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-110- 1.32% |
$16.6K - $18.7K
|
8.22K
$854K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-110- 0.87% |
$16.6K - $18.7K
|
12.6K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-110- 0.25% |
$16.6K - $18.7K
|
43.2K
$4.5M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-110- 0.12% |
$16.6K - $18.7K
|
88.1K
$9.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-110- 1.09% |
$16.6K - $18.7K
|
9.96K
$1.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-111- 7.01% |
$16.7K - $18.8K
|
1.47K
$153K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-111- 2.37% |
$16.7K - $18.8K
|
4.58K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-111- 1.44% |
$16.7K - $18.8K
|
7.62K
$792K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-113- 25.06% |
$17K - $19.2K
|
338
$35.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-113- 0.13% |
$17K - $19.2K
|
85.7K
$8.92M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-113- 2.94% |
$17K - $19.2K
|
3.73K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-114- 2.09% |
$17.2K - $19.4K
|
5.33K
$554K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-116- 8.13% |
$17.5K - $19.7K
|
1.31K
$136K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-118- 0.64% |
$17.8K - $20K
|
18.4K
$1.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-118- 0.77% |
$17.8K - $20K
|
15.1K
$1.57M
|
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-120- 6.52% |
$18.1K - $20.4K
|
1.72K
$179K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-120- 1.25% |
$18.1K - $20.4K
|
9.47K
$985K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-120- 0.46% |
$18.1K - $20.4K
|
25.9K
$2.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-122- 3.56% |
$18.4K - $20.7K
|
3.3K
$344K
|