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 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-150- 1.55% |
$22.6K - $25.5K
|
9.51K
$986K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-150- 2.84% |
$22.6K - $25.5K
|
5.13K
$532K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-150- 3.57% |
$22.6K - $25.5K
|
4.05K
$421K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-151- 9.05% |
$22.8K - $25.6K
|
1.52K
$158K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-154- 37.93% |
$23.2K - $26.1K
|
252
$26.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-155- 3.11% |
$23.4K - $26.3K
|
4.82K
$500K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-156- 9.67% |
$23.5K - $26.5K
|
1.46K
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-156- 27.23% |
$23.5K - $26.5K
|
417
$43.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-159- 1.47% |
$24K - $27K
|
10.7K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-159- 3.35% |
$24K - $27K
|
4.59K
$476K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-160- 2.37% |
$24.1K - $27.2K
|
6.58K
$683K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-160- 5.58% |
$24.1K - $27.2K
|
2.71K
$281K
|
|
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-160- 0.57% |
$24.1K - $27.2K
|
27.8K
$2.89M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-161- 0.83% |
$24.3K - $27.3K
|
19.2K
$2M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-163- 11.31% |
$24.6K - $27.7K
|
1.28K
$133K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-164- 7.69% |
$24.7K - $27.8K
|
1.97K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-164- 2.13% |
$24.7K - $27.8K
|
7.53K
$781K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-166- 1.15% |
$25K - $28.2K
|
14.2K
$1.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-171- 3.81% |
$25.8K - $29K
|
4.31K
$447K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-172- 1.37% |
$25.9K - $29.2K
|
12.4K
$1.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-172- 1.65% |
$25.9K - $29.2K
|
10.3K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-172- 6.47% |
$25.9K - $29.2K
|
2.49K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-173- 2.61% |
$26.1K - $29.4K
|
6.46K
$670K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-175- 1.6% |
$26.4K - $29.7K
|
10.8K
$1.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-176- 6.21% |
$26.6K - $29.9K
|
2.66K
$276K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-178- 3.87% |
$26.9K - $30.2K
|
4.43K
$459K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-179- 5.07% |
$27K - $30.4K
|
3.35K
$348K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-180- 0.37% |
$27.2K - $30.6K
|
48.3K
$5.01M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-180- 1.95% |
$27.2K - $30.6K
|
9.05K
$939K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-181- 1.45% |
$27.3K - $30.7K
|
12.3K
$1.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-181- 8.6% |
$27.3K - $30.7K
|
1.92K
$200K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-185- 9.08% |
$27.9K - $31.4K
|
1.85K
$192K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-186- 0.8% |
$28.1K - $31.6K
|
23.1K
$2.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-193- 2.13% |
$29.1K - $32.8K
|
8.86K
$919K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-195- 2.5% |
$29.4K - $33.1K
|
7.61K
$789K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-195- 4.73% |
$29.4K - $33.1K
|
3.92K
$407K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-196- 5.75% |
$29.6K - $33.3K
|
3.22K
$334K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-200- 0.49% |
$30.2K - $34K
|
40.3K
$4.19M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 4.54% |
$30.2K - $34K
|
4.2K
$436K
|
|
|
Feb 01, 2024
Q4 2023
|
Grace & White Inc
|
SELL
|
- |
-200- 2.31% |
$30.2K - $34K
|
8.45K
$877K
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-200- 2.27% |
$30.2K - $34K
|
8.6K
$893K
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-200- 0.83% |
$30.2K - $34K
|
23.8K
$2.47M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-200- 6.43% |
$30.2K - $34K
|
2.91K
$302K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-201- 7.29% |
$30.3K - $34.1K
|
2.56K
$265K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-201- 0.77% |
$30.3K - $34.1K
|
26K
$2.69M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-204- 2.59% |
$30.8K - $34.6K
|
7.67K
$795K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-205- 1.93% |
$30.9K - $34.8K
|
10.4K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-205- 2.32% |
$30.9K - $34.8K
|
8.62K
$895K
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-206- 1.31% |
$31.1K - $35K
|
15.5K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-209- 0.3% |
$31.5K - $35.5K
|
69.7K
$7.23M
|