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 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-272- 7.8% |
$41K - $46.2K
|
3.22K
$334K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-273- 3.12% |
$41.2K - $46.3K
|
8.48K
$880K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-273- 2.36% |
$41.2K - $46.3K
|
11.3K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-278- 3.34% |
$41.9K - $47.2K
|
8.05K
$835K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-282- 3.53% |
$42.5K - $47.9K
|
7.71K
$800K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-284- 17.35% |
$42.8K - $48.2K
|
1.35K
$140K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-285- 0.29% |
$43K - $48.4K
|
97.3K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-285- 2.4% |
$43K - $48.4K
|
11.6K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-288- 1.01% |
$43.4K - $48.9K
|
28.3K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-290- 2.94% |
$43.7K - $49.2K
|
9.56K
$992K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-293- 12.13% |
$44.2K - $49.7K
|
2.12K
$220K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-294- 2.44% |
$44.4K - $49.9K
|
11.8K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-295- 10.9% |
$44.5K - $50.1K
|
2.41K
$250K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-298- 5.68% |
$45K - $50.6K
|
4.95K
$513K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-298- 10.83% |
$45K - $50.6K
|
2.45K
$255K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-300- 9.71% |
$45.3K - $50.9K
|
2.79K
$289K
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-300- 14.69% |
$45.3K - $50.9K
|
1.74K
$181K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-300- 12.24% |
$45.3K - $50.9K
|
2.15K
$223K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-300- 2.88% |
$45.3K - $50.9K
|
10.1K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-302- 1.93% |
$45.6K - $51.3K
|
15.3K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-302- 6.87% |
$45.6K - $51.3K
|
4.1K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-305- 1.41% |
$46K - $51.8K
|
21.3K
$2.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-306- 16.19% |
$46.2K - $52K
|
1.58K
$164K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-307- 4.31% |
$46.3K - $52.1K
|
6.82K
$708K
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-308- 1.6% |
$46.5K - $52.3K
|
18.9K
$1.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-311- 2.93% |
$46.9K - $52.8K
|
10.3K
$1.07M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-311- 3.55% |
$46.9K - $52.8K
|
8.44K
$876K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-314- 2.57% |
$47.4K - $53.3K
|
11.9K
$1.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-314- 2.57% |
$47.4K - $53.3K
|
11.9K
$1.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-314- 0.73% |
$47.4K - $53.3K
|
42.7K
$4.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-319- 16.26% |
$48.1K - $54.2K
|
1.64K
$171K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-319- 12.95% |
$48.1K - $54.2K
|
2.15K
$223K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-320- 6.97% |
$48.3K - $54.3K
|
4.27K
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-320- 8.79% |
$48.3K - $54.3K
|
3.32K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-320- 4.83% |
$48.3K - $54.3K
|
6.3K
$654K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-321- 15.69% |
$48.4K - $54.5K
|
1.73K
$179K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-323- 2.38% |
$48.7K - $54.8K
|
13.2K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-323- 3.11% |
$48.7K - $54.8K
|
10.1K
$1.05M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-323- 2.38% |
$48.7K - $54.8K
|
13.2K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-325- 0.69% |
$49K - $55.2K
|
46.7K
$4.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-328- 4.76% |
$49.5K - $55.7K
|
6.56K
$681K
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-328- 1.44% |
$49.5K - $55.7K
|
22.5K
$2.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-329- 0.73% |
$49.6K - $55.9K
|
44.7K
$4.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-330- 9.55% |
$49.8K - $56K
|
3.13K
$325K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-331- 5.1% |
$49.9K - $56.2K
|
6.16K
$639K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-331- 13.65% |
$49.9K - $56.2K
|
2.09K
$217K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-331- 0.73% |
$49.9K - $56.2K
|
44.9K
$4.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-334- 1.97% |
$50.4K - $56.7K
|
16.6K
$1.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-334- 3.29% |
$50.4K - $56.7K
|
9.83K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-334- 3.23% |
$50.4K - $56.7K
|
9.99K
$1.04M
|