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 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-414- 1.5% |
$62.5K - $70.3K
|
27.2K
$2.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-420- 4.38% |
$63.4K - $71.3K
|
9.18K
$955K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-421- 1.73% |
$63.5K - $71.5K
|
24K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-425- 9.4% |
$64.1K - $72.2K
|
4.1K
$426K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-426- 2.25% |
$64.3K - $72.3K
|
18.5K
$1.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-426- 3.48% |
$64.3K - $72.3K
|
11.8K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-426- 8.05% |
$64.3K - $72.3K
|
4.87K
$506K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-427- 20.29% |
$64.4K - $72.5K
|
1.68K
$175K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-428- 6.25% |
$64.6K - $72.7K
|
6.42K
$668K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-428- 0.34% |
$64.6K - $72.7K
|
126K
$13.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-432- 10.03% |
$65.2K - $73.3K
|
3.88K
$403K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-434- 3.17% |
$65.5K - $73.7K
|
13.3K
$1.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-435- 0.65% |
$65.6K - $73.9K
|
66.3K
$6.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-435- 20.27% |
$65.6K - $73.9K
|
1.71K
$178K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-435- 20.67% |
$65.6K - $73.9K
|
1.67K
$174K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-437- 1.15% |
$65.9K - $74.2K
|
37.5K
$3.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-438- 4.67% |
$66.1K - $74.4K
|
8.95K
$931K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-438- 2.12% |
$66.1K - $74.4K
|
20.2K
$2.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-445- 8.36% |
$67.1K - $75.6K
|
4.88K
$508K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-446- 5.16% |
$67.3K - $75.7K
|
8.2K
$853K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-447- 1.74% |
$67.4K - $75.9K
|
25.2K
$2.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-448- 1.89% |
$67.6K - $76.1K
|
23.2K
$2.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-451- 10.08% |
$68K - $76.6K
|
4.02K
$419K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-451- 1.81% |
$68K - $76.6K
|
24.5K
$2.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-453- 2.19% |
$68.3K - $76.9K
|
20.3K
$2.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-454- 1.4% |
$68.5K - $77.1K
|
31.9K
$3.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-458- 22.15% |
$69.1K - $77.8K
|
1.61K
$168K
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-462- 2.29% |
$69.7K - $78.4K
|
19.7K
$2.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-471- 11.23% |
$71.1K - $80K
|
3.72K
$387K
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-480- 6.5% |
$72.4K - $81.5K
|
6.9K
$718K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-483- 2.37% |
$72.9K - $82K
|
19.9K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-487- 3.79% |
$73.5K - $82.7K
|
12.4K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-488- 0.73% |
$73.6K - $82.9K
|
66.5K
$6.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-491- 5.37% |
$74.1K - $83.4K
|
8.65K
$900K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-493- 22.59% |
$74.4K - $83.7K
|
1.69K
$176K
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
SELL
|
- |
-495- 0.61% |
$74.7K - $84K
|
80K
$8.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-499- 13.34% |
$75.3K - $84.7K
|
3.24K
$337K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-500- 3.89% |
$75.4K - $84.9K
|
12.3K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-500- 7.67% |
$75.4K - $84.9K
|
6.02K
$626K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-502- 1.4% |
$75.7K - $85.2K
|
35.5K
$3.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-503- 18.32% |
$75.9K - $85.4K
|
2.24K
$233K
|
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-503- 27.53% |
$75.9K - $85.4K
|
1.32K
$138K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-508- 6.53% |
$76.6K - $86.2K
|
7.28K
$757K
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-510- 9.71% |
$76.9K - $86.6K
|
4.74K
$493K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-516- 2.04% |
$77.8K - $87.6K
|
24.8K
$2.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-517- 10.92% |
$78K - $87.8K
|
4.22K
$439K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-518- 26.19% |
$78.1K - $87.9K
|
1.46K
$152K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-522- 8.42% |
$78.7K - $88.6K
|
5.68K
$591K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-522- 1.84% |
$78.7K - $88.6K
|
27.8K
$2.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-526- 28.85% |
$79.4K - $89.3K
|
1.3K
$135K
|