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 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-714- 3.47% |
$108K - $121K
|
19.9K
$2.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-715- 3.72% |
$108K - $121K
|
18.5K
$1.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-720- 4.67% |
$109K - $122K
|
14.7K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-720- 2.54% |
$109K - $122K
|
27.6K
$2.87M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-721- 13.74% |
$109K - $122K
|
4.53K
$471K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-726- 1.72% |
$110K - $123K
|
41.5K
$4.31M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-726- 2.36% |
$110K - $123K
|
30K
$3.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-730- 1.48% |
$110K - $124K
|
48.7K
$5.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-733- 13.42% |
$111K - $124K
|
4.73K
$492K
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-740- 15.48% |
$112K - $126K
|
4.04K
$420K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-740- 21.96% |
$112K - $126K
|
2.63K
$274K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-744- 4.72% |
$112K - $126K
|
15K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-750- 3.21% |
$113K - $127K
|
22.6K
$2.36M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-752- 1.28% |
$113K - $128K
|
58.1K
$6.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-753- 32.94% |
$114K - $128K
|
1.53K
$159K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-754- 3.01% |
$114K - $128K
|
24.3K
$2.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-756- 5.65% |
$114K - $128K
|
12.6K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-761- 15.06% |
$115K - $129K
|
4.29K
$447K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-766- 6.01% |
$116K - $130K
|
12K
$1.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-767- 0.85% |
$116K - $130K
|
89.8K
$9.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-771- 4.93% |
$116K - $131K
|
14.9K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-775- 23.31% |
$117K - $132K
|
2.55K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-778- 2.67% |
$117K - $132K
|
28.3K
$2.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-791- 1.27% |
$119K - $134K
|
61.5K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-792- 8.14% |
$119K - $134K
|
8.93K
$929K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-799- 1.4% |
$121K - $136K
|
56.4K
$5.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-799- 2.58% |
$121K - $136K
|
30.2K
$3.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-800- 3.18% |
$121K - $136K
|
24.4K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-800- 5.61% |
$121K - $136K
|
13.4K
$1.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-804- 9.7% |
$121K - $137K
|
7.48K
$779K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-807- 3.46% |
$122K - $137K
|
22.5K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-807- 23.69% |
$122K - $137K
|
2.6K
$271K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-818- 3.9% |
$123K - $139K
|
20.2K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-820- 1.08% |
$124K - $139K
|
74.8K
$7.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-825- 7.93% |
$124K - $140K
|
9.57K
$996K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-832- 6.12% |
$126K - $141K
|
12.8K
$1.33M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-847- 2.9% |
$128K - $144K
|
28.4K
$2.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-847- 2.05% |
$128K - $144K
|
40.5K
$4.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-848- 5.28% |
$128K - $144K
|
15.2K
$1.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-851- 21.45% |
$128K - $144K
|
3.12K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-853- 23.27% |
$129K - $145K
|
2.81K
$293K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-857- 3.09% |
$129K - $146K
|
26.9K
$2.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-866- 16.39% |
$131K - $147K
|
4.42K
$460K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-879- 1.25% |
$133K - $149K
|
69.4K
$7.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-892- 7.08% |
$135K - $151K
|
11.7K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-900- 1.66% |
$136K - $153K
|
53.3K
$5.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-904- 5.67% |
$136K - $153K
|
15K
$1.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-911- 7.2% |
$137K - $155K
|
11.7K
$1.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-914- 0.61% |
$138K - $155K
|
149K
$15.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-924- 13.21% |
$139K - $157K
|
6.07K
$632K
|