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 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-928- 17.72% |
$140K - $158K
|
4.31K
$448K
|
|
|
Jan 12, 2024
Q4 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-935- 3.9% |
$141K - $159K
|
23K
$2.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-935- 36.23% |
$141K - $159K
|
1.65K
$171K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-936- 1.74% |
$141K - $159K
|
52.7K
$5.48M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-942- 5.4% |
$142K - $160K
|
16.5K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-951- 2.91% |
$143K - $161K
|
31.7K
$3.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-953- 0.6% |
$144K - $162K
|
158K
$16.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-956- 5.11% |
$144K - $162K
|
17.8K
$1.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-963- 9.38% |
$145K - $163K
|
9.3K
$967K
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-963- 1.26% |
$145K - $163K
|
75.2K
$7.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-983- 1.66% |
$148K - $167K
|
58.1K
$6.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-984- 30.16% |
$148K - $167K
|
2.28K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-985- 14.32% |
$149K - $167K
|
5.89K
$613K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-986- 7.44% |
$149K - $167K
|
12.3K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-986- 0.69% |
$149K - $167K
|
141K
$14.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-993- 6.12% |
$150K - $169K
|
15.2K
$1.58M
|
|
|
Jan 11, 2024
Q4 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1K- 6.64% |
$151K - $170K
|
14.1K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1K- 16.67% |
$151K - $170K
|
5K
$520K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1K- 25.63% |
$151K - $170K
|
2.9K
$302K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 6.64% |
$153K - $172K
|
14.2K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.01K- 1.83% |
$153K - $172K
|
54.4K
$5.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 4.12% |
$154K - $173K
|
23.7K
$2.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.02K- 0.74% |
$154K - $173K
|
136K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.02K- 0.19% |
$154K - $173K
|
527K
$54.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.03K- 8.86% |
$155K - $175K
|
10.6K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.03K- 19.27% |
$156K - $176K
|
4.33K
$451K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.04K- 5.1% |
$156K - $176K
|
19.3K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.04K- 19.09% |
$157K - $177K
|
4.41K
$459K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-1.04K- 2.17% |
$157K - $177K
|
46.9K
$4.88M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.05K- 1.89% |
$158K - $178K
|
54.2K
$5.64M
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-1.06K- 80.55% |
$160K - $180K
|
256
$26.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.06K- 14.01% |
$160K - $180K
|
6.53K
$679K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.06K- 7.22% |
$160K - $180K
|
13.7K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-1.07K- 5.65% |
$161K - $181K
|
17.8K
$1.85M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.07K- 1.74% |
$161K - $181K
|
60.1K
$6.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.07K- 37.21% |
$161K - $181K
|
1.8K
$187K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.07K- 0.79% |
$161K - $182K
|
135K
$14M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-1.07K- 6.43% |
$162K - $182K
|
15.6K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.09K- 11.34% |
$164K - $185K
|
8.52K
$886K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.09K- 2.16% |
$165K - $185K
|
49.5K
$5.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-1.1K- 18.32% |
$166K - $187K
|
4.9K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.11K- 18.22% |
$167K - $188K
|
4.96K
$516K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.11K- 4.79% |
$167K - $188K
|
22K
$2.29M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.11K- 9.07% |
$167K - $188K
|
11.1K
$1.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.11K- 2.21% |
$168K - $189K
|
49.3K
$5.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.13K- 11.86% |
$170K - $191K
|
8.37K
$871K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.13K- 2.42% |
$170K - $191K
|
45.4K
$4.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.13K- 2.98% |
$170K - $191K
|
36.7K
$3.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.13K- 5.7% |
$170K - $192K
|
18.7K
$1.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.13K- 12.69% |
$171K - $193K
|
7.8K
$812K
|