Purchases and Sales Made in Q1 2023 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-45- 2.74% |
$6.16K - $6.64K
|
1.6K
$156K
|
|
|
May 10, 2023
Q1 2023
|
Page Arthur B
|
SELL
|
- |
-45- 0.29% |
$6.16K - $6.64K
|
15.5K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-45- 0.51% |
$6.16K - $6.64K
|
8.82K
$857K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-45- 0.39% |
$6.16K - $6.64K
|
11.5K
$1.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-46- 2.31% |
$6.3K - $6.78K
|
1.94K
$189K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-46- 1.52% |
$6.3K - $6.78K
|
2.99K
$291K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-46- 1.71% |
$6.3K - $6.78K
|
2.64K
$257K
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-47- 0.35% |
$6.44K - $6.93K
|
13.2K
$1.28M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-47- 0.44% |
$6.44K - $6.93K
|
10.6K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-49- 2.16% |
$6.71K - $7.23K
|
2.22K
$215K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 14.97% |
$6.85K - $7.37K
|
284
$27.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-50- 1.57% |
$6.85K - $7.37K
|
3.14K
$305K
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-50- 3.23% |
$6.85K - $7.37K
|
1.5K
$146K
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-50- 2.39% |
$6.85K - $7.37K
|
2.04K
$198K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-50- 1.05% |
$6.85K - $7.37K
|
4.7K
$458K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-50- 1.61% |
$6.85K - $7.37K
|
3.05K
$296K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-50- 2.03% |
$6.85K - $7.37K
|
2.41K
$235K
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-50- 0.46% |
$6.85K - $7.37K
|
10.7K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-50- 2.76% |
$6.85K - $7.37K
|
1.76K
$171K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 1.54% |
$6.85K - $7.37K
|
3.19K
$310K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-50- 20.0% |
$6.85K - $7.37K
|
200
$19.5K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-51- 3.49% |
$6.99K - $7.52K
|
1.41K
$137K
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-52- 1.71% |
$7.12K - $7.67K
|
2.99K
$291K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-52- 0.72% |
$7.12K - $7.67K
|
7.16K
$696K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-53- 0.03% |
$7.26K - $7.81K
|
207K
$20.1M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-53- 0.15% |
$7.26K - $7.81K
|
36.4K
$3.54M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-54- 0.9% |
$7.4K - $7.96K
|
5.95K
$578K
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-55- 2.82% |
$7.53K - $8.11K
|
1.89K
$184K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-55- 0.9% |
$7.53K - $8.11K
|
6.04K
$588K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-55- 0.66% |
$7.53K - $8.11K
|
8.22K
$800K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55- 0.67% |
$7.53K - $8.11K
|
8.11K
$788K
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-56- 2.48% |
$7.67K - $8.26K
|
2.2K
$214K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-57- 1.66% |
$7.81K - $8.4K
|
3.37K
$328K
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-58- 0.45% |
$7.94K - $8.55K
|
12.9K
$1.26M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-59- 1.92% |
$8.08K - $8.7K
|
3.02K
$293K
|
|
|
Feb 13, 2025
Q1 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-59- 0.43% |
$8.08K - $8.7K
|
13.7K
$1.34M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-60- 0.07% |
$8.22K - $8.85K
|
88.1K
$8.57M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-60- 2.35% |
$8.22K - $8.85K
|
2.49K
$242K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-62- 0.68% |
$8.49K - $9.14K
|
9.12K
$887K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-62- 1.5% |
$8.49K - $9.14K
|
4.08K
$396K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-63- 0.68% |
$8.63K - $9.29K
|
9.19K
$894K
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-63- 0.31% |
$8.63K - $9.29K
|
20.4K
$1.98M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-63- 0.72% |
$8.63K - $9.29K
|
8.73K
$849K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-64- 3.83% |
$8.77K - $9.44K
|
1.61K
$156K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-64- 2.07% |
$8.77K - $9.44K
|
3.04K
$295K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-64- 0.35% |
$8.77K - $9.44K
|
18.3K
$1.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-65- 1.94% |
$8.9K - $9.58K
|
3.28K
$319K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-66- 2.55% |
$9.04K - $9.73K
|
2.53K
$246K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-66- 0.68% |
$9.04K - $9.73K
|
9.71K
$944K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-67- 0.39% |
$9.18K - $9.88K
|
17.2K
$1.67M
|