Purchases and Sales Made in Q2 2023 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-290- 3.18% |
$42.4K - $45.7K
|
8.84K
$859K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-290- 3.06% |
$42.4K - $45.7K
|
9.18K
$892K
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-292- 2.27% |
$42.6K - $46.1K
|
12.6K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-292- 7.81% |
$42.6K - $46.1K
|
3.45K
$335K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-299- 3.96% |
$43.7K - $47.2K
|
7.25K
$705K
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-299- 11.67% |
$43.7K - $47.2K
|
2.26K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-299- 4.1% |
$43.7K - $47.2K
|
6.99K
$680K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-299- 6.41% |
$43.7K - $47.2K
|
4.36K
$424K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-300- 2.95% |
$43.8K - $47.3K
|
9.87K
$960K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-300- 67.11% |
$43.8K - $47.3K
|
147
$14.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-300- 2.36% |
$43.8K - $47.3K
|
12.4K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-300- 5.36% |
$43.8K - $47.3K
|
5.3K
$515K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-300- 4.71% |
$43.8K - $47.3K
|
6.07K
$590K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-303- 1.04% |
$44.3K - $47.8K
|
28.8K
$2.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-304- 9.27% |
$44.4K - $47.9K
|
2.98K
$290K
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-306- 4.17% |
$44.7K - $48.3K
|
7.04K
$685K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-307- 5.41% |
$44.8K - $48.4K
|
5.37K
$522K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-308- 26.81% |
$45K - $48.6K
|
841
$81.8K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-308- 26.81% |
$45K - $48.6K
|
841
$81.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-310- 1.16% |
$45.3K - $48.9K
|
26.5K
$2.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-312- 1.25% |
$45.6K - $49.2K
|
24.6K
$2.39M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-312- 2.01% |
$45.6K - $49.2K
|
15.2K
$1.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-313- 0.37% |
$45.7K - $49.4K
|
83.9K
$8.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-319- 5.79% |
$46.6K - $50.3K
|
5.19K
$505K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-319- 4.47% |
$46.6K - $50.3K
|
6.82K
$663K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-325- 16.86% |
$47.5K - $51.3K
|
1.6K
$156K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-326- 3.51% |
$47.6K - $51.4K
|
8.97K
$873K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-329- 2.2% |
$48.1K - $51.9K
|
14.6K
$1.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-331- 4.19% |
$48.3K - $52.2K
|
7.56K
$736K
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-332- 19.32% |
$48.5K - $52.4K
|
1.39K
$135K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-336- 2.33% |
$49.1K - $53K
|
14.1K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-336- 18.48% |
$49.1K - $53K
|
1.48K
$144K
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-337- 3.37% |
$49.2K - $53.2K
|
9.68K
$941K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-338- 7.38% |
$49.4K - $53.3K
|
4.24K
$413K
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-338- 1.56% |
$49.4K - $53.3K
|
21.3K
$2.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-338- 18.55% |
$49.4K - $53.3K
|
1.48K
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-338- 0.2% |
$49.4K - $53.3K
|
172K
$16.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-339- 0.66% |
$49.5K - $53.5K
|
50.7K
$4.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-342- 0.67% |
$50K - $53.9K
|
50.8K
$4.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-344- 1.98% |
$50.2K - $54.3K
|
17K
$1.65M
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
SELL
|
- |
-347- 2.56% |
$50.7K - $54.7K
|
13.2K
$1.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-349- 0.31% |
$51K - $55K
|
111K
$10.8M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-350- 4.56% |
$51.1K - $55.2K
|
7.32K
$712K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-350- 7.09% |
$51.1K - $55.2K
|
4.59K
$446K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-351- 2.9% |
$51.3K - $55.4K
|
11.7K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-356- 8.49% |
$52K - $56.2K
|
3.84K
$373K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-356- 35.28% |
$52K - $56.2K
|
653
$63.5K
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-361- 0.55% |
$52.7K - $56.9K
|
64.8K
$6.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-362- 17.72% |
$52.9K - $57.1K
|
1.68K
$164K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-364- 0.84% |
$53.2K - $57.4K
|
42.9K
$4.18M
|