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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-367- 3.76% |
$53.6K - $57.9K
|
9.39K
$914K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-370- 19.4% |
$54K - $58.4K
|
1.54K
$150K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-375- 1.94% |
$54.8K - $59.1K
|
18.9K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-376- 0.57% |
$54.9K - $59.3K
|
65.6K
$6.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-381- 51.21% |
$55.6K - $60.1K
|
363
$35.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-381- 2.76% |
$55.6K - $60.1K
|
13.4K
$1.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-382- 1.34% |
$55.8K - $60.3K
|
28.1K
$2.74M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-384- 5.31% |
$56.1K - $60.6K
|
6.85K
$667K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-386- 2.4% |
$56.4K - $60.9K
|
15.7K
$1.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-386- 4.75% |
$56.4K - $60.9K
|
7.75K
$753K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-388- 5.49% |
$56.7K - $61.2K
|
6.68K
$650K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-389- 6.64% |
$56.8K - $61.4K
|
5.47K
$532K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-391- 19.05% |
$57.1K - $61.7K
|
1.66K
$162K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-393- 1.37% |
$57.4K - $62K
|
28.2K
$2.74M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-397- 6.7% |
$58K - $62.6K
|
5.53K
$538K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-398- 2.25% |
$58.1K - $62.8K
|
17.3K
$1.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-400- 11.29% |
$58.4K - $63.1K
|
3.14K
$306K
|
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-400- 6.34% |
$58.4K - $63.1K
|
5.91K
$575K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-400- 11.4% |
$58.4K - $63.1K
|
3.11K
$303K
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-401- 22.25% |
$58.6K - $63.2K
|
1.4K
$136K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-401- 6.41% |
$58.6K - $63.2K
|
5.86K
$570K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-405- 2.14% |
$59.2K - $63.9K
|
18.5K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-407- 4.85% |
$59.4K - $64.2K
|
7.99K
$777K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-408- 0.54% |
$59.6K - $64.4K
|
75.4K
$7.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-414- 3.22% |
$60.5K - $65.3K
|
12.5K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-415- 10.0% |
$60.6K - $65.5K
|
3.74K
$363K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-417- 7.6% |
$60.9K - $65.8K
|
5.07K
$493K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-418- 69.67% |
$61.1K - $65.9K
|
182
$17.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-422- 1.75% |
$61.6K - $66.6K
|
23.7K
$2.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-426- 80.38% |
$62.2K - $67.2K
|
104
$10.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-429- 1.51% |
$62.7K - $67.7K
|
28K
$2.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-429- 6.64% |
$62.7K - $67.7K
|
6.04K
$587K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-434- 1.94% |
$63.4K - $68.5K
|
21.9K
$2.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-439- 3.69% |
$64.1K - $69.2K
|
11.4K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-443- 2.05% |
$64.7K - $69.9K
|
21.2K
$2.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-444- 11.67% |
$64.9K - $70K
|
3.36K
$327K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-450- 5.87% |
$65.7K - $71K
|
7.22K
$702K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-450- 4.41% |
$65.7K - $71K
|
9.76K
$950K
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-450- 0.63% |
$65.7K - $71K
|
71.2K
$6.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-450- 0.85% |
$65.7K - $71K
|
52.8K
$5.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-453- 2.53% |
$66.2K - $71.5K
|
17.4K
$1.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-458- 4.59% |
$66.9K - $72.2K
|
9.52K
$926K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-458- 4.83% |
$66.9K - $72.2K
|
9.02K
$877K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-462- 4.57% |
$67.5K - $72.9K
|
9.66K
$939K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-467- 8.17% |
$68.2K - $73.7K
|
5.25K
$510K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-469- 3.03% |
$68.5K - $74K
|
15K
$1.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-469- 6.88% |
$68.5K - $74K
|
6.35K
$618K
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-473- 2.63% |
$69.1K - $74.6K
|
17.5K
$1.71M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-475- 4.34% |
$69.4K - $74.9K
|
10.5K
$1.02M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-475- 8.49% |
$69.4K - $74.9K
|
5.12K
$498K
|