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 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-600- 14.7% |
$87.6K - $94.6K
|
3.48K
$339K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-600- 82.76% |
$87.6K - $94.6K
|
125
$12.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-605- 10.66% |
$88.4K - $95.4K
|
5.07K
$493K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-606- 23.2% |
$88.5K - $95.6K
|
2.01K
$195K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-606- 1.72% |
$88.5K - $95.6K
|
34.6K
$3.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-609- 1.63% |
$89K - $96.1K
|
36.7K
$3.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-610- 5.39% |
$89.1K - $96.2K
|
10.7K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-610- 0.72% |
$89.1K - $96.2K
|
84.3K
$8.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-610- 1.51% |
$89.1K - $96.2K
|
39.8K
$3.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-612- 9.84% |
$89.4K - $96.5K
|
5.61K
$546K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-615- 1.92% |
$89.8K - $97K
|
31.5K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-618- 4.82% |
$90.3K - $97.5K
|
12.2K
$1.19M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-622- 5.07% |
$90.8K - $98.1K
|
11.7K
$1.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-623- 9.04% |
$91K - $98.3K
|
6.27K
$610K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-623- 6.56% |
$91K - $98.3K
|
8.88K
$864K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-624- 17.98% |
$91.1K - $98.4K
|
2.85K
$277K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-626- 4.0% |
$91.4K - $98.7K
|
15K
$1.46M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-628- 0.56% |
$91.7K - $99.1K
|
111K
$10.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-634- 1.89% |
$92.6K - $100K
|
33K
$3.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-634- 10.75% |
$92.6K - $100K
|
5.27K
$512K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-635- 7.83% |
$92.7K - $100K
|
7.47K
$727K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-636- 13.84% |
$92.9K - $100K
|
3.96K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-642- 5.0% |
$93.8K - $101K
|
12.2K
$1.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-644- 11.56% |
$94.1K - $102K
|
4.93K
$479K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-646- 3.7% |
$94.4K - $102K
|
16.8K
$1.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-646- 0.22% |
$94.4K - $102K
|
294K
$28.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-650- 14.61% |
$94.9K - $103K
|
3.8K
$370K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-656- 1.12% |
$95.8K - $103K
|
57.7K
$5.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-659- 4.85% |
$96.3K - $104K
|
12.9K
$1.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-661- 16.85% |
$96.5K - $104K
|
3.26K
$317K
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-662- 5.03% |
$96.7K - $104K
|
12.5K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-664- 2.15% |
$97K - $105K
|
30.1K
$2.93M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-665- 0.94% |
$97.1K - $105K
|
69.8K
$6.79M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-666- 19.22% |
$97.3K - $105K
|
2.8K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-666- 3.13% |
$97.3K - $105K
|
20.6K
$2M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-671- 5.34% |
$98K - $106K
|
11.9K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-673- 12.21% |
$98.3K - $106K
|
4.84K
$471K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-675- 5.81% |
$98.6K - $106K
|
10.9K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-675- 0.69% |
$98.6K - $106K
|
97.3K
$9.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-675- 1.41% |
$98.6K - $106K
|
47.1K
$4.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-679- 0.83% |
$99.2K - $107K
|
81.4K
$7.91M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-691- 6.27% |
$101K - $109K
|
10.3K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-692- 2.08% |
$101K - $109K
|
32.6K
$3.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-695- 6.16% |
$102K - $110K
|
10.6K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-695- 2.29% |
$102K - $110K
|
29.6K
$2.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-697- 1.69% |
$102K - $110K
|
40.6K
$3.95M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-703- 30.62% |
$103K - $111K
|
1.59K
$155K
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-706- 4.34% |
$103K - $111K
|
15.6K
$1.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-708- 4.84% |
$103K - $112K
|
13.9K
$1.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-716- 22.27% |
$105K - $113K
|
2.5K
$243K
|