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 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-717- 2.41% |
$105K - $113K
|
29.1K
$2.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-717- 2.45% |
$105K - $113K
|
28.5K
$2.77M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-719- 9.17% |
$105K - $113K
|
7.12K
$693K
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-721- 33.74% |
$105K - $114K
|
1.42K
$138K
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-722- 2.81% |
$105K - $114K
|
25K
$2.43M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-722- 10.02% |
$105K - $114K
|
6.48K
$631K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-725- 15.73% |
$106K - $114K
|
3.88K
$378K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-727- 10.28% |
$106K - $115K
|
6.35K
$617K
|
|
|
Aug 14, 2023
Q2 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-734- 3.08% |
$107K - $116K
|
23.1K
$2.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-742- 0.97% |
$108K - $117K
|
75.6K
$7.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-742- 13.24% |
$108K - $117K
|
4.86K
$473K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-744- 10.71% |
$109K - $117K
|
6.2K
$603K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-745- 3.79% |
$109K - $118K
|
18.9K
$1.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-746- 26.67% |
$109K - $118K
|
2.05K
$200K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-751- 1.74% |
$110K - $118K
|
42.3K
$4.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-769- 0.71% |
$112K - $121K
|
107K
$10.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-775- 25.5% |
$113K - $122K
|
2.26K
$220K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-786- 5.52% |
$115K - $124K
|
13.4K
$1.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-788- 3.93% |
$115K - $124K
|
19.3K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-788- 14.13% |
$115K - $124K
|
4.79K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-788- 14.13% |
$115K - $124K
|
4.79K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-795- 0.19% |
$116K - $125K
|
411K
$40M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-796- 1.16% |
$116K - $126K
|
68K
$6.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-797- 15.7% |
$116K - $126K
|
4.28K
$416K
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-803- 1.42% |
$117K - $127K
|
55.9K
$5.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-812- 3.67% |
$119K - $128K
|
21.3K
$2.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-815- 1.75% |
$119K - $129K
|
45.7K
$4.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-824- 37.95% |
$120K - $130K
|
1.35K
$131K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-825- 12.66% |
$120K - $130K
|
5.69K
$553K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-825- 15.92% |
$120K - $130K
|
4.36K
$424K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-828- 13.05% |
$121K - $131K
|
5.52K
$537K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-830- 4.53% |
$121K - $131K
|
17.5K
$1.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-831- 2.36% |
$121K - $131K
|
34.3K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-835- 14.48% |
$122K - $132K
|
4.93K
$480K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-838- 8.05% |
$122K - $132K
|
9.58K
$932K
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-839- 7.36% |
$123K - $132K
|
10.6K
$1.03M
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-840- 9.67% |
$123K - $132K
|
7.84K
$763K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-842- 4.26% |
$123K - $133K
|
18.9K
$1.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-844- 4.43% |
$123K - $133K
|
18.2K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-845- 0.85% |
$123K - $133K
|
98.9K
$9.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-846- 23.15% |
$124K - $133K
|
2.81K
$273K
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-848- 2.63% |
$124K - $134K
|
31.4K
$3.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-850- 1.75% |
$124K - $134K
|
47.6K
$4.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-850- 3.37% |
$124K - $134K
|
24.4K
$2.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-854- 4.79% |
$125K - $135K
|
17K
$1.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-860- 17.58% |
$126K - $136K
|
4.03K
$392K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-864- 0.27% |
$126K - $136K
|
315K
$30.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-865- 3.53% |
$126K - $136K
|
23.6K
$2.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-867- 4.76% |
$127K - $137K
|
17.4K
$1.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-874- 3.46% |
$128K - $138K
|
24.4K
$2.37M
|