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 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.88K- 7.19% |
$274K - $296K
|
24.2K
$2.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.88K- 22.51% |
$275K - $297K
|
6.48K
$631K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.9K- 42.86% |
$277K - $299K
|
2.53K
$246K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.9K- 3.01% |
$278K - $300K
|
61.3K
$5.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.93K- 6.77% |
$282K - $305K
|
26.6K
$2.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.94K- 4.26% |
$284K - $306K
|
43.7K
$4.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.94K- 5.45% |
$284K - $306K
|
33.7K
$3.28M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.95K- 2.06% |
$285K - $307K
|
92.8K
$9.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2K- 6.44% |
$292K - $315K
|
29K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2K- 2.67% |
$292K - $315K
|
73K
$7.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-2K- 52.63% |
$292K - $315K
|
1.8K
$175K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2K- 2.72% |
$292K - $316K
|
71.6K
$6.96M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.05K- 0.4% |
$299K - $323K
|
512K
$49.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2.06K- 1.94% |
$300K - $324K
|
104K
$10.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-2.07K- 1.58% |
$303K - $327K
|
130K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.08K- 2.59% |
$303K - $327K
|
78.1K
$7.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-2.09K- 1.62% |
$305K - $330K
|
127K
$12.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-2.11K- 27.75% |
$308K - $332K
|
5.48K
$533K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.11K- 2.8% |
$309K - $333K
|
73.4K
$7.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2.12K- 31.64% |
$309K - $334K
|
4.57K
$445K
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-2.13K- 58.4% |
$311K - $336K
|
1.52K
$148K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.16K- 19.98% |
$315K - $340K
|
8.63K
$839K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.16K- 1.04% |
$315K - $340K
|
206K
$20M
|
|
|
Jul 06, 2023
Q2 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.2K- 12.84% |
$321K - $347K
|
14.9K
$1.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.21K- 28.49% |
$323K - $349K
|
5.56K
$541K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.22K- 27.85% |
$324K - $350K
|
5.74K
$559K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-2.23K- 4.78% |
$326K - $352K
|
44.5K
$4.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-2.25K- 9.6% |
$328K - $354K
|
21.1K
$2.06M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.27K- 32.01% |
$332K - $359K
|
4.83K
$470K
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2.28K- 1.93% |
$332K - $359K
|
115K
$11.2M
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.28K- 48.08% |
$333K - $359K
|
2.46K
$239K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.31K- 16.89% |
$338K - $365K
|
11.4K
$1.11M
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.33K- 8.27% |
$340K - $367K
|
25.8K
$2.51M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.35K- 8.47% |
$343K - $370K
|
25.4K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.39K- 1.84% |
$350K - $378K
|
128K
$12.5M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.42K- 0.97% |
$354K - $382K
|
249K
$24.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-2.44K- 13.88% |
$356K - $385K
|
15.1K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.45K- 3.24% |
$357K - $386K
|
73K
$7.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.5K- 5.02% |
$365K - $394K
|
47.3K
$4.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.55K- 2.27% |
$372K - $402K
|
110K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-2.56K- 3.39% |
$373K - $403K
|
72.9K
$7.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-2.59K- 6.3% |
$378K - $409K
|
38.5K
$3.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.66K- 1.38% |
$388K - $419K
|
191K
$18.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.66K- 5.08% |
$389K - $420K
|
49.8K
$4.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.66K- 11.45% |
$389K - $420K
|
20.6K
$2M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.66K- 7.18% |
$389K - $420K
|
34.4K
$3.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.67K- 3.82% |
$390K - $421K
|
67.2K
$6.54M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-2.71K- 2.96% |
$395K - $427K
|
88.7K
$8.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.73K- 7.07% |
$398K - $430K
|
35.8K
$3.48M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2.73K- 78.9% |
$399K - $431K
|
730
$71K
|