Purchases and Sales Made in Q4 2023 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-503- 18.32% |
$75.9K - $85.4K
|
2.24K
$218K
|
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-503- 27.53% |
$75.9K - $85.4K
|
1.32K
$129K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-508- 6.53% |
$76.6K - $86.2K
|
7.28K
$708K
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-510- 9.71% |
$76.9K - $86.6K
|
4.74K
$461K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-516- 2.04% |
$77.8K - $87.6K
|
24.8K
$2.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-517- 10.92% |
$78K - $87.8K
|
4.22K
$410K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-518- 26.19% |
$78.1K - $87.9K
|
1.46K
$142K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-522- 8.42% |
$78.7K - $88.6K
|
5.68K
$552K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-522- 1.84% |
$78.7K - $88.6K
|
27.8K
$2.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-526- 28.85% |
$79.4K - $89.3K
|
1.3K
$126K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-527- 1.28% |
$79.5K - $89.5K
|
40.8K
$3.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-530- 10.79% |
$80K - $90K
|
4.38K
$426K
|
|
|
Jan 24, 2024
Q4 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-532- 1.4% |
$80.3K - $90.3K
|
37.5K
$3.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-552- 2.3% |
$83.3K - $93.7K
|
23.5K
$2.28M
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-555- 8.64% |
$83.7K - $94.2K
|
5.87K
$571K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-559- 1.17% |
$84.3K - $94.9K
|
47.1K
$4.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-565- 4.38% |
$85.2K - $95.9K
|
12.3K
$1.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-566- 7.73% |
$85.4K - $96.1K
|
6.76K
$657K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-573- 6.85% |
$86.4K - $97.3K
|
7.8K
$759K
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-574- 2.99% |
$86.6K - $97.5K
|
18.6K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-576- 0.47% |
$86.9K - $97.8K
|
122K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-580- 20.82% |
$87.5K - $98.5K
|
2.21K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-590- 4.04% |
$89K - $100K
|
14K
$1.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-591- 7.65% |
$89.2K - $100K
|
7.14K
$694K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-592- 27.85% |
$89.3K - $101K
|
1.53K
$149K
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-595- 0.74% |
$89.8K - $101K
|
79.9K
$7.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-597- 1.41% |
$90.1K - $101K
|
41.6K
$4.05M
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-598- 3.7% |
$90.2K - $102K
|
15.6K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-599- 3.98% |
$90.4K - $102K
|
14.4K
$1.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-601- 19.82% |
$90.7K - $102K
|
2.43K
$237K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-613- 4.49% |
$92.5K - $104K
|
13K
$1.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-615- 9.0% |
$92.8K - $104K
|
6.22K
$605K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-620- 4.02% |
$93.5K - $105K
|
14.8K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-623- 11.4% |
$94K - $106K
|
4.84K
$471K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-626- 1.49% |
$94.4K - $106K
|
41.5K
$4.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-627- 27.44% |
$94.6K - $106K
|
1.66K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-628- 3.52% |
$94.7K - $107K
|
17.2K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-631- 10.97% |
$95.2K - $107K
|
5.12K
$498K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-633- 2.08% |
$95.5K - $107K
|
29.9K
$2.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-642- 9.09% |
$96.9K - $109K
|
6.42K
$624K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-645- 0.68% |
$97.3K - $110K
|
94.6K
$9.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-646- 1.77% |
$97.5K - $110K
|
35.8K
$3.48M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-648- 13.29% |
$97.8K - $110K
|
4.23K
$411K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-650- 1.8% |
$98.1K - $110K
|
35.5K
$3.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-662- 1.8% |
$99.9K - $112K
|
36.1K
$3.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-667- 4.79% |
$101K - $113K
|
13.3K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-669- 4.93% |
$101K - $114K
|
12.9K
$1.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-672- 24.04% |
$101K - $114K
|
2.12K
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-675- 3.31% |
$102K - $115K
|
19.7K
$1.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-682- 0.29% |
$103K - $116K
|
231K
$22.5M
|