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 |
|---|---|---|---|---|---|---|---|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.09K- 2.16% |
$165K - $185K
|
49.5K
$4.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-1.1K- 18.32% |
$166K - $187K
|
4.9K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.11K- 18.22% |
$167K - $188K
|
4.96K
$483K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.11K- 4.79% |
$167K - $188K
|
22K
$2.14M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.11K- 9.07% |
$167K - $188K
|
11.1K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.11K- 2.21% |
$168K - $189K
|
49.3K
$4.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.13K- 11.86% |
$170K - $191K
|
8.37K
$814K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.13K- 2.42% |
$170K - $191K
|
45.4K
$4.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.13K- 2.98% |
$170K - $191K
|
36.7K
$3.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.13K- 5.7% |
$170K - $192K
|
18.7K
$1.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.13K- 12.69% |
$171K - $193K
|
7.8K
$759K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.14K- 44.99% |
$172K - $194K
|
1.4K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.14K- 1.0% |
$172K - $194K
|
113K
$11M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.15K- 3.42% |
$173K - $195K
|
32.5K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.16K- 1.19% |
$175K - $197K
|
96.7K
$9.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.17K- 19.16% |
$176K - $198K
|
4.92K
$479K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.17K- 2.93% |
$177K - $199K
|
38.8K
$3.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.18K- 2.07% |
$178K - $200K
|
55.8K
$5.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.18K- 66.74% |
$179K - $201K
|
590
$57.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 14.19% |
$179K - $202K
|
7.19K
$700K
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.2K- 11.78% |
$180K - $203K
|
8.95K
$871K
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 22.14% |
$181K - $204K
|
4.22K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.2K- 12.51% |
$181K - $204K
|
8.4K
$817K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.25K- 18.47% |
$188K - $212K
|
5.5K
$535K
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.25K- 20.72% |
$189K - $212K
|
4.78K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.25K- 76.83% |
$189K - $212K
|
377
$36.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-1.25K- 14.88% |
$189K - $212K
|
7.16K
$696K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.25KClosed |
$189K - $213K
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-1.26K- 14.81% |
$190K - $214K
|
7.25K
$706K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.27K- 10.32% |
$191K - $215K
|
11K
$1.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.28K- 7.05% |
$194K - $218K
|
16.9K
$1.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.3K- 2.65% |
$196K - $220K
|
47.6K
$4.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.3K- 6.68% |
$196K - $221K
|
18.1K
$1.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.31K- 1.05% |
$197K - $222K
|
123K
$12M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-1.31K- 2.31% |
$198K - $222K
|
55.4K
$5.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.32K- 21.19% |
$199K - $223K
|
4.9K
$476K
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.35K- 1.39% |
$204K - $229K
|
96K
$9.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.35K- 0.97% |
$204K - $230K
|
139K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.35K- 0.97% |
$204K - $230K
|
139K
$13.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.37K- 9.27% |
$207K - $233K
|
13.4K
$1.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.38K- 49.69% |
$209K - $235K
|
1.4K
$136K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 4.25% |
$210K - $236K
|
31.4K
$3.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.39K- 4.24% |
$210K - $237K
|
31.5K
$3.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.39K- 7.32% |
$210K - $237K
|
17.6K
$1.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.41K- 7.38% |
$212K - $239K
|
17.6K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.44K- 0.88% |
$217K - $244K
|
163K
$15.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.44K- 2.5% |
$218K - $245K
|
56.2K
$5.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.47K- 23.85% |
$222K - $250K
|
4.7K
$457K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.48K- 6.91% |
$223K - $250K
|
19.9K
$1.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-1.48K- 33.16% |
$223K - $251K
|
2.98K
$290K
|