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 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-1.5K- 10.14% |
$227K - $255K
|
13.3K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.5K- 2.22% |
$227K - $255K
|
66.2K
$6.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Page Arthur B
|
SELL
|
- |
-1.51K- 10.98% |
$227K - $256K
|
12.2K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.51K- 6.11% |
$227K - $256K
|
23.2K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-1.52K- 54.4% |
$229K - $258K
|
1.28K
$124K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.54K- 45.52% |
$232K - $261K
|
1.84K
$179K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-1.55K- 0.27% |
$233K - $262K
|
568K
$55.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-1.56K- 0.55% |
$235K - $265K
|
281K
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.58K- 58.01% |
$238K - $268K
|
1.14K
$111K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.58K- 3.47% |
$239K - $268K
|
44K
$4.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.58K- 1.13% |
$239K - $269K
|
138K
$13.4M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.6K- 20.48% |
$241K - $271K
|
6.21K
$604K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.6K- 0.95% |
$241K - $272K
|
167K
$16.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.6K- 2.02% |
$242K - $272K
|
77.6K
$7.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.62K- 14.02% |
$244K - $275K
|
9.92K
$965K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-1.64K- 13.08% |
$248K - $279K
|
10.9K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-1.65K- 39.73% |
$250K - $281K
|
2.51K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.66K- 16.36% |
$250K - $281K
|
8.47K
$824K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-1.68K- 50.0% |
$254K - $286K
|
1.68K
$164K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.69K- 24.79% |
$255K - $287K
|
5.14K
$500K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.71K- 9.37% |
$258K - $291K
|
16.6K
$1.61M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.71K- 20.18% |
$259K - $291K
|
6.78K
$660K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.72K- 4.34% |
$259K - $291K
|
37.8K
$3.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.73K- 2.57% |
$262K - $294K
|
65.8K
$6.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.74K- 43.32% |
$263K - $296K
|
2.28K
$222K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.75K- 22.61% |
$264K - $297K
|
5.98K
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.77K- 43.76% |
$267K - $300K
|
2.27K
$221K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.78K- 4.53% |
$268K - $302K
|
37.5K
$3.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.8K- 4.22% |
$271K - $305K
|
40.7K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.8K- 20.61% |
$272K - $306K
|
6.94K
$675K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.81K- 7.46% |
$272K - $307K
|
22.4K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.81K- 19.12% |
$273K - $307K
|
7.66K
$745K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.81K- 56.27% |
$273K - $308K
|
1.41K
$137K
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.84K- 2.29% |
$278K - $312K
|
78.5K
$7.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-1.85K- 9.74% |
$278K - $313K
|
17.1K
$1.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.85K- 4.97% |
$279K - $314K
|
35.3K
$3.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.85K- 33.52% |
$279K - $314K
|
3.67K
$357K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.89K- 0.77% |
$285K - $321K
|
244K
$23.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.9K- 23.59% |
$287K - $323K
|
6.16K
$599K
|
|
|
Mar 13, 2025
Q4 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-1.9KClosed |
$287K - $323K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.9K- 0.3% |
$287K - $323K
|
640K
$62.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.92K- 1.72% |
$290K - $326K
|
109K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.93K- 3.8% |
$292K - $328K
|
49K
$4.76M
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.95K- 2.72% |
$294K - $331K
|
69.8K
$6.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.97K- 8.42% |
$297K - $334K
|
21.4K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.98K- 3.02% |
$299K - $336K
|
63.6K
$6.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.98K- 1.87% |
$299K - $337K
|
104K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.01K- 16.06% |
$303K - $341K
|
10.5K
$1.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.02K- 19.42% |
$305K - $343K
|
8.38K
$816K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-2.03K- 6.86% |
$306K - $345K
|
27.6K
$2.68M
|