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 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.04K- 26.43% |
$308K - $346K
|
5.68K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.07K- 3.55% |
$312K - $351K
|
56.2K
$5.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.07K- 0.6% |
$312K - $351K
|
343K
$33.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.09K- 39.31% |
$315K - $355K
|
3.22K
$314K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-2.1K- 2.14% |
$316K - $356K
|
96.1K
$9.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.1K- 4.71% |
$316K - $356K
|
42.4K
$4.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.1K- 2.38% |
$317K - $357K
|
86.3K
$8.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.11K- 24.25% |
$318K - $358K
|
6.6K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.13K- 27.28% |
$321K - $361K
|
5.67K
$551K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.13K- 7.06% |
$321K - $361K
|
28K
$2.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-2.15K- 3.92% |
$324K - $365K
|
52.7K
$5.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-2.17K- 20.18% |
$327K - $368K
|
8.57K
$834K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.17K- 3.72% |
$327K - $368K
|
56.2K
$5.46M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.17K- 3.74% |
$327K - $368K
|
55.9K
$5.43M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.17K- 89.39% |
$328K - $369K
|
258
$25.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.18K- 13.27% |
$329K - $370K
|
14.2K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.18K- 7.83% |
$329K - $371K
|
25.7K
$2.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.19K- 6.0% |
$331K - $372K
|
34.3K
$3.34M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.25K- 7.22% |
$339K - $381K
|
28.9K
$2.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-2.25K- 43.11% |
$340K - $382K
|
2.97K
$289K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.25K- 2.3% |
$340K - $383K
|
95.6K
$9.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-2.27K- 14.85% |
$342K - $385K
|
13K
$1.27M
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.28K- 48.08% |
$344K - $387K
|
2.46K
$239K
|
|
|
Jan 25, 2024
Q4 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-2.29K- 2.72% |
$345K - $389K
|
82K
$7.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-2.32K- 2.59% |
$351K - $395K
|
87.3K
$8.49M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.34K- 10.62% |
$352K - $396K
|
19.7K
$1.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.35K- 39.91% |
$355K - $400K
|
3.54K
$345K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.36K- 12.05% |
$356K - $401K
|
17.2K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-2.36K- 38.69% |
$356K - $401K
|
3.74K
$364K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.37K- 6.23% |
$357K - $402K
|
35.6K
$3.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-2.37K- 10.75% |
$357K - $402K
|
19.7K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.38K- 29.13% |
$359K - $404K
|
5.79K
$563K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-2.4K- 32.65% |
$361K - $407K
|
4.94K
$481K
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.4K- 9.6% |
$361K - $407K
|
22.6K
$2.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-2.41K- 9.4% |
$364K - $410K
|
23.3K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.42K- 1.0% |
$364K - $410K
|
238K
$23.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2.43K- 0.43% |
$367K - $413K
|
569K
$55.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.5K- 22.0% |
$377K - $424K
|
8.85K
$861K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.51K- 3.42% |
$378K - $426K
|
70.9K
$6.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-2.53K- 4.18% |
$382K - $430K
|
58K
$5.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.54K- 40.81% |
$383K - $431K
|
3.68K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.56K- 24.52% |
$386K - $434K
|
7.87K
$766K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.59K- 1.31% |
$391K - $440K
|
195K
$18.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-2.62K- 56.92% |
$396K - $445K
|
1.99K
$193K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.68K- 14.44% |
$404K - $454K
|
15.9K
$1.54M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.7K- 22.96% |
$407K - $458K
|
9.04K
$879K
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.72K- 61.36% |
$410K - $462K
|
1.71K
$167K
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.72K- 61.36% |
$410K - $462K
|
1.71K
$167K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.73K- 0.65% |
$411K - $463K
|
416K
$40.5M
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.74K- 41.71% |
$413K - $464K
|
3.82K
$372K
|