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 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-2.75K- 47.89% |
$414K - $466K
|
2.99K
$291K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.83K- 0.65% |
$428K - $481K
|
433K
$42.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.84K- 1.52% |
$429K - $483K
|
184K
$17.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.87K- 65.26% |
$433K - $487K
|
1.53K
$148K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2.94K- 1.54% |
$444K - $499K
|
188K
$18.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-2.97K- 46.05% |
$448K - $504K
|
3.48K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-3K- 10.21% |
$453K - $509K
|
26.4K
$2.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.01K- 9.95% |
$453K - $510K
|
27.2K
$2.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.04K- 5.57% |
$459K - $516K
|
51.6K
$5.01M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-3.05K- 3.97% |
$461K - $518K
|
73.9K
$7.19M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-3.1K- 0.39% |
$468K - $526K
|
800K
$77.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.11K- 2.97% |
$469K - $528K
|
102K
$9.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.13K- 57.29% |
$473K - $532K
|
2.34K
$227K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.14K- 20.16% |
$474K - $534K
|
12.5K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.17K- 2.72% |
$479K - $539K
|
114K
$11M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.18K- 3.07% |
$479K - $539K
|
100K
$9.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.21K- 2.0% |
$485K - $546K
|
158K
$15.3M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.27K- 0.89% |
$493K - $555K
|
362K
$35.2M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.27K- 3.16% |
$494K - $556K
|
100K
$9.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-3.3K- 45.21% |
$498K - $560K
|
4K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.36K- 0.88% |
$507K - $570K
|
377K
$36.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.37K- 9.59% |
$508K - $572K
|
31.7K
$3.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.38K- 31.95% |
$510K - $574K
|
7.2K
$700K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.54K- 1.47% |
$533K - $600K
|
237K
$23.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-3.56K- 3.59% |
$537K - $604K
|
95.5K
$9.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.57K- 13.22% |
$538K - $606K
|
23.4K
$2.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.74K- 20.62% |
$565K - $635K
|
14.4K
$1.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.77K- 39.6% |
$568K - $640K
|
5.75K
$559K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.77K- 68.97% |
$569K - $640K
|
1.7K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.82K- 29.66% |
$576K - $649K
|
9.06K
$881K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.94K- 21.03% |
$595K - $669K
|
14.8K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.99K- 3.78% |
$603K - $678K
|
102K
$9.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-4K- 53.33% |
$603K - $679K
|
3.5K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.04K- 1.02% |
$610K - $687K
|
391K
$38M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.05K- 10.53% |
$611K - $687K
|
34.4K
$3.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-4.07K- 2.15% |
$614K - $690K
|
185K
$18M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-4.09K- 3.23% |
$616K - $694K
|
122K
$11.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-4.15K- 59.5% |
$627K - $705K
|
2.83K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.16K- 40.06% |
$628K - $707K
|
6.23K
$606K
|
|
|
Apr 01, 2025
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-4.2K- 68.05% |
$634K - $713K
|
1.97K
$192K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-4.2K- 66.76% |
$634K - $713K
|
2.09K
$203K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-4.23K- 5.01% |
$639K - $719K
|
80.2K
$7.8M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-4.24K- 57.35% |
$640K - $720K
|
3.15K
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.35K- 0.87% |
$656K - $739K
|
497K
$48.3M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.38K- 66.67% |
$661K - $744K
|
2.19K
$213K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-4.39K- 6.07% |
$662K - $745K
|
67.9K
$6.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.39K- 6.83% |
$662K - $745K
|
59.8K
$5.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.48K- 11.33% |
$675K - $760K
|
35K
$3.41M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-4.48K- 41.52% |
$675K - $760K
|
6.31K
$613K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-4.49K- 7.9% |
$677K - $761K
|
52.3K
$5.09M
|