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
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-16.4K- 31.29% |
$2.48M - $2.79M
|
36K
$3.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-16.7K- 4.64% |
$2.52M - $2.84M
|
343K
$33.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-16.9K- 8.06% |
$2.55M - $2.87M
|
193K
$18.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-16.9K- 27.07% |
$2.55M - $2.87M
|
45.5K
$4.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-17K- 24.2% |
$2.56M - $2.88M
|
53.2K
$5.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-17.2K- 52.4% |
$2.59M - $2.91M
|
15.6K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-17.6K- 8.01% |
$2.66M - $2.99M
|
203K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-18K- 34.42% |
$2.72M - $3.06M
|
34.4K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-18.3K- 99.14% |
$2.75M - $3.1M
|
158
$15.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-19.2K- 33.98% |
$2.9M - $3.26M
|
37.3K
$3.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-19.4K- 0.7% |
$2.93M - $3.3M
|
2.76M
$269M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.6K- 1.37% |
$2.95M - $3.32M
|
1.41M
$137M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-19.8K- 6.02% |
$2.99M - $3.36M
|
309K
$30.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20.2K- 45.97% |
$3.04M - $3.42M
|
23.7K
$2.3M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-20.4K- 67.23% |
$3.07M - $3.46M
|
9.93K
$966K
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-20.5K- 66.48% |
$3.09M - $3.48M
|
10.3K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-20.7K- 27.3% |
$3.12M - $3.51M
|
55.1K
$5.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-21.1K- 62.61% |
$3.18M - $3.58M
|
12.6K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-21.5K- 61.91% |
$3.24M - $3.64M
|
13.2K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-21.6K- 5.75% |
$3.26M - $3.67M
|
355K
$34.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-21.9K- 29.4% |
$3.31M - $3.72M
|
52.7K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-22.1K- 24.19% |
$3.33M - $3.74M
|
69.1K
$6.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-23.1K- 4.05% |
$3.48M - $3.91M
|
546K
$53.1M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-23.1K- 67.53% |
$3.48M - $3.92M
|
11.1K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-23.4K- 47.58% |
$3.53M - $3.97M
|
25.8K
$2.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-23.4K- 15.9% |
$3.53M - $3.97M
|
124K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-23.4K- 27.01% |
$3.54M - $3.98M
|
63.4K
$6.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-24K- 0.54% |
$3.61M - $4.07M
|
4.42M
$430M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-24.6K- 87.59% |
$3.71M - $4.17M
|
3.48K
$338K
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-25.1K- 7.15% |
$3.78M - $4.26M
|
326K
$31.7M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-25.6K- 8.14% |
$3.87M - $4.35M
|
289K
$28.1M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-25.6K- 32.21% |
$3.87M - $4.35M
|
54K
$5.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-26K- 8.69% |
$3.93M - $4.42M
|
274K
$26.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27.5K- 49.16% |
$4.14M - $4.66M
|
28.4K
$2.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-28.8K- 1.11% |
$4.35M - $4.89M
|
2.56M
$249M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-28.9K- 56.68% |
$4.37M - $4.91M
|
22.1K
$2.15M
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-29.3K- 1.49% |
$4.42M - $4.97M
|
1.93M
$188M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-29.5K- 4.69% |
$4.46M - $5.02M
|
600K
$58.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-29.6K- 5.91% |
$4.46M - $5.02M
|
471K
$45.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-30.1K- 49.85% |
$4.55M - $5.12M
|
30.3K
$2.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-30.3K- 9.68% |
$4.58M - $5.15M
|
283K
$27.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32K- 1.24% |
$4.82M - $5.43M
|
2.55M
$248M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-32K- 0.44% |
$4.83M - $5.43M
|
7.25M
$705M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-33K- 14.06% |
$4.99M - $5.61M
|
202K
$19.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-33.1K- 50.47% |
$5M - $5.62M
|
32.5K
$3.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33.5K- 15.73% |
$5.06M - $5.69M
|
180K
$17.5M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-33.9K- 53.25% |
$5.12M - $5.76M
|
29.8K
$2.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-34.1K- 10.84% |
$5.14M - $5.78M
|
280K
$27.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-35.2K- 3.23% |
$5.3M - $5.97M
|
1.05M
$103M
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-35.2K- 65.01% |
$5.32M - $5.98M
|
19K
$1.85M
|