Purchases and Sales Made in Q1 2023 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.86KNew |
$255K - $274K
|
1.86K
$186K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.86K+ 3.45% |
$254K - $274K
|
55.6K
$5.55M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.84K+ 11.4% |
$253K - $272K
|
18K
$1.8M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.84K+ 12.96% |
$253K - $272K
|
16.1K
$1.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.84K+ 3.43% |
$252K - $271K
|
55.5K
$5.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.83K+ 2.84% |
$251K - $270K
|
66.3K
$6.61M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
1.83K+ 2.19% |
$250K - $269K
|
85.1K
$8.49M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.83K+ 7.26% |
$250K - $269K
|
27K
$2.69M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.82K+ 70.74% |
$250K - $269K
|
4.4K
$439K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1.81KNew |
$248K - $267K
|
1.81K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.79K+ 6.26% |
$244K - $263K
|
30.3K
$3.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.78K+ 1.09% |
$243K - $262K
|
164K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
1.76K+ 84.79% |
$241K - $260K
|
3.84K
$383K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.75KNew |
$240K - $258K
|
1.75K
$175K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.75K+ 89.0% |
$239K - $258K
|
3.71K
$370K
|
|
|
Apr 18, 2023
Q1 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.73K+ 4.66% |
$237K - $255K
|
38.9K
$3.88M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
1.71KNew |
$234K - $252K
|
1.71K
$171K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.71K+ 6.04% |
$234K - $251K
|
29.9K
$2.99M
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.7K+ 78.46% |
$233K - $251K
|
3.87K
$386K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.69KNew |
$232K - $250K
|
1.69K
$169K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.69K+ 3.49% |
$232K - $250K
|
50.2K
$5.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.69KNew |
$231K - $249K
|
1.69K
$168K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.67K+ 27.54% |
$229K - $247K
|
7.75K
$773K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
BUY
|
- |
1.67K+ 43.54% |
$228K - $246K
|
5.5K
$548K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.67K+ 4.91% |
$228K - $246K
|
35.6K
$3.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.65KNew |
$226K - $243K
|
1.65K
$165K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.65KNew |
$226K - $243K
|
1.65K
$165K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.65K+ 10.42% |
$225K - $243K
|
17.4K
$1.74M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.64KNew |
$225K - $242K
|
1.64K
$164K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.64K+ 8.64% |
$225K - $242K
|
20.7K
$2.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.64K+ 4.43% |
$225K - $242K
|
38.7K
$3.86M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.64KNew |
$224K - $241K
|
1.64K
$163K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.64K+ 14.04% |
$224K - $241K
|
13.3K
$1.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.63K+ 17.42% |
$224K - $241K
|
11K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.61KNew |
$220K - $237K
|
1.61K
$160K
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1.61K+ 1.85% |
$220K - $237K
|
88.4K
$8.82M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1.6K+ 0.42% |
$219K - $236K
|
385K
$38.4M
|
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
1.6KNew |
$219K - $236K
|
1.6K
$160K
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.6K+ 1.51% |
$219K - $236K
|
108K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.59K+ 15.19% |
$218K - $235K
|
12.1K
$1.21M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.59K+ 18.67% |
$218K - $235K
|
10.1K
$1.01M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.59K+ 3.57% |
$218K - $234K
|
46.2K
$4.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
1.58KNew |
$217K - $234K
|
1.58K
$158K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.58K+ 2.03% |
$216K - $233K
|
79.2K
$7.9M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.58K+ 7.1% |
$216K - $232K
|
23.8K
$2.37M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.57K+ 3.36% |
$215K - $232K
|
48.4K
$4.83M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.56K+ 2.56% |
$213K - $229K
|
62.3K
$6.22M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
1.55K+ 8.47% |
$212K - $228K
|
19.8K
$1.97M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.54KNew |
$211K - $228K
|
1.54K
$154K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.53K+ 5.17% |
$209K - $225K
|
31K
$3.1M
|