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
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.22K+ 645.5% |
$167K - $180K
|
1.41K
$134K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.22K+ 1.54% |
$167K - $180K
|
80.3K
$7.62M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.21K+ 53.91% |
$166K - $179K
|
3.47K
$329K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.2K+ 2.43% |
$165K - $177K
|
50.7K
$4.81M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.2K+ 3.73% |
$164K - $176K
|
33.3K
$3.16M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.19K+ 57.22% |
$163K - $176K
|
3.28K
$311K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.19K+ 0.18% |
$163K - $176K
|
659K
$62.6M
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.19K+ 3.69% |
$163K - $175K
|
33.4K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 48.16% |
$163K - $175K
|
3.66K
$347K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.18K+ 2.65% |
$162K - $175K
|
45.8K
$4.35M
|
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 2.31% |
$162K - $175K
|
52.5K
$4.98M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.18K+ 3.03% |
$161K - $173K
|
40K
$3.8M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.17K+ 74.76% |
$161K - $173K
|
2.74K
$260K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.16K+ 21.63% |
$159K - $171K
|
6.52K
$619K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.16K+ 18.82% |
$158K - $170K
|
7.3K
$693K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.15K+ 71.6% |
$158K - $170K
|
2.76K
$262K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.15K+ 43.94% |
$158K - $170K
|
3.77K
$358K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
1.14KNew |
$156K - $168K
|
1.14K
$108K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.13K+ 1.02% |
$155K - $167K
|
113K
$10.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.13K+ 11.88% |
$154K - $166K
|
10.6K
$1.01M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.13K+ 6.47% |
$154K - $166K
|
18.5K
$1.76M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.12K+ 3.85% |
$154K - $165K
|
30.2K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.12K+ 17.81% |
$153K - $165K
|
7.39K
$701K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.11K+ 7.48% |
$153K - $164K
|
16K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.11KNew |
$152K - $164K
|
1.11K
$106K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.1K+ 3.83% |
$150K - $162K
|
29.7K
$2.82M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.09K+ 23.31% |
$149K - $161K
|
5.77K
$548K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.09K+ 4.57% |
$149K - $160K
|
24.9K
$2.37M
|
|
|
May 11, 2023
Q1 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.08K+ 1.08% |
$148K - $160K
|
101K
$9.6M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.07K+ 7.36% |
$146K - $157K
|
15.6K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.05K+ 2.32% |
$144K - $155K
|
46.5K
$4.42M
|
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.05K+ 6.22% |
$143K - $154K
|
17.9K
$1.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.04K+ 6.04% |
$143K - $154K
|
18.3K
$1.74M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.04K+ 334.73% |
$143K - $153K
|
1.35K
$128K
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.04K+ 8.42% |
$142K - $153K
|
13.4K
$1.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.04K+ 9.63% |
$142K - $153K
|
11.8K
$1.12M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.03K+ 9.41% |
$141K - $152K
|
12K
$1.14M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.02K+ 5.78% |
$140K - $151K
|
18.7K
$1.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 2.97% |
$139K - $150K
|
35.2K
$3.35M
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
1.01K+ 10.26% |
$139K - $150K
|
10.9K
$1.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1K+ 0.8% |
$138K - $148K
|
127K
$12M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1K+ 9.63% |
$137K - $148K
|
11.4K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
1K+ 9.35% |
$137K - $148K
|
11.7K
$1.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
998+ 4.56% |
$137K - $147K
|
22.9K
$2.17M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
998+ 39.98% |
$137K - $147K
|
3.49K
$332K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
991+ 8.61% |
$136K - $146K
|
12.5K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
990+ 62.94% |
$136K - $146K
|
2.56K
$243K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
976+ 1.23% |
$134K - $144K
|
80K
$7.6M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
976+ 5.93% |
$134K - $144K
|
17.4K
$1.66M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
974+ 12.6% |
$133K - $144K
|
8.71K
$827K
|