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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
772+ 8.48% |
$106K - $114K
|
9.88K
$897K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
763+ 38.38% |
$105K - $113K
|
2.75K
$250K
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
760+ 1.73% |
$104K - $112K
|
44.6K
$4.05M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
759+ 2.61% |
$104K - $112K
|
29.9K
$2.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
758+ 1.37% |
$104K - $112K
|
56.2K
$5.11M
|
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
758+ 0.96% |
$104K - $112K
|
79.6K
$7.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
756+ 151.2% |
$104K - $111K
|
1.26K
$114K
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
746+ 0.71% |
$102K - $110K
|
106K
$9.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
745+ 1.9% |
$102K - $110K
|
39.9K
$3.62M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
742+ 10.84% |
$102K - $109K
|
7.59K
$689K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
742+ 0.75% |
$102K - $109K
|
100K
$9.08M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
742+ 50.79% |
$102K - $109K
|
2.2K
$200K
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
741+ 5.12% |
$101K - $109K
|
15.2K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
740+ 4.51% |
$101K - $109K
|
17.1K
$1.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
737+ 6.77% |
$101K - $109K
|
11.6K
$1.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
734+ 6.5% |
$101K - $108K
|
12K
$1.09M
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
728+ 3.41% |
$99.7K - $107K
|
22.1K
$2M
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
727+ 14.92% |
$99.6K - $107K
|
5.6K
$508K
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
726+ 3.18% |
$99.4K - $107K
|
23.6K
$2.14M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
722+ 2.1% |
$98.9K - $106K
|
35.2K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
717+ 2.34% |
$98.2K - $106K
|
31.4K
$2.85M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
716+ 6.31% |
$98.1K - $106K
|
12.1K
$1.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
711+ 1.64% |
$97.4K - $105K
|
44K
$3.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
710+ 2.5% |
$97.2K - $105K
|
29.1K
$2.64M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
710+ 0.64% |
$97.2K - $105K
|
112K
$10.2M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
700+ 41.18% |
$95.9K - $103K
|
2.4K
$218K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
698+ 6.92% |
$95.6K - $103K
|
10.8K
$979K
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
696+ 4.35% |
$95.3K - $103K
|
16.7K
$1.52M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
694+ 2.74% |
$95.1K - $102K
|
26K
$2.36M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
692+ 4.02% |
$94.8K - $102K
|
17.9K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
685+ 3.17% |
$93.8K - $101K
|
22.3K
$2.03M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
680+ 5.28% |
$93.1K - $100K
|
13.6K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
676+ 3.84% |
$92.6K - $99.7K
|
18.3K
$1.66M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
667+ 2.5% |
$91.4K - $98.3K
|
27.3K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
666+ 3.28% |
$91.2K - $98.2K
|
21K
$1.91M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
664+ 1.43% |
$90.9K - $97.9K
|
47.2K
$4.28M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
655+ 5.33% |
$89.7K - $96.6K
|
12.9K
$1.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
653+ 1.64% |
$89.4K - $96.3K
|
40.4K
$3.67M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
653+ 2.87% |
$89.4K - $96.3K
|
23.4K
$2.12M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
645+ 1.21% |
$88.3K - $95.1K
|
54.1K
$4.91M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
643+ 1.65% |
$88.1K - $94.8K
|
39.5K
$3.59M
|
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
641+ 3.84% |
$87.8K - $94.5K
|
17.3K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
641+ 1.45% |
$87.8K - $94.5K
|
45K
$4.08M
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
632+ 8.53% |
$86.6K - $93.2K
|
8.05K
$730K
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
625+ 21.97% |
$85.6K - $92.2K
|
3.47K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
622+ 5.18% |
$85.2K - $91.7K
|
12.6K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
619+ 40.94% |
$84.8K - $91.3K
|
2.13K
$193K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
618+ 15.37% |
$84.6K - $91.1K
|
4.64K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
615+ 0.72% |
$84.2K - $90.7K
|
86.3K
$7.84M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
610+ 6.37% |
$83.6K - $89.9K
|
10.2K
$925K
|