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 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
609+ 1.44% |
$83.4K - $89.8K
|
42.8K
$3.88M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
605+ 5.51% |
$82.9K - $89.2K
|
11.6K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
604+ 5.23% |
$82.7K - $89.1K
|
12.2K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
602+ 46.13% |
$82.5K - $88.8K
|
1.91K
$173K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
602+ 1.93% |
$82.5K - $88.8K
|
31.9K
$2.89M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
599+ 6.15% |
$82K - $88.3K
|
10.3K
$939K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
596+ 25.46% |
$81.6K - $87.9K
|
2.94K
$267K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
590+ 0.32% |
$80.8K - $87K
|
183K
$16.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
587+ 4.48% |
$80.4K - $86.6K
|
13.7K
$1.24M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
585+ 14.09% |
$80.1K - $86.3K
|
4.74K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
584+ 1.91% |
$80K - $86.1K
|
31.1K
$2.83M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
582+ 11.31% |
$79.7K - $85.8K
|
5.73K
$520K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
581+ 19.82% |
$79.6K - $85.7K
|
3.51K
$319K
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
580+ 1.25% |
$79.4K - $85.5K
|
47.1K
$4.27M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
568New |
$77.8K - $83.8K
|
568
$51.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
567+ 5.01% |
$77.7K - $83.6K
|
11.9K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
567+ 2.26% |
$77.7K - $83.6K
|
25.7K
$2.33M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
565+ 4.6% |
$77.4K - $83.3K
|
12.8K
$1.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
564+ 7.33% |
$77.3K - $83.2K
|
8.26K
$749K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
562+ 1.33% |
$77K - $82.9K
|
42.8K
$3.89M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
553+ 0.43% |
$75.7K - $81.5K
|
129K
$11.7M
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
551New |
$75.5K - $81.2K
|
551
$50K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
548+ 26.26% |
$75.1K - $80.8K
|
2.64K
$239K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
542+ 4.83% |
$74.2K - $79.9K
|
11.8K
$1.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
540+ 4.44% |
$74K - $79.6K
|
12.7K
$1.15M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
540+ 28.39% |
$74K - $79.6K
|
2.44K
$222K
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
527+ 3.78% |
$72.2K - $77.7K
|
14.5K
$1.31M
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
526+ 5.45% |
$72K - $77.6K
|
10.2K
$923K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
520+ 10.18% |
$71.2K - $76.7K
|
5.63K
$511K
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
520+ 9.07% |
$71.2K - $76.7K
|
6.26K
$568K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
520+ 10.78% |
$71.2K - $76.7K
|
5.34K
$485K
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
517+ 2.92% |
$70.8K - $76.2K
|
18.2K
$1.65M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
517+ 1.92% |
$70.8K - $76.2K
|
27.5K
$2.5M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
511+ 1.08% |
$70K - $75.3K
|
48K
$4.35M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
511+ 12.61% |
$70K - $75.3K
|
4.56K
$414K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
511+ 10.8% |
$70K - $75.3K
|
5.24K
$476K
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
510+ 1.22% |
$69.9K - $75.2K
|
42.2K
$3.83M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
505+ 3.56% |
$69.2K - $74.5K
|
14.7K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
500+ 16.06% |
$68.5K - $73.7K
|
3.61K
$328K
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
500+ 12.03% |
$68.5K - $73.7K
|
4.66K
$423K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
498+ 6.28% |
$68.2K - $73.4K
|
8.42K
$765K
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
492+ 2.81% |
$67.4K - $72.5K
|
18K
$1.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
491+ 1.54% |
$67.3K - $72.4K
|
32.3K
$2.94M
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
490+ 26.95% |
$67.1K - $72.3K
|
2.31K
$210K
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
484+ 2.19% |
$66.3K - $71.4K
|
22.6K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
483+ 4.97% |
$66.2K - $71.2K
|
10.2K
$926K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
479+ 5.24% |
$65.6K - $70.6K
|
9.62K
$873K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
469+ 2.16% |
$64.2K - $69.2K
|
22.1K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
469+ 4.06% |
$64.2K - $69.2K
|
12K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
466+ 2.83% |
$63.8K - $68.7K
|
16.9K
$1.54M
|