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 05, 2023
Q1 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
462+ 4.14% |
$63.3K - $68.1K
|
11.6K
$1.06M
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
462+ 4.86% |
$63.3K - $68.1K
|
9.97K
$905K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
461+ 7.23% |
$63.1K - $68K
|
6.84K
$621K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
460+ 9.7% |
$63K - $67.8K
|
5.2K
$472K
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
460+ 9.05% |
$63K - $67.8K
|
5.54K
$503K
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
459+ 10.15% |
$62.9K - $67.7K
|
4.98K
$452K
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
458+ 26.41% |
$62.7K - $67.5K
|
2.19K
$199K
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
455+ 2.67% |
$62.3K - $67.1K
|
17.5K
$1.59M
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
452+ 1.77% |
$61.9K - $66.6K
|
26K
$2.36M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
451+ 3.64% |
$61.8K - $66.5K
|
12.8K
$1.16M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
450+ 5.69% |
$61.6K - $66.4K
|
8.37K
$759K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
447New |
$61.2K - $65.9K
|
447
$40.6K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
445+ 0.26% |
$61K - $65.6K
|
174K
$15.8M
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
444+ 6.29% |
$60.8K - $65.5K
|
7.51K
$681K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
443+ 1.98% |
$60.7K - $65.3K
|
22.8K
$2.07M
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
443+ 25.73% |
$60.7K - $65.3K
|
2.17K
$197K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
439+ 0.97% |
$60.1K - $64.7K
|
45.5K
$4.13M
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
BUY
|
- |
435+ 1.34% |
$59.6K - $64.1K
|
33K
$2.99M
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
434+ 0.95% |
$59.4K - $64K
|
46.1K
$4.18M
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
433+ 7.82% |
$59.3K - $63.8K
|
5.97K
$542K
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
431+ 7.86% |
$59K - $63.6K
|
5.91K
$537K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
427+ 10.28% |
$58.5K - $63K
|
4.58K
$416K
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
426+ 1.73% |
$58.3K - $62.8K
|
25.1K
$2.27M
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
423+ 8.77% |
$57.9K - $62.4K
|
5.25K
$476K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
421+ 1.5% |
$57.7K - $62.1K
|
28.6K
$2.59M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
419+ 3.89% |
$57.4K - $61.8K
|
11.2K
$1.02M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
418+ 1.45% |
$57.3K - $61.6K
|
29.2K
$2.65M
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
406+ 1.69% |
$55.6K - $59.9K
|
24.4K
$2.22M
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
403+ 2.74% |
$55.2K - $59.4K
|
15.1K
$1.37M
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
BUY
|
- |
400+ 12.67% |
$54.8K - $59K
|
3.56K
$323K
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
400+ 5.43% |
$54.8K - $59K
|
7.76K
$705K
|
|
May 10, 2023
Q1 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
400+ 5.41% |
$54.8K - $59K
|
7.8K
$708K
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
394+ 2.74% |
$54K - $58.1K
|
14.8K
$1.34M
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
390+ 0.63% |
$53.4K - $57.5K
|
61.9K
$5.62M
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
389+ 22.71% |
$53.3K - $57.4K
|
2.1K
$191K
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
386+ 133.1% |
$52.9K - $56.9K
|
676
$61.4K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
386New |
$52.9K - $56.9K
|
386
$35K
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
385+ 21.97% |
$52.7K - $56.8K
|
2.14K
$194K
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
385+ 1.59% |
$52.7K - $56.8K
|
24.7K
$2.24M
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
383+ 2.03% |
$52.5K - $56.5K
|
19.3K
$1.75M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
381+ 2.07% |
$52.2K - $56.2K
|
18.8K
$1.7M
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
378+ 25.87% |
$51.8K - $55.7K
|
1.84K
$167K
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
376+ 296.06% |
$51.5K - $55.4K
|
503
$45.7K
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
375+ 9.82% |
$51.4K - $55.3K
|
4.19K
$381K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
375+ 1.19% |
$51.4K - $55.3K
|
32K
$2.9M
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
374+ 2.24% |
$51.2K - $55.1K
|
17K
$1.55M
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
374+ 5.85% |
$51.2K - $55.1K
|
6.76K
$614K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
373+ 3.77% |
$51.1K - $55K
|
10.3K
$932K
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
372+ 1.61% |
$51K - $54.9K
|
23.5K
$2.13M
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
371New |
$50.8K - $54.7K
|
371
$33.7K
|