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
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
370+ 5.39% |
$50.7K - $54.6K
|
7.23K
$661K
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
367+ 4.09% |
$50.3K - $54.1K
|
9.33K
$853K
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
366+ 21.82% |
$50.1K - $54K
|
2.04K
$187K
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
366+ 0.69% |
$50.1K - $54K
|
53.7K
$4.91M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
365+ 4.91% |
$50K - $53.8K
|
7.81K
$714K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
362+ 2.69% |
$49.6K - $53.4K
|
13.8K
$1.26M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
361+ 23.14% |
$49.4K - $53.2K
|
1.92K
$176K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
360+ 327.27% |
$49.3K - $53.1K
|
470
$43K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
357+ 10.82% |
$48.9K - $52.6K
|
3.66K
$334K
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
355+ 3.9% |
$48.6K - $52.3K
|
9.47K
$865K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
354+ 8.52% |
$48.5K - $52.2K
|
4.51K
$412K
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
351+ 18.62% |
$48.1K - $51.8K
|
2.24K
$204K
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
350+ 33.33% |
$47.9K - $51.6K
|
1.4K
$128K
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
349+ 8.14% |
$47.8K - $51.5K
|
4.64K
$424K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
349+ 5.25% |
$47.8K - $51.5K
|
7K
$640K
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
348+ 3.83% |
$47.7K - $51.3K
|
9.44K
$863K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
345+ 1.26% |
$47.3K - $50.9K
|
27.7K
$2.54M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
343+ 1.23% |
$47K - $50.6K
|
28.3K
$2.59M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
343+ 8.26% |
$47K - $50.6K
|
4.5K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
341+ 11.73% |
$46.7K - $50.3K
|
3.25K
$297K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
340+ 0.44% |
$46.6K - $50.1K
|
76.8K
$7.02M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
339+ 23.41% |
$46.4K - $50K
|
1.79K
$163K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
339+ 11.47% |
$46.4K - $50K
|
3.29K
$301K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
337+ 3.56% |
$46.2K - $49.7K
|
9.82K
$897K
|
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
336+ 1.93% |
$46K - $49.5K
|
17.7K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
333+ 1.59% |
$45.6K - $49.1K
|
21.3K
$1.95M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
330+ 0.1% |
$45.2K - $48.7K
|
335K
$30.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
329+ 40.12% |
$45.1K - $48.5K
|
1.15K
$105K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
328+ 0.32% |
$44.9K - $48.4K
|
102K
$9.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
323+ 7.32% |
$44.2K - $47.6K
|
4.74K
$433K
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
322+ 1.19% |
$44.1K - $47.5K
|
27.4K
$2.51M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
321+ 2.59% |
$44K - $47.3K
|
12.7K
$1.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
319+ 0.32% |
$43.7K - $47K
|
101K
$9.24M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
319+ 6.05% |
$43.7K - $47K
|
5.59K
$511K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
318+ 0.35% |
$43.6K - $46.9K
|
90.5K
$8.27M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
317+ 10.31% |
$43.4K - $46.7K
|
3.39K
$310K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
316+ 14.88% |
$43.3K - $46.6K
|
2.44K
$223K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
315+ 21.18% |
$43.1K - $46.4K
|
1.8K
$165K
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
314+ 21.46% |
$43K - $46.3K
|
1.78K
$162K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
313+ 5.13% |
$42.9K - $46.2K
|
6.42K
$587K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
311+ 4.69% |
$42.6K - $45.9K
|
6.95K
$635K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
311+ 3.64% |
$42.6K - $45.9K
|
8.86K
$810K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
309+ 0.12% |
$42.3K - $45.6K
|
255K
$23.3M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
308New |
$42.2K - $45.4K
|
308
$28.2K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
308+ 36.62% |
$42.2K - $45.4K
|
1.15K
$105K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
306+ 4.0% |
$41.9K - $45.1K
|
7.96K
$728K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
306+ 3.42% |
$41.9K - $45.1K
|
9.26K
$847K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
304+ 4.97% |
$41.6K - $44.8K
|
6.42K
$587K
|
|
|
Apr 03, 2023
Q1 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
303+ 9.4% |
$41.5K - $44.7K
|
3.53K
$323K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
300+ 204.08% |
$41.1K - $44.2K
|
447
$40.9K
|