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 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
300+ 10.71% |
$41.1K - $44.2K
|
3.1K
$283K
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
300+ 6.29% |
$41.1K - $44.2K
|
5.07K
$464K
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
300+ 9.02% |
$41.1K - $44.2K
|
3.63K
$332K
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
300+ 1.78% |
$41.1K - $44.2K
|
17.2K
$1.57M
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
297+ 4.04% |
$40.7K - $43.8K
|
7.65K
$699K
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
294+ 17.67% |
$40.3K - $43.4K
|
1.96K
$179K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
291+ 2.67% |
$39.9K - $42.9K
|
11.2K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
289+ 3.12% |
$39.6K - $42.6K
|
9.55K
$873K
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
288+ 1.13% |
$39.4K - $42.5K
|
25.8K
$2.36M
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
288+ 5.13% |
$39.4K - $42.5K
|
5.9K
$539K
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
287+ 11.17% |
$39.3K - $42.3K
|
2.86K
$261K
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
280+ 4.97% |
$38.4K - $41.3K
|
5.92K
$541K
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
279+ 11.47% |
$38.2K - $41.1K
|
2.71K
$248K
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
279+ 60.0% |
$38.2K - $41.1K
|
744
$68K
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
277+ 5.49% |
$37.9K - $40.8K
|
5.32K
$486K
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
277+ 5.23% |
$37.9K - $40.8K
|
5.58K
$510K
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
277+ 5.23% |
$37.9K - $40.8K
|
5.58K
$510K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
276+ 73.99% |
$37.8K - $40.7K
|
649
$59.3K
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
275+ 1.92% |
$37.7K - $40.5K
|
14.6K
$1.33M
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
275+ 3.39% |
$37.7K - $40.5K
|
8.39K
$767K
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
275+ 0.52% |
$37.7K - $40.5K
|
53.2K
$4.87M
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
273+ 15.16% |
$37.4K - $40.3K
|
2.07K
$190K
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
272+ 3.14% |
$37.3K - $40.1K
|
8.93K
$817K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
269+ 6.45% |
$36.8K - $39.7K
|
4.44K
$406K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
269+ 27.85% |
$36.8K - $39.7K
|
1.24K
$113K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
267+ 2.76% |
$36.6K - $39.4K
|
9.93K
$908K
|
|
May 01, 2023
Q1 2023
|
Compass Capital Management, Inc
|
BUY
|
- |
267+ 0.08% |
$36.6K - $39.4K
|
345K
$31.5M
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
266+ 17.82% |
$36.4K - $39.2K
|
1.76K
$161K
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
264+ 9.81% |
$36.2K - $38.9K
|
2.95K
$270K
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
262+ 0.96% |
$35.9K - $38.6K
|
27.7K
$2.53M
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
262+ 0.1% |
$35.9K - $38.6K
|
275K
$25.2M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
261+ 1.51% |
$35.7K - $38.5K
|
17.5K
$1.6M
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
261+ 15.34% |
$35.7K - $38.5K
|
1.96K
$179K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
260+ 3.88% |
$35.6K - $38.3K
|
6.96K
$637K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
260+ 0.18% |
$35.6K - $38.3K
|
147K
$13.4M
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
260+ 8.93% |
$35.6K - $38.3K
|
3.17K
$290K
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
259+ 3.63% |
$35.5K - $38.2K
|
7.39K
$675K
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
258+ 1.19% |
$35.3K - $38K
|
22K
$2.01M
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
258+ 0.7% |
$35.3K - $38K
|
37.1K
$3.39M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
258New |
$35.3K - $38K
|
258
$23.6K
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
257+ 0.23% |
$35.2K - $37.9K
|
113K
$10.3M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
257+ 1.54% |
$35.2K - $37.9K
|
17K
$1.55M
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
256+ 1.9% |
$35.1K - $37.7K
|
13.8K
$1.26M
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
255+ 12.0% |
$34.9K - $37.6K
|
2.38K
$218K
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
253+ 0.69% |
$34.7K - $37.3K
|
36.9K
$3.37M
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
253+ 6.87% |
$34.7K - $37.3K
|
3.94K
$360K
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
251+ 0.56% |
$34.4K - $37K
|
45.2K
$4.13M
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
251+ 0.36% |
$34.4K - $37K
|
70.4K
$6.44M
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
250+ 15.75% |
$34.2K - $36.9K
|
1.84K
$168K
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
250+ 4.06% |
$34.2K - $36.9K
|
6.41K
$586K
|