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 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
250+ 1.73% |
$34.2K - $36.9K
|
14.7K
$1.35M
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
250+ 11.48% |
$34.2K - $36.9K
|
2.43K
$222K
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
250+ 1.37% |
$34.2K - $36.9K
|
18.5K
$1.69M
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
249+ 2.0% |
$34.1K - $36.7K
|
12.7K
$1.16M
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
246+ 3.62% |
$33.7K - $36.3K
|
7.05K
$644K
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
246+ 1.11% |
$33.7K - $36.3K
|
22.3K
$2.04M
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
245+ 2.81% |
$33.6K - $36.1K
|
8.96K
$820K
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
245+ 2.91% |
$33.6K - $36.1K
|
8.67K
$793K
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
242+ 6.05% |
$33.1K - $35.7K
|
4.24K
$388K
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
240+ 3.53% |
$32.9K - $35.4K
|
7.04K
$644K
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
238+ 0.18% |
$32.6K - $35.1K
|
131K
$12M
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
237+ 2.26% |
$32.5K - $34.9K
|
10.7K
$979K
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
BUY
|
- |
235+ 0.49% |
$32.2K - $34.7K
|
48.1K
$4.39M
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
233+ 2.05% |
$31.9K - $34.4K
|
11.6K
$1.06M
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
231+ 1.72% |
$31.6K - $34.1K
|
13.7K
$1.25M
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
230+ 15.38% |
$31.5K - $33.9K
|
1.73K
$158K
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
229+ 0.67% |
$31.4K - $33.8K
|
34.2K
$3.13M
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
229+ 1.77% |
$31.4K - $33.8K
|
13.2K
$1.2M
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
228+ 4.56% |
$31.2K - $33.6K
|
5.22K
$478K
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
227+ 15.12% |
$31.1K - $33.5K
|
1.73K
$158K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
226+ 3.66% |
$31K - $33.3K
|
6.41K
$586K
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
226+ 6.2% |
$31K - $33.3K
|
3.87K
$354K
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
226+ 8.37% |
$31K - $33.3K
|
2.93K
$267K
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
225+ 10.07% |
$30.8K - $33.2K
|
2.46K
$225K
|
|
May 11, 2023
Q1 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
225New |
$30.8K - $33.2K
|
225
$20.6K
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
224+ 9.16% |
$30.7K - $33K
|
2.67K
$244K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
224+ 2.57% |
$30.7K - $33K
|
8.94K
$817K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
221+ 1.03% |
$30.3K - $32.6K
|
21.7K
$1.98M
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
220+ 11.19% |
$30.1K - $32.4K
|
2.19K
$200K
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
219+ 3.34% |
$30K - $32.3K
|
6.78K
$620K
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
217+ 1.99% |
$29.7K - $32K
|
11.1K
$1.02M
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
217+ 3.35% |
$29.7K - $32K
|
6.69K
$611K
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
217+ 0.21% |
$29.7K - $32K
|
102K
$9.3M
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
213+ 3.3% |
$29.2K - $31.4K
|
6.68K
$610K
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
210+ 4.61% |
$28.8K - $31K
|
4.76K
$435K
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
210+ 7.24% |
$28.8K - $31K
|
3.11K
$284K
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
210+ 0.92% |
$28.8K - $31K
|
23K
$2.1M
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
207+ 2.31% |
$28.4K - $30.5K
|
9.15K
$836K
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
207+ 0.89% |
$28.4K - $30.5K
|
23.5K
$2.15M
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
207+ 2.23% |
$28.4K - $30.5K
|
9.48K
$867K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
205New |
$28.1K - $30.2K
|
205
$18.7K
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
205+ 12.85% |
$28.1K - $30.2K
|
1.8K
$165K
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
204+ 2.29% |
$27.9K - $30.1K
|
9.13K
$834K
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
204+ 3.6% |
$27.9K - $30.1K
|
5.87K
$536K
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
204+ 9.02% |
$27.9K - $30.1K
|
2.47K
$225K
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
204+ 46.58% |
$27.9K - $30.1K
|
642
$58.7K
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
204+ 13.77% |
$27.9K - $30.1K
|
1.69K
$154K
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
202+ 0.42% |
$27.7K - $29.8K
|
47.8K
$4.37M
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
201+ 1.0% |
$27.5K - $29.6K
|
20.3K
$1.86M
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
200+ 12.14% |
$27.4K - $29.5K
|
1.85K
$169K
|