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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
200New |
$27.4K - $29.5K
|
200
$18.3K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
200+ 2.95% |
$27.4K - $29.5K
|
6.97K
$637K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
200+ 0.38% |
$27.4K - $29.5K
|
52.9K
$4.84M
|
|
|
May 16, 2023
Q1 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
200+ 2.17% |
$27.4K - $29.5K
|
9.4K
$859K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
199+ 10.47% |
$27.3K - $29.3K
|
2.1K
$192K
|
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
198+ 7.25% |
$27.1K - $29.2K
|
2.93K
$268K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
197+ 7.12% |
$27K - $29K
|
2.96K
$271K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
195+ 2.74% |
$26.7K - $28.8K
|
7.3K
$667K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
195+ 1.12% |
$26.7K - $28.8K
|
17.7K
$1.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
191+ 6.37% |
$26.2K - $28.2K
|
3.19K
$292K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
191+ 11.61% |
$26.2K - $28.2K
|
1.84K
$168K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
189+ 0.39% |
$25.9K - $27.9K
|
48.5K
$4.44M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
189+ 2.91% |
$25.9K - $27.9K
|
6.69K
$612K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
186+ 0.95% |
$25.5K - $27.4K
|
19.7K
$1.8M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
186+ 2.68% |
$25.5K - $27.4K
|
7.13K
$652K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
185+ 5.42% |
$25.3K - $27.3K
|
3.6K
$329K
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
185+ 5.42% |
$25.3K - $27.3K
|
3.6K
$329K
|
|
|
May 05, 2023
Q1 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
184+ 0.58% |
$25.2K - $27.1K
|
31.7K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
181+ 3.68% |
$24.8K - $26.7K
|
5.1K
$466K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
180+ 12.22% |
$24.7K - $26.5K
|
1.65K
$151K
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
180+ 6.3% |
$24.7K - $26.5K
|
3.04K
$278K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
179+ 9.34% |
$24.5K - $26.4K
|
2.1K
$192K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
174+ 0.6% |
$23.8K - $25.7K
|
29K
$2.65M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
172+ 4.59% |
$23.6K - $25.4K
|
3.92K
$359K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
171+ 4.71% |
$23.4K - $25.2K
|
3.8K
$347K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
170+ 10.33% |
$23.3K - $25.1K
|
1.82K
$166K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
169+ 2414.29% |
$23.1K - $24.9K
|
176
$16.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
168+ 11.52% |
$23K - $24.8K
|
1.63K
$149K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
168+ 2.14% |
$23K - $24.8K
|
8.02K
$733K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
168+ 8.4% |
$23K - $24.8K
|
2.17K
$198K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
167+ 0.89% |
$22.9K - $24.6K
|
18.9K
$1.73M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
166+ 5.84% |
$22.7K - $24.5K
|
3.01K
$275K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
166+ 10.43% |
$22.7K - $24.5K
|
1.76K
$161K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
166+ 3.15% |
$22.7K - $24.5K
|
5.44K
$498K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
165+ 2.41% |
$22.6K - $24.3K
|
7.01K
$640K
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
164+ 0.25% |
$22.5K - $24.2K
|
65.5K
$5.99M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
163+ 1.25% |
$22.3K - $24K
|
13.2K
$1.21M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
161+ 1.03% |
$22.1K - $23.7K
|
15.8K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
161+ 0.59% |
$22.1K - $23.7K
|
27.4K
$2.5M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
161+ 0.15% |
$22.1K - $23.7K
|
107K
$9.83M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
159+ 387.8% |
$21.8K - $23.4K
|
200
$18.3K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
159+ 0.35% |
$21.8K - $23.4K
|
45.6K
$4.17M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
159+ 0.83% |
$21.8K - $23.4K
|
19.2K
$1.76M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
158+ 6.81% |
$21.6K - $23.3K
|
2.48K
$227K
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
157+ 10.55% |
$21.5K - $23.1K
|
1.65K
$150K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
157+ 9.63% |
$21.5K - $23.1K
|
1.79K
$163K
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
155+ 0.86% |
$21.2K - $22.9K
|
18.2K
$1.66M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
154+ 0.43% |
$21.1K - $22.7K
|
35.6K
$3.25M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
154+ 6.39% |
$21.1K - $22.7K
|
2.57K
$235K
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
154+ 4.22% |
$21.1K - $22.7K
|
3.81K
$348K
|