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 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
150+ 0.34% |
$20.5K - $22.1K
|
44.9K
$4.07M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
150New |
$20.5K - $22.1K
|
150
$13.6K
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
150+ 5.24% |
$20.5K - $22.1K
|
3.01K
$273K
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
150+ 1.13% |
$20.5K - $22.1K
|
13.5K
$1.22M
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
150+ 0.27% |
$20.5K - $22.1K
|
54.7K
$4.97M
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
149+ 3.73% |
$20.4K - $22K
|
4.14K
$376K
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
148+ 1.9% |
$20.3K - $21.8K
|
7.92K
$719K
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
147+ 0.44% |
$20.1K - $21.7K
|
33.6K
$3.05M
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
BUY
|
- |
146+ 0.63% |
$20K - $21.5K
|
23.2K
$2.11M
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
146+ 5.16% |
$20K - $21.5K
|
2.98K
$270K
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
144+ 4.84% |
$19.7K - $21.2K
|
3.12K
$283K
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
142+ 0.63% |
$19.4K - $20.9K
|
22.8K
$2.07M
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
141+ 7.44% |
$19.3K - $20.8K
|
2.04K
$185K
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
138+ 1.86% |
$18.9K - $20.3K
|
7.56K
$687K
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
137+ 2.77% |
$18.8K - $20.2K
|
5.08K
$462K
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
137+ 7.55% |
$18.8K - $20.2K
|
1.95K
$177K
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
136+ 3.98% |
$18.6K - $20.1K
|
3.55K
$322K
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
136+ 8.61% |
$18.6K - $20.1K
|
1.72K
$156K
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
136+ 4.23% |
$18.6K - $20.1K
|
3.35K
$304K
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
134+ 3.49% |
$18.4K - $19.8K
|
3.98K
$361K
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
134+ 3.94% |
$18.4K - $19.8K
|
3.54K
$321K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
134+ 4.75% |
$18.4K - $19.8K
|
2.95K
$268K
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
133+ 8.76% |
$18.2K - $19.6K
|
1.65K
$150K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
132+ 2.38% |
$18.1K - $19.5K
|
5.67K
$515K
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
131+ 0.7% |
$17.9K - $19.3K
|
18.8K
$1.71M
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
BUY
|
- |
130+ 0.69% |
$17.8K - $19.2K
|
18.9K
$1.72M
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
129+ 7.9% |
$17.7K - $19K
|
1.76K
$160K
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
128+ 2.63% |
$17.5K - $18.9K
|
5K
$454K
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
128+ 3.7% |
$17.5K - $18.9K
|
3.59K
$326K
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
126+ 0.41% |
$17.3K - $18.6K
|
30.5K
$2.77M
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
126+ 1.21% |
$17.3K - $18.6K
|
10.5K
$957K
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
126+ 3.3% |
$17.3K - $18.6K
|
3.95K
$358K
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
125+ 2.13% |
$17.1K - $18.4K
|
6K
$545K
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
125+ 0.94% |
$17.1K - $18.4K
|
13.4K
$1.21M
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
124+ 2.64% |
$17K - $18.3K
|
4.83K
$438K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
124+ 0.92% |
$17K - $18.3K
|
13.6K
$1.24M
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
124+ 0.36% |
$17K - $18.3K
|
34.1K
$3.1M
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
124+ 0.46% |
$17K - $18.3K
|
27.1K
$2.46M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
124+ 0.02% |
$17K - $18.3K
|
573K
$52M
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
123+ 0.76% |
$16.8K - $18.1K
|
16.3K
$1.48M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
123+ 13.44% |
$16.8K - $18.1K
|
1.04K
$94.3K
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
123+ 0.47% |
$16.8K - $18.1K
|
26K
$2.36M
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
119+ 0.09% |
$16.3K - $17.5K
|
138K
$12.5M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
119+ 0.55% |
$16.3K - $17.5K
|
21.8K
$1.98M
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
116+ 2.6% |
$15.9K - $17.1K
|
4.58K
$416K
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
114+ 1.98% |
$15.6K - $16.8K
|
5.86K
$532K
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
114+ 1.01% |
$15.6K - $16.8K
|
11.4K
$1.04M
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
113+ 5.17% |
$15.5K - $16.7K
|
2.3K
$209K
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
112+ 0.26% |
$15.3K - $16.5K
|
43.1K
$3.91M
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
111+ 0.21% |
$15.2K - $16.4K
|
52.5K
$4.76M
|