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 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
110+ 1.07% |
$15.1K - $16.2K
|
10.4K
$946K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
109+ 5.45% |
$14.9K - $16.1K
|
2.11K
$192K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
108+ 3.43% |
$14.8K - $15.9K
|
3.26K
$296K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
107+ 0.49% |
$14.7K - $15.8K
|
22K
$2M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
107+ 0.41% |
$14.7K - $15.8K
|
26.2K
$2.38M
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
106+ 3.92% |
$14.5K - $15.6K
|
2.81K
$255K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
106+ 4.57% |
$14.5K - $15.6K
|
2.43K
$220K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
106+ 6.39% |
$14.5K - $15.6K
|
1.77K
$160K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
106+ 0.91% |
$14.5K - $15.6K
|
11.8K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
105New |
$14.4K - $15.5K
|
105
$9.54K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
103+ 1.04% |
$14.1K - $15.2K
|
9.99K
$907K
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
103+ 4.62% |
$14.1K - $15.2K
|
2.33K
$212K
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
100New |
$13.7K - $14.7K
|
100
$9.08K
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
100+ 1.0% |
$13.7K - $14.7K
|
10.1K
$914K
|
|
|
Apr 21, 2023
Q1 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
100+ 2.86% |
$13.7K - $14.7K
|
3.59K
$326K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.72% |
$13.7K - $14.7K
|
14K
$1.27M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
100+ 1.57% |
$13.7K - $14.7K
|
6.46K
$586K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
100+ 1.04% |
$13.7K - $14.7K
|
9.76K
$886K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
100New |
$13.7K - $14.7K
|
100
$9.08K
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
100+ 0.65% |
$13.7K - $14.7K
|
15.5K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
100New |
$13.7K - $14.7K
|
100
$9.08K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
100+ 2.6% |
$13.7K - $14.7K
|
3.95K
$359K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
100+ 8.97% |
$13.7K - $14.7K
|
1.22K
$110K
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
99+ 5.7% |
$13.6K - $14.6K
|
1.84K
$167K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
97+ 1.32% |
$13.3K - $14.3K
|
7.44K
$676K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
97+ 5.2% |
$13.3K - $14.3K
|
1.96K
$178K
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
96+ 0.98% |
$13.1K - $14.2K
|
9.92K
$901K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
96+ 1.8% |
$13.1K - $14.2K
|
5.43K
$493K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
95+ 1.29% |
$13K - $14K
|
7.44K
$676K
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
95+ 2.68% |
$13K - $14K
|
3.64K
$330K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
94+ 0.81% |
$12.9K - $13.9K
|
11.8K
$1.07M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
94+ 0.8% |
$12.9K - $13.9K
|
11.8K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
94+ 1.73% |
$12.9K - $13.9K
|
5.51K
$501K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
94+ 2.32% |
$12.9K - $13.9K
|
4.14K
$376K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
93+ 0.77% |
$12.7K - $13.7K
|
12.2K
$1.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
92+ 5.58% |
$12.6K - $13.6K
|
1.74K
$158K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
92+ 3.48% |
$12.6K - $13.6K
|
2.74K
$249K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
91+ 0.32% |
$12.5K - $13.4K
|
28.5K
$2.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
91+ 3.35% |
$12.5K - $13.4K
|
2.81K
$255K
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
90+ 0.42% |
$12.3K - $13.3K
|
21.7K
$1.97M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
85+ 2.62% |
$11.6K - $12.5K
|
3.33K
$302K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
85+ 3.64% |
$11.6K - $12.5K
|
2.42K
$220K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
85+ 0.11% |
$11.6K - $12.5K
|
75.8K
$6.89M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
85+ 3.06% |
$11.6K - $12.5K
|
2.86K
$260K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
84+ 4.48% |
$11.5K - $12.4K
|
1.96K
$178K
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
84+ 1.01% |
$11.5K - $12.4K
|
8.4K
$763K
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
BUY
|
- |
84+ 2.18% |
$11.5K - $12.4K
|
3.93K
$357K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
83+ 2.04% |
$11.4K - $12.2K
|
4.15K
$377K
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
82+ 2.47% |
$11.2K - $12.1K
|
3.4K
$309K
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
81+ 0.14% |
$11.1K - $11.9K
|
56.9K
$5.16M
|