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 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
80+ 3.5% |
$11K - $11.8K
|
2.37K
$215K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
80+ 12.08% |
$11K - $11.8K
|
742
$67.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
79+ 1.25% |
$10.8K - $11.6K
|
6.39K
$580K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
79+ 3.25% |
$10.8K - $11.6K
|
2.51K
$228K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
79+ 1.04% |
$10.8K - $11.6K
|
7.67K
$697K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
79+ 0.53% |
$10.8K - $11.6K
|
15.1K
$1.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
78+ 0.07% |
$10.7K - $11.5K
|
116K
$10.5M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
78+ 0.48% |
$10.7K - $11.5K
|
16.3K
$1.48M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
77+ 0.95% |
$10.5K - $11.4K
|
8.14K
$739K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
76+ 1.61% |
$10.4K - $11.2K
|
4.81K
$436K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
76+ 15.73% |
$10.4K - $11.2K
|
559
$50.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
76+ 3.31% |
$10.4K - $11.2K
|
2.37K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
76+ 0.75% |
$10.4K - $11.2K
|
10.3K
$933K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
75+ 11.54% |
$10.3K - $11.1K
|
725
$65.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
75New |
$10.3K - $11.1K
|
75
$6.81K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
74+ 3.88% |
$10.1K - $10.9K
|
1.98K
$180K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
73+ 1.77% |
$10K - $10.8K
|
4.19K
$381K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
BUY
|
- |
73+ 2.0% |
$10K - $10.8K
|
3.72K
$338K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
72+ 1.97% |
$9.86K - $10.6K
|
3.73K
$338K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
70+ 58.33% |
$9.59K - $10.3K
|
190
$17.3K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
70+ 0.08% |
$9.59K - $10.3K
|
85.8K
$7.8M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
70+ 0.13% |
$9.59K - $10.3K
|
52.8K
$4.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
69+ 1.07% |
$9.45K - $10.2K
|
6.52K
$592K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
69+ 0.72% |
$9.45K - $10.2K
|
9.72K
$882K
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
69+ 2.12% |
$9.45K - $10.2K
|
3.32K
$302K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
68+ 1.54% |
$9.31K - $10K
|
4.48K
$407K
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
67+ 3.46% |
$9.18K - $9.88K
|
2K
$182K
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
66+ 0.24% |
$9.04K - $9.73K
|
27.6K
$2.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
66+ 3.28% |
$9.04K - $9.73K
|
2.08K
$189K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
65+ 0.93% |
$8.9K - $9.58K
|
7.08K
$643K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
65+ 1.39% |
$8.9K - $9.58K
|
4.76K
$432K
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
65+ 3.95% |
$8.9K - $9.58K
|
1.71K
$155K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
64+ 1.06% |
$8.77K - $9.44K
|
6.12K
$556K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
61+ 0.66% |
$8.36K - $8.99K
|
9.37K
$851K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
57+ 1.7% |
$7.81K - $8.4K
|
3.42K
$310K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
56+ 3.15% |
$7.67K - $8.26K
|
1.83K
$166K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
55+ 2.42% |
$7.53K - $8.11K
|
2.33K
$211K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
55+ 1.3% |
$7.53K - $8.11K
|
4.28K
$389K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
54+ 2.7% |
$7.4K - $7.96K
|
2.05K
$186K
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
54+ 2.46% |
$7.4K - $7.96K
|
2.25K
$204K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
54+ 2.37% |
$7.4K - $7.96K
|
2.34K
$212K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
53+ 1.47% |
$7.26K - $7.81K
|
3.67K
$333K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
52+ 2.37% |
$7.12K - $7.67K
|
2.24K
$204K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
52+ 1.71% |
$7.12K - $7.67K
|
3.09K
$281K
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
52+ 2.77% |
$7.12K - $7.67K
|
1.93K
$175K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
51+ 2.84% |
$6.99K - $7.52K
|
1.85K
$168K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
50+ 0.29% |
$6.85K - $7.37K
|
17.6K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
50New |
$6.85K - $7.37K
|
50
$4.54K
|
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
50+ 0.19% |
$6.85K - $7.37K
|
25.9K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
48+ 2.83% |
$6.57K - $7.08K
|
1.75K
$159K
|