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 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
48+ 1.73% |
$6.57K - $7.08K
|
2.83K
$257K
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
47+ 0.33% |
$6.44K - $6.93K
|
14.5K
$1.31M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
46+ 0.68% |
$6.3K - $6.78K
|
6.85K
$622K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
46New |
$6.3K - $6.78K
|
46
$4.18K
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
46+ 1.74% |
$6.3K - $6.78K
|
2.68K
$244K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
44+ 2200.0% |
$6.03K - $6.49K
|
46
$4.18K
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
43+ 0.4% |
$5.89K - $6.34K
|
10.9K
$991K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
42+ 0.35% |
$5.75K - $6.19K
|
12.1K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
42+ 2.72% |
$5.75K - $6.19K
|
1.58K
$144K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
41+ 1.73% |
$5.62K - $6.05K
|
2.41K
$218K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
41New |
$5.62K - $6.05K
|
41
$3.72K
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
41+ 0.93% |
$5.62K - $6.05K
|
4.45K
$404K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 10.53% |
$5.48K - $5.9K
|
420
$38.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
39+ 0.95% |
$5.34K - $5.75K
|
4.13K
$375K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
39+ 0.63% |
$5.34K - $5.75K
|
6.27K
$569K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
39+ 0.64% |
$5.34K - $5.75K
|
6.14K
$557K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
39+ 0.16% |
$5.34K - $5.75K
|
24.5K
$2.23M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
39+ 0.71% |
$5.34K - $5.75K
|
5.54K
$503K
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
39+ 2.48% |
$5.34K - $5.75K
|
1.61K
$146K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
38+ 0.47% |
$5.2K - $5.6K
|
8.11K
$736K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
38+ 0.99% |
$5.2K - $5.6K
|
3.88K
$352K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
37+ 0.17% |
$5.07K - $5.46K
|
22.3K
$2.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
37+ 0.13% |
$5.07K - $5.46K
|
29.6K
$2.69M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
37+ 0.34% |
$5.07K - $5.46K
|
10.8K
$985K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
37+ 1.35% |
$5.07K - $5.46K
|
2.77K
$252K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
36+ 0.83% |
$4.93K - $5.31K
|
4.35K
$395K
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
BUY
|
- |
35+ 0.95% |
$4.79K - $5.16K
|
3.73K
$338K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
35+ 1.52% |
$4.79K - $5.16K
|
2.33K
$212K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
35+ 0.48% |
$4.79K - $5.16K
|
7.35K
$667K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
35+ 0.29% |
$4.79K - $5.16K
|
12K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
35+ 0.18% |
$4.79K - $5.16K
|
19.7K
$1.79M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
35+ 3.79% |
$4.79K - $5.16K
|
958
$87K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
35+ 1.44% |
$4.79K - $5.16K
|
2.47K
$224K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
34+ 0.47% |
$4.66K - $5.01K
|
7.33K
$665K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
34+ 0.31% |
$4.66K - $5.01K
|
10.9K
$990K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
34+ 0.31% |
$4.66K - $5.01K
|
10.9K
$990K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
32+ 1.01% |
$4.38K - $4.72K
|
3.21K
$292K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
32+ 0.29% |
$4.38K - $4.72K
|
10.9K
$993K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
32+ 0.43% |
$4.38K - $4.72K
|
7.4K
$672K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
31+ 1.1% |
$4.25K - $4.57K
|
2.85K
$259K
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
31+ 0.37% |
$4.25K - $4.57K
|
8.31K
$754K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
31New |
$4.25K - $4.57K
|
31
$2.82K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
30+ 1.63% |
$4.11K - $4.42K
|
1.87K
$170K
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
30+ 0.08% |
$4.11K - $4.42K
|
37.6K
$3.42M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
30+ 1.78% |
$4.11K - $4.42K
|
1.71K
$156K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
29+ 0.16% |
$3.97K - $4.28K
|
17.9K
$1.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
29+ 1.84% |
$3.97K - $4.28K
|
1.61K
$146K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
29+ 0.17% |
$3.97K - $4.28K
|
17.1K
$1.55M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
28+ 1.44% |
$3.84K - $4.13K
|
1.97K
$179K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
28+ 1.78% |
$3.84K - $4.13K
|
1.6K
$145K
|