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 |
|---|---|---|---|---|---|---|---|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
28+ 0.57% |
$3.84K - $4.13K
|
4.92K
$451K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
25+ 1.47% |
$3.42K - $3.69K
|
1.72K
$158K
|
|
|
Apr 18, 2023
Q1 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
25+ 1.02% |
$3.42K - $3.69K
|
2.48K
$228K
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
25+ 0.66% |
$3.42K - $3.69K
|
3.8K
$349K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
24+ 3.62% |
$3.29K - $3.54K
|
687
$63.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
24+ 1.62% |
$3.29K - $3.54K
|
1.51K
$138K
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
24+ 1.05% |
$3.29K - $3.54K
|
2.32K
$213K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
24+ 0.08% |
$3.29K - $3.54K
|
28.5K
$2.62M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
24+ 13.79% |
$3.29K - $3.54K
|
198
$18.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
23+ 0.03% |
$3.15K - $3.39K
|
90.6K
$8.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
23+ 0.91% |
$3.15K - $3.39K
|
2.56K
$235K
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
23+ 0.91% |
$3.15K - $3.39K
|
2.56K
$235K
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
22+ 0.73% |
$3.01K - $3.24K
|
3.04K
$279K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
22+ 0.51% |
$3.01K - $3.24K
|
4.36K
$401K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
22+ 0.2% |
$3.01K - $3.24K
|
11K
$1.01M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
22+ 0.16% |
$3.01K - $3.24K
|
13.6K
$1.25M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
22+ 0.9% |
$3.01K - $3.24K
|
2.46K
$226K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
22+ 1.15% |
$3.01K - $3.24K
|
1.94K
$178K
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
22+ 1.19% |
$3.01K - $3.24K
|
1.87K
$171K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
21+ 0.56% |
$2.88K - $3.1K
|
3.79K
$348K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
21+ 0.27% |
$2.88K - $3.1K
|
7.75K
$712K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
21+ 0.43% |
$2.88K - $3.1K
|
4.86K
$446K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
20+ 0.4% |
$2.74K - $2.95K
|
5.02K
$461K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
20+ 0.25% |
$2.74K - $2.95K
|
7.87K
$723K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20+ 5.31% |
$2.74K - $2.95K
|
397
$36.4K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
20+ 0.78% |
$2.74K - $2.95K
|
2.6K
$239K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
20+ 0.33% |
$2.74K - $2.95K
|
6.07K
$557K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
20+ 0.3% |
$2.74K - $2.95K
|
6.67K
$612K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
20+ 1.0% |
$2.74K - $2.95K
|
2.02K
$185K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.98% |
$2.6K - $2.8K
|
1.95K
$179K
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
18+ 1.06% |
$2.47K - $2.65K
|
1.72K
$158K
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
18+ 1.14% |
$2.47K - $2.65K
|
1.6K
$147K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
17+ 0.38% |
$2.33K - $2.51K
|
4.53K
$416K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
17+ 0.61% |
$2.33K - $2.51K
|
2.82K
$259K
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
BUY
|
- |
17+ 0.54% |
$2.33K - $2.51K
|
3.14K
$288K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
17+ 0.28% |
$2.33K - $2.51K
|
6.18K
$567K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
17+ 0.64% |
$2.33K - $2.51K
|
2.66K
$245K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
17+ 0.05% |
$2.33K - $2.51K
|
31.4K
$2.88M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
17+ 0.85% |
$2.33K - $2.51K
|
2.01K
$185K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
17+ 0.37% |
$2.33K - $2.51K
|
4.58K
$421K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
16+ 1.98% |
$2.19K - $2.36K
|
824
$75.6K
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
16+ 1.04% |
$2.19K - $2.36K
|
1.55K
$142K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 1.88% |
$2.19K - $2.36K
|
868
$79.7K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
15+ 22.06% |
$2.05K - $2.21K
|
83
$7.62K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
15+ 0.3% |
$2.05K - $2.21K
|
5.02K
$461K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 0.28% |
$2.05K - $2.21K
|
5.37K
$493K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
15+ 0.1% |
$2.05K - $2.21K
|
14.3K
$1.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
15+ 0.16% |
$2.05K - $2.21K
|
9.48K
$870K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15+ 0.69% |
$2.05K - $2.21K
|
2.18K
$200K
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
14+ 0.79% |
$1.92K - $2.06K
|
1.79K
$164K
|