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 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14+ 6.01% |
$1.92K - $2.06K
|
247
$22.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
14+ 0.0% |
$1.92K - $2.06K
|
396K
$36.3M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
14+ 23.33% |
$1.92K - $2.06K
|
74
$6.79K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
14+ 0.08% |
$1.92K - $2.06K
|
17.5K
$1.6M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
14+ 0.0% |
$1.92K - $2.06K
|
396K
$36.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
BUY
|
- |
13+ 0.54% |
$1.78K - $1.92K
|
2.44K
$224K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.08% |
$1.78K - $1.92K
|
16.8K
$1.54M
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
13+ 0.39% |
$1.78K - $1.92K
|
3.32K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 0.7% |
$1.78K - $1.92K
|
1.88K
$173K
|
|
|
Apr 17, 2023
Q1 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
12+ 0.4% |
$1.64K - $1.77K
|
3.03K
$278K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
12+ 0.1% |
$1.64K - $1.77K
|
12.4K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
12+ 0.34% |
$1.64K - $1.77K
|
3.53K
$324K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
11+ 0.06% |
$1.51K - $1.62K
|
18.6K
$1.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
11+ 0.2% |
$1.51K - $1.62K
|
5.56K
$510K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
11+ 8.73% |
$1.51K - $1.62K
|
137
$12.6K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.27% |
$1.51K - $1.62K
|
4.03K
$370K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
11+ 0.18% |
$1.51K - $1.62K
|
6.03K
$554K
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
11+ 0.06% |
$1.51K - $1.62K
|
18.8K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
11+ 0.02% |
$1.51K - $1.62K
|
45.6K
$4.19M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
10+ 0.44% |
$1.37K - $1.47K
|
2.27K
$208K
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.49% |
$1.37K - $1.47K
|
2.06K
$189K
|
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
10+ 0.69% |
$1.37K - $1.47K
|
1.46K
$134K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
10+ 0.06% |
$1.37K - $1.47K
|
17.3K
$1.59M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
10+ 1.35% |
$1.37K - $1.47K
|
750
$68.9K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
10+ 0.69% |
$1.37K - $1.47K
|
1.47K
$135K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
10+ 0.22% |
$1.37K - $1.47K
|
4.61K
$423K
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
9+ 0.58% |
$1.23K - $1.33K
|
1.55K
$142K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8+ 0.3% |
$1.1K - $1.18K
|
2.71K
$249K
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.04% |
$1.1K - $1.18K
|
18.9K
$1.74M
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
8+ 0.17% |
$1.1K - $1.18K
|
4.72K
$434K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8+ 0.07% |
$1.1K - $1.18K
|
10.7K
$984K
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
8+ 0.3% |
$1.1K - $1.18K
|
2.66K
$245K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
8+ 0.4% |
$1.1K - $1.18K
|
1.99K
$182K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
8+ 1.98% |
$1.1K - $1.18K
|
413
$37.9K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8+ 0.11% |
$1.1K - $1.18K
|
7.27K
$667K
|
|
|
Apr 11, 2023
Q1 2023
|
Foundation Resource Management Inc
|
BUY
|
- |
7+ 0.14% |
$959 - $1.03K
|
5.09K
$468K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
7+ 0.1% |
$959 - $1.03K
|
6.76K
$620K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
7+ 0.23% |
$959 - $1.03K
|
3K
$275K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
7+ 0.01% |
$959 - $1.03K
|
63.2K
$5.8M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7+ 1.39% |
$959 - $1.03K
|
510
$46.8K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
7+ 0.47% |
$959 - $1.03K
|
1.49K
$136K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6+ 0.07% |
$822 - $885
|
8.02K
$736K
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
6+ 0.08% |
$822 - $885
|
7.6K
$698K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.21% |
$822 - $885
|
2.93K
$269K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6+ 0.39% |
$822 - $885
|
1.55K
$142K
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
6+ 0.2% |
$822 - $885
|
2.97K
$273K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.42% |
$822 - $885
|
1.44K
$132K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
5+ 0.33% |
$685 - $737
|
1.53K
$141K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.06% |
$685 - $737
|
8.13K
$746K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
5+ 0.3% |
$685 - $737
|
1.66K
$152K
|