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
|
Gemmer Asset Management LLC
|
SELL
|
- |
-223- 10.07% |
$30.5K - $32.9K
|
1.99K
$189K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-223- 9.46% |
$30.5K - $32.9K
|
2.14K
$203K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-224- 0.92% |
$30.7K - $33K
|
24.1K
$2.29M
|
|
|
May 01, 2023
Q1 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-225- 0.88% |
$30.8K - $33.2K
|
25.3K
$2.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-226- 1.01% |
$31K - $33.3K
|
22.3K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-229- 3.02% |
$31.4K - $33.8K
|
7.37K
$699K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-233- 2.98% |
$31.9K - $34.4K
|
7.59K
$720K
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-233- 4.0% |
$31.9K - $34.4K
|
5.6K
$531K
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-234- 3.33% |
$32.1K - $34.5K
|
6.8K
$645K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-234- 0.69% |
$32.1K - $34.5K
|
33.8K
$3.21M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-234- 0.69% |
$32.1K - $34.5K
|
33.8K
$3.21M
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-235- 7.56% |
$32.2K - $34.7K
|
2.87K
$273K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-235- 2.12% |
$32.2K - $34.7K
|
10.8K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-236- 9.67% |
$32.3K - $34.8K
|
2.21K
$209K
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-237- 0.46% |
$32.5K - $34.9K
|
51.3K
$4.87M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-238- 6.58% |
$32.6K - $35.1K
|
3.38K
$321K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-240- 4.23% |
$32.9K - $35.4K
|
5.43K
$516K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-240- 3.34% |
$32.9K - $35.4K
|
6.94K
$659K
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-241- 10.98% |
$33K - $35.5K
|
1.95K
$185K
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-242- 2.97% |
$33.1K - $35.7K
|
7.89K
$750K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-245- 2.64% |
$33.6K - $36.1K
|
9.02K
$857K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-248- 2.74% |
$34K - $36.6K
|
8.81K
$836K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-249- 3.4% |
$34.1K - $36.7K
|
7.07K
$672K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-249- 2.3% |
$34.1K - $36.7K
|
10.6K
$1M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-250- 0.5% |
$34.2K - $36.9K
|
49.8K
$4.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-250- 0.91% |
$34.2K - $36.9K
|
27.4K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-250- 1.35% |
$34.2K - $36.9K
|
18.2K
$1.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-251- 8.77% |
$34.4K - $37K
|
2.61K
$248K
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-251- 0.2% |
$34.4K - $37K
|
126K
$12M
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-252- 2.75% |
$34.5K - $37.2K
|
8.92K
$847K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-254- 1.52% |
$34.8K - $37.5K
|
16.5K
$1.56M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-256- 0.56% |
$35.1K - $37.7K
|
45.9K
$4.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-257- 7.73% |
$35.2K - $37.9K
|
3.07K
$291K
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-257- 0.69% |
$35.2K - $37.9K
|
37K
$3.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-260- 1.28% |
$35.6K - $38.3K
|
20K
$1.9M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-260- 7.44% |
$35.6K - $38.3K
|
3.23K
$307K
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-261- 7.82% |
$35.7K - $38.5K
|
3.08K
$292K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-262- 1.79% |
$35.9K - $38.6K
|
14.4K
$1.37M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-264- 4.49% |
$36.2K - $38.9K
|
5.62K
$534K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-264- 0.36% |
$36.2K - $38.9K
|
73.9K
$7.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-264- 1.7% |
$36.2K - $38.9K
|
15.2K
$1.45M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-265- 2.8% |
$36.3K - $39.1K
|
9.21K
$875K
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-266- 6.29% |
$36.4K - $39.2K
|
3.96K
$376K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-271- 9.42% |
$37.1K - $40K
|
2.61K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-272- 8.28% |
$37.3K - $40.1K
|
3.01K
$286K
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-273- 1.95% |
$37.4K - $40.3K
|
13.8K
$1.31M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-274- 1.94% |
$37.5K - $40.4K
|
13.8K
$1.31M
|
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-274- 2.95% |
$37.5K - $40.4K
|
9.03K
$857K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-275- 2.64% |
$37.7K - $40.5K
|
10.1K
$963K
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-275- 9.15% |
$37.7K - $40.5K
|
2.73K
$259K
|