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 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-276- 37.45% |
$37.8K - $40.7K
|
461
$43.8K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-277- 12.01% |
$37.9K - $40.8K
|
2.03K
$193K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-279- 0.55% |
$38.2K - $41.1K
|
50.7K
$4.81M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-279- 5.62% |
$38.2K - $41.1K
|
4.69K
$445K
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-279- 0.38% |
$38.2K - $41.1K
|
72.4K
$6.87M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-282- 1.43% |
$38.6K - $41.6K
|
19.4K
$1.84M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-283- 8.72% |
$38.8K - $41.7K
|
2.96K
$281K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-286- 6.46% |
$39.2K - $42.2K
|
4.14K
$393K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
SELL
|
- |
-286- 2.07% |
$39.2K - $42.2K
|
13.6K
$1.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-287- 3.81% |
$39.3K - $42.3K
|
7.24K
$687K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-288- 39.4% |
$39.4K - $42.5K
|
443
$42.1K
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-290- 3.34% |
$39.7K - $42.8K
|
8.38K
$796K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-291- 0.92% |
$39.9K - $42.9K
|
31.3K
$2.97M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-291- 4.47% |
$39.9K - $42.9K
|
6.22K
$590K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-293- 1.08% |
$40.1K - $43.2K
|
26.9K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-293- 4.62% |
$40.1K - $43.2K
|
6.05K
$574K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-295- 0.15% |
$40.4K - $43.5K
|
197K
$18.7M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-296- 6.27% |
$40.5K - $43.6K
|
4.42K
$420K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-298- 1.6% |
$40.8K - $43.9K
|
18.3K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-299- 1.96% |
$41K - $44.1K
|
14.9K
$1.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-300- 13.95% |
$41.1K - $44.2K
|
1.85K
$176K
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-300- 18.06% |
$41.1K - $44.2K
|
1.36K
$129K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-300- 0.57% |
$41.1K - $44.2K
|
52K
$4.94M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-301- 5.35% |
$41.2K - $44.4K
|
5.32K
$505K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-303- 0.23% |
$41.5K - $44.7K
|
133K
$12.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-304- 8.48% |
$41.6K - $44.8K
|
3.28K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-305- 17.32% |
$41.8K - $45K
|
1.46K
$138K
|
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-305- 3.39% |
$41.8K - $45K
|
8.68K
$825K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-306- 1.89% |
$41.9K - $45.1K
|
15.9K
$1.51M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-306- 6.1% |
$41.9K - $45.1K
|
4.71K
$448K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-307- 2.86% |
$42K - $45.3K
|
10.4K
$992K
|
|
|
May 01, 2023
Q1 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-308- 85.56% |
$42.2K - $45.4K
|
52
$4.94K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-311- 1.14% |
$42.6K - $45.9K
|
27K
$2.56M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-311- 2.81% |
$42.6K - $45.9K
|
10.8K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
SELL
|
- |
-312- 10.31% |
$42.7K - $46K
|
2.71K
$258K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-314- 5.43% |
$43K - $46.3K
|
5.47K
$519K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-316- 1.68% |
$43.3K - $46.6K
|
18.5K
$1.75M
|
|
|
May 05, 2023
Q1 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-318- 1.88% |
$43.6K - $46.9K
|
16.6K
$1.57M
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-321- 0.77% |
$44K - $47.3K
|
41.6K
$3.95M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-321- 2.99% |
$44K - $47.3K
|
10.4K
$990K
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-322- 18.56% |
$44.1K - $47.5K
|
1.41K
$134K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-322- 2.21% |
$44.1K - $47.5K
|
14.2K
$1.35M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-323- 4.77% |
$44.2K - $47.6K
|
6.45K
$612K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-325- 0.18% |
$44.5K - $47.9K
|
178K
$16.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-326- 2.16% |
$44.7K - $48.1K
|
14.7K
$1.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-330- 1.12% |
$45.2K - $48.7K
|
29.1K
$2.76M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-330- 2.2% |
$45.2K - $48.7K
|
14.7K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-332- 1.14% |
$45.5K - $49K
|
28.9K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-335- 5.0% |
$45.9K - $49.4K
|
6.37K
$605K
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-337- 6.07% |
$46.2K - $49.7K
|
5.21K
$495K
|