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 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-338- 2.11% |
$46.3K - $49.8K
|
15.7K
$1.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-339- 5.31% |
$46.4K - $50K
|
6.05K
$574K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-340- 4.72% |
$46.6K - $50.1K
|
6.86K
$651K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-344- 3.2% |
$47.1K - $50.7K
|
10.4K
$990K
|
|
|
May 10, 2023
Q1 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-344- 7.79% |
$47.1K - $50.7K
|
4.07K
$387K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-345- 0.45% |
$47.3K - $50.9K
|
76.3K
$7.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-349- 4.08% |
$47.8K - $51.5K
|
8.21K
$779K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-350- 2.33% |
$47.9K - $51.6K
|
14.7K
$1.39M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-350- 3.29% |
$47.9K - $51.6K
|
10.3K
$977K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-351- 1.64% |
$48.1K - $51.8K
|
21.1K
$2M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-354- 1.31% |
$48.5K - $52.2K
|
26.8K
$2.54M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-354- 3.14% |
$48.5K - $52.2K
|
10.9K
$1.04M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-357- 16.41% |
$48.9K - $52.6K
|
1.82K
$173K
|
|
|
May 15, 2023
Q1 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-359- 2.08% |
$49.2K - $52.9K
|
16.9K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-360- 2.72% |
$49.3K - $53.1K
|
12.9K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-360- 9.81% |
$49.3K - $53.1K
|
3.31K
$314K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-362- 1.76% |
$49.6K - $53.4K
|
20.2K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-363- 2.65% |
$49.7K - $53.5K
|
13.4K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-364- 1.36% |
$49.9K - $53.7K
|
26.4K
$2.51M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-364- 13.31% |
$49.9K - $53.7K
|
2.37K
$225K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-365- 13.67% |
$50K - $53.8K
|
2.31K
$219K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-368- 2.07% |
$50.4K - $54.3K
|
17.4K
$1.65M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-374- 1.69% |
$51.2K - $55.1K
|
21.8K
$2.07M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-376- 7.16% |
$51.5K - $55.4K
|
4.88K
$463K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-380- 4.9% |
$52K - $56K
|
7.37K
$700K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-384- 9.01% |
$52.6K - $56.6K
|
3.88K
$368K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-388- 19.84% |
$53.1K - $57.2K
|
1.57K
$149K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-390- 1.32% |
$53.4K - $57.5K
|
29.2K
$2.78M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-391- 3.51% |
$53.6K - $57.7K
|
10.7K
$1.02M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-391- 11.15% |
$53.6K - $57.7K
|
3.12K
$296K
|
|
|
May 08, 2023
Q1 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-392- 0.76% |
$53.7K - $57.8K
|
51K
$4.84M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-393- 2.98% |
$53.8K - $57.9K
|
12.8K
$1.21M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-393- 2.98% |
$53.8K - $57.9K
|
12.8K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-398- 2.59% |
$54.5K - $58.7K
|
15K
$1.42M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-400- 22.27% |
$54.8K - $59K
|
1.4K
$133K
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-400- 1.07% |
$54.8K - $59K
|
37.1K
$3.52M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-400- 14.53% |
$54.8K - $59K
|
2.35K
$223K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-402- 0.21% |
$55.1K - $59.3K
|
190K
$18M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-406- 58.33% |
$55.6K - $59.9K
|
290
$27.5K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-409- 1.46% |
$56K - $60.3K
|
27.7K
$2.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-410- 11.41% |
$56.2K - $60.5K
|
3.18K
$302K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-414- 4.48% |
$56.7K - $61K
|
8.83K
$839K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-415- 17.76% |
$56.8K - $61.2K
|
1.92K
$183K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-415- 1.54% |
$56.8K - $61.2K
|
26.6K
$2.53M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-417- 2.59% |
$57.1K - $61.5K
|
15.7K
$1.49M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-420- 70.0% |
$57.5K - $61.9K
|
180
$17.1K
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-421- 5.2% |
$57.7K - $62.1K
|
7.67K
$728K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-422- 2.38% |
$57.8K - $62.2K
|
17.3K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-422- 10.26% |
$57.8K - $62.2K
|
3.69K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-423- 0.76% |
$57.9K - $62.4K
|
55.2K
$5.24M
|