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 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-546- 60.4% |
$74.8K - $80.5K
|
358
$34K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-547- 14.25% |
$74.9K - $80.7K
|
3.29K
$313K
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-552- 1.82% |
$75.6K - $81.4K
|
29.8K
$2.83M
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-555- 1.33% |
$76K - $81.8K
|
41.1K
$3.9M
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-559- 62.74% |
$76.6K - $82.4K
|
332
$31.5K
|
|
May 04, 2023
Q1 2023
|
William Allan, LLC
|
SELL
|
- |
-561- 1.82% |
$76.8K - $82.7K
|
30.2K
$2.87M
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-563- 3.98% |
$77.1K - $83K
|
13.6K
$1.29M
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-579- 11.38% |
$79.3K - $85.4K
|
4.51K
$428K
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-582- 5.29% |
$79.7K - $85.8K
|
10.4K
$989K
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-583- 0.92% |
$79.9K - $86K
|
63K
$5.98M
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-584- 1.67% |
$80K - $86.1K
|
34.3K
$3.26M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-585- 1.09% |
$80.1K - $86.3K
|
53K
$5.03M
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-587- 4.56% |
$80.4K - $86.6K
|
12.3K
$1.17M
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-592- 0.06% |
$81.1K - $87.3K
|
988K
$93.9M
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-594- 0.06% |
$81.4K - $87.6K
|
993K
$94.3M
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-599- 11.92% |
$82K - $88.3K
|
4.43K
$420K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-616- 15.69% |
$84.4K - $90.8K
|
3.31K
$314K
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-622- 24.68% |
$85.2K - $91.7K
|
1.9K
$180K
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-626- 2.49% |
$85.7K - $92.3K
|
24.5K
$2.32M
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-632- 11.04% |
$86.6K - $93.2K
|
5.09K
$484K
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-633- 0.65% |
$86.7K - $93.3K
|
96.8K
$9.19M
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-636- 7.02% |
$87.1K - $93.8K
|
8.42K
$799K
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-639- 3.24% |
$87.5K - $94.2K
|
19.1K
$1.81M
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-640- 2.44% |
$87.7K - $94.4K
|
25.6K
$2.43M
|
|
Apr 27, 2023
Q1 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-650- 1.85% |
$89K - $95.8K
|
34.5K
$3.27M
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-653- 6.18% |
$89.4K - $96.3K
|
9.92K
$942K
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-655- 13.83% |
$89.7K - $96.6K
|
4.08K
$388K
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-662- 11.2% |
$90.7K - $97.6K
|
5.25K
$499K
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-662- 17.71% |
$90.7K - $97.6K
|
3.08K
$292K
|
|
Jul 18, 2023
Q1 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-675- 31.79% |
$92.5K - $99.5K
|
1.45K
$138K
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-686- 8.0% |
$94K - $101K
|
7.89K
$749K
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-690- 23.33% |
$94.5K - $102K
|
2.27K
$215K
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-692- 7.94% |
$94.8K - $102K
|
8.03K
$762K
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-694- 1.45% |
$95.1K - $102K
|
47K
$4.47M
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-695- 19.65% |
$95.2K - $102K
|
2.84K
$270K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-696- 10.47% |
$95.3K - $103K
|
5.95K
$565K
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-700- 3.28% |
$95.9K - $103K
|
20.6K
$1.96M
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-700- 3.28% |
$95.9K - $103K
|
20.6K
$1.96M
|
|
May 11, 2023
Q1 2023
|
Arnhold LLC
|
SELL
|
- |
-704- 11.96% |
$96.4K - $104K
|
5.18K
$492K
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-711- 11.34% |
$97.4K - $105K
|
5.56K
$528K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-711- 4.24% |
$97.4K - $105K
|
16.1K
$1.53M
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-719- 2.86% |
$98.5K - $106K
|
24.4K
$2.32M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-723- 1.4% |
$99K - $107K
|
50.8K
$4.83M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-726- 15.07% |
$99.4K - $107K
|
4.09K
$388K
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-729- 3.96% |
$99.9K - $107K
|
17.7K
$1.68M
|
|
May 05, 2023
Q1 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-733- 0.22% |
$100K - $108K
|
331K
$31.4M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-735- 0.62% |
$101K - $108K
|
117K
$11.1M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-736- 3.46% |
$101K - $109K
|
20.6K
$1.95M
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-737- 98.66% |
$101K - $109K
|
10
$950
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-740- 4.5% |
$101K - $109K
|
15.7K
$1.49M
|