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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.07K- 26.92% |
$146K - $157K
|
2.9K
$273K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
SELL
|
- |
-1.07K- 12.55% |
$147K - $158K
|
7.46K
$701K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 2.59% |
$147K - $159K
|
40.4K
$3.8M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.08K- 1.36% |
$148K - $159K
|
78.2K
$7.36M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.08K- 22.65% |
$148K - $159K
|
3.69K
$347K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.09K- 3.67% |
$149K - $161K
|
28.6K
$2.69M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.09K- 1.12% |
$150K - $161K
|
96.1K
$9.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.09K- 3.81% |
$150K - $161K
|
27.6K
$2.6M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.1K- 1.66% |
$151K - $162K
|
65.2K
$6.13M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.1K- 19.63% |
$151K - $163K
|
4.52K
$425K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.11K- 10.43% |
$152K - $164K
|
9.53K
$896K
|
|
|
May 12, 2023
Q1 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-1.11K- 6.94% |
$152K - $164K
|
14.9K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.12K- 5.56% |
$153K - $165K
|
19K
$1.79M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.13K- 1.05% |
$154K - $166K
|
106K
$9.98M
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.13K- 7.36% |
$155K - $166K
|
14.2K
$1.34M
|
|
|
Apr 11, 2023
Q1 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-1.14K- 3.61% |
$155K - $167K
|
30.3K
$2.85M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.16K- 0.91% |
$159K - $171K
|
126K
$11.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.17K- 2.15% |
$160K - $173K
|
53.3K
$5.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.18K- 24.69% |
$161K - $173K
|
3.58K
$337K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.18K- 2.32% |
$162K - $174K
|
49.9K
$4.69M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.18K- 1.17% |
$162K - $174K
|
100K
$9.43M
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-1.19K- 6.13% |
$163K - $175K
|
18.2K
$1.71M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.19K- 1.06% |
$163K - $175K
|
111K
$10.4M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.2K- 0.57% |
$164K - $176K
|
208K
$19.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.2K- 11.99% |
$164K - $177K
|
8.8K
$828K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.2K- 5.86% |
$164K - $177K
|
19.3K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.21K- 1.49% |
$166K - $178K
|
80.2K
$7.55M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.23K- 9.22% |
$169K - $182K
|
12.1K
$1.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.24K- 2.54% |
$169K - $182K
|
47.5K
$4.47M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.24K- 1.42% |
$169K - $182K
|
85.6K
$8.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-1.25K- 35.79% |
$171K - $184K
|
2.24K
$211K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.26K- 19.91% |
$173K - $186K
|
5.08K
$478K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.28K- 2.09% |
$175K - $188K
|
59.7K
$5.62M
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-1.29K- 41.63% |
$176K - $189K
|
1.8K
$170K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.29K- 15.19% |
$177K - $190K
|
7.21K
$678K
|
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.3K- 1.29% |
$178K - $192K
|
99.8K
$9.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.3K- 7.39% |
$178K - $192K
|
16.3K
$1.54M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.32K- 1.44% |
$180K - $194K
|
89.8K
$8.45M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.33K- 3.51% |
$182K - $196K
|
36.6K
$3.44M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 6.45% |
$184K - $198K
|
19.5K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.35K- 25.27% |
$185K - $199K
|
3.99K
$376K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.36K- 49.24% |
$186K - $200K
|
1.4K
$132K
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-1.36K- 36.35% |
$186K - $201K
|
2.38K
$224K
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.36K- 16.5% |
$187K - $201K
|
6.89K
$648K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.36K- 44.34% |
$187K - $201K
|
1.71K
$161K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-1.38K- 5.08% |
$189K - $203K
|
25.7K
$2.42M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.38K- 2.69% |
$189K - $203K
|
49.7K
$4.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.38K- 1.3% |
$189K - $203K
|
105K
$9.86M
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.4K- 7.2% |
$191K - $206K
|
18K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.41K- 0.19% |
$193K - $208K
|
745K
$70.1M
|