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 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.4K+ 27.95% |
$2.24M - $2.41M
|
75K
$7.12M
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
16.3K+ 118.16% |
$2.23M - $2.4M
|
30.1K
$2.85M
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
16.3KNew |
$2.23M - $2.4M
|
16.3K
$1.54M
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
15.7K+ 1570100.0% |
$2.15M - $2.32M
|
15.7K
$1.49M
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.6K+ 5.6% |
$2.14M - $2.3M
|
294K
$27.9M
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
15.6KNew |
$2.14M - $2.3M
|
15.6K
$1.48M
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
15.2K+ 37.84% |
$2.08M - $2.24M
|
55.3K
$5.25M
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
15.1K+ 14.66% |
$2.07M - $2.23M
|
118K
$11.2M
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
15KNew |
$2.06M - $2.21M
|
15K
$1.43M
|
|
May 15, 2023
Q1 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
15KNew |
$2.05M - $2.21M
|
15K
$1.42M
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
14.9K+ 55.33% |
$2.05M - $2.2M
|
41.9K
$3.98M
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.8K+ 0.86% |
$2.03M - $2.19M
|
1.74M
$166M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
14.6K+ 4.08% |
$2M - $2.16M
|
373K
$35.4M
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
14.6K+ 16.51% |
$1.99M - $2.15M
|
103K
$9.76M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.5K+ 5.23% |
$1.99M - $2.14M
|
292K
$27.8M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.3K+ 12.6% |
$1.97M - $2.12M
|
128K
$12.2M
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
14.3K+ 62.05% |
$1.95M - $2.1M
|
37.2K
$3.54M
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
14.1KNew |
$1.93M - $2.08M
|
14.1K
$1.34M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14K+ 18.41% |
$1.91M - $2.06M
|
89.8K
$8.53M
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
13.9KNew |
$1.9M - $2.05M
|
13.9K
$1.32M
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
13.8K+ 231.09% |
$1.89M - $2.04M
|
19.8K
$1.88M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.7KNew |
$1.87M - $2.02M
|
13.7K
$1.3M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.6K+ 10.02% |
$1.87M - $2.01M
|
150K
$14.2M
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
13.2KNew |
$1.81M - $1.95M
|
13.2K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
13.2KNew |
$1.81M - $1.95M
|
13.2K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
13.2K+ 167.1% |
$1.81M - $1.95M
|
21.1K
$2M
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
12.8K+ 8.51% |
$1.75M - $1.88M
|
163K
$15.4M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.7K+ 13.18% |
$1.74M - $1.88M
|
109K
$10.4M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
12.4K+ 58.99% |
$1.69M - $1.82M
|
33.3K
$3.17M
|
|
May 15, 2023
Q1 2023
|
Symmetry Investments LP
|
BUY
|
- |
12.3KNew |
$1.68M - $1.81M
|
12.3K
$1.17M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.9K+ 4.59% |
$1.62M - $1.75M
|
270K
$25.7M
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
11.8K+ 129.9% |
$1.62M - $1.74M
|
20.9K
$1.99M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.6K+ 6.14% |
$1.59M - $1.71M
|
201K
$19.1M
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11.6K+ 45.74% |
$1.59M - $1.71M
|
36.9K
$3.51M
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
11.5K+ 4.78% |
$1.57M - $1.69M
|
251K
$23.9M
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
11.2K+ 23.19% |
$1.54M - $1.65M
|
59.5K
$5.65M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
10.9K+ 578.05% |
$1.5M - $1.61M
|
12.8K
$1.22M
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.9K+ 2.21% |
$1.49M - $1.61M
|
505K
$48M
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10.8KNew |
$1.47M - $1.59M
|
10.8K
$1.02M
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
10.6K+ 13.78% |
$1.45M - $1.56M
|
87.4K
$8.3M
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.6K+ 10.84% |
$1.45M - $1.56M
|
108K
$10.3M
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
10.5K+ 6.0% |
$1.44M - $1.55M
|
186K
$17.7M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$1.43M - $1.54M
|
10.5K
$993K
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.4KNew |
$1.42M - $1.53M
|
10.4K
$986K
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
10.2K+ 107.5% |
$1.39M - $1.5M
|
19.6K
$1.86M
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
10.1K+ 28.02% |
$1.39M - $1.49M
|
46.2K
$4.39M
|
|
May 15, 2023
Q1 2023
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
9.77K+ 217.94% |
$1.34M - $1.44M
|
14.3K
$1.35M
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
9.71K+ 2.62% |
$1.33M - $1.43M
|
380K
$36.1M
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
9.7KNew |
$1.33M - $1.43M
|
9.7K
$921K
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
9.56K+ 23.82% |
$1.31M - $1.41M
|
49.7K
$4.72M
|