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 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6.1K+ 1.43% |
$836K - $900K
|
434K
$41.2M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.1K+ 2.71% |
$835K - $899K
|
231K
$22M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.04K+ 33.71% |
$827K - $891K
|
24K
$2.28M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.01KNew |
$823K - $886K
|
6.01K
$571K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
5.95K+ 2.1% |
$814K - $877K
|
289K
$27.5M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.86K+ 3.76% |
$802K - $864K
|
162K
$15.4M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
5.78K+ 79.12% |
$792K - $853K
|
13.1K
$1.24M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.76K+ 39.25% |
$789K - $849K
|
20.4K
$1.94M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
5.75K+ 7664.0% |
$787K - $848K
|
5.82K
$553K
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5.68KNew |
$778K - $838K
|
5.68K
$539K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.68KNew |
$778K - $837K
|
5.68K
$539K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.67K+ 176.37% |
$777K - $836K
|
8.89K
$844K
|
|
|
May 04, 2023
Q1 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
5.67K+ 203.92% |
$776K - $836K
|
8.45K
$802K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
5.67K+ 12.19% |
$776K - $835K
|
52.2K
$4.95M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.63K+ 51.63% |
$770K - $829K
|
16.5K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.6KNew |
$767K - $825K
|
5.6K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.56K+ 97.66% |
$762K - $820K
|
11.3K
$1.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.56KNew |
$762K - $820K
|
5.56K
$528K
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.53KNew |
$758K - $816K
|
5.53K
$525K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
5.43KNew |
$744K - $801K
|
5.43K
$516K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
5.36K+ 25.58% |
$734K - $790K
|
26.3K
$2.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.35KNew |
$732K - $788K
|
5.35K
$508K
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
5.26K+ 8.76% |
$720K - $776K
|
65.3K
$6.2M
|
|
|
May 12, 2023
Q1 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.24K+ 8.0% |
$718K - $773K
|
70.8K
$6.72M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.11K+ 20.2% |
$700K - $753K
|
30.4K
$2.89M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.04K+ 293.82% |
$691K - $743K
|
6.76K
$642K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.98K+ 186.42% |
$683K - $735K
|
7.66K
$727K
|
|
|
May 15, 2023
Q1 2023
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
4.94K+ 33.74% |
$677K - $728K
|
19.6K
$1.86M
|
|
|
May 10, 2023
Q1 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
4.89K+ 7.06% |
$670K - $721K
|
74.1K
$7.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
4.84K+ 122.46% |
$663K - $713K
|
8.79K
$834K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
4.81K+ 12.93% |
$659K - $709K
|
42K
$3.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.8K+ 41.6% |
$657K - $707K
|
16.3K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.77K+ 14.63% |
$654K - $704K
|
37.4K
$3.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.7K+ 27.14% |
$644K - $693K
|
22K
$2.09M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.68K+ 9.22% |
$640K - $689K
|
55.4K
$5.26M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.65K+ 3160.54% |
$636K - $685K
|
4.79K
$455K
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.57KNew |
$625K - $673K
|
4.57K
$434K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.53K+ 32.76% |
$621K - $668K
|
18.4K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.53KNew |
$620K - $668K
|
4.53K
$430K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
4.48K+ 11.45% |
$614K - $661K
|
43.7K
$4.15M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.48K+ 193.6% |
$613K - $660K
|
6.79K
$645K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.36K+ 16.47% |
$597K - $643K
|
30.8K
$2.93M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.35KNew |
$596K - $642K
|
4.35K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.33K+ 1.88% |
$593K - $638K
|
235K
$22.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
4.33K+ 2.43% |
$593K - $638K
|
183K
$17.4M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.33K+ 2.93% |
$593K - $638K
|
152K
$14.4M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.31K+ 33.47% |
$591K - $636K
|
17.2K
$1.63M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.29KNew |
$587K - $632K
|
4.29K
$407K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
4.28K+ 1.38% |
$586K - $631K
|
316K
$30M
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
4.28K+ 153.04% |
$586K - $631K
|
7.08K
$672K
|