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 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
4.24K+ 36.57% |
$581K - $626K
|
15.8K
$1.48M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
4.24K+ 26.86% |
$581K - $625K
|
20K
$1.87M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.23K+ 192.63% |
$580K - $624K
|
6.43K
$601K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.23K+ 8.22% |
$579K - $623K
|
55.7K
$5.2M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
4.22K+ 24.02% |
$578K - $622K
|
21.8K
$2.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.2K+ 1.34% |
$575K - $619K
|
317K
$29.6M
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
4.2K+ 64.03% |
$575K - $619K
|
10.7K
$1M
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
4.17K+ 181.16% |
$571K - $615K
|
6.48K
$605K
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
4.15K+ 0.33% |
$568K - $611K
|
1.26M
$117M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.11K+ 4.04% |
$563K - $606K
|
106K
$9.91M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3.96KNew |
$543K - $584K
|
3.96K
$370K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3.96K+ 51.94% |
$542K - $583K
|
11.6K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.96K+ 9.66% |
$542K - $583K
|
44.9K
$4.2M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.92K+ 29.82% |
$537K - $578K
|
17.1K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.91K+ 116.22% |
$535K - $576K
|
7.27K
$680K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.9K+ 10.96% |
$534K - $575K
|
39.5K
$3.7M
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
3.87K+ 189.29% |
$530K - $570K
|
5.91K
$553K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.85K+ 31.66% |
$527K - $567K
|
16K
$1.5M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.82K+ 51.1% |
$523K - $563K
|
11.3K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.81KNew |
$522K - $562K
|
3.81K
$357K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.76K+ 3.99% |
$515K - $554K
|
98K
$9.16M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.75KNew |
$513K - $552K
|
3.75K
$350K
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.71K+ 7.08% |
$508K - $547K
|
56.1K
$5.24M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.69K+ 5.0% |
$505K - $543K
|
77.4K
$7.24M
|
|
|
May 01, 2023
Q1 2023
|
Grace & White Inc
|
BUY
|
- |
3.65KNew |
$500K - $538K
|
3.65K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.59K+ 5.24% |
$492K - $530K
|
72.1K
$6.74M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 5.05% |
$475K - $511K
|
72.2K
$6.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.46K+ 8.74% |
$474K - $511K
|
43.1K
$4.03M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.43K+ 59.6% |
$469K - $505K
|
9.17K
$858K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3.39K+ 0.94% |
$465K - $500K
|
366K
$34.2M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3.39K+ 43.36% |
$465K - $500K
|
11.2K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
3.38K+ 7.31% |
$462K - $498K
|
49.6K
$4.63M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.37K+ 4.8% |
$462K - $497K
|
73.6K
$6.88M
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.37K+ 1.77% |
$461K - $497K
|
193K
$18.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
3.36K+ 88.59% |
$460K - $495K
|
7.14K
$668K
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.34K+ 3.85% |
$457K - $492K
|
90K
$8.42M
|
|
|
May 10, 2023
Q1 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
3.28K+ 19.01% |
$449K - $483K
|
20.5K
$1.92M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.26K+ 12.64% |
$446K - $480K
|
29K
$2.72M
|
|
|
May 15, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
3.23K+ 14.29% |
$442K - $476K
|
25.8K
$2.41M
|
|
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.22K+ 90.07% |
$441K - $475K
|
6.8K
$636K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.17K+ 39.0% |
$435K - $468K
|
11.3K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.17K+ 3.29% |
$435K - $468K
|
99.6K
$9.31M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
3.16K+ 8.91% |
$432K - $465K
|
38.6K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.15KNew |
$431K - $464K
|
3.15K
$294K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3.13KNew |
$429K - $462K
|
3.13K
$293K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
3.09KNew |
$423K - $455K
|
3.09K
$288K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.07K+ 5.56% |
$420K - $452K
|
58.2K
$5.45M
|
|
|
May 10, 2023
Q1 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
2.97KNew |
$407K - $438K
|
2.97K
$278K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.95K+ 160.05% |
$404K - $435K
|
4.8K
$449K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.95K+ 0.0% |
$404K - $435K
|
130M
$12.2B
|