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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.95K+ 0.0% |
$404K - $435K
|
130M
$12.4B
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2.94K+ 33.68% |
$403K - $434K
|
11.7K
$1.11M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.91K+ 11.74% |
$399K - $429K
|
27.7K
$2.63M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
2.9K+ 65.29% |
$397K - $428K
|
7.34K
$697K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.86KNew |
$392K - $422K
|
2.86K
$272K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.85K+ 75.24% |
$390K - $420K
|
6.64K
$630K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.84K+ 8.0% |
$388K - $418K
|
38.3K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.81K+ 10.21% |
$384K - $414K
|
30.3K
$2.88M
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
2.8KNew |
$384K - $413K
|
2.8K
$266K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 3.97% |
$382K - $411K
|
72.9K
$6.93M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.78KNew |
$380K - $409K
|
2.78K
$264K
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
2.78K+ 7.43% |
$380K - $409K
|
40.1K
$3.81M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.71K+ 13.75% |
$372K - $400K
|
22.4K
$2.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
2.71K+ 85.6% |
$371K - $400K
|
5.88K
$558K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.68KNew |
$367K - $395K
|
2.68K
$255K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.68KNew |
$367K - $395K
|
2.68K
$254K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.67K+ 9.05% |
$366K - $394K
|
32.2K
$3.06M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.66K+ 5.51% |
$365K - $393K
|
51K
$4.85M
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.65KNew |
$363K - $391K
|
2.65K
$252K
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.65KNew |
$363K - $391K
|
2.65K
$252K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.65K+ 3.27% |
$362K - $390K
|
83.5K
$7.93M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.64KNew |
$361K - $389K
|
2.64K
$250K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.63K+ 1.71% |
$360K - $388K
|
156K
$14.9M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.61K+ 2.43% |
$357K - $385K
|
110K
$10.5M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.61KNew |
$357K - $385K
|
2.61K
$248K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
2.58KNew |
$353K - $380K
|
2.58K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.58KNew |
$353K - $380K
|
2.58K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
2.57KNew |
$353K - $380K
|
2.57K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.55KNew |
$349K - $376K
|
2.55K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
2.5K+ 35.71% |
$342K - $369K
|
9.5K
$902K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.5K+ 0.79% |
$342K - $368K
|
317K
$30.1M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.49K+ 2.13% |
$341K - $367K
|
119K
$11.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.46K+ 7.01% |
$336K - $362K
|
37.5K
$3.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
2.45K+ 5.36% |
$336K - $362K
|
48.2K
$4.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.45K+ 36.18% |
$335K - $361K
|
9.22K
$875K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.44K+ 0.29% |
$334K - $359K
|
847K
$80.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.42K+ 12.01% |
$332K - $357K
|
22.6K
$2.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.42K+ 3.98% |
$331K - $356K
|
63.2K
$6M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.41K+ 41.38% |
$330K - $356K
|
8.24K
$782K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.41K+ 3.74% |
$330K - $355K
|
66.7K
$6.34M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2.41K+ 10950.0% |
$330K - $355K
|
2.43K
$231K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.39K+ 4.44% |
$327K - $352K
|
56.2K
$5.33M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.35K+ 41.98% |
$322K - $347K
|
7.96K
$756K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.34KNew |
$321K - $345K
|
2.34K
$222K
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2.34KNew |
$320K - $344K
|
2.34K
$222K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.33KNew |
$320K - $344K
|
2.33K
$222K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
2.32K+ 8.47% |
$317K - $342K
|
29.7K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.31K+ 4.12% |
$317K - $341K
|
58.4K
$5.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2.3K+ 5.1% |
$314K - $339K
|
47.3K
$4.49M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.3K+ 65.36% |
$314K - $339K
|
5.81K
$552K
|