Purchases and Sales Made in Q2 2023 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q2 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 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.95K+ 37.35% |
$284K - $307K
|
7.16K
$667K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
1.94K+ 40.23% |
$284K - $306K
|
6.77K
$631K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.9K+ 5.93% |
$278K - $300K
|
34K
$3.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1.9K+ 1.85% |
$277K - $299K
|
105K
$9.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.9K+ 6.32% |
$277K - $299K
|
32K
$2.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.9K+ 1.71% |
$277K - $299K
|
113K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.89K+ 1.8% |
$275K - $297K
|
107K
$9.95M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.88K+ 19.2% |
$275K - $297K
|
11.7K
$1.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.86K+ 3.55% |
$272K - $294K
|
54.3K
$5.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
1.85K+ 83.47% |
$271K - $292K
|
4.07K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.85K+ 1.27% |
$270K - $292K
|
148K
$13.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.84K+ 19.3% |
$269K - $290K
|
11.4K
$1.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.83KNew |
$267K - $288K
|
1.83K
$170K
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.82K+ 63.76% |
$266K - $287K
|
4.68K
$436K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.82K+ 14.67% |
$265K - $286K
|
14.2K
$1.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
1.81KNew |
$264K - $285K
|
1.81K
$169K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1.79K+ 7.84% |
$262K - $282K
|
24.6K
$2.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.78K+ 0.61% |
$260K - $280K
|
294K
$27.4M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.78KNew |
$260K - $280K
|
1.78K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.77K+ 3.53% |
$259K - $279K
|
52K
$4.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.74K+ 7.31% |
$254K - $274K
|
25.5K
$2.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
1.73K+ 7.85% |
$253K - $273K
|
23.8K
$2.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.73K+ 0.93% |
$252K - $272K
|
188K
$17.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.72KNew |
$251K - $271K
|
1.72K
$160K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.72K+ 5.68% |
$251K - $271K
|
31.9K
$2.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.72K+ 11.35% |
$251K - $271K
|
16.8K
$1.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.71K+ 23.99% |
$249K - $269K
|
8.82K
$822K
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.7KNew |
$248K - $268K
|
1.7K
$159K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.69K+ 46.2% |
$247K - $266K
|
5.35K
$498K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.68K+ 19.97% |
$246K - $265K
|
10.1K
$942K
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.68KNew |
$245K - $265K
|
1.68K
$157K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.68K+ 133.6% |
$245K - $265K
|
2.93K
$274K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
1.67K+ 476.86% |
$244K - $263K
|
2.02K
$188K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.67K+ 62.17% |
$243K - $263K
|
4.34K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.67K+ 101.77% |
$243K - $263K
|
3.3K
$308K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
1.64K+ 2.55% |
$240K - $259K
|
65.8K
$6.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$236K - $255K
|
1.62K
$151K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.61K+ 2.87% |
$236K - $255K
|
57.8K
$5.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.61K+ 6.13% |
$235K - $254K
|
27.9K
$2.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.6KNew |
$234K - $252K
|
1.6K
$149K
|
|
|
Aug 10, 2023
Q2 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
1.6K+ 20.51% |
$234K - $252K
|
9.4K
$876K
|
|
|
Jul 26, 2023
Q2 2023
|
Spartan Fund Management Inc.
|
BUY
|
- |
1.57K+ 37.92% |
$229K - $247K
|
5.7K
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.56K+ 44.23% |
$228K - $246K
|
5.08K
$474K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.56K+ 2.74% |
$228K - $246K
|
58.5K
$5.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.56KNew |
$227K - $245K
|
1.56K
$145K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.54K+ 12.99% |
$225K - $243K
|
13.4K
$1.25M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.54KNew |
$224K - $242K
|
1.54K
$143K
|
|
|
Jul 18, 2023
Q2 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
1.52KNew |
$222K - $240K
|
1.52K
$142K
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
1.52K+ 18.1% |
$222K - $240K
|
9.93K
$925K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.52K+ 6.9% |
$222K - $240K
|
23.5K
$2.2M
|