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 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.5K+ 1.59% |
$220K - $237K
|
96.3K
$8.11M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.5K+ 0.38% |
$220K - $237K
|
392K
$33.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.5K+ 42.96% |
$219K - $237K
|
5K
$421K
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.5KNew |
$219K - $237K
|
1.5K
$126K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.49K+ 0.45% |
$218K - $236K
|
337K
$28.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.49KNew |
$217K - $234K
|
1.49K
$125K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.48K+ 0.72% |
$217K - $234K
|
208K
$17.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.48KNew |
$216K - $233K
|
1.48K
$125K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.48K+ 0.23% |
$216K - $233K
|
645K
$54.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.47KNew |
$215K - $232K
|
1.47K
$124K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.47KNew |
$214K - $231K
|
1.47K
$124K
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.47KNew |
$214K - $231K
|
1.47K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.46KNew |
$213K - $230K
|
1.46K
$123K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.45KNew |
$212K - $229K
|
1.45K
$122K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.45KNew |
$212K - $229K
|
1.45K
$122K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
1.44K+ 3.28% |
$210K - $227K
|
45.4K
$3.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.44K+ 5.86% |
$210K - $227K
|
26K
$2.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
1.44K+ 12.99% |
$210K - $227K
|
12.5K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.44K+ 23.75% |
$210K - $227K
|
7.48K
$630K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
1.44KNew |
$210K - $226K
|
1.44K
$121K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.44K+ 0.88% |
$210K - $226K
|
164K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.43KNew |
$209K - $226K
|
1.43K
$121K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.43KNew |
$208K - $225K
|
1.43K
$120K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.42KNew |
$208K - $224K
|
1.42K
$120K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$206K - $222K
|
1.41K
$119K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.41K+ 31.2% |
$206K - $222K
|
5.92K
$499K
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
1.39KNew |
$204K - $220K
|
1.39K
$117K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
1.39K+ 51.71% |
$203K - $220K
|
4.08K
$344K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
1.39KNew |
$203K - $219K
|
1.39K
$117K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.39K+ 13.05% |
$203K - $219K
|
12.1K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.38K+ 0.76% |
$201K - $217K
|
183K
$15.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.37K+ 3.06% |
$200K - $216K
|
46.1K
$3.88M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
1.35KNew |
$197K - $213K
|
1.35K
$114K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 3.17% |
$197K - $213K
|
43.9K
$3.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.34KNew |
$196K - $212K
|
1.34K
$113K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.34KNew |
$196K - $212K
|
1.34K
$113K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.34K+ 14.65% |
$196K - $211K
|
10.5K
$884K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.34K+ 1.49% |
$196K - $211K
|
91.3K
$7.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.34KNew |
$196K - $211K
|
1.34K
$113K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.34KNew |
$196K - $211K
|
1.34K
$113K
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.34KNew |
$195K - $211K
|
1.34K
$113K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
1.34KNew |
$195K - $211K
|
1.34K
$113K
|
|
|
Jul 27, 2023
Q2 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
1.34K+ 0.55% |
$195K - $211K
|
243K
$20.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.34KNew |
$195K - $211K
|
1.34K
$113K
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.33KNew |
$195K - $210K
|
1.33K
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.33KNew |
$195K - $210K
|
1.33K
$112K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.33K+ 12.05% |
$194K - $209K
|
12.3K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.33K+ 8.38% |
$194K - $209K
|
17.2K
$1.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.33KNew |
$194K - $209K
|
1.33K
$112K
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.32KNew |
$193K - $209K
|
1.32K
$112K
|