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 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.32KNew |
$193K - $208K
|
1.32K
$111K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.32KNew |
$193K - $208K
|
1.32K
$111K
|
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
1.32K+ 59.12% |
$193K - $208K
|
3.55K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.32KNew |
$193K - $208K
|
1.32K
$111K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.32KNew |
$192K - $208K
|
1.32K
$111K
|
|
|
Aug 07, 2023
Q2 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.32KNew |
$192K - $208K
|
1.32K
$111K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.31KNew |
$191K - $207K
|
1.31K
$110K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.31KNew |
$191K - $206K
|
1.31K
$110K
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
1.31KNew |
$191K - $206K
|
1.31K
$110K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
1.3KNew |
$190K - $205K
|
1.3K
$109K
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.3KNew |
$190K - $205K
|
1.3K
$109K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.29KNew |
$189K - $204K
|
1.29K
$109K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.29KNew |
$189K - $204K
|
1.29K
$109K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.29KNew |
$189K - $204K
|
1.29K
$109K
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.29KNew |
$189K - $204K
|
1.29K
$109K
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
BUY
|
- |
1.28K+ 6.2% |
$187K - $202K
|
21.9K
$1.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
1.28KNew |
$187K - $201K
|
1.28K
$108K
|
|
|
Jul 19, 2023
Q2 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
1.28KNew |
$187K - $201K
|
1.28K
$108K
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.28KNew |
$187K - $201K
|
1.28K
$108K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.27KNew |
$186K - $201K
|
1.27K
$107K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.26K+ 3.78% |
$184K - $199K
|
34.6K
$2.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.26K+ 2.49% |
$183K - $198K
|
51.7K
$4.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 7.37% |
$183K - $198K
|
18.3K
$1.54M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
1.24K+ 22.17% |
$181K - $195K
|
6.83K
$575K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.23K+ 25.37% |
$180K - $194K
|
6.09K
$513K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.23K+ 6.42% |
$180K - $194K
|
20.4K
$1.72M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.2K+ 5.19% |
$176K - $190K
|
24.3K
$2.05M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 37.48% |
$173K - $187K
|
4.35K
$366K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 37.48% |
$173K - $187K
|
4.35K
$366K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.17K+ 2.93% |
$171K - $185K
|
41K
$3.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.17K+ 1.11% |
$170K - $184K
|
106K
$8.93M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 11.49% |
$169K - $183K
|
11.2K
$946K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.15K+ 20.19% |
$169K - $182K
|
6.87K
$579K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.12K+ 1.56% |
$164K - $177K
|
73.2K
$6.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.12K+ 2.37% |
$163K - $176K
|
48.1K
$4.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.11K+ 42.19% |
$161K - $174K
|
3.72K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.11K+ 32.72% |
$161K - $174K
|
4.48K
$378K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.1K+ 13.01% |
$161K - $174K
|
9.59K
$808K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.1K+ 5.21% |
$161K - $173K
|
22.2K
$1.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.09K+ 3.48% |
$159K - $172K
|
32.5K
$2.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.09K+ 4.94% |
$159K - $171K
|
23.1K
$1.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
1.07K+ 3.02% |
$157K - $169K
|
36.7K
$3.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.07K+ 3.65% |
$156K - $168K
|
30.3K
$2.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.05K+ 0.64% |
$154K - $166K
|
165K
$13.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.05K+ 10.45% |
$153K - $165K
|
11K
$930K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.02K+ 16.45% |
$149K - $161K
|
7.24K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.02K+ 0.95% |
$149K - $161K
|
109K
$9.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.01K+ 34.87% |
$147K - $159K
|
3.9K
$328K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1K+ 29.07% |
$146K - $158K
|
4.44K
$374K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
963+ 23.32% |
$141K - $152K
|
5.09K
$429K
|