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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
768+ 0.21% |
$112K - $121K
|
367K
$30.9M
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
766+ 8.18% |
$112K - $121K
|
10.1K
$854K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
763+ 12.35% |
$111K - $120K
|
6.94K
$585K
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
759+ 0.12% |
$111K - $120K
|
638K
$53.8M
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
757+ 2.08% |
$111K - $119K
|
37.1K
$3.13M
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
756+ 2.94% |
$110K - $119K
|
26.5K
$2.23M
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
750+ 16.13% |
$110K - $118K
|
5.4K
$455K
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
750+ 4.79% |
$110K - $118K
|
16.4K
$1.38M
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
741+ 10.68% |
$108K - $117K
|
7.68K
$647K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
740+ 0.72% |
$108K - $117K
|
103K
$8.69M
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
730+ 2.4% |
$107K - $115K
|
31.2K
$2.63M
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
727+ 4.77% |
$106K - $115K
|
16K
$1.34M
|
|
Aug 08, 2023
Q2 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
725+ 5.89% |
$106K - $114K
|
13K
$1.1M
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
725+ 11.4% |
$106K - $114K
|
7.09K
$597K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
721+ 1.36% |
$105K - $114K
|
53.7K
$4.53M
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
716+ 33.07% |
$105K - $113K
|
2.88K
$243K
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
714+ 11.41% |
$104K - $113K
|
6.97K
$587K
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
713+ 3.6% |
$104K - $112K
|
20.5K
$1.73M
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
712+ 1.28% |
$104K - $112K
|
56.2K
$4.73M
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
710+ 2.85% |
$104K - $112K
|
25.6K
$2.16M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
707+ 1.68% |
$103K - $112K
|
42.7K
$3.6M
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
704+ 51.05% |
$103K - $111K
|
2.08K
$175K
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
700+ 0.65% |
$102K - $110K
|
109K
$9.2M
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
700+ 22.66% |
$102K - $110K
|
3.79K
$319K
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
694+ 2.23% |
$101K - $109K
|
31.8K
$2.68M
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
692+ 1.31% |
$101K - $109K
|
53.5K
$4.51M
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
677+ 3.28% |
$98.9K - $107K
|
21.3K
$1.8M
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
676+ 137.68% |
$98.7K - $107K
|
1.17K
$98.3K
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
675+ 29.57% |
$98.6K - $106K
|
2.96K
$249K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
675+ 0.88% |
$98.6K - $106K
|
77.4K
$6.52M
|
|
Aug 15, 2023
Q2 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
675New |
$98.6K - $106K
|
675
$56.9K
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
671+ 6.96% |
$98K - $106K
|
10.3K
$869K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
670+ 8.01% |
$97.9K - $106K
|
9.04K
$761K
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
669+ 4.93% |
$97.7K - $106K
|
14.2K
$1.2M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
666New |
$97.3K - $105K
|
666
$56.1K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
664+ 3.78% |
$97K - $105K
|
18.2K
$1.54M
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
660+ 3.69% |
$96.4K - $104K
|
18.6K
$1.56M
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
658+ 9.1% |
$96.1K - $104K
|
7.89K
$664K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
657+ 83.8% |
$96K - $104K
|
1.44K
$121K
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
654+ 0.95% |
$95.5K - $103K
|
69.7K
$5.87M
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
654New |
$95.5K - $103K
|
654
$55.1K
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
653+ 2.05% |
$95.4K - $103K
|
32.5K
$2.74M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
646+ 1.15% |
$94.4K - $102K
|
56.9K
$4.79M
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
642+ 1.88% |
$93.8K - $101K
|
34.8K
$2.94M
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
639+ 20.03% |
$93.3K - $101K
|
3.83K
$323K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
635+ 3.97% |
$92.7K - $100K
|
16.6K
$1.4M
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
632+ 3.95% |
$92.3K - $99.7K
|
16.6K
$1.4M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
631+ 2.33% |
$92.2K - $99.5K
|
27.7K
$2.33M
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
628+ 2.45% |
$91.7K - $99.1K
|
26.3K
$2.21M
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
628+ 7.04% |
$91.7K - $99.1K
|
9.55K
$805K
|