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 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
476+ 0.36% |
$69.5K - $75.1K
|
134K
$11.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
475+ 14.18% |
$69.4K - $74.9K
|
3.82K
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
475New |
$69.4K - $74.9K
|
475
$40K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
473+ 2.87% |
$69.1K - $74.6K
|
16.9K
$1.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
473+ 5.97% |
$69.1K - $74.6K
|
8.39K
$707K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
473+ 1.49% |
$69.1K - $74.6K
|
32.3K
$2.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
473+ 1.72% |
$69.1K - $74.6K
|
28K
$2.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
472+ 36.42% |
$68.9K - $74.4K
|
1.77K
$149K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
472+ 2.62% |
$68.9K - $74.4K
|
18.5K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
471+ 2.57% |
$68.8K - $74.3K
|
18.8K
$1.58M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
464+ 6.25% |
$67.8K - $73.2K
|
7.89K
$665K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
462+ 0.52% |
$67.5K - $72.9K
|
89.2K
$7.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
462+ 8.65% |
$67.5K - $72.9K
|
5.8K
$489K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
462+ 25.58% |
$67.5K - $72.9K
|
2.27K
$191K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
462+ 8.44% |
$67.5K - $72.9K
|
5.94K
$500K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
460+ 1.35% |
$67.2K - $72.6K
|
34.6K
$2.91M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
460+ 63.71% |
$67.2K - $72.6K
|
1.18K
$99.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
453+ 6.79% |
$66.2K - $71.5K
|
7.13K
$600K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
452+ 8.24% |
$66K - $71.3K
|
5.94K
$500K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
451+ 0.9% |
$65.9K - $71.1K
|
50.4K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
451+ 3.12% |
$65.9K - $71.1K
|
14.9K
$1.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
447+ 4.24% |
$65.3K - $70.5K
|
11K
$925K
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
437+ 1.88% |
$63.8K - $68.9K
|
23.6K
$1.99M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
436+ 0.91% |
$63.7K - $68.8K
|
48.5K
$4.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
435+ 3.99% |
$63.5K - $68.6K
|
11.3K
$954K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
433+ 2.52% |
$63.2K - $68.3K
|
17.6K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
431+ 1.07% |
$63K - $68K
|
40.9K
$3.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
430+ 2.96% |
$62.8K - $67.8K
|
14.9K
$1.26M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
428+ 2.42% |
$62.5K - $67.5K
|
18.1K
$1.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
428+ 19.08% |
$62.5K - $67.5K
|
2.67K
$225K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
427+ 5.36% |
$62.4K - $67.4K
|
8.39K
$707K
|
|
|
Jul 17, 2023
Q2 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
424+ 1.09% |
$61.9K - $66.9K
|
39.3K
$3.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
424+ 8.51% |
$61.9K - $66.9K
|
5.41K
$455K
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
424+ 16.5% |
$61.9K - $66.9K
|
2.99K
$252K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
424+ 27.86% |
$61.9K - $66.9K
|
1.95K
$164K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
422+ 3.63% |
$61.6K - $66.6K
|
12K
$1.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
414+ 1.5% |
$60.5K - $65.3K
|
28K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
413+ 28.96% |
$60.3K - $65.1K
|
1.84K
$155K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
409+ 9.76% |
$59.7K - $64.5K
|
4.6K
$388K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
407+ 33.92% |
$59.4K - $64.2K
|
1.61K
$135K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
403+ 6.78% |
$58.9K - $63.6K
|
6.35K
$535K
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
402+ 11.19% |
$58.7K - $63.4K
|
3.99K
$336K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
401+ 0.83% |
$58.6K - $63.2K
|
48.8K
$4.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
400+ 1.0% |
$58.4K - $63.1K
|
40.4K
$3.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
400+ 15.69% |
$58.4K - $63.1K
|
2.95K
$249K
|
|
|
Aug 02, 2023
Q2 2023
|
Sitrin Capital Management LLC
|
BUY
|
- |
400+ 0.95% |
$58.4K - $63.1K
|
42.5K
$3.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
400New |
$58.4K - $63.1K
|
400
$33.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
397+ 6.18% |
$58K - $62.6K
|
6.82K
$574K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
396+ 3.23% |
$57.8K - $62.5K
|
12.7K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
394+ 1.52% |
$57.5K - $62.1K
|
26.4K
$2.22M
|