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 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
392+ 0.71% |
$57.3K - $61.8K
|
55.6K
$4.68M
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
386+ 3.46% |
$56.4K - $60.9K
|
11.5K
$972K
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
385+ 1.68% |
$56.2K - $60.7K
|
23.3K
$1.96M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
383+ 2.14% |
$55.9K - $60.4K
|
18.3K
$1.54M
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
380+ 0.75% |
$55.5K - $59.9K
|
51K
$4.3M
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
380New |
$55.5K - $59.9K
|
380
$32K
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
379+ 1.97% |
$55.4K - $59.8K
|
19.6K
$1.66M
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
379+ 0.83% |
$55.4K - $59.8K
|
46.2K
$3.9M
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
379+ 1.97% |
$55.4K - $59.8K
|
19.6K
$1.66M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
378+ 18.21% |
$55.2K - $59.6K
|
2.45K
$207K
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
373+ 4.49% |
$54.5K - $58.8K
|
8.68K
$731K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
373+ 2.03% |
$54.5K - $58.8K
|
18.7K
$1.58M
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
372+ 12.04% |
$54.3K - $58.7K
|
3.46K
$292K
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
370+ 25.57% |
$54K - $58.4K
|
1.82K
$153K
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
370+ 6.73% |
$54K - $58.4K
|
5.87K
$494K
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
BUY
|
- |
367+ 0.86% |
$53.6K - $57.9K
|
43.2K
$3.64M
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
367New |
$53.6K - $57.9K
|
367
$30.9K
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
364+ 0.36% |
$53.2K - $57.4K
|
101K
$8.48M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
361+ 10.96% |
$52.7K - $56.9K
|
3.66K
$308K
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
359+ 7.74% |
$52.4K - $56.6K
|
5K
$421K
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
358+ 0.58% |
$52.3K - $56.5K
|
62.4K
$5.26M
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
358+ 19.79% |
$52.3K - $56.5K
|
2.17K
$183K
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
357+ 10.79% |
$52.1K - $56.3K
|
3.67K
$309K
|
|
Jul 14, 2023
Q2 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
356+ 18.97% |
$52K - $56.2K
|
2.23K
$188K
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
356+ 11.86% |
$52K - $56.2K
|
3.36K
$283K
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
355+ 11.1% |
$51.9K - $56K
|
3.55K
$299K
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
355+ 3.53% |
$51.9K - $56K
|
10.4K
$877K
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
355+ 13.6% |
$51.9K - $56K
|
2.97K
$250K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
351New |
$51.3K - $55.4K
|
351
$29.6K
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
350+ 0.68% |
$51.1K - $55.2K
|
51.6K
$4.34M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
348+ 11.28% |
$50.8K - $54.9K
|
3.43K
$289K
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
347+ 7.22% |
$50.7K - $54.7K
|
5.15K
$434K
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
347+ 1.47% |
$50.7K - $54.7K
|
23.9K
$2.02M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
343+ 1.68% |
$50.1K - $54.1K
|
20.8K
$1.75M
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
341+ 10.4% |
$49.8K - $53.8K
|
3.62K
$305K
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
341+ 4.6% |
$49.8K - $53.8K
|
7.76K
$654K
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
336+ 3.59% |
$49.1K - $53K
|
9.7K
$817K
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
333+ 14.33% |
$48.6K - $52.5K
|
2.66K
$224K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
326+ 1.99% |
$47.6K - $51.4K
|
16.7K
$1.4M
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
326+ 6.67% |
$47.6K - $51.4K
|
5.21K
$439K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
325+ 31.31% |
$47.5K - $51.3K
|
1.36K
$115K
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
324+ 4.35% |
$47.3K - $51.1K
|
7.77K
$654K
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
322+ 2.25% |
$47K - $50.8K
|
14.6K
$1.23M
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
318+ 3.46% |
$46.4K - $50.2K
|
9.51K
$801K
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
317+ 1.06% |
$46.3K - $50K
|
30.1K
$2.54M
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
316+ 0.35% |
$46.2K - $49.8K
|
90.9K
$7.66M
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
316+ 2.35% |
$46.2K - $49.8K
|
13.8K
$1.16M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
314+ 5.08% |
$45.9K - $49.5K
|
6.49K
$547K
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
313+ 11.16% |
$45.7K - $49.4K
|
3.12K
$263K
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
313+ 1.92% |
$45.7K - $49.4K
|
16.6K
$1.4M
|