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 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
140+ 2.46% |
$20.4K - $22.1K
|
5.82K
$490K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
140+ 3.11% |
$20.4K - $22.1K
|
4.64K
$391K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
139+ 0.29% |
$20.3K - $21.9K
|
48.1K
$4.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
139+ 4.39% |
$20.3K - $21.9K
|
3.31K
$279K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
138+ 6.96% |
$20.2K - $21.8K
|
2.12K
$179K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
137+ 0.93% |
$20K - $21.6K
|
14.8K
$1.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
137+ 1.0% |
$20K - $21.6K
|
13.8K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
136+ 0.27% |
$19.9K - $21.5K
|
50K
$4.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
136+ 4.09% |
$19.9K - $21.5K
|
3.46K
$292K
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
BUY
|
- |
135+ 1.96% |
$19.7K - $21.3K
|
7.01K
$591K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
135+ 2.29% |
$19.7K - $21.3K
|
6.03K
$508K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
133+ 7.01% |
$19.4K - $21K
|
2.03K
$171K
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
132+ 1.33% |
$19.3K - $20.8K
|
10.1K
$847K
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
131+ 9.27% |
$19.1K - $20.7K
|
1.54K
$130K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
131+ 0.69% |
$19.1K - $20.7K
|
19.1K
$1.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
128+ 0.47% |
$18.7K - $20.2K
|
27.3K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
128+ 4.91% |
$18.7K - $20.2K
|
2.73K
$230K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
127+ 2.2% |
$18.5K - $20K
|
5.89K
$496K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
126+ 2.8% |
$18.4K - $19.9K
|
4.63K
$390K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
126+ 2.05% |
$18.4K - $19.9K
|
6.28K
$529K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
125+ 2.11% |
$18.3K - $19.7K
|
6.04K
$509K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
124+ 0.73% |
$18.1K - $19.6K
|
17.1K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
124+ 1.33% |
$18.1K - $19.6K
|
9.46K
$797K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
122+ 1.81% |
$17.8K - $19.2K
|
6.87K
$579K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
122+ 8.23% |
$17.8K - $19.2K
|
1.61K
$135K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
120+ 2.9% |
$17.5K - $18.9K
|
4.25K
$358K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
118+ 5.73% |
$17.2K - $18.6K
|
2.18K
$183K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
118+ 12.25% |
$17.2K - $18.6K
|
1.08K
$91.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
117+ 4.64% |
$17.1K - $18.5K
|
2.64K
$223K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
117+ 6.77% |
$17.1K - $18.5K
|
1.85K
$155K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
117+ 3.95% |
$17.1K - $18.5K
|
3.08K
$259K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
115+ 0.57% |
$16.8K - $18.1K
|
20.2K
$1.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
114+ 1.43% |
$16.7K - $18K
|
8.08K
$681K
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
113+ 1.38% |
$16.5K - $17.8K
|
8.33K
$701K
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
111+ 6.89% |
$16.2K - $17.5K
|
1.72K
$145K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
110+ 0.24% |
$16.1K - $17.4K
|
45.3K
$3.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
108+ 6.12% |
$15.8K - $17K
|
1.87K
$158K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
107+ 6.48% |
$15.6K - $16.9K
|
1.76K
$148K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
106+ 5.88% |
$15.5K - $16.7K
|
1.91K
$161K
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
106+ 5.37% |
$15.5K - $16.7K
|
2.08K
$175K
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
106+ 2.52% |
$15.5K - $16.7K
|
4.31K
$363K
|
|
|
Jul 18, 2023
Q2 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
105+ 0.55% |
$15.3K - $16.6K
|
19.2K
$1.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
105+ 4.55% |
$15.3K - $16.6K
|
2.41K
$203K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
105+ 2.27% |
$15.3K - $16.6K
|
4.74K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
105+ 0.19% |
$15.3K - $16.6K
|
55.8K
$4.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
104+ 1.33% |
$15.2K - $16.4K
|
7.95K
$670K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
103+ 2.66% |
$15K - $16.2K
|
3.98K
$335K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
103+ 0.6% |
$15K - $16.2K
|
17.4K
$1.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
101+ 0.73% |
$14.8K - $15.9K
|
14K
$1.18M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
100+ 1.56% |
$14.6K - $15.8K
|
6.51K
$548K
|