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 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
100+ 0.21% |
$14.6K - $15.8K
|
47.6K
$4.01M
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
100+ 6.64% |
$14.6K - $15.8K
|
1.61K
$135K
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
100+ 6.36% |
$14.6K - $15.8K
|
1.67K
$141K
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 13.48% |
$14.6K - $15.8K
|
842
$70.9K
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 0.83% |
$14.6K - $15.8K
|
12.2K
$1.03M
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
100+ 1.56% |
$14.6K - $15.8K
|
6.51K
$548K
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
99+ 7.09% |
$14.5K - $15.6K
|
1.5K
$126K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
99+ 0.06% |
$14.5K - $15.6K
|
162K
$13.6M
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
98+ 1.86% |
$14.3K - $15.5K
|
5.36K
$451K
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
98+ 0.34% |
$14.3K - $15.5K
|
28.6K
$2.41M
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
97+ 4.49% |
$14.2K - $15.3K
|
2.26K
$190K
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
97+ 2.93% |
$14.2K - $15.3K
|
3.41K
$287K
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
95+ 6.0% |
$13.9K - $15K
|
1.68K
$141K
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
95+ 2.11% |
$13.9K - $15K
|
4.6K
$388K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
95+ 0.99% |
$13.9K - $15K
|
9.64K
$813K
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
94+ 2.22% |
$13.7K - $14.8K
|
4.34K
$365K
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
94+ 6.5% |
$13.7K - $14.8K
|
1.54K
$130K
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
94+ 0.74% |
$13.7K - $14.8K
|
12.8K
$1.08M
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
94+ 1.53% |
$13.7K - $14.8K
|
6.22K
$524K
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
94+ 3.39% |
$13.7K - $14.8K
|
2.87K
$242K
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
91+ 0.57% |
$13.3K - $14.4K
|
15.9K
$1.34M
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
91+ 1.14% |
$13.3K - $14.4K
|
8.06K
$679K
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
90+ 1.57% |
$13.1K - $14.2K
|
5.81K
$489K
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
90+ 3.8% |
$13.1K - $14.2K
|
2.46K
$207K
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
89+ 1.1% |
$13K - $14K
|
8.16K
$687K
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
89+ 1.61% |
$13K - $14K
|
5.63K
$475K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
89+ 1.64% |
$13K - $14K
|
5.53K
$466K
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
88+ 1.32% |
$12.9K - $13.9K
|
6.78K
$571K
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
87+ 3.75% |
$12.7K - $13.7K
|
2.4K
$203K
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
86+ 4.12% |
$12.6K - $13.6K
|
2.18K
$183K
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
85+ 4.42% |
$12.4K - $13.4K
|
2.01K
$169K
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
85+ 5.01% |
$12.4K - $13.4K
|
1.78K
$150K
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
83+ 0.37% |
$12.1K - $13.1K
|
22.4K
$1.89M
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
83+ 1.44% |
$12.1K - $13.1K
|
5.84K
$492K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
82+ 0.01% |
$12K - $12.9K
|
756K
$63.7M
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
81+ 1.35% |
$11.8K - $12.8K
|
6.09K
$513K
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
80+ 0.57% |
$11.7K - $12.6K
|
14K
$1.18M
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
80+ 3.81% |
$11.7K - $12.6K
|
2.18K
$184K
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
80+ 1.47% |
$11.7K - $12.6K
|
5.51K
$464K
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
80+ 4.67% |
$11.7K - $12.6K
|
1.79K
$151K
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
79+ 0.67% |
$11.5K - $12.5K
|
11.9K
$999K
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
79+ 1.73% |
$11.5K - $12.5K
|
4.66K
$392K
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
78+ 1.02% |
$11.4K - $12.3K
|
7.74K
$652K
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
78+ 3.15% |
$11.4K - $12.3K
|
2.56K
$215K
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
78+ 3.04% |
$11.4K - $12.3K
|
2.64K
$223K
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
77+ 3.2% |
$11.2K - $12.1K
|
2.48K
$209K
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
76+ 4.9% |
$11.1K - $12K
|
1.63K
$137K
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
75+ 0.34% |
$11K - $11.8K
|
22.3K
$1.88M
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
75+ 0.27% |
$11K - $11.8K
|
27.7K
$2.33M
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
75+ 2.49% |
$11K - $11.8K
|
3.09K
$260K
|