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 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
75+ 0.47% |
$11K - $11.8K
|
15.9K
$1.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
73+ 2.01% |
$10.7K - $11.5K
|
3.71K
$312K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
73+ 4.56% |
$10.7K - $11.5K
|
1.67K
$141K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
72+ 2.03% |
$10.5K - $11.4K
|
3.62K
$305K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
72+ 1.19% |
$10.5K - $11.4K
|
6.11K
$514K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
70+ 3.17% |
$10.2K - $11K
|
2.28K
$192K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
70+ 2.32% |
$10.2K - $11K
|
3.08K
$260K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
69+ 4.84% |
$10.1K - $10.9K
|
1.5K
$126K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
68+ 1.58% |
$9.93K - $10.7K
|
4.37K
$368K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
68+ 2.59% |
$9.93K - $10.7K
|
2.7K
$227K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
68+ 1.82% |
$9.93K - $10.7K
|
3.8K
$320K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
68+ 0.26% |
$9.93K - $10.7K
|
26.4K
$2.22M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
68+ 0.7% |
$9.93K - $10.7K
|
9.77K
$823K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
67+ 11.32% |
$9.79K - $10.6K
|
659
$55.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
65+ 1.93% |
$9.49K - $10.3K
|
3.44K
$289K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
65+ 3.71% |
$9.49K - $10.3K
|
1.82K
$153K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
65+ 1.1% |
$9.49K - $10.3K
|
5.98K
$503K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
65+ 0.67% |
$9.49K - $10.3K
|
9.77K
$823K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
63+ 3.83% |
$9.2K - $9.94K
|
1.71K
$144K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
63+ 0.62% |
$9.2K - $9.94K
|
10.1K
$855K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
63+ 3.93% |
$9.2K - $9.94K
|
1.67K
$141K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
62+ 3.28% |
$9.06K - $9.78K
|
1.95K
$165K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
62+ 1.03% |
$9.06K - $9.78K
|
6.07K
$512K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
61+ 2.69% |
$8.91K - $9.62K
|
2.33K
$196K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
61+ 2.06% |
$8.91K - $9.62K
|
3.02K
$254K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
61+ 3.59% |
$8.91K - $9.62K
|
1.76K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
61+ 1.65% |
$8.91K - $9.62K
|
3.75K
$316K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
60+ 0.57% |
$8.76K - $9.46K
|
10.5K
$885K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
60+ 0.61% |
$8.76K - $9.46K
|
9.98K
$841K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
60+ 0.1% |
$8.76K - $9.46K
|
62K
$5.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
59New |
$8.62K - $9.31K
|
59
$4.97K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
59+ 9.09% |
$8.62K - $9.31K
|
708
$59.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
57+ 2.72% |
$8.33K - $8.99K
|
2.15K
$181K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
57+ 6.74% |
$8.33K - $8.99K
|
903
$76.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
56+ 0.51% |
$8.18K - $8.83K
|
11K
$923K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
56+ 0.51% |
$8.18K - $8.83K
|
11K
$923K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
54+ 0.95% |
$7.89K - $8.52K
|
5.73K
$482K
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
53+ 1.67% |
$7.74K - $8.36K
|
3.23K
$272K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
53+ 1.75% |
$7.74K - $8.36K
|
3.08K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
53+ 1.49% |
$7.74K - $8.36K
|
3.61K
$304K
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
53+ 0.35% |
$7.74K - $8.36K
|
15.2K
$1.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
52+ 0.5% |
$7.6K - $8.2K
|
10.4K
$878K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
52+ 0.61% |
$7.6K - $8.2K
|
8.51K
$717K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
52+ 1.0% |
$7.6K - $8.2K
|
5.27K
$444K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
52+ 10.02% |
$7.6K - $8.2K
|
571
$48.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
51+ 1.38% |
$7.45K - $8.04K
|
3.74K
$315K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
50+ 0.65% |
$7.3K - $7.89K
|
7.8K
$657K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
50+ 0.65% |
$7.3K - $7.89K
|
7.8K
$657K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
50+ 15.15% |
$7.3K - $7.89K
|
380
$32K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
BUY
|
- |
50+ 1.63% |
$7.3K - $7.89K
|
3.13K
$263K
|