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
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
50+ 2.46% |
$7.3K - $7.89K
|
2.08K
$175K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
48New |
$7.01K - $7.57K
|
48
$4.04K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
48+ 3.09% |
$7.01K - $7.57K
|
1.6K
$135K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
47+ 0.98% |
$6.86K - $7.41K
|
4.84K
$407K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
46+ 5.3% |
$6.72K - $7.26K
|
914
$77K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
46+ 2.11% |
$6.72K - $7.26K
|
2.22K
$187K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
46+ 0.65% |
$6.72K - $7.26K
|
7.09K
$597K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
45+ 1.71% |
$6.57K - $7.1K
|
2.68K
$226K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
45+ 2.23% |
$6.57K - $7.1K
|
2.06K
$174K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
44+ 0.24% |
$6.43K - $6.94K
|
18.2K
$1.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
43+ 0.11% |
$6.28K - $6.78K
|
37.7K
$3.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
43+ 0.55% |
$6.28K - $6.78K
|
7.8K
$657K
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
42+ 0.75% |
$6.13K - $6.62K
|
5.67K
$477K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
42+ 1.69% |
$6.13K - $6.62K
|
2.52K
$212K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
41+ 2.6% |
$5.99K - $6.47K
|
1.62K
$136K
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
41+ 2.74% |
$5.99K - $6.47K
|
1.54K
$129K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
41+ 0.35% |
$5.99K - $6.47K
|
11.9K
$1M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
40+ 1.69% |
$5.84K - $6.31K
|
2.41K
$203K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
40+ 0.88% |
$5.84K - $6.31K
|
4.6K
$388K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
40+ 0.67% |
$5.84K - $6.31K
|
5.99K
$505K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
40+ 0.53% |
$5.84K - $6.31K
|
7.63K
$642K
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
40+ 0.09% |
$5.84K - $6.31K
|
44.7K
$3.77M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
40+ 0.09% |
$5.84K - $6.31K
|
44.7K
$3.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
39+ 1.76% |
$5.7K - $6.15K
|
2.25K
$190K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
39+ 0.25% |
$5.7K - $6.15K
|
15.7K
$1.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
39+ 1.26% |
$5.7K - $6.15K
|
3.14K
$264K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
39+ 2.04% |
$5.7K - $6.15K
|
1.95K
$164K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
38+ 1.4% |
$5.55K - $5.99K
|
2.75K
$232K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
38New |
$5.55K - $5.99K
|
38
$3.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.5% |
$5.4K - $5.84K
|
7.41K
$624K
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
37+ 1.44% |
$5.4K - $5.84K
|
2.6K
$219K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
37+ 0.39% |
$5.4K - $5.84K
|
9.46K
$797K
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
37+ 1.44% |
$5.4K - $5.84K
|
2.6K
$219K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
36+ 0.25% |
$5.26K - $5.68K
|
14.6K
$1.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
36+ 0.26% |
$5.26K - $5.68K
|
13.7K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
36+ 0.79% |
$5.26K - $5.68K
|
4.62K
$389K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
35+ 2.16% |
$5.11K - $5.52K
|
1.66K
$140K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
35+ 1.54% |
$5.11K - $5.52K
|
2.31K
$194K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
35+ 7.43% |
$5.11K - $5.52K
|
506
$42.6K
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
35+ 1.5% |
$5.11K - $5.52K
|
2.36K
$199K
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
35+ 0.38% |
$5.11K - $5.52K
|
9.15K
$771K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
34+ 0.15% |
$4.97K - $5.36K
|
22.4K
$1.88M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
34+ 2.43% |
$4.97K - $5.36K
|
1.43K
$121K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
33+ 1.47% |
$4.82K - $5.21K
|
2.28K
$192K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
33+ 0.14% |
$4.82K - $5.21K
|
24K
$2.03M
|
|
|
Jul 12, 2023
Q2 2023
|
Foundation Resource Management Inc
|
BUY
|
- |
33+ 0.65% |
$4.82K - $5.21K
|
5.13K
$432K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
33+ 0.11% |
$4.82K - $5.21K
|
30.1K
$2.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
32+ 0.4% |
$4.67K - $5.05K
|
8.06K
$679K
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
31+ 0.15% |
$4.53K - $4.89K
|
20.4K
$1.72M
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
30+ 0.58% |
$4.38K - $4.73K
|
5.24K
$442K
|