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
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
30+ 1.0% |
$4.38K - $4.73K
|
3.02K
$254K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
30+ 0.3% |
$4.38K - $4.73K
|
10K
$844K
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
30+ 1.4% |
$4.38K - $4.73K
|
2.18K
$183K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
29+ 1.54% |
$4.24K - $4.57K
|
1.91K
$161K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
29+ 0.17% |
$4.24K - $4.57K
|
17.2K
$1.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
29+ 1.09% |
$4.24K - $4.57K
|
2.69K
$227K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 5.11% |
$4.24K - $4.57K
|
597
$50.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
28+ 0.63% |
$4.09K - $4.42K
|
4.45K
$375K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
28+ 1.14% |
$4.09K - $4.42K
|
2.49K
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 1.64% |
$4.09K - $4.42K
|
1.73K
$146K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
27+ 1.0% |
$3.94K - $4.26K
|
2.74K
$231K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
26+ 0.67% |
$3.8K - $4.1K
|
3.9K
$328K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
25+ 0.13% |
$3.65K - $3.94K
|
19K
$1.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
25+ 1.28% |
$3.65K - $3.94K
|
1.98K
$167K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 0.02% |
$3.65K - $3.94K
|
165K
$13.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
25+ 0.62% |
$3.65K - $3.94K
|
4.07K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
25+ 2.25% |
$3.65K - $3.94K
|
1.14K
$95.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
25+ 1.29% |
$3.65K - $3.94K
|
1.96K
$165K
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
BUY
|
- |
24+ 0.41% |
$3.51K - $3.79K
|
5.84K
$492K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
24+ 0.79% |
$3.51K - $3.79K
|
3.05K
$257K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
24+ 0.92% |
$3.51K - $3.79K
|
2.64K
$223K
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
23+ 1.15% |
$3.36K - $3.63K
|
2.02K
$170K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
23+ 0.65% |
$3.36K - $3.63K
|
3.57K
$301K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
23+ 0.86% |
$3.36K - $3.63K
|
2.68K
$226K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
23+ 1.08% |
$3.36K - $3.63K
|
2.15K
$181K
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
23+ 0.08% |
$3.36K - $3.63K
|
29.8K
$2.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
23+ 1.26% |
$3.36K - $3.63K
|
1.86K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
23+ 0.48% |
$3.36K - $3.63K
|
4.84K
$408K
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
22+ 0.74% |
$3.21K - $3.47K
|
3.01K
$254K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
22+ 0.63% |
$3.21K - $3.47K
|
3.53K
$297K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
BUY
|
- |
22+ 0.71% |
$3.21K - $3.47K
|
3.11K
$262K
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
22+ 22.0% |
$3.21K - $3.47K
|
122
$10.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
21+ 0.1% |
$3.07K - $3.31K
|
20.2K
$1.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
20+ 0.46% |
$2.92K - $3.15K
|
4.38K
$369K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
20+ 0.18% |
$2.92K - $3.15K
|
10.8K
$913K
|
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
20+ 0.11% |
$2.92K - $3.15K
|
18.8K
$1.59M
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
19+ 0.25% |
$2.78K - $3K
|
7.55K
$636K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
19+ 0.76% |
$2.78K - $3K
|
2.51K
$212K
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
19+ 0.78% |
$2.78K - $3K
|
2.44K
$206K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
19+ 1.46% |
$2.78K - $3K
|
1.32K
$111K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18+ 0.27% |
$2.63K - $2.84K
|
6.78K
$571K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
18+ 0.48% |
$2.63K - $2.84K
|
3.76K
$317K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
17+ 0.39% |
$2.48K - $2.68K
|
4.4K
$371K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
17+ 0.16% |
$2.48K - $2.68K
|
10.8K
$907K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
17+ 0.71% |
$2.48K - $2.68K
|
2.4K
$202K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
17+ 1.03% |
$2.48K - $2.68K
|
1.67K
$141K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
16+ 1.09% |
$2.34K - $2.52K
|
1.48K
$125K
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
16+ 0.03% |
$2.34K - $2.52K
|
56.9K
$4.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
16+ 0.67% |
$2.34K - $2.52K
|
2.42K
$204K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
15+ 0.14% |
$2.19K - $2.37K
|
10.7K
$905K
|