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 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
17+ 0.71% |
$2.48K - $2.68K
|
2.4K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
17+ 1.03% |
$2.48K - $2.68K
|
1.67K
$165K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
16+ 1.09% |
$2.34K - $2.52K
|
1.48K
$146K
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
16+ 0.03% |
$2.34K - $2.52K
|
56.9K
$5.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
16+ 0.67% |
$2.34K - $2.52K
|
2.42K
$239K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
15+ 0.14% |
$2.19K - $2.37K
|
10.7K
$1.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
15+ 0.57% |
$2.19K - $2.37K
|
2.66K
$262K
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
BUY
|
- |
15+ 0.21% |
$2.19K - $2.37K
|
7.16K
$707K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
15+ 0.4% |
$2.19K - $2.37K
|
3.75K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
15+ 0.35% |
$2.19K - $2.37K
|
4.34K
$428K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
15+ 0.21% |
$2.19K - $2.37K
|
7.28K
$719K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
14+ 0.13% |
$2.04K - $2.21K
|
10.6K
$1.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
14+ 0.76% |
$2.04K - $2.21K
|
1.87K
$184K
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
14+ 0.72% |
$2.04K - $2.21K
|
1.95K
$192K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.13% |
$2.04K - $2.21K
|
10.7K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
14+ 0.14% |
$2.04K - $2.21K
|
10.2K
$1M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
14+ 0.24% |
$2.04K - $2.21K
|
5.75K
$567K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
13+ 0.47% |
$1.9K - $2.05K
|
2.76K
$273K
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
13+ 0.74% |
$1.9K - $2.05K
|
1.77K
$175K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
13+ 0.1% |
$1.9K - $2.05K
|
12.4K
$1.23M
|
|
|
May 07, 2025
Q2 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
13+ 0.72% |
$1.9K - $2.05K
|
1.82K
$179K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.41% |
$1.75K - $1.89K
|
2.94K
$290K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
12+ 0.73% |
$1.75K - $1.89K
|
1.66K
$164K
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
12+ 0.62% |
$1.75K - $1.89K
|
1.93K
$191K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
12+ 0.04% |
$1.75K - $1.89K
|
27.7K
$2.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
12+ 0.48% |
$1.75K - $1.89K
|
2.52K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 0.84% |
$1.75K - $1.89K
|
1.45K
$143K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
11+ 0.4% |
$1.61K - $1.74K
|
2.74K
$270K
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11+ 0.66% |
$1.61K - $1.74K
|
1.67K
$164K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
11+ 0.69% |
$1.61K - $1.74K
|
1.61K
$159K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
11+ 0.05% |
$1.61K - $1.74K
|
21.5K
$2.12M
|
|
|
Feb 13, 2025
Q2 2023
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
11+ 0.77% |
$1.61K - $1.74K
|
1.44K
$142K
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
10+ 0.41% |
$1.46K - $1.58K
|
2.45K
$242K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
10+ 1.81% |
$1.46K - $1.58K
|
564
$55.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10+ 0.46% |
$1.46K - $1.58K
|
2.2K
$217K
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10+ 0.66% |
$1.46K - $1.58K
|
1.52K
$150K
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
10+ 0.16% |
$1.46K - $1.58K
|
6.19K
$611K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10+ 4.63% |
$1.46K - $1.58K
|
226
$22.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
10+ 0.73% |
$1.46K - $1.58K
|
1.37K
$135K
|
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
10+ 0.09% |
$1.46K - $1.58K
|
11.6K
$1.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.25% |
$1.46K - $1.58K
|
3.97K
$392K
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
10+ 0.53% |
$1.46K - $1.58K
|
1.91K
$188K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
9+ 0.56% |
$1.31K - $1.42K
|
1.62K
$160K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
9+ 0.14% |
$1.31K - $1.42K
|
6.5K
$641K
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
9+ 0.05% |
$1.31K - $1.42K
|
16.5K
$1.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
9+ 0.54% |
$1.31K - $1.42K
|
1.67K
$164K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9+ 0.3% |
$1.31K - $1.42K
|
3.06K
$302K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
9+ 0.12% |
$1.31K - $1.42K
|
7.74K
$764K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
9+ 0.41% |
$1.31K - $1.42K
|
2.21K
$219K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.24% |
$1.17K - $1.26K
|
3.39K
$334K
|