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 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
6+ 0.06% |
$876 - $946
|
10.4K
$878K
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
6+ 0.09% |
$876 - $946
|
6.39K
$538K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.09% |
$876 - $946
|
6.6K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6+ 0.22% |
$876 - $946
|
2.71K
$228K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
5+ 0.05% |
$730 - $789
|
10.4K
$878K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.32% |
$730 - $789
|
1.57K
$132K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.07% |
$730 - $789
|
7.45K
$627K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.35% |
$730 - $789
|
1.43K
$120K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.47% |
$730 - $789
|
1.08K
$90.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5+ 0.2% |
$730 - $789
|
2.47K
$208K
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5+ 0.25% |
$730 - $789
|
1.98K
$167K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5+ 0.07% |
$730 - $789
|
6.98K
$588K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
5+ 0.03% |
$730 - $789
|
14.6K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
5+ 0.15% |
$730 - $789
|
3.28K
$277K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
5+ 0.22% |
$730 - $789
|
2.3K
$194K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.72% |
$730 - $789
|
703
$59.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
4+ 0.26% |
$584 - $631
|
1.57K
$132K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 0.11% |
$584 - $631
|
3.72K
$313K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$584 - $631
|
15.1K
$1.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
4+ 0.24% |
$584 - $631
|
1.65K
$139K
|
|
|
Jul 24, 2023
Q2 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
4+ 0.01% |
$584 - $631
|
31.7K
$2.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4+ 0.15% |
$584 - $631
|
2.63K
$221K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
4+ 0.14% |
$584 - $631
|
2.77K
$234K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4New |
$584 - $631
|
4
$337
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4+ 0.19% |
$584 - $631
|
2.07K
$175K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
4+ 0.2% |
$584 - $631
|
1.97K
$166K
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4+ 0.15% |
$584 - $631
|
2.63K
$221K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
3+ 0.04% |
$438 - $473
|
6.97K
$587K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3+ 0.05% |
$438 - $473
|
6.17K
$520K
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3+ 0.08% |
$438 - $473
|
3.85K
$324K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3+ 0.09% |
$438 - $473
|
3.5K
$295K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.72% |
$438 - $473
|
422
$35.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.87% |
$438 - $473
|
349
$29.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.04% |
$438 - $473
|
7.89K
$665K
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$438 - $473
|
17.6K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.55% |
$438 - $473
|
550
$46.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2+ 0.06% |
$292 - $315
|
3.46K
$292K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2+ 0.11% |
$292 - $315
|
1.8K
$151K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2+ 0.11% |
$292 - $315
|
1.84K
$155K
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2+ 0.1% |
$292 - $315
|
2.01K
$169K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2+ 0.12% |
$292 - $315
|
1.7K
$143K
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2+ 0.1% |
$292 - $315
|
2.04K
$172K
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.08% |
$292 - $315
|
2.37K
$199K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2+ 0.1% |
$292 - $315
|
1.96K
$165K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
2+ 0.13% |
$292 - $315
|
1.6K
$135K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.11% |
$292 - $315
|
1.84K
$155K
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2+ 0.02% |
$292 - $315
|
8.21K
$692K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2+ 0.06% |
$292 - $315
|
3.24K
$273K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 1.01% |
$292 - $315
|
200
$16.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
2+ 0.08% |
$292 - $315
|
2.43K
$205K
|