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 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-20- 0.05% |
$2.92K - $3.15K
|
40.3K
$3.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-20- 0.64% |
$2.92K - $3.15K
|
3.1K
$261K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-20- 1.12% |
$2.92K - $3.15K
|
1.77K
$149K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-21- 0.78% |
$3.07K - $3.31K
|
2.66K
$224K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.14% |
$3.07K - $3.31K
|
14.7K
$1.24M
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-21- 0.47% |
$3.07K - $3.31K
|
4.47K
$377K
|
|
|
Jul 05, 2023
Q2 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-22- 0.72% |
$3.21K - $3.47K
|
3.02K
$254K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-22- 0.43% |
$3.21K - $3.47K
|
5.08K
$428K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-23- 0.19% |
$3.36K - $3.63K
|
12.3K
$1.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-23- 1.22% |
$3.36K - $3.63K
|
1.86K
$156K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-23- 1.08% |
$3.36K - $3.63K
|
2.11K
$178K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-23- 0.29% |
$3.36K - $3.63K
|
8K
$674K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-23- 0.39% |
$3.36K - $3.63K
|
5.94K
$500K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-23- 0.32% |
$3.36K - $3.63K
|
7.28K
$613K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-23- 4.89% |
$3.36K - $3.63K
|
447
$37.7K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-24- 1.59% |
$3.51K - $3.79K
|
1.48K
$125K
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-24- 1.03% |
$3.51K - $3.79K
|
2.31K
$195K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24- 0.5% |
$3.51K - $3.79K
|
4.77K
$402K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-25- 2.6% |
$3.65K - $3.94K
|
935
$78.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
SELL
|
- |
-25- 0.09% |
$3.65K - $3.94K
|
27.9K
$2.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-25- 0.21% |
$3.65K - $3.94K
|
11.6K
$978K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-25- 0.35% |
$3.65K - $3.94K
|
7.21K
$608K
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-25- 0.23% |
$3.65K - $3.94K
|
10.7K
$903K
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-25- 0.44% |
$3.65K - $3.94K
|
5.72K
$482K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-26- 0.31% |
$3.8K - $4.1K
|
8.43K
$710K
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-26- 0.41% |
$3.8K - $4.1K
|
6.36K
$536K
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-26- 0.07% |
$3.8K - $4.1K
|
36.9K
$3.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-26- 0.61% |
$3.8K - $4.1K
|
4.22K
$355K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-26- 0.86% |
$3.8K - $4.1K
|
2.99K
$252K
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
SELL
|
- |
-27- 1.11% |
$3.94K - $4.26K
|
2.41K
$203K
|
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-27- 0.96% |
$3.94K - $4.26K
|
2.79K
$235K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-27- 0.1% |
$3.94K - $4.26K
|
26.4K
$2.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-27- 1.25% |
$3.94K - $4.26K
|
2.14K
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-27- 0.23% |
$3.94K - $4.26K
|
11.9K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-27- 0.05% |
$3.94K - $4.26K
|
55.2K
$4.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-28- 1.31% |
$4.09K - $4.42K
|
2.11K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-28- 0.29% |
$4.09K - $4.42K
|
9.69K
$816K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-29- 0.42% |
$4.24K - $4.57K
|
6.92K
$583K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-29- 0.9% |
$4.24K - $4.57K
|
3.19K
$268K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-30- 1.29% |
$4.38K - $4.73K
|
2.29K
$193K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-30- 2.05% |
$4.38K - $4.73K
|
1.43K
$121K
|
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-30- 0.98% |
$4.38K - $4.73K
|
3.03K
$255K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-30- 0.48% |
$4.38K - $4.73K
|
6.16K
$519K
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-30- 50.0% |
$4.38K - $4.73K
|
30
$2.53K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-30- 0.19% |
$4.38K - $4.73K
|
15.8K
$1.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-31- 1.09% |
$4.53K - $4.89K
|
2.82K
$238K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-31- 1.26% |
$4.53K - $4.89K
|
2.44K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-31- 2.17% |
$4.53K - $4.89K
|
1.4K
$118K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-31- 1.08% |
$4.53K - $4.89K
|
2.83K
$239K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-32- 2.18% |
$4.67K - $5.05K
|
1.43K
$121K
|