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 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-109- 1.18% |
$15.9K - $17.2K
|
9.1K
$767K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-109- 1.88% |
$15.9K - $17.2K
|
5.69K
$479K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-110- 2.57% |
$16.1K - $17.4K
|
4.17K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-110- 1.31% |
$16.1K - $17.4K
|
8.27K
$697K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-111- 4.09% |
$16.2K - $17.5K
|
2.6K
$219K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-112- 6.54% |
$16.4K - $17.7K
|
1.6K
$135K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-112- 2.94% |
$16.4K - $17.7K
|
3.7K
$312K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-115- 0.73% |
$16.8K - $18.1K
|
15.5K
$1.31M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-116- 1.14% |
$16.9K - $18.3K
|
10.1K
$848K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-116- 1.52% |
$16.9K - $18.3K
|
7.5K
$632K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-118- 2.42% |
$17.2K - $18.6K
|
4.75K
$401K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-119- 0.7% |
$17.4K - $18.8K
|
16.8K
$1.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-120- 8.53% |
$17.5K - $18.9K
|
1.29K
$108K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-120- 1.13% |
$17.5K - $18.9K
|
10.5K
$883K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-120- 0.97% |
$17.5K - $18.9K
|
12.3K
$1.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-120- 0.32% |
$17.5K - $18.9K
|
37K
$3.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-120- 0.99% |
$17.5K - $18.9K
|
12K
$1.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-121- 2.6% |
$17.7K - $19.1K
|
4.54K
$382K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-121- 1.93% |
$17.7K - $19.1K
|
6.15K
$518K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-122- 3.66% |
$17.8K - $19.2K
|
3.21K
$271K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-122- 0.26% |
$17.8K - $19.2K
|
46.9K
$3.96M
|
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
SELL
|
- |
-123- 0.41% |
$18K - $19.4K
|
30.1K
$2.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-123- 2.67% |
$18K - $19.4K
|
4.49K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Difesa Capital Management, LP
New York, NY |
SELL
|
- |
-125- 6.73% |
$18.3K - $19.7K
|
1.73K
$146K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-126- 2.85% |
$18.4K - $19.9K
|
4.29K
$362K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-126- 1.8% |
$18.4K - $19.9K
|
6.87K
$579K
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-126- 0.24% |
$18.4K - $19.9K
|
52.9K
$4.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
SELL
|
- |
-128- 5.57% |
$18.7K - $20.2K
|
2.17K
$183K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-129- 9.01% |
$18.8K - $20.3K
|
1.3K
$110K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-130- 2.42% |
$19K - $20.5K
|
5.24K
$442K
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-131- 1.57% |
$19.1K - $20.7K
|
8.21K
$692K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-132- 4.93% |
$19.3K - $20.8K
|
2.54K
$214K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-132- 0.49% |
$19.3K - $20.8K
|
26.5K
$2.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-133- 4.27% |
$19.4K - $21K
|
2.98K
$251K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-134- 0.57% |
$19.6K - $21.1K
|
23.4K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-134- 7.26% |
$19.6K - $21.1K
|
1.71K
$144K
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-135- 1.6% |
$19.7K - $21.3K
|
8.33K
$701K
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-135- 1.76% |
$19.7K - $21.3K
|
7.56K
$637K
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-136- 0.84% |
$19.9K - $21.5K
|
16K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-137- 0.21% |
$20K - $21.6K
|
65.3K
$5.5M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-137- 5.78% |
$20K - $21.6K
|
2.23K
$188K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-138- 0.31% |
$20.2K - $21.8K
|
44.7K
$3.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-139- 2.97% |
$20.3K - $21.9K
|
4.54K
$383K
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-140- 9.35% |
$20.4K - $22.1K
|
1.36K
$114K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-142- 1.74% |
$20.7K - $22.4K
|
8K
$674K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-142- 0.71% |
$20.7K - $22.4K
|
19.9K
$1.68M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-144- 4.79% |
$21K - $22.7K
|
2.86K
$241K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-144- 1.77% |
$21K - $22.7K
|
7.97K
$672K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-144- 1.63% |
$21K - $22.7K
|
8.67K
$731K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-147- 10.02% |
$21.5K - $23.2K
|
1.32K
$111K
|