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 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-147- 4.84% |
$21.5K - $23.2K
|
2.89K
$244K
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-147- 1.23% |
$21.5K - $23.2K
|
11.8K
$995K
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
SELL
|
- |
-149- 4.0% |
$21.8K - $23.5K
|
3.58K
$301K
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-150- 3.66% |
$21.9K - $23.7K
|
3.95K
$333K
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-150- 0.99% |
$21.9K - $23.7K
|
15.1K
$1.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-151- 0.64% |
$22.1K - $23.8K
|
23.4K
$1.97M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-152- 1.6% |
$22.2K - $24K
|
9.36K
$789K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-152- 1.74% |
$22.2K - $24K
|
8.58K
$723K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-153- 3.12% |
$22.3K - $24.1K
|
4.75K
$400K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-154- 3.77% |
$22.5K - $24.3K
|
3.93K
$331K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-155- 3.29% |
$22.6K - $24.4K
|
4.56K
$384K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-155- 8.15% |
$22.6K - $24.4K
|
1.75K
$147K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-156- 1.58% |
$22.8K - $24.6K
|
9.72K
$819K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-163- 3.52% |
$23.8K - $25.7K
|
4.46K
$376K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-163- 1.19% |
$23.8K - $25.7K
|
13.5K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-163- 0.63% |
$23.8K - $25.7K
|
25.8K
$2.17M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-163- 0.63% |
$23.8K - $25.7K
|
25.8K
$2.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-166- 2.17% |
$24.2K - $26.2K
|
7.48K
$630K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-166- 0.54% |
$24.2K - $26.2K
|
30.3K
$2.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-166- 7.79% |
$24.2K - $26.2K
|
1.96K
$165K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-168- 5.48% |
$24.5K - $26.5K
|
2.9K
$244K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-169- 1.17% |
$24.7K - $26.7K
|
14.3K
$1.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-170- 1.91% |
$24.8K - $26.8K
|
8.72K
$734K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-170- 6.33% |
$24.8K - $26.8K
|
2.52K
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-170- 2.48% |
$24.8K - $26.8K
|
6.69K
$563K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-171- 1.89% |
$25K - $27K
|
8.85K
$746K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-171- 0.85% |
$25K - $27K
|
20K
$1.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-172- 0.44% |
$25.1K - $27.1K
|
39.3K
$3.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-172- 8.2% |
$25.1K - $27.1K
|
1.93K
$162K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-174- 5.46% |
$25.4K - $27.4K
|
3.01K
$254K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-174- 7.33% |
$25.4K - $27.4K
|
2.2K
$185K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-174- 0.77% |
$25.4K - $27.4K
|
22.5K
$1.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-175- 1.38% |
$25.6K - $27.6K
|
12.5K
$1.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-175- 3.0% |
$25.6K - $27.6K
|
5.66K
$477K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-178- 1.66% |
$26K - $28.1K
|
10.5K
$887K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-178- 10.1% |
$26K - $28.1K
|
1.58K
$133K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-179- 2.28% |
$26.1K - $28.2K
|
7.69K
$648K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-180- 3.54% |
$26.3K - $28.4K
|
4.9K
$413K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-180- 1.68% |
$26.3K - $28.4K
|
10.6K
$890K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-180- 0.74% |
$26.3K - $28.4K
|
24.3K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-180- 5.08% |
$26.3K - $28.4K
|
3.36K
$283K
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-181- 4.02% |
$26.4K - $28.5K
|
4.33K
$365K
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-182- 3.54% |
$26.6K - $28.7K
|
4.97K
$418K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-182- 2.66% |
$26.6K - $28.7K
|
6.65K
$560K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-183- 1.12% |
$26.7K - $28.9K
|
16.2K
$1.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-183- 5.55% |
$26.7K - $28.9K
|
3.11K
$262K
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-184- 0.11% |
$26.9K - $29K
|
172K
$14.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-184- 6.04% |
$26.9K - $29K
|
2.86K
$241K
|
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
SELL
|
- |
-184- 0.22% |
$26.9K - $29K
|
85.1K
$7.17M
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-184- 0.11% |
$26.9K - $29K
|
172K
$14.5M
|