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 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-623- 9.04% |
$91K - $98.3K
|
6.27K
$528K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-623- 6.56% |
$91K - $98.3K
|
8.88K
$748K
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-624- 17.98% |
$91.1K - $98.4K
|
2.85K
$240K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-626- 4.0% |
$91.4K - $98.7K
|
15K
$1.27M
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-628- 0.56% |
$91.7K - $99.1K
|
111K
$9.39M
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-634- 1.89% |
$92.6K - $100K
|
33K
$2.78M
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-634- 10.75% |
$92.6K - $100K
|
5.27K
$444K
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-635- 7.83% |
$92.7K - $100K
|
7.47K
$630K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-636- 13.84% |
$92.9K - $100K
|
3.96K
$334K
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-642- 5.0% |
$93.8K - $101K
|
12.2K
$1.03M
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-644- 11.56% |
$94.1K - $102K
|
4.93K
$415K
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-646- 3.7% |
$94.4K - $102K
|
16.8K
$1.42M
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-646- 0.22% |
$94.4K - $102K
|
294K
$24.7M
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-650- 14.61% |
$94.9K - $103K
|
3.8K
$320K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-656- 1.12% |
$95.8K - $103K
|
57.7K
$4.86M
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-659- 4.85% |
$96.3K - $104K
|
12.9K
$1.09M
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-661- 16.85% |
$96.5K - $104K
|
3.26K
$275K
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-662- 5.03% |
$96.7K - $104K
|
12.5K
$1.05M
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-664- 2.15% |
$97K - $105K
|
30.1K
$2.54M
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-665- 0.94% |
$97.1K - $105K
|
69.8K
$5.88M
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-666- 19.22% |
$97.3K - $105K
|
2.8K
$236K
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-666- 3.13% |
$97.3K - $105K
|
20.6K
$1.74M
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-671- 5.34% |
$98K - $106K
|
11.9K
$1M
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-673- 12.21% |
$98.3K - $106K
|
4.84K
$408K
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-675- 5.81% |
$98.6K - $106K
|
10.9K
$921K
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-675- 0.69% |
$98.6K - $106K
|
97.3K
$8.2M
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-675- 1.41% |
$98.6K - $106K
|
47.1K
$3.97M
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-679- 0.83% |
$99.2K - $107K
|
81.4K
$6.85M
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-691- 6.27% |
$101K - $109K
|
10.3K
$870K
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-692- 2.08% |
$101K - $109K
|
32.6K
$2.74M
|
|
Aug 07, 2023
Q2 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-695- 6.16% |
$102K - $110K
|
10.6K
$892K
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-695- 2.29% |
$102K - $110K
|
29.6K
$2.5M
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-697- 1.69% |
$102K - $110K
|
40.6K
$3.42M
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-703- 30.62% |
$103K - $111K
|
1.59K
$134K
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-706- 4.34% |
$103K - $111K
|
15.6K
$1.31M
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-708- 4.84% |
$103K - $112K
|
13.9K
$1.17M
|
|
Aug 02, 2023
Q2 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-716- 22.27% |
$105K - $113K
|
2.5K
$211K
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-717- 2.41% |
$105K - $113K
|
29.1K
$2.45M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-717- 2.45% |
$105K - $113K
|
28.5K
$2.4M
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-719- 9.17% |
$105K - $113K
|
7.12K
$600K
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-721- 33.74% |
$105K - $114K
|
1.42K
$119K
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-722- 2.81% |
$105K - $114K
|
25K
$2.11M
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-722- 10.02% |
$105K - $114K
|
6.48K
$546K
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-725- 15.73% |
$106K - $114K
|
3.88K
$327K
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-727- 10.28% |
$106K - $115K
|
6.35K
$535K
|
|
Aug 14, 2023
Q2 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-734- 3.08% |
$107K - $116K
|
23.1K
$1.95M
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-742- 0.97% |
$108K - $117K
|
75.6K
$6.37M
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-742- 13.24% |
$108K - $117K
|
4.86K
$410K
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-744- 10.71% |
$109K - $117K
|
6.2K
$523K
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-745- 3.79% |
$109K - $118K
|
18.9K
$1.6M
|