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 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-742- 13.24% |
$108K - $117K
|
4.86K
$446K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-744- 10.71% |
$109K - $117K
|
6.2K
$569K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-745- 3.79% |
$109K - $118K
|
18.9K
$1.74M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-746- 26.67% |
$109K - $118K
|
2.05K
$188K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-751- 1.74% |
$110K - $118K
|
42.3K
$3.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-769- 0.71% |
$112K - $121K
|
107K
$9.85M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-775- 25.5% |
$113K - $122K
|
2.26K
$208K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-786- 5.52% |
$115K - $124K
|
13.4K
$1.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-788- 3.93% |
$115K - $124K
|
19.3K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-788- 14.13% |
$115K - $124K
|
4.79K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-788- 14.13% |
$115K - $124K
|
4.79K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-795- 0.19% |
$116K - $125K
|
411K
$37.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-796- 1.16% |
$116K - $126K
|
68K
$6.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-797- 15.7% |
$116K - $126K
|
4.28K
$393K
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-803- 1.42% |
$117K - $127K
|
55.9K
$5.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-812- 3.67% |
$119K - $128K
|
21.3K
$1.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-815- 1.75% |
$119K - $129K
|
45.7K
$4.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-824- 37.95% |
$120K - $130K
|
1.35K
$124K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-825- 12.66% |
$120K - $130K
|
5.69K
$522K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-825- 15.92% |
$120K - $130K
|
4.36K
$400K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-828- 13.05% |
$121K - $131K
|
5.52K
$506K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-830- 4.53% |
$121K - $131K
|
17.5K
$1.61M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-831- 2.36% |
$121K - $131K
|
34.3K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-835- 14.48% |
$122K - $132K
|
4.93K
$453K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-838- 8.05% |
$122K - $132K
|
9.58K
$879K
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-839- 7.36% |
$123K - $132K
|
10.6K
$970K
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-840- 9.67% |
$123K - $132K
|
7.84K
$720K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-842- 4.26% |
$123K - $133K
|
18.9K
$1.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-844- 4.43% |
$123K - $133K
|
18.2K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-845- 0.85% |
$123K - $133K
|
98.9K
$9.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-846- 23.15% |
$124K - $133K
|
2.81K
$258K
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-848- 2.63% |
$124K - $134K
|
31.4K
$2.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-850- 1.75% |
$124K - $134K
|
47.6K
$4.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-850- 3.37% |
$124K - $134K
|
24.4K
$2.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-854- 4.79% |
$125K - $135K
|
17K
$1.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-860- 17.58% |
$126K - $136K
|
4.03K
$370K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-864- 0.27% |
$126K - $136K
|
315K
$28.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-865- 3.53% |
$126K - $136K
|
23.6K
$2.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-867- 4.76% |
$127K - $137K
|
17.4K
$1.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-874- 3.46% |
$128K - $138K
|
24.4K
$2.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-884- 1.48% |
$129K - $139K
|
58.8K
$5.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-892- 0.65% |
$130K - $141K
|
137K
$12.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-907- 2.02% |
$132K - $143K
|
44.1K
$4.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-910- 16.25% |
$133K - $144K
|
4.69K
$431K
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-920- 5.37% |
$134K - $145K
|
16.2K
$1.49M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-958- 4.22% |
$140K - $151K
|
21.7K
$1.99M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-963- 24.12% |
$141K - $152K
|
3.03K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-963- 27.64% |
$141K - $152K
|
2.52K
$231K
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-967- 2.48% |
$141K - $153K
|
38K
$3.49M
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-970- 35.52% |
$142K - $153K
|
1.76K
$162K
|