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
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.28K- 2.76% |
$186K - $201K
|
44.9K
$4.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.28K- 6.85% |
$187K - $202K
|
17.4K
$1.72M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.31K- 1.22% |
$192K - $207K
|
106K
$10.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-1.31K- 36.64% |
$192K - $207K
|
2.27K
$224K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.32K- 26.17% |
$192K - $207K
|
3.71K
$366K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-1.33K- 1.05% |
$194K - $209K
|
125K
$12.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.34K- 24.01% |
$195K - $211K
|
4.23K
$417K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.34K- 6.12% |
$196K - $212K
|
20.6K
$2.04M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.35K- 33.19% |
$197K - $212K
|
2.71K
$268K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.37K- 13.61% |
$200K - $216K
|
8.69K
$858K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.37K- 1.36% |
$200K - $216K
|
99.7K
$9.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.38K- 1.72% |
$201K - $217K
|
78.6K
$7.76M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.42K- 6.97% |
$208K - $224K
|
19K
$1.87M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.43K- 1.47% |
$209K - $226K
|
96.2K
$9.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.44K- 2.0% |
$210K - $226K
|
70.4K
$6.95M
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.45K- 10.79% |
$211K - $228K
|
11.9K
$1.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-1.45KClosed |
$211K - $228K
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.46K- 1.44% |
$213K - $230K
|
99.9K
$9.87M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.46K- 0.73% |
$213K - $230K
|
200K
$19.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.46K- 20.27% |
$214K - $231K
|
5.75K
$568K
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-1.47K- 1.12% |
$214K - $232K
|
130K
$12.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-1.51K- 1.4% |
$220K - $238K
|
106K
$10.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.53K- 8.83% |
$224K - $242K
|
15.8K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.54K- 3.4% |
$225K - $243K
|
43.8K
$4.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.56K- 3.47% |
$227K - $245K
|
43.3K
$4.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.56K- 1.67% |
$228K - $246K
|
91.8K
$9.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.56K- 56.23% |
$228K - $246K
|
1.22K
$120K
|
|
|
Jul 31, 2023
Q2 2023
|
Spartan Fund Management Inc.
|
SELL
|
- |
-1.57K- 27.49% |
$229K - $247K
|
4.13K
$408K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.57K- 2.8% |
$229K - $248K
|
54.5K
$5.38M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-1.58K- 15.22% |
$230K - $248K
|
8.77K
$866K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.58K- 28.67% |
$230K - $249K
|
3.93K
$388K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.6K- 2.55% |
$234K - $252K
|
61.1K
$6.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-1.61K- 0.41% |
$235K - $254K
|
394K
$38.9M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-1.61K- 0.41% |
$235K - $254K
|
394K
$38.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.62K- 2.82% |
$236K - $255K
|
55.7K
$5.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.62K- 34.31% |
$236K - $255K
|
3.1K
$306K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-1.62K- 1.07% |
$236K - $255K
|
150K
$14.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.62K- 5.4% |
$236K - $255K
|
28.3K
$2.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.65K- 2.0% |
$241K - $260K
|
80.8K
$7.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.66K- 28.54% |
$242K - $262K
|
4.16K
$410K
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
SELL
|
- |
-1.7K- 8.91% |
$248K - $268K
|
17.4K
$1.72M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.74K- 2.41% |
$254K - $274K
|
70.4K
$6.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.75K- 1.51% |
$255K - $276K
|
114K
$11.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.75K- 15.84% |
$256K - $277K
|
9.31K
$919K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.75K- 11.96% |
$256K - $277K
|
12.9K
$1.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-1.77K- 8.95% |
$259K - $279K
|
18K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-1.79K- 48.22% |
$261K - $282K
|
1.92K
$190K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.85K- 4.8% |
$270K - $292K
|
36.7K
$3.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.86K- 2.94% |
$271K - $293K
|
61.3K
$6.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.87K- 5.76% |
$273K - $295K
|
30.6K
$3.02M
|