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 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.36KNew |
$783K - $845K
|
5.36K
$487K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.35K+ 4.17% |
$781K - $844K
|
134K
$12.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.24K+ 21.87% |
$765K - $827K
|
29.2K
$2.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
5.23KNew |
$764K - $825K
|
5.23K
$475K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
5.14K+ 17.18% |
$751K - $811K
|
35.1K
$3.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.14KNew |
$751K - $811K
|
5.14K
$467K
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5.14K+ 1.41% |
$751K - $811K
|
371K
$33.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.12K+ 81.01% |
$748K - $808K
|
11.4K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
5.1KNew |
$745K - $805K
|
5.1K
$463K
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
5.1K+ 38.93% |
$745K - $804K
|
18.2K
$1.65M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.07K+ 21.54% |
$741K - $800K
|
28.6K
$2.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
5.05K+ 9.14% |
$738K - $797K
|
60.3K
$5.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Grace & White Inc
|
BUY
|
- |
5K+ 136.99% |
$730K - $789K
|
8.65K
$786K
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4.98K+ 92.75% |
$727K - $785K
|
10.3K
$939K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.94K+ 0.61% |
$722K - $780K
|
813K
$73.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.94K+ 11.57% |
$722K - $780K
|
47.7K
$4.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
4.93K+ 331.85% |
$720K - $777K
|
6.41K
$582K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.92K+ 23.82% |
$718K - $776K
|
25.6K
$2.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
4.9K+ 12.49% |
$716K - $774K
|
44.2K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
4.89K+ 28.7% |
$715K - $772K
|
21.9K
$1.99M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
4.88K+ 19.04% |
$713K - $770K
|
30.5K
$2.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
4.83K+ 8.83% |
$705K - $761K
|
59.5K
$5.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
4.79K+ 47.13% |
$700K - $756K
|
15K
$1.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.72K+ 10.94% |
$689K - $744K
|
47.8K
$4.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
BUY
|
- |
4.7K+ 6.37% |
$687K - $742K
|
78.6K
$7.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.69K+ 14.08% |
$684K - $739K
|
37.9K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
4.62KNew |
$675K - $729K
|
4.62K
$420K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.58K+ 26.81% |
$669K - $722K
|
21.6K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
4.58K+ 2.2% |
$668K - $722K
|
213K
$19.3M
|
|
|
Nov 13, 2023
Q2 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
4.57K+ 3.81% |
$668K - $721K
|
125K
$11.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
BUY
|
- |
4.53KNew |
$661K - $714K
|
4.53K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.51K+ 10.49% |
$659K - $712K
|
47.6K
$4.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
4.51KNew |
$659K - $712K
|
4.51K
$410K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.51K+ 11.41% |
$659K - $711K
|
44K
$4M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
4.43K+ 6.06% |
$647K - $699K
|
77.6K
$7.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.39K+ 0.44% |
$641K - $693K
|
997K
$90.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.37K+ 9.59% |
$639K - $690K
|
50K
$4.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.35K+ 7.87% |
$635K - $686K
|
59.6K
$5.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.3K+ 171.18% |
$627K - $677K
|
6.8K
$618K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.29K+ 296.68% |
$627K - $677K
|
5.74K
$521K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.28K+ 36.52% |
$624K - $674K
|
16K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.26K+ 57.66% |
$622K - $672K
|
11.6K
$1.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.25KNew |
$620K - $670K
|
4.25K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.22K+ 36.97% |
$617K - $666K
|
15.6K
$1.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.21K+ 3.85% |
$615K - $664K
|
114K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
4.2K+ 131.25% |
$613K - $662K
|
7.4K
$672K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
4.16KNew |
$607K - $656K
|
4.16K
$377K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.1K+ 14.09% |
$599K - $646K
|
33.2K
$3.01M
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
4.09KNew |
$597K - $644K
|
4.09K
$371K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
4.08K+ 8.41% |
$596K - $644K
|
52.6K
$4.78M
|