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 01, 2023
Q2 2023
|
Ninepoint Partners LP
|
BUY
|
- |
4.03KNew |
$588K - $635K
|
4.03K
$366K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4K+ 516.8% |
$584K - $631K
|
4.77K
$434K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.95K+ 9.94% |
$577K - $623K
|
43.7K
$3.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.94K+ 2.19% |
$576K - $622K
|
184K
$16.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.93K+ 7.27% |
$574K - $620K
|
58K
$5.27M
|
|
|
Sep 04, 2024
Q2 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
3.91K+ 74.09% |
$571K - $617K
|
9.19K
$835K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.89KNew |
$568K - $614K
|
3.89K
$353K
|
|
|
Aug 14, 2023
Q2 2023
|
Resonate Capital, LLC
San Francisco, CA |
BUY
|
- |
3.89KNew |
$568K - $613K
|
3.89K
$353K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
3.85K+ 2.08% |
$562K - $607K
|
189K
$17.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.79K+ 17.68% |
$553K - $597K
|
25.2K
$2.29M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.73K+ 14.26% |
$544K - $588K
|
29.8K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.68K+ 2.43% |
$537K - $580K
|
155K
$14.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.68KNew |
$537K - $580K
|
3.68K
$334K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.67K+ 49.61% |
$535K - $578K
|
11.1K
$1M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.62KNew |
$529K - $571K
|
3.62K
$329K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
3.61K+ 13.2% |
$527K - $569K
|
30.9K
$2.81M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
3.6KNew |
$525K - $567K
|
3.6K
$326K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.5K+ 8.35% |
$511K - $552K
|
45.4K
$4.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.5K+ 137.34% |
$511K - $552K
|
6.05K
$549K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.49K+ 0.8% |
$509K - $550K
|
442K
$40.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.41K+ 63.77% |
$498K - $538K
|
8.76K
$795K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3.39K+ 52.29% |
$495K - $534K
|
9.86K
$895K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.38K+ 20.31% |
$494K - $533K
|
20K
$1.82M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.38K+ 11.36% |
$493K - $533K
|
33.1K
$3.01M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.36K+ 10.44% |
$491K - $530K
|
35.6K
$3.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Humankind Investments LLC
|
BUY
|
- |
3.36K+ 50.32% |
$491K - $530K
|
10K
$911K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.35K+ 1.7% |
$489K - $529K
|
201K
$18.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.35KNew |
$489K - $528K
|
3.35K
$304K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.32K+ 17.18% |
$485K - $524K
|
22.7K
$2.06M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.32K+ 5.68% |
$485K - $524K
|
61.8K
$5.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
3.25K+ 34.21% |
$475K - $513K
|
12.8K
$1.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
3.24K+ 0.87% |
$473K - $510K
|
375K
$34.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.18K+ 216.28% |
$464K - $501K
|
4.64K
$422K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3.14K+ 20.26% |
$459K - $495K
|
18.6K
$1.69M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.07K+ 74.06% |
$448K - $484K
|
7.21K
$655K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.05K+ 2.6% |
$445K - $481K
|
120K
$10.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
3.03K+ 3.43% |
$443K - $478K
|
91.4K
$8.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.98K+ 82.11% |
$435K - $470K
|
6.61K
$600K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.96K+ 5.08% |
$432K - $466K
|
61.2K
$5.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.91K+ 80.54% |
$425K - $459K
|
6.52K
$592K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.9K+ 49.94% |
$424K - $458K
|
8.71K
$791K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
2.89K+ 4.64% |
$422K - $456K
|
65.2K
$5.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
2.82KNew |
$412K - $445K
|
2.82K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.81K+ 2.36% |
$410K - $443K
|
122K
$11.1M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.8K+ 4.29% |
$409K - $442K
|
68.1K
$6.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.79K+ 5.51% |
$408K - $440K
|
53.5K
$4.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.79K+ 142.8% |
$407K - $439K
|
4.74K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.78KNew |
$407K - $439K
|
2.78K
$253K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.77K+ 5.31% |
$404K - $436K
|
54.9K
$4.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.76K+ 3.14% |
$404K - $436K
|
90.9K
$8.25M
|