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 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.76K+ 10.26% |
$403K - $435K
|
29.7K
$2.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.76KNew |
$403K - $435K
|
2.76K
$250K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.75K+ 13.37% |
$401K - $433K
|
23.3K
$2.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.72K+ 8.98% |
$398K - $429K
|
33K
$3M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.68K+ 1.01% |
$391K - $422K
|
267K
$24.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.59K+ 12.46% |
$378K - $408K
|
23.3K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.51K+ 6.55% |
$366K - $395K
|
40.8K
$3.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
2.41K+ 50.96% |
$353K - $381K
|
7.15K
$649K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
2.4K+ 23.06% |
$351K - $379K
|
12.8K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
2.4K+ 2.46% |
$350K - $378K
|
99.9K
$9.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
2.39KNew |
$349K - $377K
|
2.39K
$217K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.38K+ 117.68% |
$348K - $376K
|
4.41K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
2.32K+ 13.01% |
$339K - $367K
|
20.2K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.32K+ 8.25% |
$339K - $366K
|
30.4K
$2.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.32K+ 2.39% |
$338K - $365K
|
99.1K
$9M
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2.3KNew |
$337K - $363K
|
2.3K
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.29K+ 0.35% |
$334K - $360K
|
660K
$59.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.22K+ 46.74% |
$324K - $350K
|
6.97K
$633K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.22K+ 3.04% |
$324K - $350K
|
75.2K
$6.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.21K+ 4.33% |
$323K - $349K
|
53.3K
$4.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.21KNew |
$322K - $348K
|
2.21K
$200K
|
|
|
Jul 18, 2023
Q2 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
2.19KNew |
$320K - $346K
|
2.19K
$199K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.19K+ 46.1% |
$319K - $345K
|
6.93K
$629K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.19K+ 4.3% |
$319K - $345K
|
53.1K
$4.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.18KNew |
$318K - $344K
|
2.18K
$198K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
2.16K+ 108.76% |
$315K - $341K
|
4.15K
$376K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.15K+ 6.06% |
$315K - $340K
|
37.7K
$3.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.14K+ 29.23% |
$313K - $338K
|
9.47K
$860K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.14KNew |
$313K - $338K
|
2.14K
$194K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.14K+ 7.5% |
$312K - $337K
|
30.6K
$2.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.12K+ 0.39% |
$310K - $334K
|
540K
$49M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.11K+ 5.08% |
$308K - $333K
|
43.6K
$3.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
2.1K+ 5.21% |
$307K - $332K
|
42.5K
$3.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.1KNew |
$306K - $331K
|
2.1K
$190K
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.09KNew |
$305K - $329K
|
2.09K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.08KNew |
$303K - $327K
|
2.08K
$189K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.06K+ 11.41% |
$300K - $324K
|
20.1K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.05K+ 27.7% |
$299K - $323K
|
9.45K
$858K
|
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
2.04KNew |
$297K - $321K
|
2.04K
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.03KNew |
$297K - $320K
|
2.03K
$184K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
2K+ 58.82% |
$292K - $315K
|
5.4K
$490K
|
|
|
Aug 11, 2023
Q2 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
2KNew |
$292K - $315K
|
2K
$182K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
2K+ 10.38% |
$292K - $315K
|
21.2K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.99K+ 7.89% |
$291K - $314K
|
27.2K
$2.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.98KNew |
$290K - $313K
|
1.98K
$180K
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
1.98K+ 2.65% |
$290K - $313K
|
76.8K
$6.97M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.98K+ 17.7% |
$289K - $312K
|
13.2K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.96K+ 18.23% |
$287K - $309K
|
12.7K
$1.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.96KNew |
$286K - $309K
|
1.96K
$178K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.95KNew |
$285K - $307K
|
1.95K
$177K
|