Purchases and Sales Made in Q3 2023 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.63K+ 5.26% |
$249K - $269K
|
32.5K
$3.21M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.62K+ 4.27% |
$249K - $268K
|
39.5K
$3.9M
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.62KNew |
$248K - $267K
|
1.62K
$160K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.61K+ 7.81% |
$247K - $266K
|
22.2K
$2.19M
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.6K+ 1.84% |
$246K - $264K
|
88.4K
$8.73M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 4.01% |
$245K - $264K
|
41.4K
$4.09M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.56K+ 3.74% |
$239K - $258K
|
43.2K
$4.27M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.54K+ 8.46% |
$237K - $255K
|
19.8K
$1.95M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.54K+ 3.35% |
$237K - $255K
|
47.6K
$4.7M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.54K+ 30.29% |
$236K - $254K
|
6.62K
$654K
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.54KNew |
$236K - $254K
|
1.54K
$152K
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.54K+ 50.81% |
$236K - $254K
|
4.57K
$451K
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
1.54K+ 0.41% |
$236K - $254K
|
377K
$37.2M
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1.54K+ 85.63% |
$236K - $254K
|
3.33K
$329K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.52K+ 4.67% |
$233K - $250K
|
34K
$3.36M
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.49K+ 5.63% |
$229K - $246K
|
27.9K
$2.76M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.49K+ 5.21% |
$229K - $246K
|
30.1K
$2.97M
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.49K+ 4.08% |
$228K - $246K
|
37.9K
$3.74M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.48K+ 8.2% |
$228K - $245K
|
19.6K
$1.93M
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
BUY
|
- |
1.48K+ 5.91% |
$227K - $245K
|
26.6K
$2.62M
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.47K+ 3.01% |
$226K - $244K
|
50.4K
$4.97M
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.47K+ 3.95% |
$225K - $242K
|
38.6K
$3.81M
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.46K+ 25.94% |
$224K - $241K
|
7.09K
$700K
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.46KNew |
$223K - $241K
|
1.46K
$144K
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.45KNew |
$223K - $240K
|
1.45K
$143K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.45K+ 2.7% |
$223K - $240K
|
55.2K
$5.45M
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.44K+ 14.24% |
$221K - $238K
|
11.5K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.43K+ 25.57% |
$220K - $237K
|
7.04K
$695K
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.43KNew |
$220K - $237K
|
1.43K
$142K
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.43K+ 8.51% |
$220K - $237K
|
18.3K
$1.8M
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.43K+ 51.7% |
$219K - $236K
|
4.19K
$414K
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.43KNew |
$219K - $236K
|
1.43K
$141K
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
1.42K+ 1.33% |
$217K - $234K
|
107K
$10.6M
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
1.41K+ 21.92% |
$216K - $232K
|
7.82K
$772K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.4K+ 1.33% |
$214K - $231K
|
106K
$10.5M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.39K+ 366.84% |
$214K - $230K
|
1.77K
$175K
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.39KNew |
$214K - $230K
|
1.39K
$137K
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.39K+ 2.49% |
$214K - $230K
|
57.1K
$5.64M
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.39KNew |
$213K - $229K
|
1.39K
$137K
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.38K+ 103.14% |
$212K - $228K
|
2.72K
$269K
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
1.38KNew |
$212K - $228K
|
1.38K
$136K
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.38KNew |
$212K - $228K
|
1.38K
$136K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.38K+ 12.19% |
$211K - $227K
|
12.7K
$1.25M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.37K+ 17.69% |
$211K - $227K
|
9.14K
$902K
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.37KNew |
$210K - $226K
|
1.37K
$135K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.37K+ 50.37% |
$210K - $226K
|
4.08K
$402K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.36K+ 50.43% |
$209K - $225K
|
4.06K
$401K
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1.36KNew |
$209K - $225K
|
1.36K
$134K
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.35KNew |
$207K - $223K
|
1.35K
$133K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.35KNew |
$207K - $223K
|
1.35K
$133K
|