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 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.32KNew |
$203K - $219K
|
1.32K
$125K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.32KNew |
$203K - $218K
|
1.32K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.32K+ 3.23% |
$202K - $218K
|
42.1K
$3.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.32KNew |
$202K - $217K
|
1.32K
$124K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.31K+ 89.45% |
$202K - $217K
|
2.78K
$262K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.31KNew |
$201K - $216K
|
1.31K
$123K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.31KNew |
$201K - $216K
|
1.31K
$123K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.31KNew |
$200K - $216K
|
1.31K
$123K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.3KNew |
$199K - $214K
|
1.3K
$122K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.28K+ 0.2% |
$197K - $212K
|
640K
$60.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.28KNew |
$196K - $211K
|
1.28K
$120K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.27K+ 3.14% |
$196K - $211K
|
41.9K
$3.94M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.26K+ 18.67% |
$194K - $209K
|
8.04K
$756K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.26K+ 19.13% |
$194K - $209K
|
7.86K
$740K
|
|
|
Oct 10, 2023
Q3 2023
|
Foundation Resource Management Inc
|
BUY
|
- |
1.26K+ 24.54% |
$193K - $208K
|
6.38K
$601K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.26KNew |
$193K - $208K
|
1.26K
$118K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.26KNew |
$193K - $208K
|
1.26K
$118K
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.26KNew |
$193K - $208K
|
1.26K
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
BUY
|
- |
1.26KNew |
$193K - $208K
|
1.26K
$118K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.26KNew |
$193K - $208K
|
1.26K
$118K
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$193K - $207K
|
1.26K
$118K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.25KNew |
$192K - $207K
|
1.25K
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.25KNew |
$192K - $207K
|
1.25K
$118K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.25KNew |
$192K - $207K
|
1.25K
$118K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.25KNew |
$192K - $207K
|
1.25K
$118K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.23K+ 8.88% |
$188K - $203K
|
15K
$1.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
1.22K+ 3.28% |
$187K - $202K
|
38.4K
$3.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.22K+ 0.88% |
$187K - $202K
|
140K
$13.2M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.22K+ 0.88% |
$187K - $202K
|
140K
$13.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.22K+ 1.46% |
$187K - $202K
|
84.6K
$7.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.22K+ 5.31% |
$187K - $201K
|
24.2K
$2.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.21K+ 13.92% |
$186K - $200K
|
9.91K
$932K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.2K+ 0.49% |
$184K - $198K
|
246K
$23.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.2K+ 34.83% |
$184K - $198K
|
4.63K
$436K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.19K+ 3.92% |
$183K - $197K
|
31.6K
$2.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.19K+ 0.72% |
$183K - $197K
|
166K
$15.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
1.19K+ 5.0% |
$182K - $196K
|
24.9K
$2.34M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.17K+ 8.57% |
$180K - $194K
|
14.9K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.17K+ 62.68% |
$179K - $193K
|
3.03K
$285K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.16K+ 12.54% |
$178K - $192K
|
10.4K
$979K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.16K+ 55.45% |
$177K - $191K
|
3.24K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 11.18% |
$177K - $191K
|
11.5K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.15K+ 51.41% |
$176K - $190K
|
3.38K
$318K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.14K+ 9.03% |
$176K - $189K
|
13.8K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.14K+ 10.03% |
$175K - $188K
|
12.5K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.13K+ 9.04% |
$174K - $187K
|
13.6K
$1.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.12K+ 0.9% |
$172K - $185K
|
125K
$11.8M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.12K+ 10.97% |
$171K - $185K
|
11.3K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.12K+ 62.0% |
$171K - $184K
|
2.92K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.12K+ 2.76% |
$171K - $184K
|
41.5K
$3.9M
|