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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
184+ 10.63% |
$28.2K - $30.4K
|
1.92K
$196K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
182+ 38.32% |
$27.9K - $30.1K
|
657
$67.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
181+ 4.1% |
$27.8K - $29.9K
|
4.6K
$471K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
181+ 6.25% |
$27.8K - $29.9K
|
3.08K
$316K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
180+ 0.64% |
$27.6K - $29.7K
|
28.4K
$2.91M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
180+ 3.12% |
$27.6K - $29.7K
|
5.95K
$610K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
179+ 2.63% |
$27.5K - $29.6K
|
7K
$717K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
177+ 1.51% |
$27.2K - $29.2K
|
11.9K
$1.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
176+ 5.84% |
$27K - $29.1K
|
3.19K
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
175+ 0.52% |
$26.9K - $28.9K
|
33.7K
$3.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
174+ 2.11% |
$26.7K - $28.8K
|
8.42K
$862K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
172+ 5.82% |
$26.4K - $28.4K
|
3.13K
$320K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
171+ 0.88% |
$26.2K - $28.3K
|
19.6K
$2.01M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
171+ 1.24% |
$26.2K - $28.3K
|
14K
$1.43M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
170+ 2.83% |
$26.1K - $28.1K
|
6.18K
$633K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
169+ 4.83% |
$25.9K - $27.9K
|
3.67K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
168+ 4.49% |
$25.8K - $27.8K
|
3.91K
$401K
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
167+ 1.59% |
$25.6K - $27.6K
|
10.7K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
167+ 1.27% |
$25.6K - $27.6K
|
13.3K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
167+ 8.22% |
$25.6K - $27.6K
|
2.2K
$225K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
166+ 0.1% |
$25.5K - $27.4K
|
174K
$17.8M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
166+ 2.56% |
$25.5K - $27.4K
|
6.65K
$681K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
164+ 0.12% |
$25.2K - $27.1K
|
142K
$14.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
163+ 0.3% |
$25K - $26.9K
|
54.6K
$5.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
162+ 3.68% |
$24.9K - $26.8K
|
4.56K
$468K
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
160+ 11.67% |
$24.6K - $26.4K
|
1.53K
$157K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
160+ 9.99% |
$24.6K - $26.4K
|
1.76K
$180K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
160+ 24.5% |
$24.6K - $26.4K
|
813
$83.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
159+ 10.22% |
$24.4K - $26.3K
|
1.72K
$176K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
158+ 0.27% |
$24.3K - $26.1K
|
58.3K
$5.98M
|
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
156+ 5.15% |
$23.9K - $25.8K
|
3.19K
$327K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
155+ 0.15% |
$23.8K - $25.6K
|
106K
$10.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
155New |
$23.8K - $25.6K
|
155
$15.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
154+ 0.84% |
$23.6K - $25.4K
|
18.5K
$1.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
150+ 7.24% |
$23K - $24.8K
|
2.22K
$228K
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
BUY
|
- |
150+ 2.57% |
$23K - $24.8K
|
5.99K
$614K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
150+ 5.14% |
$23K - $24.8K
|
3.07K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
150+ 2.94% |
$23K - $24.8K
|
5.25K
$537K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
150+ 4.82% |
$23K - $24.8K
|
3.26K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
150+ 1.23% |
$23K - $24.8K
|
12.4K
$1.27M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
149+ 1490.0% |
$22.9K - $24.6K
|
159
$16.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
145+ 5.49% |
$22.3K - $24K
|
2.79K
$285K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
144+ 7.78% |
$22.1K - $23.8K
|
2K
$204K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
143+ 0.59% |
$21.9K - $23.6K
|
24.2K
$2.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
140+ 1.04% |
$21.5K - $23.1K
|
13.7K
$1.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
139+ 6.66% |
$21.3K - $23K
|
2.23K
$228K
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
137+ 1.65% |
$21K - $22.6K
|
8.46K
$867K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
137+ 5.01% |
$21K - $22.6K
|
2.87K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
137+ 1.92% |
$21K - $22.6K
|
7.26K
$744K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
137+ 5.99% |
$21K - $22.6K
|
2.43K
$248K
|