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 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
136+ 0.36% |
$20.9K - $22.5K
|
37.5K
$3.84M
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
136+ 2.05% |
$20.9K - $22.5K
|
6.79K
$695K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
136+ 2.81% |
$20.9K - $22.5K
|
4.98K
$510K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
133+ 0.65% |
$20.4K - $22K
|
20.6K
$2.12M
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
133+ 7.02% |
$20.4K - $22K
|
2.03K
$208K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
132+ 9.8% |
$20.3K - $21.8K
|
1.48K
$152K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
132+ 1.49% |
$20.3K - $21.8K
|
9.02K
$924K
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
131+ 3.66% |
$20.1K - $21.6K
|
3.71K
$381K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
130+ 3.08% |
$20K - $21.5K
|
4.34K
$445K
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
130+ 0.29% |
$20K - $21.5K
|
44.8K
$4.59M
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
130+ 0.29% |
$20K - $21.5K
|
44.8K
$4.59M
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
128+ 0.94% |
$19.6K - $21.2K
|
13.7K
$1.41M
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
128+ 1.01% |
$19.6K - $21.2K
|
12.8K
$1.31M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
127+ 0.67% |
$19.5K - $21K
|
19K
$1.94M
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
127+ 6.42% |
$19.5K - $21K
|
2.11K
$216K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
127+ 1.02% |
$19.5K - $21K
|
12.6K
$1.29M
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
125+ 6.8% |
$19.2K - $20.7K
|
1.96K
$201K
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
125+ 5.93% |
$19.2K - $20.7K
|
2.23K
$229K
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
125+ 3.31% |
$19.2K - $20.7K
|
3.9K
$400K
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
124+ 0.15% |
$19K - $20.5K
|
84K
$8.61M
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
124+ 1.03% |
$19K - $20.5K
|
12.2K
$1.25M
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
123+ 2.16% |
$18.9K - $20.3K
|
5.81K
$596K
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
123+ 6.45% |
$18.9K - $20.3K
|
2.03K
$208K
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
123+ 0.61% |
$18.9K - $20.3K
|
20.4K
$2.09M
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
122+ 2.3% |
$18.7K - $20.2K
|
5.43K
$556K
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
122+ 3.05% |
$18.7K - $20.2K
|
4.12K
$422K
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
121+ 0.72% |
$18.6K - $20K
|
16.9K
$1.73M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
116+ 0.41% |
$17.8K - $19.2K
|
28.2K
$2.89M
|
|
Oct 17, 2023
Q3 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
115+ 0.35% |
$17.7K - $19K
|
33.1K
$3.39M
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
114+ 33.83% |
$17.5K - $18.8K
|
451
$46.2K
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
114+ 1.61% |
$17.5K - $18.8K
|
7.2K
$738K
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
113+ 0.43% |
$17.3K - $18.7K
|
26.1K
$2.68M
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
112+ 1.0% |
$17.2K - $18.5K
|
11.3K
$1.16M
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
112+ 3.83% |
$17.2K - $18.5K
|
3.04K
$312K
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
BUY
|
- |
111+ 0.4% |
$17K - $18.3K
|
27.6K
$2.83M
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
111+ 0.42% |
$17K - $18.3K
|
26.4K
$2.7M
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
110+ 5.92% |
$16.9K - $18.2K
|
1.97K
$202K
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
109+ 2.33% |
$16.7K - $18K
|
4.79K
$490K
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
109+ 0.29% |
$16.7K - $18K
|
37.9K
$3.89M
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
107+ 2.95% |
$16.4K - $17.7K
|
3.73K
$382K
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
107+ 0.21% |
$16.4K - $17.7K
|
49.9K
$5.11M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
105+ 3.75% |
$16.1K - $17.4K
|
2.91K
$298K
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
104+ 3.76% |
$16K - $17.2K
|
2.87K
$294K
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
104+ 2.1% |
$16K - $17.2K
|
5.05K
$518K
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
104+ 2.88% |
$16K - $17.2K
|
3.71K
$380K
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
102+ 7.32% |
$15.7K - $16.9K
|
1.5K
$153K
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
102+ 1.74% |
$15.7K - $16.9K
|
5.96K
$610K
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
100+ 3.19% |
$15.3K - $16.5K
|
3.24K
$332K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
100New |
$15.3K - $16.5K
|
100
$10.2K
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
100+ 4.99% |
$15.3K - $16.5K
|
2.1K
$216K
|