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 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-126- 0.68% |
$19.3K - $20.8K
|
18.5K
$1.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-126- 3.18% |
$19.3K - $20.8K
|
3.84K
$365K
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-126- 4.49% |
$19.3K - $20.8K
|
2.68K
$255K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-127- 0.87% |
$19.5K - $21K
|
14.5K
$1.37M
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-128- 0.42% |
$19.6K - $21.2K
|
30.7K
$2.91M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-133- 3.59% |
$20.4K - $22K
|
3.57K
$339K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-133- 6.67% |
$20.4K - $22K
|
1.86K
$177K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-136- 1.27% |
$20.9K - $22.5K
|
10.6K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-136- 3.1% |
$20.9K - $22.5K
|
4.25K
$403K
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-137- 1.7% |
$21K - $22.6K
|
7.93K
$753K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-137- 0.9% |
$21K - $22.6K
|
15K
$1.43M
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-137- 0.7% |
$21K - $22.6K
|
19.5K
$1.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-138- 9.31% |
$21.2K - $22.8K
|
1.34K
$128K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-138- 6.34% |
$21.2K - $22.8K
|
2.04K
$194K
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-138- 2.17% |
$21.2K - $22.8K
|
6.21K
$590K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-140- 0.02% |
$21.5K - $23.1K
|
756K
$71.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-140- 1.64% |
$21.5K - $23.1K
|
8.37K
$795K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-141- 1.05% |
$21.6K - $23.3K
|
13.3K
$1.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-143- 0.43% |
$21.9K - $23.6K
|
32.9K
$3.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-145- 0.84% |
$22.3K - $24K
|
17.2K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-145- 2.45% |
$22.3K - $24K
|
5.77K
$548K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-147- 9.83% |
$22.6K - $24.3K
|
1.35K
$128K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-147- 8.76% |
$22.6K - $24.3K
|
1.53K
$145K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-147- 3.38% |
$22.6K - $24.3K
|
4.2K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-148- 4.04% |
$22.7K - $24.5K
|
3.51K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-148- 7.97% |
$22.7K - $24.5K
|
1.71K
$162K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-150- 0.35% |
$23K - $24.8K
|
43K
$4.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-150- 7.64% |
$23K - $24.8K
|
1.81K
$172K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-151- 5.1% |
$23.2K - $25K
|
2.81K
$267K
|
|
|
Oct 23, 2023
Q3 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-155- 0.53% |
$23.8K - $25.6K
|
29K
$2.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-156- 1.47% |
$23.9K - $25.8K
|
10.5K
$993K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-156- 1.48% |
$23.9K - $25.8K
|
10.4K
$988K
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-157- 5.53% |
$24.1K - $25.9K
|
2.68K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-157- 0.58% |
$24.1K - $25.9K
|
27K
$2.56M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-161- 7.48% |
$24.7K - $26.6K
|
1.99K
$189K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-162- 3.19% |
$24.9K - $26.8K
|
4.91K
$466K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-162- 10.13% |
$24.9K - $26.8K
|
1.44K
$137K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-166- 9.04% |
$25.5K - $27.4K
|
1.67K
$159K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-168- 0.2% |
$25.8K - $27.8K
|
85.5K
$8.11M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-170- 1.74% |
$26.1K - $28.1K
|
9.59K
$911K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-170- 2.62% |
$26.1K - $28.1K
|
6.31K
$599K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-171- 2.37% |
$26.2K - $28.3K
|
7.04K
$669K
|
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-174- 11.98% |
$26.7K - $28.8K
|
1.28K
$121K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-177- 0.56% |
$27.2K - $29.2K
|
31.2K
$2.96M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-178- 2.01% |
$27.3K - $29.4K
|
8.68K
$824K
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-180- 1.44% |
$27.6K - $29.7K
|
12.4K
$1.17M
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-180- 0.64% |
$27.6K - $29.7K
|
28K
$2.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-181- 1.69% |
$27.8K - $29.9K
|
10.5K
$999K
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-181- 0.43% |
$27.8K - $29.9K
|
41.8K
$3.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-182- 0.09% |
$27.9K - $30.1K
|
206K
$19.5M
|