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 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-184- 2.25% |
$28.2K - $30.4K
|
7.99K
$758K
|
|
|
Oct 31, 2023
Q3 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-185- 1.75% |
$28.4K - $30.6K
|
10.4K
$987K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-186- 1.5% |
$28.5K - $30.7K
|
12.2K
$1.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-187- 7.68% |
$28.7K - $30.9K
|
2.25K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-187- 0.96% |
$28.7K - $30.9K
|
19.2K
$1.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-188- 0.54% |
$28.9K - $31.1K
|
34.7K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-189- 8.54% |
$29K - $31.2K
|
2.02K
$192K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-191- 3.44% |
$29.3K - $31.6K
|
5.37K
$510K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-193- 7.05% |
$29.6K - $31.9K
|
2.54K
$242K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-193- 10.07% |
$29.6K - $31.9K
|
1.72K
$164K
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-193- 0.73% |
$29.6K - $31.9K
|
26.2K
$2.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-193- 1.13% |
$29.6K - $31.9K
|
16.9K
$1.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-194- 6.01% |
$29.8K - $32.1K
|
3.03K
$288K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-196- 1.52% |
$30.1K - $32.4K
|
12.7K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-196- 2.89% |
$30.1K - $32.4K
|
6.58K
$625K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-196- 3.87% |
$30.1K - $32.4K
|
4.88K
$463K
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-197- 0.28% |
$30.2K - $32.6K
|
70.2K
$6.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-197- 2.79% |
$30.2K - $32.6K
|
6.87K
$652K
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-198- 10.79% |
$30.4K - $32.7K
|
1.64K
$155K
|
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-200- 1.53% |
$30.7K - $33.1K
|
12.8K
$1.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-200- 8.15% |
$30.7K - $33.1K
|
2.26K
$214K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-203- 3.09% |
$31.2K - $33.5K
|
6.36K
$604K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-204- 3.81% |
$31.3K - $33.7K
|
5.16K
$490K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-205- 1.29% |
$31.5K - $33.9K
|
15.6K
$1.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-208- 0.75% |
$31.9K - $34.4K
|
27.6K
$2.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-208- 3.77% |
$31.9K - $34.4K
|
5.31K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-208- 0.98% |
$31.9K - $34.4K
|
21K
$1.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-209- 3.19% |
$32.1K - $34.5K
|
6.35K
$603K
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-209- 2.97% |
$32.1K - $34.5K
|
6.83K
$649K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-212- 0.95% |
$32.5K - $35K
|
22.1K
$2.1M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-212- 0.27% |
$32.5K - $35K
|
77K
$7.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-213- 1.46% |
$32.7K - $35.2K
|
14.4K
$1.37M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-214- 1.07% |
$32.8K - $35.4K
|
19.8K
$1.88M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-214- 0.58% |
$32.8K - $35.4K
|
36.5K
$3.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-215- 10.71% |
$33K - $35.5K
|
1.79K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-215- 12.21% |
$33K - $35.5K
|
1.55K
$147K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-216- 12.94% |
$33.2K - $35.7K
|
1.45K
$138K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-217- 2.0% |
$33.3K - $35.9K
|
10.6K
$1.01M
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-218- 4.39% |
$33.5K - $36K
|
4.74K
$450K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-221- 0.94% |
$33.9K - $36.5K
|
23.4K
$2.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-225- 1.09% |
$34.5K - $37.2K
|
20.4K
$1.94M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-225- 1.77% |
$34.5K - $37.2K
|
12.5K
$1.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-226- 0.44% |
$34.7K - $37.3K
|
50.6K
$4.8M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-227- 1.22% |
$34.8K - $37.5K
|
18.4K
$1.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-229- 10.34% |
$35.1K - $37.8K
|
1.99K
$188K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-229- 3.14% |
$35.1K - $37.8K
|
7.06K
$670K
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-230- 2.34% |
$35.3K - $38K
|
9.6K
$911K
|
|
|
Nov 14, 2023
Q3 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-231- 1.0% |
$35.5K - $38.2K
|
22.9K
$2.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-232- 0.54% |
$35.6K - $38.3K
|
42.9K
$4.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-232- 0.81% |
$35.6K - $38.3K
|
28.3K
$2.69M
|