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 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-291- 1.48% |
$44.7K - $48.1K
|
19.4K
$1.85M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-292- 3.02% |
$44.8K - $48.3K
|
9.38K
$891K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-298- 1.86% |
$45.7K - $49.2K
|
15.7K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-299- 1.92% |
$45.9K - $49.4K
|
15.3K
$1.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-300- 12.49% |
$46K - $49.6K
|
2.1K
$200K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-300- 11.81% |
$46K - $49.6K
|
2.24K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-300- 0.33% |
$46K - $49.6K
|
90.7K
$8.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-301- 1.18% |
$46.2K - $49.7K
|
25.2K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-302- 3.35% |
$46.4K - $49.9K
|
8.71K
$827K
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-304- 0.5% |
$46.7K - $50.2K
|
60.8K
$5.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-304- 7.0% |
$46.7K - $50.2K
|
4.04K
$383K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-305- 0.63% |
$46.8K - $50.4K
|
47.8K
$4.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-307- 1.85% |
$47.1K - $50.7K
|
16.3K
$1.55M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-309- 6.94% |
$47.4K - $51.1K
|
4.15K
$394K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-309- 10.38% |
$47.4K - $51.1K
|
2.67K
$253K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-310- 1.02% |
$47.6K - $51.2K
|
30K
$2.85M
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-312- 6.59% |
$47.9K - $51.6K
|
4.42K
$420K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-314- 1.36% |
$48.2K - $51.9K
|
22.7K
$2.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-315- 4.88% |
$48.3K - $52.1K
|
6.13K
$582K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-315- 1.34% |
$48.3K - $52.1K
|
23.1K
$2.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-318- 2.02% |
$48.8K - $52.5K
|
15.4K
$1.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-320- 80.0% |
$49.1K - $52.9K
|
80
$7.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-325- 0.4% |
$49.9K - $53.7K
|
80.5K
$7.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-325- 8.73% |
$49.9K - $53.7K
|
3.4K
$323K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-326- 11.91% |
$50K - $53.9K
|
2.41K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-326- 4.31% |
$50K - $53.9K
|
7.24K
$687K
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-330- 12.49% |
$50.7K - $54.5K
|
2.31K
$220K
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
SELL
|
- |
-335- 0.82% |
$51.4K - $55.4K
|
40.3K
$3.83M
|
|
|
Oct 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-336- 2.03% |
$51.6K - $55.5K
|
16.2K
$1.54M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-337- 16.8% |
$51.7K - $55.7K
|
1.67K
$158K
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-337- 1.94% |
$51.7K - $55.7K
|
17K
$1.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-340- 4.55% |
$52.2K - $56.2K
|
7.13K
$677K
|
|
|
Oct 31, 2023
Q3 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-340- 9.58% |
$52.2K - $56.2K
|
3.21K
$305K
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-340- 7.33% |
$52.2K - $56.2K
|
4.3K
$408K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-341- 4.89% |
$52.3K - $56.4K
|
6.63K
$630K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-342- 5.61% |
$52.5K - $56.5K
|
5.75K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-345- 2.46% |
$53K - $57K
|
13.7K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-347- 6.89% |
$53.3K - $57.3K
|
4.69K
$446K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-347- 0.84% |
$53.3K - $57.3K
|
40.9K
$3.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-349- 3.16% |
$53.6K - $57.7K
|
10.7K
$1.02M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-350- 19.15% |
$53.7K - $57.8K
|
1.48K
$140K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-353- 7.11% |
$54.2K - $58.3K
|
4.61K
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-360- 3.53% |
$55.3K - $59.5K
|
9.84K
$934K
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-365- 6.96% |
$56K - $60.3K
|
4.88K
$463K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-370- 14.71% |
$56.8K - $61.1K
|
2.15K
$204K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-370- 45.34% |
$56.8K - $61.1K
|
446
$42.4K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-370- 1.95% |
$56.8K - $61.1K
|
18.6K
$1.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-371- 2.72% |
$56.9K - $61.3K
|
13.2K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-375- 8.48% |
$57.6K - $62K
|
4.05K
$384K
|
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-376- 2.7% |
$57.7K - $62.1K
|
13.5K
$1.29M
|