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 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-378- 4.57% |
$58K - $62.5K
|
7.89K
$750K
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-378- 3.9% |
$58K - $62.5K
|
9.31K
$884K
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-382- 3.26% |
$58.6K - $63.1K
|
11.3K
$1.08M
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-383- 2.23% |
$58.8K - $63.3K
|
16.8K
$1.59M
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-388- 1.22% |
$59.6K - $64.1K
|
31.3K
$2.97M
|
|
Nov 13, 2023
Q3 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-391- 2.73% |
$60K - $64.6K
|
13.9K
$1.32M
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-395- 4.47% |
$60.6K - $65.3K
|
8.44K
$802K
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-395- 4.56% |
$60.6K - $65.3K
|
8.28K
$786K
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-397- 2.44% |
$60.9K - $65.6K
|
15.9K
$1.51M
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-400- 16.35% |
$61.4K - $66.1K
|
2.05K
$194K
|
|
Oct 24, 2023
Q3 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-400- 3.64% |
$61.4K - $66.1K
|
10.6K
$1M
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-401- 11.1% |
$61.5K - $66.3K
|
3.21K
$305K
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-402- 1.63% |
$61.7K - $66.4K
|
24.2K
$2.3M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-402- 0.13% |
$61.7K - $66.4K
|
315K
$29.9M
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-404- 2.13% |
$62K - $66.8K
|
18.5K
$1.76M
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-407- 0.83% |
$62.5K - $67.3K
|
48.4K
$4.59M
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-407- 4.38% |
$62.5K - $67.3K
|
8.89K
$844K
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-409- 11.0% |
$62.8K - $67.6K
|
3.31K
$314K
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-410- 2.42% |
$62.9K - $67.8K
|
16.5K
$1.57M
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-412- 61.95% |
$63.2K - $68.1K
|
253
$24K
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-413- 0.74% |
$63.4K - $68.2K
|
55.5K
$5.27M
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-418- 10.32% |
$64.2K - $69.1K
|
3.63K
$345K
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-421- 5.43% |
$64.6K - $69.6K
|
7.34K
$697K
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-421- 10.99% |
$64.6K - $69.6K
|
3.41K
$324K
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-421- 4.86% |
$64.6K - $69.6K
|
8.25K
$783K
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-427- 1.02% |
$65.5K - $70.6K
|
41.4K
$3.93M
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-427- 18.64% |
$65.5K - $70.6K
|
1.86K
$177K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-429- 21.47% |
$65.8K - $70.9K
|
1.57K
$149K
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-442- 26.44% |
$67.8K - $73K
|
1.23K
$117K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-447- 16.36% |
$68.6K - $73.9K
|
2.29K
$217K
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-450- 7.09% |
$69.1K - $74.4K
|
5.9K
$560K
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-455- 1.76% |
$69.8K - $75.2K
|
25.3K
$2.41M
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-455- 1.76% |
$69.8K - $75.2K
|
25.3K
$2.41M
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-458- 0.52% |
$70.3K - $75.7K
|
88.2K
$8.38M
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-465- 3.91% |
$71.4K - $76.8K
|
11.4K
$1.09M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-469- 1.06% |
$72K - $77.5K
|
43.8K
$4.16M
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-470- 6.07% |
$72.1K - $77.7K
|
7.27K
$690K
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-470- 4.51% |
$72.1K - $77.7K
|
9.95K
$944K
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
SELL
|
- |
-470- 3.56% |
$72.1K - $77.7K
|
12.7K
$1.21M
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-471- 3.95% |
$72.3K - $77.8K
|
11.5K
$1.09M
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-475- 2.24% |
$72.9K - $78.5K
|
20.7K
$1.97M
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-478- 21.21% |
$73.4K - $79K
|
1.78K
$169K
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-488- 8.01% |
$74.9K - $80.6K
|
5.6K
$532K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-488- 10.39% |
$74.9K - $80.6K
|
4.21K
$400K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-489- 3.64% |
$75.1K - $80.8K
|
12.9K
$1.23M
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-490- 1.68% |
$75.2K - $81K
|
28.7K
$2.73M
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-494- 24.9% |
$75.8K - $81.6K
|
1.49K
$141K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-496- 1.9% |
$76.1K - $82K
|
25.6K
$2.43M
|
|
Oct 05, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-500- 10.62% |
$76.7K - $82.6K
|
4.21K
$400K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-500- 1.66% |
$76.7K - $82.6K
|
29.6K
$2.81M
|