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
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-500- 12.95% |
$76.7K - $82.6K
|
3.36K
$319K
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-500- 10.42% |
$76.7K - $82.6K
|
4.3K
$408K
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-500- 2.79% |
$76.7K - $82.6K
|
17.4K
$1.66M
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-501- 13.83% |
$76.9K - $82.8K
|
3.12K
$296K
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-507- 1.01% |
$77.8K - $83.8K
|
49.5K
$4.7M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-514- 0.53% |
$78.9K - $84.9K
|
96.2K
$9.13M
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-515- 3.42% |
$79K - $85.1K
|
14.5K
$1.38M
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-516- 0.76% |
$79.2K - $85.3K
|
67.5K
$6.41M
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-520- 1.17% |
$79.8K - $85.9K
|
43.8K
$4.16M
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-522- 1.97% |
$80.1K - $86.3K
|
25.9K
$2.46M
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-525- 0.96% |
$80.6K - $86.8K
|
54.2K
$5.15M
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-526- 0.86% |
$80.7K - $86.9K
|
60.8K
$5.77M
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-527- 1.12% |
$80.9K - $87.1K
|
46.4K
$4.41M
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-535- 2.54% |
$82.1K - $88.4K
|
20.5K
$1.95M
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-537- 14.51% |
$82.4K - $88.7K
|
3.17K
$301K
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-539- 8.16% |
$82.7K - $89.1K
|
6.07K
$576K
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-545- 3.21% |
$83.7K - $90.1K
|
16.4K
$1.56M
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-546- 23.42% |
$83.8K - $90.2K
|
1.79K
$170K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-548- 0.6% |
$84.1K - $90.6K
|
90.6K
$8.6M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-549- 3.07% |
$84.3K - $90.7K
|
17.3K
$1.64M
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-549- 7.36% |
$84.3K - $90.7K
|
6.91K
$656K
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-550- 5.92% |
$84.4K - $90.9K
|
8.74K
$829K
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-554- 11.39% |
$85K - $91.5K
|
4.31K
$409K
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-554- 5.84% |
$85K - $91.5K
|
8.93K
$848K
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-555- 18.22% |
$85.2K - $91.7K
|
2.49K
$237K
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-561- 48.07% |
$86.1K - $92.7K
|
606
$57.5K
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-562- 0.73% |
$86.3K - $92.9K
|
76.2K
$7.24M
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-568- 12.64% |
$87.2K - $93.9K
|
3.92K
$373K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-569- 0.3% |
$87.3K - $94K
|
186K
$17.7M
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-572- 17.01% |
$87.8K - $94.5K
|
2.79K
$265K
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-575- 2.22% |
$88.3K - $95K
|
25.3K
$2.41M
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-578- 3.41% |
$88.7K - $95.5K
|
16.4K
$1.55M
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-578- 17.51% |
$88.7K - $95.5K
|
2.72K
$259K
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-582- 0.58% |
$89.3K - $96.2K
|
99.1K
$9.41M
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-583- 6.76% |
$89.5K - $96.3K
|
8.05K
$764K
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-588- 0.46% |
$90.3K - $97.2K
|
126K
$12M
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-592- 3.2% |
$90.9K - $97.8K
|
17.9K
$1.7M
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-598- 1.26% |
$91.8K - $98.8K
|
47K
$4.46M
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-599- 0.07% |
$91.9K - $99K
|
840K
$79.7M
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-600- 4.02% |
$92.1K - $99.2K
|
14.3K
$1.36M
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-600- 5.45% |
$92.1K - $99.2K
|
10.4K
$989K
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-600- 18.11% |
$92.1K - $99.2K
|
2.71K
$258K
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-600- 6.38% |
$92.1K - $99.2K
|
8.8K
$836K
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-602- 6.0% |
$92.4K - $99.5K
|
9.43K
$896K
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-609- 1.87% |
$93.5K - $101K
|
31.9K
$3.03M
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-609- 1.78% |
$93.5K - $101K
|
33.7K
$3.2M
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-611- 2.7% |
$93.8K - $101K
|
22K
$2.09M
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-612- 2.2% |
$93.9K - $101K
|
27.2K
$2.58M
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-618- 1.41% |
$94.9K - $102K
|
43.2K
$4.1M
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-621- 5.67% |
$95.3K - $103K
|
10.3K
$981K
|