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
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-626- 10.58% |
$96.1K - $103K
|
5.29K
$502K
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-627- 0.73% |
$96.2K - $104K
|
85.7K
$8.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-629- 80.95% |
$96.5K - $104K
|
148
$14.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-633- 2.32% |
$97.2K - $105K
|
26.7K
$2.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-634- 5.69% |
$97.3K - $105K
|
10.5K
$998K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-638- 29.44% |
$97.9K - $105K
|
1.53K
$145K
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-640- 1.66% |
$98.2K - $106K
|
37.9K
$3.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
SELL
|
- |
-654- 2.08% |
$100K - $108K
|
30.8K
$2.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-656- 4.73% |
$101K - $108K
|
13.2K
$1.26M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-656- 13.26% |
$101K - $108K
|
4.29K
$408K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-657- 2.53% |
$101K - $109K
|
25.3K
$2.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-664- 3.59% |
$102K - $110K
|
17.8K
$1.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-672- 3.08% |
$103K - $111K
|
21.2K
$2.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-672- 26.89% |
$103K - $111K
|
1.83K
$173K
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-678- 4.74% |
$104K - $112K
|
13.6K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-680- 5.22% |
$104K - $112K
|
12.3K
$1.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-681- 9.43% |
$105K - $113K
|
6.54K
$621K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-694- 1.32% |
$107K - $115K
|
51.9K
$4.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-694- 11.49% |
$107K - $115K
|
5.35K
$508K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-695- 4.48% |
$107K - $115K
|
14.8K
$1.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-696- 3.96% |
$107K - $115K
|
16.9K
$1.6M
|
|
|
Nov 02, 2023
Q3 2023
|
William Allan, LLC
|
SELL
|
- |
-696- 2.31% |
$107K - $115K
|
29.4K
$2.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-702- 1.03% |
$108K - $116K
|
67.7K
$6.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-703- 3.72% |
$108K - $116K
|
18.2K
$1.73M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-706- 0.43% |
$108K - $117K
|
164K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-707- 9.31% |
$109K - $117K
|
6.89K
$654K
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-708- 9.89% |
$109K - $117K
|
6.45K
$612K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-718- 1.52% |
$110K - $119K
|
46.6K
$4.42M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-718- 7.09% |
$110K - $119K
|
9.4K
$893K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-723- 7.16% |
$111K - $119K
|
9.38K
$890K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-725- 1.46% |
$111K - $120K
|
48.9K
$4.64M
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-733- 1.43% |
$113K - $121K
|
50.6K
$4.8M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-733- 1.97% |
$113K - $121K
|
36.5K
$3.47M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-734- 4.22% |
$113K - $121K
|
16.7K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-742- 3.38% |
$114K - $123K
|
21.2K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-742- 16.56% |
$114K - $123K
|
3.74K
$355K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-745- 4.61% |
$114K - $123K
|
15.4K
$1.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-748- 4.81% |
$115K - $124K
|
14.8K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-760- 4.49% |
$117K - $126K
|
16.2K
$1.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-762- 5.51% |
$117K - $126K
|
13.1K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-766- 34.96% |
$118K - $127K
|
1.43K
$135K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-772- 1.49% |
$118K - $128K
|
50.9K
$4.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-776- 37.38% |
$119K - $128K
|
1.3K
$123K
|
|
|
Nov 14, 2023
Q3 2023
|
Page Arthur B
|
SELL
|
- |
-780- 5.38% |
$120K - $129K
|
13.7K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-782- 1.73% |
$120K - $129K
|
44.5K
$4.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-800- 10.97% |
$123K - $132K
|
6.49K
$616K
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-800- 13.11% |
$123K - $132K
|
5.3K
$503K
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-800- 2.65% |
$123K - $132K
|
29.4K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-817- 67.24% |
$125K - $135K
|
398
$37.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-833- 5.93% |
$128K - $138K
|
13.2K
$1.25M
|