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 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-842- 16.48% |
$129K - $139K
|
4.27K
$405K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-852- 19.32% |
$131K - $141K
|
3.56K
$338K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-854- 1.34% |
$131K - $141K
|
62.8K
$5.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-858- 8.93% |
$132K - $142K
|
8.75K
$831K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-870- 15.65% |
$134K - $144K
|
4.69K
$445K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-870- 5.07% |
$134K - $144K
|
16.3K
$1.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-871- 0.57% |
$134K - $144K
|
152K
$14.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-874- 16.85% |
$134K - $144K
|
4.31K
$410K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-875- 0.79% |
$134K - $145K
|
111K
$10.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-878- 2.79% |
$135K - $145K
|
30.6K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-888- 6.04% |
$136K - $147K
|
13.8K
$1.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-896- 1.61% |
$138K - $148K
|
54.9K
$5.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-898- 1.23% |
$138K - $148K
|
72.1K
$6.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-900- 22.78% |
$138K - $149K
|
3.05K
$290K
|
|
|
Oct 13, 2023
Q3 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-900- 40.3% |
$138K - $149K
|
1.33K
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-900- 23.57% |
$138K - $149K
|
2.92K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-900- 0.78% |
$138K - $149K
|
114K
$10.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-919- 3.32% |
$141K - $152K
|
26.8K
$2.54M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-923- 35.03% |
$142K - $153K
|
1.71K
$163K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-928- 13.28% |
$142K - $153K
|
6.06K
$575K
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-928- 0.89% |
$142K - $153K
|
103K
$9.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-938- 2.49% |
$144K - $155K
|
36.8K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-940- 13.38% |
$144K - $155K
|
6.09K
$578K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-952- 10.97% |
$146K - $157K
|
7.73K
$734K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-952- 10.97% |
$146K - $157K
|
7.73K
$734K
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
SELL
|
- |
-956- 1.27% |
$147K - $158K
|
74.2K
$7.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-973- 2.3% |
$149K - $161K
|
41.4K
$3.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-987- 27.34% |
$151K - $163K
|
2.62K
$249K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-991- 4.9% |
$152K - $164K
|
19.2K
$1.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-992- 4.01% |
$152K - $164K
|
23.8K
$2.26M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1K- 8.47% |
$153K - $165K
|
10.8K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Pensionfund Sabic
|
SELL
|
- |
-1K- 5.32% |
$153K - $165K
|
17.8K
$1.69M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1K- 1.32% |
$153K - $165K
|
74.6K
$7.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1K- 50.0% |
$153K - $165K
|
1K
$95K
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1K- 36.87% |
$153K - $165K
|
1.71K
$163K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1K- 14.26% |
$154K - $165K
|
6.02K
$571K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.01K- 1.05% |
$155K - $167K
|
95.2K
$9.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.03K- 4.56% |
$159K - $171K
|
21.6K
$2.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.05K- 5.46% |
$161K - $174K
|
18.2K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.08K- 1.48% |
$166K - $178K
|
71.8K
$6.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1.08K- 4.23% |
$166K - $179K
|
24.5K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.09K- 3.54% |
$167K - $179K
|
29.6K
$2.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 6.08% |
$169K - $182K
|
17K
$1.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-1.11K- 0.54% |
$170K - $183K
|
205K
$19.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.12K- 6.36% |
$171K - $184K
|
16.4K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.12K- 1.86% |
$172K - $185K
|
59.2K
$5.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.13K- 4.49% |
$173K - $186K
|
24K
$2.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-1.13K- 0.48% |
$173K - $186K
|
232K
$22M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.13K- 1.54% |
$173K - $186K
|
72.3K
$6.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.13K- 11.21% |
$173K - $187K
|
8.95K
$850K
|