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 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.5K- 13.01% |
$383K - $412K
|
16.7K
$1.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-2.5K- 52.78% |
$384K - $413K
|
2.24K
$210K
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.56K- 4.23% |
$393K - $423K
|
58K
$5.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.56K- 4.14% |
$393K - $424K
|
59.4K
$5.59M
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.58K- 36.21% |
$396K - $427K
|
4.55K
$428K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-2.62K- 12.85% |
$402K - $432K
|
17.7K
$1.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.64K- 3.14% |
$406K - $437K
|
81.6K
$7.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.65K- 2.08% |
$406K - $437K
|
124K
$11.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.67K- 30.66% |
$410K - $442K
|
6.05K
$569K
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-2.72K- 5.94% |
$417K - $449K
|
43K
$4.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-2.73K- 8.45% |
$419K - $451K
|
29.6K
$2.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.75K- 26.59% |
$422K - $454K
|
7.59K
$714K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.76K- 97.35% |
$423K - $456K
|
75
$7.06K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.82K- 10.1% |
$432K - $465K
|
25.1K
$2.36M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.86K- 8.66% |
$438K - $472K
|
30.1K
$2.83M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.88K- 0.95% |
$441K - $475K
|
301K
$28.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.93K- 17.62% |
$450K - $485K
|
13.7K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.96K- 5.54% |
$454K - $489K
|
50.5K
$4.75M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-2.98K- 40.57% |
$457K - $492K
|
4.36K
$411K
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
SELL
|
- |
-2.99K- 13.65% |
$459K - $495K
|
18.9K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3K- 6.63% |
$460K - $495K
|
42.2K
$3.97M
|
|
|
Oct 27, 2023
Q3 2023
|
Westwood Management Corp
|
SELL
|
- |
-3K- 8.15% |
$460K - $496K
|
33.8K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.01K- 2.65% |
$463K - $498K
|
111K
$10.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-3.02K- 16.57% |
$463K - $498K
|
15.2K
$1.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.14K- 42.35% |
$481K - $518K
|
4.27K
$402K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.18K- 1.97% |
$488K - $526K
|
158K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-3.2K- 38.74% |
$491K - $528K
|
5.06K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-3.25K- 3.81% |
$498K - $536K
|
81.8K
$7.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.3K- 2.61% |
$507K - $545K
|
123K
$11.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.34K- 15.72% |
$512K - $551K
|
17.9K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.4K- 11.46% |
$521K - $561K
|
26.2K
$2.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.42K- 24.44% |
$525K - $565K
|
10.6K
$995K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.47K- 18.52% |
$532K - $573K
|
15.3K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.49K- 0.98% |
$535K - $576K
|
353K
$33.2M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.49K- 0.98% |
$535K - $576K
|
353K
$33.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.53K- 24.07% |
$542K - $584K
|
11.1K
$1.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-3.6K- 1.23% |
$552K - $594K
|
289K
$27.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.62K- 4.45% |
$556K - $599K
|
77.7K
$7.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.66K- 0.83% |
$561K - $604K
|
436K
$41M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.76K- 5.79% |
$577K - $622K
|
61.2K
$5.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-3.8K- 60.54% |
$583K - $628K
|
2.48K
$233K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-3.82K- 3.16% |
$586K - $630K
|
117K
$11M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.85K- 7.26% |
$591K - $636K
|
49.2K
$4.63M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.9K- 7.32% |
$599K - $644K
|
49.4K
$4.64M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.98K- 83.37% |
$611K - $658K
|
794
$74.7K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.02K- 1.93% |
$617K - $664K
|
204K
$19.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.03K- 53.8% |
$618K - $665K
|
3.46K
$325K
|
|
|
Oct 25, 2023
Q3 2023
|
Hixon Zuercher, LLC
|
SELL
|
- |
-4.08K- 10.37% |
$626K - $674K
|
35.3K
$3.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.09K- 3.72% |
$627K - $675K
|
106K
$9.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4.13K- 14.18% |
$633K - $682K
|
25K
$2.35M
|