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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-4.12K- 76.68% |
$633K - $681K
|
1.25K
$115K
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4.13K- 14.18% |
$633K - $682K
|
25K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.13K- 1.76% |
$635K - $683K
|
230K
$21.2M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-4.19K- 5.27% |
$644K - $693K
|
75.3K
$6.93M
|
|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-4.3K- 30.95% |
$660K - $711K
|
9.6K
$882K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-4.39K- 40.95% |
$674K - $725K
|
6.33K
$582K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.4K- 43.67% |
$675K - $727K
|
5.67K
$522K
|
|
|
Oct 26, 2023
Q3 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-4.43K- 10.43% |
$680K - $732K
|
38K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-4.44K- 68.15% |
$682K - $734K
|
2.08K
$191K
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-4.48K- 4.17% |
$687K - $740K
|
103K
$9.47M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.52K- 12.69% |
$694K - $747K
|
31.1K
$2.86M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-4.56K- 4.91% |
$699K - $753K
|
88.2K
$8.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-4.58K- 1.08% |
$703K - $757K
|
419K
$38.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.62K- 0.57% |
$709K - $763K
|
811K
$74.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.65K- 28.3% |
$713K - $768K
|
11.8K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.79K- 0.58% |
$735K - $791K
|
816K
$75M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.94K- 13.84% |
$757K - $816K
|
30.7K
$2.82M
|
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-5K- 12.92% |
$767K - $826K
|
33.7K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-5K- 40.0% |
$767K - $826K
|
7.5K
$690K
|
|
|
Nov 09, 2023
Q3 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-5.05K- 1.32% |
$775K - $835K
|
376K
$34.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.11K- 0.92% |
$784K - $844K
|
548K
$50.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.18K- 38.52% |
$795K - $856K
|
8.27K
$760K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.19K- 22.23% |
$796K - $857K
|
18.2K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.2K- 6.96% |
$799K - $860K
|
69.6K
$6.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.23K- 45.65% |
$802K - $863K
|
6.22K
$572K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-5.39K- 1.47% |
$827K - $890K
|
361K
$33.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.4K- 14.83% |
$829K - $892K
|
31K
$2.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-5.52K- 42.73% |
$848K - $913K
|
7.4K
$681K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.58K- 87.45% |
$857K - $923K
|
801
$73.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5.61K- 6.56% |
$860K - $926K
|
79.8K
$7.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-5.73K- 94.76% |
$879K - $947K
|
317
$29.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.81K- 10.06% |
$891K - $960K
|
51.9K
$4.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-5.82K- 69.55% |
$893K - $962K
|
2.55K
$234K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.95K- 8.32% |
$914K - $984K
|
65.6K
$6.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-5.96K- 43.56% |
$915K - $986K
|
7.73K
$710K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.08K- 5.05% |
$932K - $1M
|
114K
$10.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6.18K- 17.36% |
$948K - $1.02M
|
29.4K
$2.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-6.2K- 8.34% |
$952K - $1.02M
|
68.2K
$6.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-6.26K- 3.23% |
$961K - $1.03M
|
187K
$17.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-6.28K- 14.7% |
$964K - $1.04M
|
36.4K
$3.35M
|
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-6.52K- 13.38% |
$1M - $1.08M
|
42.2K
$3.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6.73K- 4.67% |
$1.03M - $1.11M
|
137K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.76K- 3.07% |
$1.04M - $1.12M
|
213K
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-6.8K- 3.6% |
$1.04M - $1.12M
|
182K
$16.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.81K- 38.97% |
$1.04M - $1.13M
|
10.7K
$980K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-6.99K- 12.23% |
$1.07M - $1.16M
|
50.2K
$4.61M
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-7.03K- 19.06% |
$1.08M - $1.16M
|
29.8K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.14K- 35.95% |
$1.1M - $1.18M
|
12.7K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.16K- 2.76% |
$1.1M - $1.18M
|
253K
$23.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-7.32K- 48.84% |
$1.12M - $1.21M
|
7.67K
$705K
|