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
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.62K- 4.45% |
$556K - $599K
|
77.7K
$7.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.66K- 0.83% |
$561K - $604K
|
436K
$43M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.76K- 5.79% |
$577K - $622K
|
61.2K
$6.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-3.8K- 60.54% |
$583K - $628K
|
2.48K
$245K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-3.82K- 3.16% |
$586K - $630K
|
117K
$11.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.85K- 7.26% |
$591K - $636K
|
49.2K
$4.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.9K- 7.32% |
$599K - $644K
|
49.4K
$4.87M
|
|
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-3.92K- 64.13% |
$601K - $647K
|
2.19K
$216K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.98K- 83.37% |
$611K - $658K
|
794
$78.4K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.02K- 1.93% |
$617K - $664K
|
204K
$20.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.03K- 53.8% |
$618K - $665K
|
3.46K
$341K
|
|
|
Oct 25, 2023
Q3 2023
|
Hixon Zuercher, LLC
|
SELL
|
- |
-4.08K- 10.37% |
$626K - $674K
|
35.3K
$3.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.09K- 3.72% |
$627K - $675K
|
106K
$10.4M
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-4.12K- 76.68% |
$633K - $681K
|
1.25K
$124K
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4.13K- 14.18% |
$633K - $682K
|
25K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.13K- 1.76% |
$635K - $683K
|
230K
$22.8M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-4.19K- 5.27% |
$644K - $693K
|
75.3K
$7.44M
|
|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-4.3K- 30.95% |
$660K - $711K
|
9.6K
$947K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-4.39K- 40.95% |
$674K - $725K
|
6.33K
$625K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.4K- 43.67% |
$675K - $727K
|
5.67K
$560K
|
|
|
Oct 26, 2023
Q3 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-4.43K- 10.43% |
$680K - $732K
|
38K
$3.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-4.44K- 68.15% |
$682K - $734K
|
2.08K
$205K
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-4.48K- 4.17% |
$687K - $740K
|
103K
$10.2M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.52K- 12.69% |
$694K - $747K
|
31.1K
$3.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-4.56K- 4.91% |
$699K - $753K
|
88.2K
$8.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-4.58K- 1.08% |
$703K - $757K
|
419K
$41.4M
|
|
|
May 19, 2025
Q3 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-4.59K- 51.08% |
$704K - $758K
|
4.39K
$434K
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.62K- 0.57% |
$709K - $763K
|
811K
$80M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.65K- 28.3% |
$713K - $768K
|
11.8K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.79K- 0.58% |
$735K - $791K
|
816K
$80.6M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.94K- 13.84% |
$757K - $816K
|
30.7K
$3.03M
|
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-5K- 12.92% |
$767K - $826K
|
33.7K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-5K- 40.0% |
$767K - $826K
|
7.5K
$740K
|
|
|
Nov 09, 2023
Q3 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-5.05K- 1.32% |
$775K - $835K
|
376K
$37.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.11K- 0.92% |
$784K - $844K
|
548K
$54.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.18K- 38.52% |
$795K - $856K
|
8.27K
$816K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.19K- 22.23% |
$796K - $857K
|
18.2K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.2K- 6.96% |
$799K - $860K
|
69.6K
$6.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.23K- 45.65% |
$802K - $863K
|
6.22K
$614K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-5.39K- 1.47% |
$827K - $890K
|
361K
$35.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.4K- 14.83% |
$829K - $892K
|
31K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-5.52K- 42.73% |
$848K - $913K
|
7.4K
$731K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.58K- 87.45% |
$857K - $923K
|
801
$79.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5.61K- 6.56% |
$860K - $926K
|
79.8K
$7.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-5.73K- 94.76% |
$879K - $947K
|
317
$31.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.81K- 10.06% |
$891K - $960K
|
51.9K
$5.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-5.82K- 69.55% |
$893K - $962K
|
2.55K
$252K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.95K- 8.32% |
$914K - $984K
|
65.6K
$6.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-5.96K- 43.56% |
$915K - $986K
|
7.73K
$763K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.08K- 5.05% |
$932K - $1M
|
114K
$11.3M
|