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 |
|---|---|---|---|---|---|---|---|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.62K+ 4.68% |
$709K - $763K
|
103K
$9.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.61K+ 11.25% |
$708K - $762K
|
45.6K
$4.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.59K+ 0.5% |
$705K - $759K
|
916K
$85.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.58K+ 5.09% |
$703K - $757K
|
94.7K
$8.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
4.58KNew |
$703K - $757K
|
4.58K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.56K+ 19.56% |
$700K - $753K
|
27.9K
$2.61M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.52K+ 39.48% |
$694K - $747K
|
16K
$1.49M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.42KNew |
$679K - $731K
|
4.42K
$413K
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
4.4K+ 79.15% |
$675K - $727K
|
9.96K
$931K
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4.4K+ 2.87% |
$675K - $727K
|
158K
$14.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.4K+ 208.04% |
$675K - $727K
|
6.51K
$609K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.4KNew |
$675K - $727K
|
4.4K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.37K+ 100.62% |
$671K - $723K
|
8.72K
$816K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
4.29K+ 28.35% |
$659K - $709K
|
19.4K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.29K+ 109.25% |
$658K - $709K
|
8.22K
$768K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.26K+ 3.75% |
$654K - $704K
|
118K
$11M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.25K+ 1.99% |
$653K - $703K
|
218K
$20.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.25K+ 49.17% |
$652K - $701K
|
12.9K
$1.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.21K+ 13.74% |
$646K - $696K
|
34.9K
$3.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.19KNew |
$643K - $692K
|
4.19K
$392K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.12K+ 1.26% |
$632K - $680K
|
330K
$30.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4.07KNew |
$625K - $672K
|
4.07K
$380K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
4.03K+ 206.88% |
$618K - $666K
|
5.98K
$559K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.99K+ 1330.0% |
$612K - $659K
|
4.29K
$401K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.99K+ 30.1% |
$612K - $659K
|
17.2K
$1.61M
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.97KNew |
$609K - $656K
|
3.97K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.96K+ 14.54% |
$608K - $654K
|
31.2K
$2.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
3.92K+ 1.23% |
$602K - $648K
|
323K
$30.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.91K+ 9.54% |
$601K - $647K
|
45K
$4.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
BUY
|
- |
3.91K+ 12.21% |
$601K - $647K
|
36K
$3.36M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.87K+ 15.25% |
$594K - $639K
|
29.2K
$2.73M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.85KNew |
$591K - $637K
|
3.85K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.83KNew |
$588K - $633K
|
3.83K
$358K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.81K+ 74.95% |
$584K - $629K
|
8.88K
$831K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.8KNew |
$584K - $628K
|
3.8K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.79K+ 6.96% |
$581K - $626K
|
58.2K
$5.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
3.78K+ 4.38% |
$580K - $624K
|
89.9K
$8.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.77K+ 63.12% |
$579K - $623K
|
9.75K
$912K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
3.76K+ 1.24% |
$577K - $622K
|
307K
$28.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.75K+ 220.63% |
$576K - $620K
|
5.45K
$510K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.73K+ 6.09% |
$573K - $617K
|
65K
$6.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.64K+ 1.65% |
$559K - $602K
|
224K
$21M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
3.6K+ 28.8% |
$553K - $595K
|
16.1K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.59K+ 13.13% |
$551K - $594K
|
31K
$2.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.54K+ 64.77% |
$544K - $585K
|
9.01K
$843K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.54K+ 7.08% |
$543K - $585K
|
53.5K
$5.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
3.53K+ 4.59% |
$542K - $583K
|
80.3K
$7.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
3.51K+ 5.33% |
$538K - $580K
|
69.3K
$6.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.5K+ 0.93% |
$538K - $579K
|
380K
$35.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
3.49KNew |
$535K - $576K
|
3.49K
$326K
|