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 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
3.49KNew |
$535K - $576K
|
3.49K
$331K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.48K+ 16.05% |
$533K - $574K
|
25.1K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.46K+ 165.05% |
$531K - $572K
|
5.56K
$528K
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.45KNew |
$529K - $570K
|
3.45K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
3.41K+ 147.98% |
$523K - $563K
|
5.71K
$542K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
3.4K+ 170.05% |
$522K - $562K
|
5.4K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.39K+ 4.63% |
$520K - $560K
|
76.5K
$7.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.39KNew |
$520K - $559K
|
3.39K
$321K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
3.37K+ 11.96% |
$517K - $557K
|
31.5K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
3.32K+ 227.97% |
$509K - $548K
|
4.77K
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.3K+ 0.5% |
$507K - $546K
|
663K
$63M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.3K+ 1.67% |
$507K - $545K
|
201K
$19.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.26KNew |
$501K - $539K
|
3.26K
$310K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.24K+ 10.79% |
$498K - $536K
|
33.3K
$3.16M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
3.18K+ 1.41% |
$489K - $526K
|
228K
$21.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.14K+ 1.1% |
$483K - $520K
|
290K
$27.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.1K+ 188.29% |
$476K - $513K
|
4.75K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.07KNew |
$471K - $507K
|
3.07K
$292K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.04K+ 12.93% |
$467K - $503K
|
26.6K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3.04K+ 39.39% |
$467K - $502K
|
10.8K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.02K+ 4.45% |
$464K - $499K
|
70.9K
$6.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.01K+ 5.82% |
$462K - $497K
|
54.7K
$5.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
BUY
|
- |
2.97K+ 17.68% |
$456K - $491K
|
19.8K
$1.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
2.94K+ 4.95% |
$452K - $486K
|
62.4K
$5.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
2.94K+ 50.15% |
$452K - $486K
|
8.81K
$836K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.94K+ 58.35% |
$451K - $486K
|
7.98K
$758K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.91K+ 79.44% |
$447K - $481K
|
6.58K
$625K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.91K+ 6.28% |
$446K - $480K
|
49.2K
$4.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.89K+ 10.34% |
$443K - $477K
|
30.8K
$2.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.86K+ 10.76% |
$440K - $473K
|
29.5K
$2.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.85K+ 5.77% |
$437K - $470K
|
52.2K
$4.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.82K+ 1.56% |
$433K - $467K
|
184K
$17.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
2.82K+ 17.45% |
$432K - $465K
|
19K
$1.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.79K+ 8.74% |
$429K - $462K
|
34.7K
$3.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
2.77K+ 50.23% |
$425K - $458K
|
8.29K
$787K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.73K+ 2.58% |
$419K - $451K
|
109K
$10.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.72K+ 70.02% |
$417K - $449K
|
6.6K
$627K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.72K+ 107.65% |
$417K - $449K
|
5.24K
$497K
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
2.7KNew |
$414K - $446K
|
2.7K
$256K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.67K+ 14.11% |
$410K - $442K
|
21.6K
$2.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.66K+ 16.48% |
$408K - $440K
|
18.8K
$1.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.61K+ 8.84% |
$401K - $431K
|
32.2K
$3.05M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.6K+ 1.2% |
$399K - $430K
|
220K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.58K+ 64450.0% |
$396K - $426K
|
2.58K
$245K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.54K+ 35.93% |
$390K - $420K
|
9.61K
$912K
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.54KNew |
$389K - $419K
|
2.54K
$241K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.53K+ 4.36% |
$389K - $418K
|
60.6K
$5.75M
|
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
2.53K+ 5.22% |
$388K - $418K
|
51K
$4.85M
|
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
2.53K+ 5.22% |
$388K - $418K
|
51K
$4.85M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.52K+ 2.32% |
$387K - $417K
|
111K
$10.6M
|