Purchases and Sales Made in Q4 2023 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q4 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 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-14- 0.34% |
$2.11K - $2.38K
|
4.08K
$387K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-14- 1.97% |
$2.11K - $2.38K
|
695
$65.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-14- 0.07% |
$2.11K - $2.38K
|
19.4K
$1.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-14- 0.71% |
$2.11K - $2.38K
|
1.96K
$185K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-14- 0.83% |
$2.11K - $2.38K
|
1.68K
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-14- 0.53% |
$2.11K - $2.38K
|
2.63K
$249K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-14- 1.97% |
$2.11K - $2.38K
|
695
$65.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-15- 0.57% |
$2.26K - $2.55K
|
2.61K
$248K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-16- 0.05% |
$2.41K - $2.72K
|
33.7K
$3.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-17- 1.19% |
$2.56K - $2.89K
|
1.41K
$134K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-17- 0.97% |
$2.56K - $2.89K
|
1.73K
$164K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-18- 0.06% |
$2.72K - $3.06K
|
28.4K
$2.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-18- 0.12% |
$2.72K - $3.06K
|
14.5K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-18- 0.87% |
$2.72K - $3.06K
|
2.05K
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-18- 0.7% |
$2.72K - $3.06K
|
2.57K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-18- 0.36% |
$2.72K - $3.06K
|
4.99K
$473K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-19- 0.15% |
$2.87K - $3.23K
|
12.5K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-20- 0.35% |
$3.02K - $3.4K
|
5.76K
$546K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-20- 0.13% |
$3.02K - $3.4K
|
15.9K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-20- 0.35% |
$3.02K - $3.4K
|
5.73K
$543K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-20- 0.28% |
$3.02K - $3.4K
|
7.17K
$679K
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-20- 0.8% |
$3.02K - $3.4K
|
2.49K
$236K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-20- 1.4% |
$3.02K - $3.4K
|
1.41K
$133K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-21- 0.66% |
$3.17K - $3.57K
|
3.14K
$298K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-21- 0.25% |
$3.17K - $3.57K
|
8.4K
$796K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-21- 1.26% |
$3.17K - $3.57K
|
1.65K
$156K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-22- 0.07% |
$3.32K - $3.74K
|
29.9K
$2.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-22- 0.31% |
$3.32K - $3.74K
|
7.02K
$665K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-23- 25.27% |
$3.47K - $3.9K
|
68
$6.45K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-23- 0.14% |
$3.47K - $3.9K
|
15.9K
$1.51M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-25- 0.34% |
$3.77K - $4.24K
|
7.41K
$702K
|
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-25- 0.55% |
$3.77K - $4.24K
|
4.48K
$425K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-25- 1.4% |
$3.77K - $4.24K
|
1.77K
$167K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-25- 0.47% |
$3.77K - $4.24K
|
5.25K
$498K
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-25- 0.29% |
$3.77K - $4.24K
|
8.65K
$820K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-25- 0.64% |
$3.77K - $4.24K
|
3.9K
$370K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-25- 0.76% |
$3.77K - $4.24K
|
3.26K
$309K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-25- 0.41% |
$3.77K - $4.24K
|
6.13K
$581K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-25- 0.18% |
$3.77K - $4.24K
|
13.7K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-25- 0.3% |
$3.77K - $4.24K
|
8.22K
$779K
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-25- 0.36% |
$3.77K - $4.24K
|
6.88K
$652K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-25- 1.03% |
$3.77K - $4.24K
|
2.4K
$227K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-26- 1.99% |
$3.92K - $4.41K
|
1.28K
$121K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-26- 0.47% |
$3.92K - $4.41K
|
5.48K
$519K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-26- 0.44% |
$3.92K - $4.41K
|
5.93K
$562K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-27- 0.35% |
$4.07K - $4.58K
|
7.65K
$725K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-27- 0.46% |
$4.07K - $4.58K
|
5.79K
$548K
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-27- 1.2% |
$4.07K - $4.58K
|
2.23K
$211K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-27- 0.38% |
$4.07K - $4.58K
|
7.13K
$676K
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-28- 0.44% |
$4.22K - $4.75K
|
6.37K
$604K
|