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 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-66- 2.05% |
$9.96K - $11.2K
|
3.15K
$306K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-66- 3.29% |
$9.96K - $11.2K
|
1.94K
$189K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-66- 3.0% |
$9.96K - $11.2K
|
2.13K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-66- 1.07% |
$9.96K - $11.2K
|
6.12K
$595K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-66- 1.28% |
$9.96K - $11.2K
|
5.11K
$497K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-68- 0.98% |
$10.3K - $11.5K
|
6.86K
$666K
|
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
SELL
|
- |
-68- 1.34% |
$10.3K - $11.5K
|
4.99K
$485K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-69- 1.26% |
$10.4K - $11.7K
|
5.41K
$526K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-71- 0.79% |
$10.7K - $12.1K
|
8.91K
$866K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-71- 2.7% |
$10.7K - $12.1K
|
2.56K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-71- 3.74% |
$10.7K - $12.1K
|
1.83K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-71- 12.91% |
$10.7K - $12.1K
|
479
$46.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-72- 2.17% |
$10.9K - $12.2K
|
3.25K
$316K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-72- 0.49% |
$10.9K - $12.2K
|
14.8K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-72- 2.16% |
$10.9K - $12.2K
|
3.26K
$317K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-73- 3.24% |
$11K - $12.4K
|
2.18K
$212K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-74- 1.58% |
$11.2K - $12.6K
|
4.62K
$449K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-74- 4.73% |
$11.2K - $12.6K
|
1.49K
$145K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-75- 0.85% |
$11.3K - $12.7K
|
8.7K
$846K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-75- 0.12% |
$11.3K - $12.7K
|
65K
$6.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-75- 0.39% |
$11.3K - $12.7K
|
19K
$1.84M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-75- 2.35% |
$11.3K - $12.7K
|
3.11K
$302K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-75- 0.64% |
$11.3K - $12.7K
|
11.7K
$1.14M
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-75- 2.64% |
$11.3K - $12.7K
|
2.76K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-76- 0.24% |
$11.5K - $12.9K
|
31.3K
$3.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-77- 5.15% |
$11.6K - $13.1K
|
1.42K
$138K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-77- 0.94% |
$11.6K - $13.1K
|
8.15K
$792K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-79- 2.11% |
$11.9K - $13.4K
|
3.67K
$357K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-79- 0.64% |
$11.9K - $13.4K
|
12.3K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-79- 1.47% |
$11.9K - $13.4K
|
5.31K
$516K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-80- 3.77% |
$12.1K - $13.6K
|
2.04K
$199K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-81- 0.86% |
$12.2K - $13.8K
|
9.37K
$911K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-81- 2.8% |
$12.2K - $13.8K
|
2.81K
$274K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-81- 0.66% |
$12.2K - $13.8K
|
12.3K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-81- 1.03% |
$12.2K - $13.8K
|
7.81K
$759K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-83- 2.66% |
$12.5K - $14.1K
|
3.04K
$296K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-84- 5.49% |
$12.7K - $14.3K
|
1.45K
$140K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-84- 2.82% |
$12.7K - $14.3K
|
2.9K
$281K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-85- 1.6% |
$12.8K - $14.4K
|
5.21K
$507K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-86- 2.8% |
$13K - $14.6K
|
2.98K
$290K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-86- 0.54% |
$13K - $14.6K
|
15.8K
$1.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-86- 1.98% |
$13K - $14.6K
|
4.26K
$414K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-87- 5.48% |
$13.1K - $14.8K
|
1.5K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-87- 4.85% |
$13.1K - $14.8K
|
1.71K
$166K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-88- 5.12% |
$13.3K - $14.9K
|
1.63K
$159K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-88- 4.33% |
$13.3K - $14.9K
|
1.94K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-88- 1.71% |
$13.3K - $14.9K
|
5.07K
$493K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-89- 8.26% |
$13.4K - $15.1K
|
989
$96.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-89- 1.69% |
$13.4K - $15.1K
|
5.18K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-89- 16.15% |
$13.4K - $15.1K
|
462
$44.9K
|