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 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-123- 0.81% |
$18.6K - $20.9K
|
15K
$1.46M
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-123- 0.16% |
$18.6K - $20.9K
|
75.2K
$7.31M
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-123- 2.07% |
$18.6K - $20.9K
|
5.82K
$566K
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-123- 1.17% |
$18.6K - $20.9K
|
10.4K
$1.01M
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-123- 2.22% |
$18.6K - $20.9K
|
5.42K
$527K
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-124- 1.0% |
$18.7K - $21.1K
|
12.3K
$1.2M
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-124- 5.7% |
$18.7K - $21.1K
|
2.05K
$199K
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-125- 4.44% |
$18.9K - $21.2K
|
2.69K
$261K
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-125- 2.56% |
$18.9K - $21.2K
|
4.75K
$462K
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-125- 5.23% |
$18.9K - $21.2K
|
2.27K
$220K
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-125- 0.63% |
$18.9K - $21.2K
|
19.7K
$1.92M
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-125- 0.57% |
$18.9K - $21.2K
|
21.7K
$2.11M
|
|
Feb 07, 2024
Q4 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-125- 0.62% |
$18.9K - $21.2K
|
20.2K
$1.96M
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-126- 1.41% |
$19K - $21.4K
|
8.81K
$856K
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-127- 2.96% |
$19.2K - $21.6K
|
4.17K
$405K
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-127- 5.41% |
$19.2K - $21.6K
|
2.22K
$216K
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-127- 0.44% |
$19.2K - $21.6K
|
29K
$2.82M
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-129- 0.81% |
$19.5K - $21.9K
|
15.9K
$1.54M
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-130- 0.97% |
$19.6K - $22.1K
|
13.2K
$1.28M
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-130- 6.56% |
$19.6K - $22.1K
|
1.85K
$180K
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-130- 2.96% |
$19.6K - $22.1K
|
4.26K
$414K
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-131- 5.84% |
$19.8K - $22.2K
|
2.11K
$205K
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-132- 9.08% |
$19.9K - $22.4K
|
1.32K
$128K
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-132- 3.43% |
$19.9K - $22.4K
|
3.72K
$361K
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-133- 0.36% |
$20.1K - $22.6K
|
36.5K
$3.54M
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-133- 1.74% |
$20.1K - $22.6K
|
7.49K
$728K
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-133- 1.64% |
$20.1K - $22.6K
|
7.99K
$777K
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-133- 3.02% |
$20.1K - $22.6K
|
4.27K
$415K
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-134- 3.96% |
$20.2K - $22.8K
|
3.25K
$316K
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-135- 9.01% |
$20.4K - $22.9K
|
1.36K
$132K
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-135- 1.88% |
$20.4K - $22.9K
|
7.04K
$684K
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-135- 8.44% |
$20.4K - $22.9K
|
1.46K
$142K
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-136- 0.56% |
$20.5K - $23.1K
|
24K
$2.33M
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-136- 1.49% |
$20.5K - $23.1K
|
8.97K
$872K
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-136- 0.55% |
$20.5K - $23.1K
|
24.4K
$2.37M
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-139- 2.91% |
$21K - $23.6K
|
4.65K
$452K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-139- 0.45% |
$21K - $23.6K
|
30.6K
$2.98M
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-140- 7.43% |
$21.1K - $23.8K
|
1.74K
$169K
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-140- 6.35% |
$21.1K - $23.8K
|
2.07K
$201K
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-141- 0.76% |
$21.3K - $23.9K
|
18.3K
$1.78M
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
SELL
|
- |
-142- 0.48% |
$21.4K - $24.1K
|
29.3K
$2.85M
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-143- 1.89% |
$21.6K - $24.3K
|
7.43K
$723K
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-144- 4.32% |
$21.7K - $24.4K
|
3.19K
$310K
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-145- 1.02% |
$21.9K - $24.6K
|
14.1K
$1.37M
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-145- 0.26% |
$21.9K - $24.6K
|
55K
$5.35M
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-148- 1.57% |
$22.3K - $25.1K
|
9.3K
$904K
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-148- 8.48% |
$22.3K - $25.1K
|
1.6K
$155K
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-148- 0.92% |
$22.3K - $25.1K
|
15.9K
$1.55M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-149- 1.62% |
$22.5K - $25.3K
|
9.07K
$882K
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
SELL
|
- |
-150- 0.49% |
$22.6K - $25.5K
|
30.6K
$2.98M
|