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 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-209- 3.09% |
$31.5K - $35.5K
|
6.55K
$681K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-209- 6.57% |
$31.5K - $35.5K
|
2.97K
$309K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-210- 3.92% |
$31.7K - $35.7K
|
5.14K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-210- 1.75% |
$31.7K - $35.7K
|
11.8K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-213- 0.49% |
$32.1K - $36.2K
|
43K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-214- 62.21% |
$32.3K - $36.3K
|
130
$13.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-218- 0.43% |
$32.9K - $37K
|
50.8K
$5.28M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-218- 0.43% |
$32.9K - $37K
|
50.8K
$5.28M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-220- 1.19% |
$33.2K - $37.4K
|
18.3K
$1.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-224- 2.17% |
$33.8K - $38K
|
10.1K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-227- 13.32% |
$34.2K - $38.5K
|
1.48K
$154K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-228- 7.14% |
$34.4K - $38.7K
|
2.97K
$309K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-229- 9.67% |
$34.5K - $38.9K
|
2.14K
$222K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-229- 4.4% |
$34.5K - $38.9K
|
4.98K
$518K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-230- 3.05% |
$34.7K - $39K
|
7.32K
$761K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-230- 2.55% |
$34.7K - $39K
|
8.78K
$913K
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-231- 12.7% |
$34.8K - $39.2K
|
1.59K
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-232- 3.93% |
$35K - $39.4K
|
5.67K
$590K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-236- 3.1% |
$35.6K - $40.1K
|
7.37K
$767K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-239- 2.62% |
$36.1K - $40.6K
|
8.9K
$925K
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-239- 0.53% |
$36.1K - $40.6K
|
44.6K
$4.64M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-239- 0.53% |
$36.1K - $40.6K
|
44.6K
$4.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-245- 1.92% |
$37K - $41.6K
|
12.5K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-245- 3.75% |
$37K - $41.6K
|
6.3K
$655K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-246- 4.22% |
$37.1K - $41.8K
|
5.58K
$580K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-246- 1.79% |
$37.1K - $41.8K
|
13.5K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-247- 0.51% |
$37.3K - $41.9K
|
48.1K
$5.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-248- 0.72% |
$37.4K - $42.1K
|
34.3K
$3.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-250- 9.53% |
$37.7K - $42.4K
|
2.37K
$247K
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-250- 0.75% |
$37.7K - $42.4K
|
33K
$3.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-250- 5.45% |
$37.7K - $42.4K
|
4.34K
$451K
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-250- 2.92% |
$37.7K - $42.4K
|
8.31K
$864K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-252- 1.58% |
$38K - $42.8K
|
15.7K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-252- 3.17% |
$38K - $42.8K
|
7.71K
$801K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-252- 1.74% |
$38K - $42.8K
|
14.2K
$1.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-253- 5.75% |
$38.2K - $43K
|
4.15K
$431K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-254- 0.52% |
$38.3K - $43.1K
|
48.9K
$5.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-255- 15.62% |
$38.5K - $43.3K
|
1.38K
$143K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-255- 0.91% |
$38.5K - $43.3K
|
27.8K
$2.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-256- 2.82% |
$38.6K - $43.5K
|
8.83K
$918K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-258- 2.78% |
$38.9K - $43.8K
|
9.04K
$940K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-259- 7.44% |
$39.1K - $44K
|
3.22K
$335K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-260- 2.41% |
$39.2K - $44.1K
|
10.5K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-261- 0.91% |
$39.4K - $44.3K
|
28.4K
$2.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-263- 2.55% |
$39.7K - $44.7K
|
10.1K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-264- 7.98% |
$39.8K - $44.8K
|
3.04K
$317K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-265- 14.42% |
$40K - $45K
|
1.57K
$164K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-265- 2.16% |
$40K - $45K
|
12K
$1.25M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-270- 3.32% |
$40.7K - $45.8K
|
7.87K
$818K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-272- 8.38% |
$41K - $46.2K
|
2.97K
$309K
|