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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-334- 11.55% |
$50.4K - $56.7K
|
2.56K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-335- 6.75% |
$50.5K - $56.9K
|
4.63K
$481K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-335- 6.75% |
$50.5K - $56.9K
|
4.63K
$481K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-337- 75.39% |
$50.8K - $57.2K
|
110
$11.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-339- 1.77% |
$51.1K - $57.6K
|
18.8K
$1.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-341- 0.5% |
$51.4K - $57.9K
|
67.6K
$7.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-341- 17.9% |
$51.4K - $57.9K
|
1.56K
$163K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-342- 10.16% |
$51.6K - $58.1K
|
3.02K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-343- 2.45% |
$51.7K - $58.2K
|
13.6K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-346- 0.76% |
$52.2K - $58.7K
|
45.4K
$4.72M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-346- 18.08% |
$52.2K - $58.7K
|
1.57K
$163K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-347- 3.92% |
$52.3K - $58.9K
|
8.5K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-347- 0.19% |
$52.3K - $58.9K
|
187K
$19.5M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-348- 3.08% |
$52.5K - $59.1K
|
11K
$1.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-348- 3.7% |
$52.5K - $59.1K
|
9.05K
$942K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-348- 1.3% |
$52.5K - $59.1K
|
26.3K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-348- 1.76% |
$52.5K - $59.1K
|
19.4K
$2.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-349- 0.17% |
$52.7K - $59.3K
|
205K
$21.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-349- 3.39% |
$52.7K - $59.3K
|
9.93K
$1.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-356- 9.07% |
$53.7K - $60.4K
|
3.57K
$371K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-358- 2.16% |
$54K - $60.8K
|
16.2K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-359- 9.56% |
$54.2K - $61K
|
3.4K
$353K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-360- 64.29% |
$54.3K - $61.1K
|
200
$20.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-360- 0.12% |
$54.3K - $61.1K
|
295K
$30.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-364- 21.25% |
$54.9K - $61.8K
|
1.35K
$140K
|
|
|
Feb 07, 2024
Q4 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-364- 1.72% |
$54.9K - $61.8K
|
20.8K
$2.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-370- 5.5% |
$55.8K - $62.8K
|
6.36K
$661K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-372- 7.09% |
$56.1K - $63.2K
|
4.88K
$507K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-373- 1.54% |
$56.3K - $63.3K
|
23.8K
$2.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-377- 5.31% |
$56.9K - $64K
|
6.72K
$699K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-379- 2.05% |
$57.2K - $64.3K
|
18.1K
$1.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-380- 5.08% |
$57.3K - $64.5K
|
7.09K
$738K
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-380- 0.88% |
$57.3K - $64.5K
|
42.6K
$4.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-380- 10.17% |
$57.3K - $64.5K
|
3.36K
$349K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-384- 12.77% |
$57.9K - $65.2K
|
2.62K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-385- 0.9% |
$58.1K - $65.4K
|
42.5K
$4.42M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-385- 3.37% |
$58.1K - $65.4K
|
11K
$1.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-390- 0.53% |
$58.8K - $66.2K
|
73.8K
$7.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-390- 0.96% |
$58.8K - $66.2K
|
40K
$4.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-391- 1.3% |
$59K - $66.4K
|
29.6K
$3.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-396- 6.55% |
$59.7K - $67.2K
|
5.65K
$588K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-400- 3.24% |
$60.3K - $67.9K
|
12K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-400- 1.83% |
$60.3K - $67.9K
|
21.4K
$2.23M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-403- 2.17% |
$60.8K - $68.4K
|
18.2K
$1.89M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-406- 7.6% |
$61.2K - $68.9K
|
4.93K
$513K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-406- 5.98% |
$61.2K - $68.9K
|
6.38K
$664K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-408- 2.29% |
$61.6K - $69.3K
|
17.4K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-408- 2.31% |
$61.6K - $69.3K
|
17.3K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-409- 5.29% |
$61.7K - $69.4K
|
7.32K
$762K
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-411- 0.99% |
$62K - $69.8K
|
41K
$4.26M
|