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 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.8K- 20.61% |
$272K - $306K
|
6.94K
$648K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.81K- 7.46% |
$272K - $307K
|
22.4K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.81K- 19.12% |
$273K - $307K
|
7.66K
$716K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.81K- 56.27% |
$273K - $308K
|
1.41K
$132K
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.84K- 2.29% |
$278K - $312K
|
78.5K
$7.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-1.85K- 9.74% |
$278K - $313K
|
17.1K
$1.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.85K- 4.97% |
$279K - $314K
|
35.3K
$3.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.85K- 33.52% |
$279K - $314K
|
3.67K
$343K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.89K- 0.77% |
$285K - $321K
|
244K
$22.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.9K- 23.59% |
$287K - $323K
|
6.16K
$576K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.9K- 0.3% |
$287K - $323K
|
640K
$59.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.92K- 1.72% |
$290K - $326K
|
109K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.93K- 3.8% |
$292K - $328K
|
49K
$4.58M
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.95K- 2.72% |
$294K - $331K
|
69.8K
$6.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.97K- 8.42% |
$297K - $334K
|
21.4K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.98K- 3.02% |
$299K - $336K
|
63.6K
$5.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.98K- 1.87% |
$299K - $337K
|
104K
$9.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.01K- 16.06% |
$303K - $341K
|
10.5K
$983K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.02K- 19.42% |
$305K - $343K
|
8.38K
$784K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-2.03K- 6.86% |
$306K - $345K
|
27.6K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.04K- 26.43% |
$308K - $346K
|
5.68K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.07K- 3.55% |
$312K - $351K
|
56.2K
$5.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.07K- 0.6% |
$312K - $351K
|
343K
$32.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.09K- 39.31% |
$315K - $355K
|
3.22K
$301K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-2.1K- 2.14% |
$316K - $356K
|
96.1K
$8.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.1K- 4.71% |
$316K - $356K
|
42.4K
$3.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.1K- 2.38% |
$317K - $357K
|
86.3K
$8.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.11K- 24.25% |
$318K - $358K
|
6.6K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.13K- 27.28% |
$321K - $361K
|
5.67K
$530K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.13K- 7.06% |
$321K - $361K
|
28K
$2.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-2.15K- 3.92% |
$324K - $365K
|
52.7K
$4.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-2.17K- 20.18% |
$327K - $368K
|
8.57K
$802K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.17K- 3.72% |
$327K - $368K
|
56.2K
$5.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.17K- 3.74% |
$327K - $368K
|
55.9K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.17K- 89.39% |
$328K - $369K
|
258
$24.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.18K- 13.27% |
$329K - $370K
|
14.2K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.18K- 7.83% |
$329K - $371K
|
25.7K
$2.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.19K- 6.0% |
$331K - $372K
|
34.3K
$3.21M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.25K- 7.22% |
$339K - $381K
|
28.9K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-2.25K- 43.11% |
$340K - $382K
|
2.97K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.25K- 2.3% |
$340K - $383K
|
95.6K
$8.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-2.27K- 14.85% |
$342K - $385K
|
13K
$1.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-2.29K- 2.72% |
$345K - $389K
|
82K
$7.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-2.32K- 2.59% |
$351K - $395K
|
87.3K
$8.16M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.34K- 10.62% |
$352K - $396K
|
19.7K
$1.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.35K- 39.91% |
$355K - $400K
|
3.54K
$331K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.36K- 12.05% |
$356K - $401K
|
17.2K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-2.36K- 38.69% |
$356K - $401K
|
3.74K
$350K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.37K- 6.23% |
$357K - $402K
|
35.6K
$3.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-2.37K- 10.75% |
$357K - $402K
|
19.7K
$1.84M
|