Purchases and Sales Made in Q1 2024 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
11.7KNew |
$685K - $2.06M
|
11.7K
$1.14M
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
11.7K+ 189.28% |
$684K - $2.05M
|
17.8K
$1.74M
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 192.56% |
$684K - $2.05M
|
17.7K
$1.72M
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
11.6K+ 201.27% |
$679K - $2.04M
|
17.4K
$1.69M
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
11.6K+ 193.78% |
$679K - $2.04M
|
17.6K
$1.71M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.6K+ 102.21% |
$678K - $2.03M
|
22.9K
$2.23M
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 200.94% |
$675K - $2.03M
|
17.2K
$1.68M
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
11.5K+ 215.94% |
$672K - $2.02M
|
16.8K
$1.63M
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.5K+ 243.84% |
$672K - $2.02M
|
16.2K
$1.57M
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
11.4K+ 188.71% |
$670K - $2.01M
|
17.5K
$1.7M
|
|
May 07, 2024
Q1 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
11.4K+ 200.0% |
$669K - $2.01M
|
17.1K
$1.67M
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11.4K+ 188.14% |
$669K - $2.01M
|
17.5K
$1.7M
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
11.4K+ 197.98% |
$668K - $2M
|
17.1K
$1.67M
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
11.4K+ 208.44% |
$667K - $2M
|
16.8K
$1.64M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 200.0% |
$663K - $1.99M
|
17K
$1.65M
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 180.23% |
$663K - $1.99M
|
17.6K
$1.71M
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 192.48% |
$662K - $1.99M
|
17.2K
$1.67M
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
11.3K+ 200.0% |
$661K - $1.98M
|
16.9K
$1.65M
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
11.2K+ 623.97% |
$659K - $1.98M
|
13K
$1.27M
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
11.2K+ 178.51% |
$659K - $1.98M
|
17.5K
$1.71M
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
11.2K+ 200.0% |
$657K - $1.97M
|
16.8K
$1.63M
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
11.2K+ 199.98% |
$654K - $1.96M
|
16.7K
$1.63M
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
11.2K+ 201.41% |
$654K - $1.96M
|
16.7K
$1.62M
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
11.1K+ 161.5% |
$652K - $1.95M
|
18K
$1.75M
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
11.1K+ 188.28% |
$651K - $1.95M
|
17K
$1.65M
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
BUY
|
- |
11.1KNew |
$651K - $1.95M
|
11.1K
$1.08M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
11.1KNew |
$650K - $1.95M
|
11.1K
$1.08M
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11.1K+ 187.31% |
$650K - $1.95M
|
17K
$1.65M
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
11.1K+ 179.39% |
$648K - $1.94M
|
17.2K
$1.67M
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
11K+ 200.35% |
$647K - $1.94M
|
16.5K
$1.61M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
11K+ 238.39% |
$646K - $1.94M
|
15.7K
$1.52M
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11K+ 193.93% |
$645K - $1.93M
|
16.7K
$1.62M
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
10.9K+ 174.13% |
$637K - $1.91M
|
17.1K
$1.66M
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.8K+ 203.63% |
$634K - $1.9M
|
16.1K
$1.57M
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
10.8K+ 196.41% |
$632K - $1.9M
|
16.3K
$1.58M
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
10.8K+ 209.88% |
$631K - $1.89M
|
15.9K
$1.55M
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.7K+ 213.67% |
$628K - $1.89M
|
15.7K
$1.53M
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
10.7K+ 202.32% |
$628K - $1.88M
|
16K
$1.56M
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
10.7K+ 173.92% |
$625K - $1.88M
|
16.8K
$1.63M
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
10.7KNew |
$625K - $1.88M
|
10.7K
$1.04M
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
10.7K+ 444.13% |
$625K - $1.87M
|
13.1K
$1.27M
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
10.7KNew |
$624K - $1.87M
|
10.7K
$1.04M
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10.6K+ 200.0% |
$624K - $1.87M
|
16K
$1.55M
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
10.6K+ 180.87% |
$622K - $1.87M
|
16.5K
$1.6M
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
10.6K+ 148.23% |
$622K - $1.87M
|
17.8K
$1.73M
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
10.6K+ 200.0% |
$621K - $1.86M
|
15.9K
$1.55M
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.6K+ 252.81% |
$620K - $1.86M
|
14.8K
$1.44M
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
10.6KNew |
$620K - $1.86M
|
10.6K
$1.03M
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
10.6K+ 433.8% |
$620K - $1.86M
|
13K
$1.27M
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
10.5K+ 200.0% |
$615K - $1.85M
|
15.8K
$1.53M
|