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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
5.02K+ 202.42% |
$294K - $883K
|
7.5K
$730K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.02K+ 201.2% |
$294K - $882K
|
7.51K
$730K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5.01K+ 244.47% |
$294K - $882K
|
7.07K
$687K
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
5K+ 200.0% |
$293K - $879K
|
7.5K
$730K
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
5K+ 200.0% |
$293K - $879K
|
7.5K
$730K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
5K+ 232.36% |
$293K - $879K
|
7.15K
$695K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.99K+ 260.41% |
$293K - $878K
|
6.91K
$672K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
4.99K+ 231.77% |
$292K - $878K
|
7.14K
$695K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
4.98K+ 244.1% |
$292K - $876K
|
7.02K
$683K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
4.94K+ 305.5% |
$290K - $869K
|
6.56K
$638K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
4.94K+ 210.21% |
$290K - $869K
|
7.29K
$709K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
4.92KNew |
$288K - $866K
|
4.92K
$479K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.92K+ 265.75% |
$288K - $865K
|
6.77K
$659K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4.92K+ 200.0% |
$288K - $865K
|
7.38K
$718K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4.92K+ 200.0% |
$288K - $865K
|
7.38K
$718K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.91K+ 208.71% |
$288K - $864K
|
7.26K
$707K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4.91K+ 300.0% |
$288K - $863K
|
6.54K
$637K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.91KNew |
$288K - $863K
|
4.91K
$477K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4.9K+ 201.56% |
$287K - $862K
|
7.34K
$714K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.89K+ 202.4% |
$287K - $860K
|
7.31K
$711K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.89K+ 200.0% |
$287K - $860K
|
7.34K
$714K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4.89K+ 202.7% |
$286K - $859K
|
7.3K
$710K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
4.88K+ 160.54% |
$286K - $859K
|
7.92K
$771K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.87K+ 196.02% |
$286K - $857K
|
7.36K
$716K
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
BUY
|
- |
4.86K+ 194.83% |
$285K - $854K
|
7.35K
$715K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
4.86K+ 180.48% |
$285K - $854K
|
7.55K
$734K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
4.85K+ 170.74% |
$284K - $853K
|
7.69K
$748K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4.85K+ 199.84% |
$284K - $852K
|
7.27K
$707K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4.84K+ 188.43% |
$284K - $851K
|
7.41K
$720K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.84K+ 261.12% |
$283K - $850K
|
6.69K
$651K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.83K+ 195.43% |
$283K - $850K
|
7.3K
$710K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
4.82K+ 217.3% |
$283K - $848K
|
7.04K
$685K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.81K+ 199.79% |
$282K - $846K
|
7.22K
$702K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4.81K+ 198.51% |
$282K - $845K
|
7.23K
$703K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
4.8K+ 206.31% |
$282K - $845K
|
7.13K
$694K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
4.8K+ 187.57% |
$281K - $844K
|
7.36K
$716K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.8K+ 205.0% |
$281K - $843K
|
7.13K
$694K
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
4.79KNew |
$281K - $843K
|
4.79K
$466K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
4.79K+ 220.48% |
$281K - $843K
|
6.96K
$677K
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
4.79K+ 200.0% |
$281K - $842K
|
7.19K
$699K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.79K+ 121.04% |
$281K - $842K
|
8.74K
$850K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
4.79KNew |
$281K - $842K
|
4.79K
$466K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
4.78K+ 200.63% |
$280K - $840K
|
7.16K
$696K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.77K+ 232.49% |
$280K - $839K
|
6.83K
$664K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.76K+ 184.97% |
$279K - $838K
|
7.34K
$714K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
4.75K+ 200.0% |
$279K - $836K
|
7.13K
$693K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.75K+ 245.05% |
$278K - $835K
|
6.69K
$650K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.75K+ 200.51% |
$278K - $835K
|
7.11K
$692K
|
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
4.73K+ 167.43% |
$277K - $832K
|
7.56K
$735K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.72K+ 162.97% |
$277K - $830K
|
7.61K
$741K
|