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 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.74K+ 98.42% |
$102K - $306K
|
3.51K
$341K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.73K+ 191.07% |
$102K - $305K
|
2.64K
$257K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.73K+ 187.01% |
$101K - $304K
|
2.65K
$258K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.73K+ 207.58% |
$101K - $303K
|
2.56K
$249K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.68K+ 200.0% |
$98.3K - $295K
|
2.52K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.67K+ 215.39% |
$97.6K - $293K
|
2.44K
$237K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.63K+ 269.31% |
$95.7K - $287K
|
2.24K
$218K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.62K+ 192.51% |
$94.9K - $285K
|
2.46K
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.62K+ 200.0% |
$94.7K - $284K
|
2.42K
$236K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.6K+ 306.33% |
$93.5K - $281K
|
2.12K
$206K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.58K+ 200.0% |
$92.8K - $279K
|
2.38K
$231K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
1.53K+ 215.23% |
$89.4K - $268K
|
2.24K
$217K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.5K+ 131.61% |
$88.1K - $264K
|
2.65K
$257K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.5K+ 200.0% |
$87.9K - $264K
|
2.25K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.48K+ 185.96% |
$87K - $261K
|
2.28K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.45K+ 14.69% |
$84.9K - $255K
|
11.3K
$1.1M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.44K+ 161.14% |
$84.3K - $253K
|
2.33K
$227K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.43K+ 24.98% |
$84K - $252K
|
7.17K
$698K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
1.43K+ 157.47% |
$84K - $252K
|
2.34K
$228K
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.43K+ 7.32% |
$83.6K - $251K
|
20.9K
$2.03M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.42K+ 203.59% |
$83.1K - $249K
|
2.11K
$206K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.4K+ 200.0% |
$82.1K - $246K
|
2.1K
$204K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.4K+ 201.01% |
$81.9K - $246K
|
2.09K
$203K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.4K+ 203.65% |
$81.8K - $245K
|
2.08K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.39K+ 285.07% |
$81.7K - $245K
|
1.88K
$183K
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.39K+ 50.34% |
$81.4K - $244K
|
4.15K
$403K
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
1.38K+ 59.08% |
$80.9K - $243K
|
3.72K
$361K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
1.34K+ 200.0% |
$78.8K - $236K
|
2.02K
$196K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.34K+ 204.13% |
$78.2K - $235K
|
1.99K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.33KNew |
$78.1K - $234K
|
1.33K
$130K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.33K+ 200.0% |
$78.1K - $234K
|
2K
$194K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.33K+ 225.42% |
$78K - $234K
|
1.92K
$187K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.32K+ 132.9% |
$77.4K - $232K
|
2.32K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.32KNew |
$77.1K - $231K
|
1.32K
$128K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.31K+ 32.06% |
$76.5K - $229K
|
5.38K
$523K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.3K+ 200.0% |
$76.2K - $229K
|
1.95K
$190K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.28K+ 200.16% |
$75.1K - $225K
|
1.92K
$187K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.24K+ 22.58% |
$72.9K - $219K
|
6.75K
$656K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.24K+ 203.8% |
$72.4K - $217K
|
1.84K
$179K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.23K+ 217.55% |
$71.9K - $216K
|
1.79K
$174K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1.22K+ 197.57% |
$71.4K - $214K
|
1.84K
$179K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.2K+ 200.0% |
$70.6K - $212K
|
1.81K
$176K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.2K+ 200.0% |
$70.3K - $211K
|
1.8K
$175K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.17K+ 2.23% |
$68.6K - $206K
|
53.7K
$5.23M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.14K+ 238.2% |
$66.9K - $201K
|
1.62K
$158K
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.11K+ 203.66% |
$65.2K - $196K
|
1.66K
$161K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.1K+ 332.42% |
$64.3K - $193K
|
1.43K
$139K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 261.45% |
$63.6K - $191K
|
1.5K
$146K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.04K+ 267.87% |
$61.1K - $183K
|
1.43K
$139K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.01K+ 200.0% |
$59.3K - $178K
|
1.52K
$148K
|