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 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
75+ 202.7% |
$4.4K - $13.2K
|
112
$10.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
62+ 200.0% |
$3.63K - $10.9K
|
93
$9.05K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
58+ 200.0% |
$3.4K - $10.2K
|
87
$8.46K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
54+ 200.0% |
$3.16K - $9.5K
|
81
$7.88K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
50+ 200.0% |
$2.93K - $8.79K
|
75
$7.3K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
48New |
$2.81K - $8.44K
|
48
$4.67K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
31+ 140.91% |
$1.82K - $5.45K
|
53
$5.16K
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
20+ 200.0% |
$1.17K - $3.52K
|
30
$2.92K
|
|
|
May 06, 2024
Q1 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
9New |
$527 - $1.58K
|
9
$875
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
4+ 200.0% |
$234 - $703
|
6
$584
|
|
|
May 14, 2024
Q1 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
4New |
$234 - $703
|
4
$389
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1+ 0.02% |
$58.6 - $176
|
4.68K
$455K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$58.6 - $176
|
11.1K
$1.08M
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$58.6 - $176
|
22.3K
$2.17M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-13- 0.21% |
$762 - $2.29K
|
6.28K
$611K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-21- 0.08% |
$1.23K - $3.69K
|
26.5K
$2.58M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22- 0.12% |
$1.29K - $3.87K
|
18.3K
$1.78M
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-40- 3.41% |
$2.34K - $7.03K
|
1.13K
$110K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-52- 0.65% |
$3.05K - $9.14K
|
7.91K
$769K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-109- 31.14% |
$6.39K - $19.2K
|
241
$23.4K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-128- 35.16% |
$7.5K - $22.5K
|
236
$23K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-135- 20.93% |
$7.91K - $23.7K
|
510
$49.6K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-215- 5.84% |
$12.6K - $37.8K
|
3.47K
$337K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-444- 2.36% |
$26K - $78.1K
|
18.3K
$1.78M
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-530- 10.54% |
$31.1K - $93.2K
|
4.5K
$438K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-534- 16.02% |
$31.3K - $93.9K
|
2.8K
$272K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-557- 1.88% |
$32.6K - $98K
|
29.1K
$2.83M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-567- 0.64% |
$33.2K - $99.7K
|
87.4K
$8.5M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-590- 0.39% |
$34.6K - $104K
|
152K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-732- 12.89% |
$42.9K - $129K
|
4.95K
$481K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.03K- 19.97% |
$60.3K - $181K
|
4.12K
$401K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.13K- 18.9% |
$66.5K - $199K
|
4.87K
$473K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.67K- 31.99% |
$97.6K - $293K
|
3.54K
$344K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.69K- 7.16% |
$99.3K - $298K
|
22K
$2.14M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.72K- 5.17% |
$101K - $302K
|
31.5K
$3.06M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.87K- 9.82% |
$109K - $328K
|
17.1K
$1.67M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.93K- 0.65% |
$113K - $340K
|
294K
$28.6M
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.08K- 10.56% |
$122K - $366K
|
17.6K
$1.71M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2.12K- 71.42% |
$124K - $373K
|
849
$82.6K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.64K- 3.3% |
$155K - $465K
|
77.4K
$7.53M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.9K- 2.83% |
$170K - $510K
|
99.5K
$9.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.06K- 7.99% |
$179K - $538K
|
35.3K
$3.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-3.34K- 26.53% |
$196K - $587K
|
9.25K
$900K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-3.41K- 24.56% |
$200K - $600K
|
10.5K
$1.02M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3.69K- 20.89% |
$216K - $649K
|
14K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-3.99K- 41.18% |
$234K - $701K
|
5.7K
$554K
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-4.08K- 42.9% |
$239K - $718K
|
5.43K
$528K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-4.18K- 58.69% |
$245K - $735K
|
2.94K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.26K- 64.52% |
$249K - $748K
|
2.34K
$228K
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-4.96K- 32.33% |
$290K - $871K
|
10.4K
$1.01M
|