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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.8K+ 3.5% |
$271K - $305K
|
53.1K
$5.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.79K+ 5.27% |
$270K - $304K
|
35.8K
$3.48M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.78KNew |
$269K - $302K
|
1.78K
$173K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.78K+ 10.98% |
$268K - $302K
|
18K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.77KNew |
$267K - $300K
|
1.77K
$172K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.77KNew |
$267K - $300K
|
1.77K
$172K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.76K+ 126.65% |
$266K - $299K
|
3.16K
$307K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.76K+ 1.17% |
$265K - $298K
|
152K
$14.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.76K+ 21.92% |
$265K - $298K
|
9.77K
$951K
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.76KNew |
$265K - $298K
|
1.76K
$171K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.76KNew |
$265K - $298K
|
1.76K
$171K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
1.74K+ 23.98% |
$262K - $295K
|
8.97K
$873K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.73K+ 33.37% |
$260K - $293K
|
6.9K
$671K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 10.99% |
$260K - $293K
|
17.4K
$1.69M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$260K - $292K
|
1.72K
$167K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.72K+ 1.18% |
$260K - $292K
|
148K
$14.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
1.72K+ 22.01% |
$260K - $292K
|
9.54K
$928K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.72K+ 8.78% |
$259K - $292K
|
21.3K
$2.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.71KNew |
$259K - $291K
|
1.71K
$167K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.71K+ 10.16% |
$257K - $289K
|
18.5K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.7K+ 18.81% |
$256K - $288K
|
10.7K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.68K+ 1.74% |
$253K - $285K
|
97.9K
$9.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.68KNew |
$253K - $284K
|
1.68K
$163K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.67K+ 39.71% |
$251K - $283K
|
5.86K
$570K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.65K+ 4.82% |
$249K - $280K
|
35.9K
$3.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.64K+ 32.81% |
$247K - $278K
|
6.63K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.62K+ 7.72% |
$245K - $275K
|
22.6K
$2.2M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.62KNew |
$244K - $275K
|
1.62K
$157K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.6K+ 8.94% |
$242K - $272K
|
19.5K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.6KNew |
$242K - $272K
|
1.6K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.6KNew |
$241K - $272K
|
1.6K
$156K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.6KNew |
$241K - $272K
|
1.6K
$156K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.59K+ 19.69% |
$240K - $270K
|
9.68K
$942K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.59K+ 59.26% |
$240K - $270K
|
4.27K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.59K+ 2.9% |
$240K - $270K
|
56.3K
$5.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
1.59KNew |
$239K - $269K
|
1.59K
$154K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.59KNew |
$239K - $269K
|
1.59K
$154K
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.59K+ 8.75% |
$239K - $269K
|
19.7K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.58K+ 0.28% |
$239K - $269K
|
576K
$56M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.58K+ 35.27% |
$238K - $267K
|
6.04K
$588K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.57K+ 34.89% |
$237K - $267K
|
6.07K
$590K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.57KNew |
$236K - $266K
|
1.57K
$152K
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1.56KNew |
$235K - $265K
|
1.56K
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.56K+ 3.43% |
$235K - $265K
|
47K
$4.57M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
1.56KNew |
$235K - $264K
|
1.56K
$151K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.55K+ 117.5% |
$234K - $263K
|
2.87K
$279K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.55KNew |
$234K - $263K
|
1.55K
$151K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.55K+ 1.85% |
$233K - $262K
|
85.2K
$8.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 29.67% |
$232K - $262K
|
6.73K
$655K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.54KNew |
$232K - $261K
|
1.54K
$150K
|