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 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
111KNew |
$6.51M - $19.5M
|
111K
$11.2M
|
|
May 06, 2024
Q1 2024
|
Shelter Mutual Insurance CO
|
BUY
|
- |
110K+ 200.0% |
$6.47M - $19.4M
|
166K
$16.7M
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
110K+ 183.68% |
$6.47M - $19.4M
|
170K
$17.2M
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
110K+ 199.23% |
$6.47M - $19.4M
|
166K
$16.7M
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
110K+ 220.63% |
$6.46M - $19.4M
|
160K
$16.1M
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
110K+ 202.96% |
$6.45M - $19.4M
|
164K
$16.6M
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
110K+ 181.93% |
$6.44M - $19.3M
|
170K
$17.2M
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
110K+ 208.71% |
$6.43M - $19.3M
|
162K
$16.3M
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
109K+ 194.58% |
$6.41M - $19.2M
|
166K
$16.7M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
109K+ 225.88% |
$6.39M - $19.2M
|
157K
$15.8M
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
109K+ 263.2% |
$6.37M - $19.1M
|
150K
$15.1M
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
108K+ 203.85% |
$6.35M - $19M
|
161K
$16.3M
|
|
May 10, 2024
Q1 2024
|
American Assets Investment Management, LLC
|
BUY
|
- |
108K+ 200.0% |
$6.33M - $19M
|
162K
$16.3M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
108KNew |
$6.33M - $19M
|
108K
$10.9M
|
|
May 07, 2024
Q1 2024
|
Tlw Wealth Management, LLC
|
BUY
|
- |
108K+ 199.54% |
$6.32M - $19M
|
162K
$16.3M
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
107K+ 199.07% |
$6.28M - $18.9M
|
161K
$16.2M
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
107K+ 140.51% |
$6.28M - $18.8M
|
183K
$18.5M
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
107K+ 259.81% |
$6.26M - $18.8M
|
148K
$14.9M
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
107K+ 191.14% |
$6.26M - $18.8M
|
163K
$16.4M
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
107K+ 199.27% |
$6.25M - $18.7M
|
160K
$16.1M
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
106K+ 199.5% |
$6.23M - $18.7M
|
160K
$16.1M
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
106K+ 197.21% |
$6.23M - $18.7M
|
160K
$16.1M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
106K+ 196.67% |
$6.23M - $18.7M
|
160K
$16.2M
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
106K+ 229.55% |
$6.21M - $18.6M
|
152K
$15.3M
|
|
Apr 11, 2024
Q1 2024
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
106K+ 200.0% |
$6.21M - $18.6M
|
159K
$16M
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
105K+ 205.5% |
$6.18M - $18.5M
|
157K
$15.8M
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
104K+ 213.2% |
$6.1M - $18.3M
|
153K
$15.4M
|
|
May 15, 2024
Q1 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
104K+ 200.0% |
$6.07M - $18.2M
|
155K
$15.7M
|
|
May 14, 2024
Q1 2024
|
Ws Management Lllp
Jacksonville, FL |
BUY
|
- |
104K+ 200.0% |
$6.07M - $18.2M
|
155K
$15.6M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
103K+ 242.83% |
$6.03M - $18.1M
|
145K
$14.6M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
103K+ 184.7% |
$6.03M - $18.1M
|
159K
$16M
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
102K+ 193.8% |
$5.99M - $18M
|
155K
$15.6M
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
102K+ 191.48% |
$5.97M - $17.9M
|
155K
$15.6M
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
102K+ 201.03% |
$5.97M - $17.9M
|
153K
$15.4M
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
101K+ 190.79% |
$5.94M - $17.8M
|
154K
$15.6M
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
101K+ 203.21% |
$5.92M - $17.8M
|
151K
$15.2M
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
100K+ 214.59% |
$5.88M - $17.6M
|
147K
$14.8M
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
100KNew |
$5.87M - $17.6M
|
100K
$10.1M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
99.9K+ 209.38% |
$5.85M - $17.6M
|
148K
$14.9M
|
|
Apr 24, 2024
Q1 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
99.5K+ 200.0% |
$5.83M - $17.5M
|
149K
$15M
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
99.5K+ 199.33% |
$5.83M - $17.5M
|
149K
$15.1M
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
99.4KNew |
$5.83M - $17.5M
|
99.4K
$10M
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
98.9K+ 177.01% |
$5.79M - $17.4M
|
155K
$15.6M
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
98.8K+ 191.63% |
$5.79M - $17.4M
|
150K
$15.1M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
98.6K+ 200.08% |
$5.78M - $17.3M
|
148K
$14.9M
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
98.5K+ 201.23% |
$5.77M - $17.3M
|
147K
$14.9M
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
98.5K+ 188.25% |
$5.77M - $17.3M
|
151K
$15.2M
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
98.3K+ 198.82% |
$5.76M - $17.3M
|
148K
$14.9M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
98.3K+ 223.94% |
$5.76M - $17.3M
|
142K
$14.3M
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
98.2K+ 206.87% |
$5.76M - $17.3M
|
146K
$14.7M
|