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 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
34.4K+ 188.28% |
$2.02M - $6.05M
|
52.7K
$5.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
34.4K+ 208.71% |
$2.02M - $6.05M
|
50.9K
$4.96M
|
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
34.4K+ 161.88% |
$2.02M - $6.05M
|
55.6K
$5.42M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
34.3K+ 198.33% |
$2.01M - $6.03M
|
51.6K
$5.03M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
34.2K+ 192.34% |
$2.01M - $6.02M
|
52K
$5.07M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
34.1K+ 227.32% |
$2M - $6M
|
49.2K
$4.79M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
34K+ 197.93% |
$1.99M - $5.98M
|
51.2K
$4.99M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
34K+ 201.29% |
$1.99M - $5.98M
|
50.9K
$4.96M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
34K+ 226.11% |
$1.99M - $5.98M
|
49K
$4.78M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
34K+ 195.96% |
$1.99M - $5.97M
|
51.3K
$5M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33.9K+ 264.53% |
$1.99M - $5.96M
|
46.7K
$4.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
33.9K+ 218.85% |
$1.98M - $5.95M
|
49.3K
$4.81M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
33.8K+ 214.88% |
$1.98M - $5.95M
|
49.6K
$4.83M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
33.8K+ 203.53% |
$1.98M - $5.94M
|
50.3K
$4.91M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
33.7K+ 176.85% |
$1.98M - $5.93M
|
52.8K
$5.15M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
33.6K+ 250.1% |
$1.97M - $5.92M
|
47.1K
$4.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
33.6K+ 210.83% |
$1.97M - $5.91M
|
49.5K
$4.83M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
33.6K+ 197.58% |
$1.97M - $5.9M
|
50.6K
$4.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
33.5K+ 196.34% |
$1.97M - $5.9M
|
50.6K
$4.94M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
33.5K+ 210.2% |
$1.96M - $5.88M
|
49.4K
$4.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
33.4K+ 191.27% |
$1.96M - $5.88M
|
50.9K
$4.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
33.4K+ 203.17% |
$1.96M - $5.87M
|
49.8K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
33.3K+ 309.59% |
$1.95M - $5.86M
|
44.1K
$4.3M
|
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
BUY
|
- |
33.3K+ 200.0% |
$1.95M - $5.86M
|
50K
$4.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33.2K+ 309.77% |
$1.94M - $5.83M
|
43.9K
$4.28M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
33.1K+ 227.99% |
$1.94M - $5.82M
|
47.6K
$4.64M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
33.1KNew |
$1.94M - $5.82M
|
33.1K
$3.23M
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
33.1K+ 189.69% |
$1.94M - $5.82M
|
50.5K
$4.93M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
33.1K+ 200.55% |
$1.94M - $5.82M
|
49.6K
$4.83M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
33K+ 234.16% |
$1.94M - $5.81M
|
47.2K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
33K+ 183.31% |
$1.94M - $5.81M
|
51K
$4.98M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
33K+ 208.51% |
$1.93M - $5.81M
|
48.8K
$4.76M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
32.9KNew |
$1.93M - $5.78M
|
32.9K
$3.21M
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
32.8K+ 194.04% |
$1.92M - $5.76M
|
49.7K
$4.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
32.7K+ 198.1% |
$1.92M - $5.75M
|
49.2K
$4.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
32.7K+ 217.43% |
$1.92M - $5.75M
|
47.7K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
32.7K+ 195.93% |
$1.92M - $5.75M
|
49.4K
$4.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
32.6K+ 209.27% |
$1.91M - $5.73M
|
48.2K
$4.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32.6K+ 209.34% |
$1.91M - $5.72M
|
48.1K
$4.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
32.6KNew |
$1.91M - $5.72M
|
32.6K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
32.6KNew |
$1.91M - $5.72M
|
32.6K
$3.17M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
32.4K+ 494.24% |
$1.9M - $5.69M
|
38.9K
$3.79M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
32.3K+ 188.62% |
$1.89M - $5.68M
|
49.5K
$4.82M
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
32.3K+ 200.0% |
$1.89M - $5.68M
|
48.5K
$4.72M
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
32.3K+ 200.0% |
$1.89M - $5.68M
|
48.5K
$4.72M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
32.3K+ 201.92% |
$1.89M - $5.67M
|
48.2K
$4.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
32.3K+ 211.68% |
$1.89M - $5.67M
|
47.5K
$4.63M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
32.3K+ 203.39% |
$1.89M - $5.67M
|
48.1K
$4.69M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
32.2K+ 197.79% |
$1.89M - $5.67M
|
48.5K
$4.73M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
32.2K+ 203.31% |
$1.89M - $5.67M
|
48.1K
$4.69M
|