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
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
26.6K+ 149.89% |
$1.56M - $4.68M
|
44.4K
$4.57M
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
26.6K+ 414.83% |
$1.56M - $4.68M
|
33K
$3.4M
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26.6K+ 241.19% |
$1.56M - $4.68M
|
37.6K
$3.87M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
26.6K+ 225.01% |
$1.56M - $4.67M
|
38.4K
$3.95M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
26.5KNew |
$1.55M - $4.67M
|
26.5K
$2.73M
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
26.5K+ 222.67% |
$1.55M - $4.66M
|
38.4K
$3.95M
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
26.4KNew |
$1.55M - $4.65M
|
26.4K
$2.72M
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
26.4K+ 202.58% |
$1.55M - $4.65M
|
39.5K
$4.06M
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
26.4K+ 212.43% |
$1.55M - $4.64M
|
38.8K
$3.99M
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
26.4K+ 198.57% |
$1.55M - $4.64M
|
39.7K
$4.08M
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
26.3K+ 195.87% |
$1.54M - $4.63M
|
39.8K
$4.09M
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
26.3K+ 203.01% |
$1.54M - $4.63M
|
39.3K
$4.04M
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
26.3K+ 175.75% |
$1.54M - $4.63M
|
41.3K
$4.25M
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
26.3K+ 264.84% |
$1.54M - $4.62M
|
36.2K
$3.72M
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
26.3K+ 205.69% |
$1.54M - $4.62M
|
39K
$4.02M
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
26.2K+ 198.47% |
$1.54M - $4.61M
|
39.4K
$4.05M
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
26.1K+ 200.72% |
$1.53M - $4.6M
|
39.1K
$4.03M
|
|
May 02, 2024
Q1 2024
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
26K+ 200.0% |
$1.52M - $4.57M
|
39K
$4.01M
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
BUY
|
- |
25.9K+ 207.3% |
$1.52M - $4.56M
|
38.4K
$3.95M
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
25.9K+ 247.77% |
$1.52M - $4.55M
|
36.3K
$3.74M
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
25.8K+ 191.75% |
$1.51M - $4.54M
|
39.3K
$4.04M
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
25.8KNew |
$1.51M - $4.54M
|
25.8K
$2.65M
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
25.7K+ 579.5% |
$1.51M - $4.52M
|
30.2K
$3.1M
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
25.6KNew |
$1.5M - $4.5M
|
25.6K
$2.63M
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
25.6K+ 307.71% |
$1.5M - $4.49M
|
33.9K
$3.48M
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
25.6K+ 207.3% |
$1.5M - $4.49M
|
37.9K
$3.9M
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
25.5KNew |
$1.5M - $4.49M
|
25.5K
$2.63M
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
25.5K+ 225.63% |
$1.5M - $4.49M
|
36.8K
$3.79M
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
25.5K+ 191.51% |
$1.49M - $4.48M
|
38.8K
$3.99M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
25.5K+ 109.95% |
$1.49M - $4.48M
|
48.6K
$5M
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
25.4K+ 191.48% |
$1.49M - $4.47M
|
38.7K
$3.98M
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
25.3K+ 194.96% |
$1.48M - $4.45M
|
38.3K
$3.94M
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
25.3K+ 202.19% |
$1.48M - $4.45M
|
37.8K
$3.89M
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
25.3K+ 190.99% |
$1.48M - $4.44M
|
38.5K
$3.96M
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25.2K+ 189.54% |
$1.47M - $4.42M
|
38.4K
$3.95M
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25.1K+ 351.52% |
$1.47M - $4.42M
|
32.3K
$3.32M
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
25.1K+ 211.59% |
$1.47M - $4.42M
|
37K
$3.81M
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
25K+ 94.75% |
$1.47M - $4.4M
|
51.4K
$5.29M
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
25K+ 199.04% |
$1.46M - $4.4M
|
37.6K
$3.86M
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
24.9K+ 211.74% |
$1.46M - $4.38M
|
36.7K
$3.77M
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
24.9K+ 191.76% |
$1.46M - $4.38M
|
37.9K
$3.9M
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
24.9KNew |
$1.46M - $4.38M
|
24.9K
$2.56M
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
24.9K+ 14.95% |
$1.46M - $4.37M
|
191K
$19.7M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
24.8K+ 208.56% |
$1.45M - $4.36M
|
36.7K
$3.78M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
24.8K+ 236.13% |
$1.45M - $4.36M
|
35.3K
$3.63M
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
24.8K+ 196.47% |
$1.45M - $4.36M
|
37.4K
$3.85M
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
24.8K+ 201.11% |
$1.45M - $4.36M
|
37.1K
$3.82M
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
24.7K+ 191.78% |
$1.45M - $4.35M
|
37.6K
$3.87M
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
24.7K+ 202.97% |
$1.45M - $4.35M
|
36.9K
$3.8M
|
|
May 09, 2024
Q1 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
24.7K+ 200.0% |
$1.45M - $4.34M
|
37K
$3.81M
|