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 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
15.6K+ 406.22% |
$915K - $2.74M
|
19.4K
$2M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
15.6K+ 231.69% |
$914K - $2.74M
|
22.3K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
15.6K+ 216.25% |
$913K - $2.74M
|
22.8K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
15.6K+ 180.93% |
$912K - $2.74M
|
24.2K
$2.48M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
15.5KNew |
$911K - $2.73M
|
15.5K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
15.5K+ 223.4% |
$909K - $2.73M
|
22.5K
$2.31M
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
15.5K+ 200.0% |
$908K - $2.73M
|
23.3K
$2.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
15.5K+ 195.29% |
$907K - $2.72M
|
23.4K
$2.41M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
15.4K+ 195.93% |
$904K - $2.71M
|
23.3K
$2.39M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15.4K+ 208.19% |
$903K - $2.71M
|
22.8K
$2.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
15.4K+ 202.42% |
$902K - $2.71M
|
23K
$2.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15.4K+ 204.19% |
$902K - $2.71M
|
22.9K
$2.36M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
15.4K+ 220.75% |
$902K - $2.71M
|
22.4K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
15.4K+ 305.9% |
$902K - $2.71M
|
20.4K
$2.1M
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
15.4K+ 196.58% |
$900K - $2.7M
|
23.2K
$2.38M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
15.4K+ 219.61% |
$900K - $2.7M
|
22.3K
$2.3M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
15.3K+ 214.74% |
$898K - $2.69M
|
22.5K
$2.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
15.3KNew |
$898K - $2.69M
|
15.3K
$1.58M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
15.3K+ 200.0% |
$897K - $2.69M
|
23K
$2.36M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 212.78% |
$897K - $2.69M
|
22.5K
$2.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
15.3K+ 187.18% |
$894K - $2.68M
|
23.4K
$2.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
15.3K+ 212.84% |
$894K - $2.68M
|
22.4K
$2.31M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15.3K+ 199.2% |
$894K - $2.68M
|
22.9K
$2.36M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
15.2K+ 200.0% |
$891K - $2.67M
|
22.8K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15.1K+ 196.58% |
$886K - $2.66M
|
22.8K
$2.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
15.1K+ 397.31% |
$884K - $2.65M
|
18.9K
$1.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
15.1K+ 189.79% |
$883K - $2.65M
|
23K
$2.37M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
15.1K+ 194.36% |
$882K - $2.65M
|
22.8K
$2.34M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
15K+ 254.88% |
$879K - $2.64M
|
20.9K
$2.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
14.9K+ 203.62% |
$874K - $2.62M
|
22.2K
$2.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
14.9K+ 191.36% |
$872K - $2.62M
|
22.7K
$2.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
14.9K+ 238.9% |
$871K - $2.61M
|
21.1K
$2.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
14.8K+ 308.97% |
$870K - $2.61M
|
19.7K
$2.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
14.8K+ 217.57% |
$870K - $2.61M
|
21.7K
$2.23M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
14.8K+ 256.63% |
$869K - $2.61M
|
20.6K
$2.12M
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
14.8K+ 204.33% |
$869K - $2.61M
|
22.1K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
14.8K+ 180.08% |
$868K - $2.6M
|
23K
$2.37M
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
14.8K+ 200.0% |
$867K - $2.6M
|
22.2K
$2.28M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
14.8K+ 213.5% |
$867K - $2.6M
|
21.7K
$2.24M
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
14.8K+ 197.51% |
$866K - $2.6M
|
22.3K
$2.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14.8K+ 219.55% |
$866K - $2.6M
|
21.5K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
14.8K+ 195.59% |
$866K - $2.6M
|
22.3K
$2.3M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
14.6K+ 197.57% |
$858K - $2.57M
|
22K
$2.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
14.6KNew |
$856K - $2.57M
|
14.6K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
14.6K+ 181.48% |
$856K - $2.57M
|
22.6K
$2.33M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
14.6K+ 204.48% |
$855K - $2.57M
|
21.7K
$2.24M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
14.5K+ 189.55% |
$852K - $2.56M
|
22.2K
$2.28M
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
14.5K+ 201.53% |
$850K - $2.55M
|
21.7K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
14.5K+ 315.24% |
$848K - $2.55M
|
19.1K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
14.4K+ 90.68% |
$845K - $2.54M
|
30.3K
$3.12M
|