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 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
13.3K+ 160.49% |
$778K - $2.33M
|
21.5K
$2.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
13.2K+ 316.82% |
$776K - $2.33M
|
17.4K
$1.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
13.2K+ 216.06% |
$774K - $2.32M
|
19.3K
$1.99M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
13.2K+ 200.52% |
$773K - $2.32M
|
19.8K
$2.03M
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
13.2K+ 242.49% |
$773K - $2.32M
|
18.6K
$1.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
13.2K+ 200.18% |
$772K - $2.32M
|
19.8K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
13.2K+ 200.0% |
$771K - $2.31M
|
19.7K
$2.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
13.1K+ 200.43% |
$768K - $2.3M
|
19.6K
$2.02M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13.1K+ 209.72% |
$768K - $2.3M
|
19.4K
$1.99M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
13.1K+ 212.05% |
$767K - $2.3M
|
19.3K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
13.1K+ 189.56% |
$767K - $2.3M
|
20K
$2.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Foundation Resource Management Inc
|
BUY
|
- |
13.1K+ 200.0% |
$767K - $2.3M
|
19.6K
$2.02M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
13K+ 192.04% |
$763K - $2.29M
|
19.8K
$2.04M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
13K+ 196.12% |
$762K - $2.29M
|
19.6K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
13K+ 235.76% |
$762K - $2.29M
|
18.5K
$1.9M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
13K+ 227.02% |
$762K - $2.29M
|
18.7K
$1.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
13K+ 201.43% |
$761K - $2.28M
|
19.4K
$2M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
12.9K+ 222.57% |
$755K - $2.27M
|
18.7K
$1.92M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
12.9K+ 213.39% |
$755K - $2.27M
|
18.9K
$1.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
12.9K+ 200.72% |
$755K - $2.26M
|
19.3K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
12.9KNew |
$753K - $2.26M
|
12.9K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
12.8K+ 207.37% |
$752K - $2.26M
|
19K
$1.96M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
12.8K+ 949.78% |
$751K - $2.25M
|
14.2K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
12.8K+ 225.04% |
$749K - $2.25M
|
18.5K
$1.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
12.8K+ 524.74% |
$748K - $2.25M
|
15.2K
$1.56M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
12.7K+ 207.77% |
$746K - $2.24M
|
18.9K
$1.94M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12.7K+ 180.21% |
$746K - $2.24M
|
19.8K
$2.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
12.7K+ 200.0% |
$746K - $2.24M
|
19.1K
$1.96M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12.7K+ 224.31% |
$743K - $2.23M
|
18.3K
$1.88M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
12.7K+ 205.23% |
$742K - $2.23M
|
18.8K
$1.94M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
12.6K+ 200.03% |
$739K - $2.22M
|
18.9K
$1.95M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12.6K+ 334.82% |
$739K - $2.22M
|
16.4K
$1.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
12.5K+ 196.66% |
$735K - $2.21M
|
18.9K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12.5K+ 231.02% |
$735K - $2.2M
|
18K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
12.5K+ 202.13% |
$733K - $2.2M
|
18.7K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
12.5K+ 122.82% |
$732K - $2.2M
|
22.7K
$2.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
12.5K+ 194.62% |
$731K - $2.19M
|
18.9K
$1.94M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12.5K+ 211.42% |
$730K - $2.19M
|
18.4K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12.4K+ 197.41% |
$729K - $2.19M
|
18.7K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
12.4KNew |
$728K - $2.18M
|
12.4K
$1.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12.4K+ 204.4% |
$727K - $2.18M
|
18.5K
$1.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
12.4K+ 190.51% |
$727K - $2.18M
|
18.9K
$1.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
12.4K+ 190.42% |
$724K - $2.17M
|
18.8K
$1.94M
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
12.3K+ 564.61% |
$724K - $2.17M
|
14.5K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
12.3K+ 204.02% |
$722K - $2.17M
|
18.4K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.3K+ 322.18% |
$722K - $2.17M
|
16.1K
$1.66M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
12.3K+ 200.0% |
$721K - $2.16M
|
18.5K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
12.2K+ 200.0% |
$717K - $2.15M
|
18.4K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
12.2K+ 211.21% |
$717K - $2.15M
|
18K
$1.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
12.2K+ 201.02% |
$716K - $2.15M
|
18.3K
$1.88M
|