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
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.2K+ 122.84% |
$716K - $2.15M
|
22.2K
$2.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.2K+ 146.96% |
$715K - $2.15M
|
20.5K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
12.2K+ 195.86% |
$715K - $2.15M
|
18.4K
$1.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
12.2K+ 203.0% |
$715K - $2.15M
|
18.2K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
12.2KNew |
$715K - $2.14M
|
12.2K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.2K+ 208.77% |
$714K - $2.14M
|
18K
$1.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
12.2K+ 201.47% |
$714K - $2.14M
|
18.2K
$1.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
12.2K+ 390.21% |
$713K - $2.14M
|
15.3K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
12.2K+ 238.02% |
$713K - $2.14M
|
17.3K
$1.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
12.1K+ 211.94% |
$712K - $2.13M
|
17.9K
$1.84M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12.1K+ 333.44% |
$709K - $2.13M
|
15.7K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
12.1K+ 212.83% |
$709K - $2.13M
|
17.8K
$1.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
12.1K+ 234.96% |
$707K - $2.12M
|
17.2K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12.1K+ 234.62% |
$707K - $2.12M
|
17.2K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
12.1K+ 212.55% |
$707K - $2.12M
|
17.7K
$1.82M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
12K+ 217.32% |
$706K - $2.12M
|
17.6K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
12K+ 200.08% |
$706K - $2.12M
|
18.1K
$1.86M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
12K+ 222.17% |
$706K - $2.12M
|
17.5K
$1.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
12K+ 206.93% |
$706K - $2.12M
|
17.9K
$1.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
12K+ 200.0% |
$706K - $2.12M
|
18.1K
$1.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
12K+ 200.95% |
$705K - $2.12M
|
18K
$1.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
12K+ 221.84% |
$705K - $2.12M
|
17.5K
$1.79M
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
12KNew |
$704K - $2.11M
|
12K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
12K+ 297.33% |
$704K - $2.11M
|
16K
$1.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
12K+ 207.31% |
$703K - $2.11M
|
17.8K
$1.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
12K+ 179.3% |
$702K - $2.11M
|
18.7K
$1.92M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12K+ 186.71% |
$702K - $2.11M
|
18.4K
$1.89M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
12K+ 164.68% |
$702K - $2.11M
|
19.3K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
12K+ 200.25% |
$701K - $2.1M
|
17.9K
$1.84M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
12K+ 127.54% |
$701K - $2.1M
|
21.3K
$2.19M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
11.9K+ 875.33% |
$699K - $2.1M
|
13.3K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
11.9K+ 152.44% |
$699K - $2.1M
|
19.7K
$2.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
11.9K+ 200.61% |
$697K - $2.09M
|
17.8K
$1.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11.9K+ 186.24% |
$696K - $2.09M
|
18.3K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
11.8K+ 203.16% |
$693K - $2.08M
|
17.7K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
11.8K+ 201.67% |
$692K - $2.08M
|
17.7K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
11.8K+ 209.65% |
$689K - $2.07M
|
17.4K
$1.79M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.8K+ 203.16% |
$689K - $2.07M
|
17.5K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
11.7K+ 184.33% |
$687K - $2.06M
|
18.1K
$1.86M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
11.7KNew |
$685K - $2.06M
|
11.7K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
11.7K+ 189.28% |
$684K - $2.05M
|
17.8K
$1.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 192.56% |
$684K - $2.05M
|
17.7K
$1.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
11.6K+ 201.27% |
$679K - $2.04M
|
17.4K
$1.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
11.6K+ 193.78% |
$679K - $2.04M
|
17.6K
$1.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.6K+ 102.21% |
$678K - $2.03M
|
22.9K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 200.94% |
$675K - $2.03M
|
17.2K
$1.77M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
11.5K+ 215.94% |
$672K - $2.02M
|
16.8K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.5K+ 243.84% |
$672K - $2.02M
|
16.2K
$1.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
11.4K+ 188.71% |
$670K - $2.01M
|
17.5K
$1.8M
|
|
|
May 07, 2024
Q1 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
11.4K+ 200.0% |
$669K - $2.01M
|
17.1K
$1.76M
|