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 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11.4K+ 188.14% |
$669K - $2.01M
|
17.5K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
11.4K+ 197.98% |
$668K - $2M
|
17.1K
$1.76M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
11.4K+ 208.44% |
$667K - $2M
|
16.8K
$1.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 200.0% |
$663K - $1.99M
|
17K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 180.23% |
$663K - $1.99M
|
17.6K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 192.48% |
$662K - $1.99M
|
17.2K
$1.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
11.3K+ 200.0% |
$661K - $1.98M
|
16.9K
$1.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
11.2K+ 623.97% |
$659K - $1.98M
|
13K
$1.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
11.2K+ 178.51% |
$659K - $1.98M
|
17.5K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
11.2K+ 200.0% |
$657K - $1.97M
|
16.8K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
11.2K+ 199.98% |
$654K - $1.96M
|
16.7K
$1.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
11.2K+ 201.41% |
$654K - $1.96M
|
16.7K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
11.1K+ 161.5% |
$652K - $1.95M
|
18K
$1.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
11.1K+ 188.28% |
$651K - $1.95M
|
17K
$1.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
BUY
|
- |
11.1KNew |
$651K - $1.95M
|
11.1K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
11.1KNew |
$650K - $1.95M
|
11.1K
$1.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11.1K+ 187.31% |
$650K - $1.95M
|
17K
$1.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
11.1K+ 179.39% |
$648K - $1.94M
|
17.2K
$1.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
11K+ 200.35% |
$647K - $1.94M
|
16.5K
$1.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
11K+ 238.39% |
$646K - $1.94M
|
15.7K
$1.61M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11K+ 193.93% |
$645K - $1.93M
|
16.7K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
10.9K+ 174.13% |
$637K - $1.91M
|
17.1K
$1.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.8K+ 203.63% |
$634K - $1.9M
|
16.1K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
10.8K+ 196.41% |
$632K - $1.9M
|
16.3K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
10.8K+ 209.88% |
$631K - $1.89M
|
15.9K
$1.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.7K+ 213.67% |
$628K - $1.89M
|
15.7K
$1.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
10.7K+ 202.32% |
$628K - $1.88M
|
16K
$1.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
10.7K+ 173.92% |
$625K - $1.88M
|
16.8K
$1.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
10.7KNew |
$625K - $1.88M
|
10.7K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
10.7K+ 444.13% |
$625K - $1.87M
|
13.1K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
10.7KNew |
$624K - $1.87M
|
10.7K
$1.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10.6K+ 200.0% |
$624K - $1.87M
|
16K
$1.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
10.6K+ 148.23% |
$622K - $1.87M
|
17.8K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
10.6K+ 200.0% |
$621K - $1.86M
|
15.9K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.6K+ 252.81% |
$620K - $1.86M
|
14.8K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
10.6KNew |
$620K - $1.86M
|
10.6K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
10.6K+ 433.8% |
$620K - $1.86M
|
13K
$1.34M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
10.5K+ 200.0% |
$615K - $1.85M
|
15.8K
$1.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
10.5K+ 181.8% |
$615K - $1.84M
|
16.3K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10.5K+ 161.28% |
$614K - $1.84M
|
17K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.5K+ 167.39% |
$613K - $1.84M
|
16.7K
$1.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
10.5K+ 221.01% |
$613K - $1.84M
|
15.2K
$1.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
10.5K+ 201.89% |
$613K - $1.84M
|
15.6K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
10.5K+ 224.87% |
$613K - $1.84M
|
15.1K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
10.5K+ 201.95% |
$613K - $1.84M
|
15.6K
$1.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10.4K+ 206.82% |
$612K - $1.84M
|
15.5K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
10.4K+ 37.43% |
$609K - $1.83M
|
38.2K
$3.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 218.82% |
$609K - $1.83M
|
15.1K
$1.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
10.4K+ 200.12% |
$608K - $1.83M
|
15.6K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
10.4K+ 200.0% |
$607K - $1.82M
|
15.5K
$1.6M
|