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 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8.87K+ 149.77% |
$520K - $1.56M
|
14.8K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
8.86K+ 211.16% |
$519K - $1.56M
|
13.1K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
8.85K+ 200.61% |
$519K - $1.56M
|
13.3K
$1.36M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
8.84K+ 247.47% |
$518K - $1.55M
|
12.4K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
8.83K+ 175.13% |
$518K - $1.55M
|
13.9K
$1.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
8.78K+ 193.39% |
$515K - $1.54M
|
13.3K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.77K+ 187.24% |
$514K - $1.54M
|
13.5K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
BUY
|
- |
8.76K+ 200.0% |
$513K - $1.54M
|
13.1K
$1.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
8.74K+ 262.12% |
$512K - $1.54M
|
12.1K
$1.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8.73K+ 203.07% |
$512K - $1.54M
|
13K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8.68K+ 212.98% |
$509K - $1.53M
|
12.8K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.68K+ 198.17% |
$509K - $1.53M
|
13.1K
$1.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
8.65K+ 200.0% |
$507K - $1.52M
|
13K
$1.34M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
8.65K+ 204.59% |
$507K - $1.52M
|
12.9K
$1.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
8.65KNew |
$507K - $1.52M
|
8.65K
$889K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
8.64K+ 209.61% |
$506K - $1.52M
|
12.8K
$1.31M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
8.64K+ 201.16% |
$506K - $1.52M
|
12.9K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8.63K+ 200.05% |
$506K - $1.52M
|
12.9K
$1.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
8.63K+ 175.95% |
$506K - $1.52M
|
13.5K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
8.61K+ 195.72% |
$504K - $1.51M
|
13K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
8.6K+ 203.77% |
$504K - $1.51M
|
12.8K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.59KNew |
$503K - $1.51M
|
8.59K
$883K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8.57K+ 191.06% |
$502K - $1.51M
|
13.1K
$1.34M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
8.55K+ 191.32% |
$501K - $1.5M
|
13K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.55K+ 181.34% |
$501K - $1.5M
|
13.3K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
8.54K+ 216.47% |
$501K - $1.5M
|
12.5K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
8.53K+ 199.56% |
$500K - $1.5M
|
12.8K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
8.52K+ 608.71% |
$499K - $1.5M
|
9.92K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
8.51K+ 200.0% |
$499K - $1.5M
|
12.8K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
8.51K+ 200.35% |
$498K - $1.5M
|
12.8K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8.49K+ 202.12% |
$498K - $1.49M
|
12.7K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
8.47K+ 169.64% |
$496K - $1.49M
|
13.5K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
8.46K+ 193.48% |
$496K - $1.49M
|
12.8K
$1.32M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
8.45K+ 200.12% |
$495K - $1.49M
|
12.7K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
BUY
|
- |
8.44K+ 200.0% |
$495K - $1.48M
|
12.7K
$1.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
8.44K+ 200.0% |
$494K - $1.48M
|
12.7K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
8.42K+ 215.28% |
$494K - $1.48M
|
12.3K
$1.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
8.42K+ 197.65% |
$493K - $1.48M
|
12.7K
$1.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.42K+ 206.6% |
$493K - $1.48M
|
12.5K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
8.41K+ 200.96% |
$493K - $1.48M
|
12.6K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
8.41K+ 279.93% |
$493K - $1.48M
|
11.4K
$1.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
8.41K+ 192.56% |
$493K - $1.48M
|
12.8K
$1.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
8.4KNew |
$492K - $1.48M
|
8.4K
$864K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8.4K+ 215.38% |
$492K - $1.48M
|
12.3K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
8.38K+ 171.89% |
$491K - $1.47M
|
13.3K
$1.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
8.29K+ 186.19% |
$486K - $1.46M
|
12.7K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.23K+ 216.61% |
$482K - $1.45M
|
12K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.23K+ 270.86% |
$482K - $1.45M
|
11.3K
$1.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
8.23K+ 136.04% |
$482K - $1.45M
|
14.3K
$1.47M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
8.2K+ 201.08% |
$481K - $1.44M
|
12.3K
$1.26M
|