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
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
8.19KNew |
$480K - $1.44M
|
8.19K
$842K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.18K+ 166.18% |
$479K - $1.44M
|
13.1K
$1.35M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8.17K+ 488.64% |
$479K - $1.44M
|
9.84K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
8.17K+ 118.33% |
$479K - $1.44M
|
15.1K
$1.55M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
8.15K+ 250.92% |
$478K - $1.43M
|
11.4K
$1.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8.15K+ 201.11% |
$478K - $1.43M
|
12.2K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
BUY
|
- |
8.15K+ 111.82% |
$478K - $1.43M
|
15.4K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
8.07K+ 220.04% |
$473K - $1.42M
|
11.7K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8.07K+ 203.79% |
$473K - $1.42M
|
12K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
8.04K+ 231.03% |
$471K - $1.41M
|
11.5K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
8.03K+ 194.5% |
$471K - $1.41M
|
12.2K
$1.25M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
8K+ 223.46% |
$469K - $1.41M
|
11.6K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.99K+ 246.59% |
$468K - $1.41M
|
11.2K
$1.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
7.99K+ 192.76% |
$468K - $1.41M
|
12.1K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
7.99K+ 192.74% |
$468K - $1.4M
|
12.1K
$1.25M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
7.98K+ 319.28% |
$468K - $1.4M
|
10.5K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
7.97K+ 226.36% |
$467K - $1.4M
|
11.5K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
7.97K+ 200.68% |
$467K - $1.4M
|
11.9K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
7.96K+ 186.81% |
$466K - $1.4M
|
12.2K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7.95K+ 201.57% |
$466K - $1.4M
|
11.9K
$1.22M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
7.95K+ 197.49% |
$466K - $1.4M
|
12K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
7.94K+ 200.03% |
$465K - $1.4M
|
11.9K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.92K+ 201.6% |
$464K - $1.39M
|
11.8K
$1.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
7.91K+ 188.23% |
$464K - $1.39M
|
12.1K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
7.9K+ 166.66% |
$463K - $1.39M
|
12.6K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
7.89K+ 184.78% |
$462K - $1.39M
|
12.2K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.87K+ 203.18% |
$461K - $1.38M
|
11.7K
$1.21M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
7.86K+ 190.29% |
$461K - $1.38M
|
12K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7.86K+ 166.17% |
$461K - $1.38M
|
12.6K
$1.29M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
7.85K+ 200.72% |
$460K - $1.38M
|
11.8K
$1.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
7.83K+ 193.81% |
$459K - $1.38M
|
11.9K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
7.8K+ 200.0% |
$457K - $1.37M
|
11.7K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7.8K+ 194.66% |
$457K - $1.37M
|
11.8K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
7.8K+ 200.0% |
$457K - $1.37M
|
11.7K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
7.8K+ 263.61% |
$457K - $1.37M
|
10.8K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
7.77K+ 210.88% |
$456K - $1.37M
|
11.5K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.77K+ 200.49% |
$455K - $1.37M
|
11.6K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
7.76K+ 199.46% |
$455K - $1.36M
|
11.7K
$1.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
7.75K+ 199.0% |
$454K - $1.36M
|
11.6K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
7.74K+ 200.0% |
$454K - $1.36M
|
11.6K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7.71KNew |
$452K - $1.36M
|
7.71K
$792K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
7.7K+ 338.0% |
$451K - $1.35M
|
9.98K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
7.7K+ 177.52% |
$451K - $1.35M
|
12K
$1.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Alta Advisers LTD
|
BUY
|
- |
7.7K+ 213.89% |
$451K - $1.35M
|
11.3K
$1.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
7.7K+ 200.0% |
$451K - $1.35M
|
11.6K
$1.19M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
7.7K+ 251.67% |
$451K - $1.35M
|
10.8K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.7K+ 159.25% |
$451K - $1.35M
|
12.5K
$1.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
7.66K+ 200.97% |
$449K - $1.35M
|
11.5K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
7.66KNew |
$449K - $1.35M
|
7.66K
$787K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
7.65K+ 203.05% |
$448K - $1.34M
|
11.4K
$1.17M
|