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 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
7.65K+ 221.62% |
$448K - $1.34M
|
11.1K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
7.63K+ 280.28% |
$447K - $1.34M
|
10.4K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
7.62K+ 200.0% |
$447K - $1.34M
|
11.4K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
7.62K+ 515.36% |
$446K - $1.34M
|
9.1K
$935K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.6K+ 132.3% |
$446K - $1.34M
|
13.4K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7.6K+ 224.99% |
$445K - $1.34M
|
11K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.58K+ 185.01% |
$444K - $1.33M
|
11.7K
$1.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.58K+ 356.81% |
$444K - $1.33M
|
9.7K
$997K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
7.57K+ 213.33% |
$444K - $1.33M
|
11.1K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
7.54K+ 228.13% |
$442K - $1.33M
|
10.8K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.52K+ 196.06% |
$441K - $1.32M
|
11.4K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
7.5K+ 200.86% |
$440K - $1.32M
|
11.2K
$1.16M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.5K+ 54.89% |
$439K - $1.32M
|
21.2K
$2.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
7.47K+ 93.71% |
$438K - $1.31M
|
15.5K
$1.59M
|
|
|
Apr 04, 2024
Q1 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
7.46K+ 200.03% |
$437K - $1.31M
|
11.2K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
7.45KNew |
$437K - $1.31M
|
7.45K
$767K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
7.44K+ 192.0% |
$436K - $1.31M
|
11.3K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
7.43K+ 200.05% |
$436K - $1.31M
|
11.1K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7.42K+ 205.37% |
$435K - $1.31M
|
11K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
7.42K+ 183.4% |
$435K - $1.31M
|
11.5K
$1.18M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
7.4K+ 185.0% |
$434K - $1.3M
|
11.4K
$1.17M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
7.4K+ 198.47% |
$434K - $1.3M
|
11.1K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.4K+ 252.51% |
$433K - $1.3M
|
10.3K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
7.35K+ 238.39% |
$431K - $1.29M
|
10.4K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
7.33K+ 276.22% |
$429K - $1.29M
|
9.98K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
7.31K+ 207.37% |
$429K - $1.29M
|
10.8K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.31K+ 189.16% |
$428K - $1.29M
|
11.2K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
7.3K+ 174.14% |
$428K - $1.28M
|
11.5K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.28K+ 204.81% |
$427K - $1.28M
|
10.8K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.28K+ 478.93% |
$426K - $1.28M
|
8.79K
$904K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
7.26K+ 211.51% |
$425K - $1.28M
|
10.7K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
7.25K+ 279.71% |
$425K - $1.28M
|
9.85K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.25K+ 209.18% |
$425K - $1.27M
|
10.7K
$1.1M
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
7.25K+ 192.07% |
$425K - $1.27M
|
11K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
7.24K+ 239.75% |
$424K - $1.27M
|
10.3K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
7.2K+ 154.75% |
$422K - $1.27M
|
11.9K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
7.2K+ 200.86% |
$422K - $1.27M
|
10.8K
$1.11M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
7.2K+ 205.71% |
$422K - $1.27M
|
10.7K
$1.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.17K+ 181.25% |
$420K - $1.26M
|
11.1K
$1.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
7.14KNew |
$418K - $1.25M
|
7.14K
$734K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.12K+ 365.23% |
$417K - $1.25M
|
9.07K
$933K
|
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
BUY
|
- |
7.12K+ 142.67% |
$417K - $1.25M
|
12.1K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
7.12K+ 191.5% |
$417K - $1.25M
|
10.8K
$1.11M
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
7.12KNew |
$417K - $1.25M
|
7.12K
$732K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7.07K+ 172.32% |
$414K - $1.24M
|
11.2K
$1.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
7.03K+ 200.0% |
$412K - $1.24M
|
10.6K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7.03K+ 160.93% |
$412K - $1.24M
|
11.4K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.02KNew |
$412K - $1.23M
|
7.02K
$722K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
7.02K+ 199.91% |
$411K - $1.23M
|
10.5K
$1.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.98K+ 207.24% |
$409K - $1.23M
|
10.4K
$1.06M
|