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 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6.98K+ 205.21% |
$409K - $1.23M
|
10.4K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
6.97K+ 196.78% |
$409K - $1.23M
|
10.5K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
6.97K+ 163.74% |
$409K - $1.23M
|
11.2K
$1.16M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
6.97K+ 192.7% |
$408K - $1.23M
|
10.6K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
6.96K+ 212.81% |
$408K - $1.22M
|
10.2K
$1.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.96K+ 195.1% |
$408K - $1.22M
|
10.5K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.93KNew |
$406K - $1.22M
|
6.93K
$713K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.93K+ 173.36% |
$406K - $1.22M
|
10.9K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
6.92KNew |
$406K - $1.22M
|
6.92K
$712K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
6.91K+ 208.95% |
$405K - $1.22M
|
10.2K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
6.91K+ 200.0% |
$405K - $1.22M
|
10.4K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
6.89K+ 198.19% |
$404K - $1.21M
|
10.4K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
6.89K+ 236.78% |
$404K - $1.21M
|
9.8K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
6.88K+ 278.03% |
$403K - $1.21M
|
9.36K
$963K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
6.88K+ 201.23% |
$403K - $1.21M
|
10.3K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.87K+ 289.02% |
$402K - $1.21M
|
9.24K
$951K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.87K+ 320.94% |
$402K - $1.21M
|
9K
$926K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.85KNew |
$402K - $1.2M
|
6.85K
$705K
|
|
|
May 15, 2024
Q1 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
6.84K+ 200.0% |
$401K - $1.2M
|
10.3K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
6.83K+ 206.47% |
$401K - $1.2M
|
10.1K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
6.78K+ 197.52% |
$397K - $1.19M
|
10.2K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.77K+ 239.82% |
$397K - $1.19M
|
9.59K
$987K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6.77K+ 181.76% |
$396K - $1.19M
|
10.5K
$1.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
6.75K+ 182.21% |
$396K - $1.19M
|
10.5K
$1.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
6.75K+ 206.27% |
$396K - $1.19M
|
10K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.74K+ 200.24% |
$395K - $1.19M
|
10.1K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
6.73KNew |
$394K - $1.18M
|
6.73K
$692K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
6.72K+ 216.43% |
$394K - $1.18M
|
9.83K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
6.71K+ 200.0% |
$394K - $1.18M
|
10.1K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
6.71K+ 200.27% |
$393K - $1.18M
|
10.1K
$1.03M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
6.7K+ 200.0% |
$393K - $1.18M
|
10.1K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.67K+ 186.6% |
$391K - $1.17M
|
10.2K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
6.67K+ 200.15% |
$391K - $1.17M
|
10K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.66K+ 198.75% |
$390K - $1.17M
|
10K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
6.65K+ 191.2% |
$390K - $1.17M
|
10.1K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
6.65K+ 226.64% |
$389K - $1.17M
|
9.58K
$985K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
6.64K+ 221.23% |
$389K - $1.17M
|
9.64K
$991K
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
6.62K+ 65.79% |
$388K - $1.16M
|
16.7K
$1.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6.6K+ 175.87% |
$387K - $1.16M
|
10.4K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
6.6K+ 200.0% |
$387K - $1.16M
|
9.9K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
6.58K+ 384.45% |
$386K - $1.16M
|
8.29K
$853K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
6.55K+ 203.16% |
$384K - $1.15M
|
9.77K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
6.55K+ 246.46% |
$384K - $1.15M
|
9.2K
$946K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
6.53K+ 220.22% |
$383K - $1.15M
|
9.5K
$977K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6.52K+ 200.0% |
$382K - $1.15M
|
9.78K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6.51K+ 201.99% |
$381K - $1.14M
|
9.73K
$1M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.51K+ 141.81% |
$381K - $1.14M
|
11.1K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
6.5K+ 188.57% |
$381K - $1.14M
|
9.95K
$1.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
BUY
|
- |
6.5K+ 65.0% |
$381K - $1.14M
|
16.5K
$1.7M
|
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
BUY
|
- |
6.46K+ 205.73% |
$379K - $1.14M
|
9.6K
$988K
|