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
|
Tsfg, LLC
|
BUY
|
- |
6.44K+ 200.09% |
$377K - $1.13M
|
9.65K
$993K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.43K+ 192.49% |
$377K - $1.13M
|
9.77K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.43KNew |
$377K - $1.13M
|
6.43K
$661K
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
6.42K+ 200.0% |
$376K - $1.13M
|
9.63K
$990K
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
6.41K+ 200.0% |
$376K - $1.13M
|
9.62K
$989K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
6.4K+ 200.0% |
$375K - $1.13M
|
9.6K
$987K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
6.4K+ 403.34% |
$375K - $1.12M
|
7.98K
$821K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
6.39K+ 190.21% |
$375K - $1.12M
|
9.75K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
BUY
|
- |
6.39K+ 156.04% |
$375K - $1.12M
|
10.5K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
6.37K+ 195.52% |
$374K - $1.12M
|
9.63K
$991K
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
6.37K+ 208.85% |
$373K - $1.12M
|
9.42K
$969K
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
6.37K+ 199.62% |
$373K - $1.12M
|
9.56K
$983K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
6.35K+ 207.11% |
$372K - $1.12M
|
9.41K
$968K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
6.35K+ 213.85% |
$372K - $1.12M
|
9.31K
$958K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.34K+ 205.78% |
$371K - $1.11M
|
9.42K
$969K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
6.33K+ 203.96% |
$371K - $1.11M
|
9.44K
$970K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
6.32KNew |
$371K - $1.11M
|
6.32K
$650K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
6.32K+ 200.0% |
$370K - $1.11M
|
9.48K
$975K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6.32K+ 208.0% |
$370K - $1.11M
|
9.35K
$962K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
6.32K+ 200.6% |
$370K - $1.11M
|
9.47K
$974K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.32K+ 190.33% |
$370K - $1.11M
|
9.64K
$991K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
6.31K+ 265.0% |
$370K - $1.11M
|
8.69K
$893K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6.3K+ 85.78% |
$369K - $1.11M
|
13.6K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
6.29K+ 200.0% |
$369K - $1.11M
|
9.43K
$970K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.28K+ 257.39% |
$368K - $1.1M
|
8.72K
$897K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
6.28K+ 440.63% |
$368K - $1.1M
|
7.7K
$792K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6.26K+ 195.99% |
$367K - $1.1M
|
9.46K
$973K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
6.25K+ 193.47% |
$366K - $1.1M
|
9.48K
$975K
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
6.23K+ 200.06% |
$365K - $1.1M
|
9.35K
$961K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.23K+ 244.7% |
$365K - $1.1M
|
8.78K
$903K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
6.22K+ 200.06% |
$365K - $1.09M
|
9.34K
$960K
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
BUY
|
- |
6.22K+ 65.06% |
$365K - $1.09M
|
15.8K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.21K+ 182.81% |
$364K - $1.09M
|
9.61K
$988K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
6.21K+ 196.11% |
$364K - $1.09M
|
9.37K
$964K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
6.2K+ 203.78% |
$363K - $1.09M
|
9.24K
$950K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
6.18K+ 207.94% |
$362K - $1.09M
|
9.15K
$941K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6.17K+ 184.06% |
$361K - $1.08M
|
9.52K
$979K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.16K+ 188.84% |
$361K - $1.08M
|
9.43K
$969K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.16K+ 225.1% |
$361K - $1.08M
|
8.9K
$915K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.16K+ 195.8% |
$361K - $1.08M
|
9.3K
$957K
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
6.16K+ 201.14% |
$361K - $1.08M
|
9.22K
$948K
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.15KNew |
$361K - $1.08M
|
6.15K
$633K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
6.15K+ 216.7% |
$360K - $1.08M
|
8.99K
$924K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.15KNew |
$360K - $1.08M
|
6.15K
$632K
|
|
|
May 02, 2024
Q1 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
6.14K+ 200.0% |
$360K - $1.08M
|
9.21K
$948K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.14K+ 212.16% |
$360K - $1.08M
|
9.03K
$929K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
6.11K+ 200.3% |
$358K - $1.07M
|
9.16K
$942K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6.1K+ 197.89% |
$358K - $1.07M
|
9.19K
$945K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
6.1K+ 186.17% |
$357K - $1.07M
|
9.38K
$964K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
6.09K+ 198.05% |
$357K - $1.07M
|
9.16K
$942K
|