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
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.08K+ 234.9% |
$357K - $1.07M
|
8.67K
$892K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6.07K+ 186.02% |
$356K - $1.07M
|
9.33K
$960K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
6.07K+ 172.11% |
$356K - $1.07M
|
9.59K
$987K
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
6.07K+ 200.0% |
$356K - $1.07M
|
9.1K
$936K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.05K+ 136.72% |
$355K - $1.06M
|
10.5K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
6.05K+ 227.34% |
$355K - $1.06M
|
8.72K
$897K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.04K+ 199.77% |
$354K - $1.06M
|
9.07K
$932K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
6.03K+ 200.13% |
$354K - $1.06M
|
9.05K
$931K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
6.03K+ 199.01% |
$354K - $1.06M
|
9.06K
$932K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
6.02K+ 200.0% |
$353K - $1.06M
|
9.04K
$929K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
6.02K+ 153.52% |
$353K - $1.06M
|
9.95K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
6.02K+ 284.9% |
$353K - $1.06M
|
8.13K
$836K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
6K+ 201.51% |
$352K - $1.06M
|
8.98K
$924K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
5.99KNew |
$351K - $1.05M
|
5.99K
$616K
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
5.98K+ 259.16% |
$351K - $1.05M
|
8.29K
$853K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
5.98K+ 193.74% |
$350K - $1.05M
|
9.06K
$932K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
5.98K+ 189.44% |
$350K - $1.05M
|
9.13K
$939K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
5.97K+ 200.64% |
$350K - $1.05M
|
8.94K
$919K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
5.96K+ 201.97% |
$349K - $1.05M
|
8.91K
$916K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.95K+ 154.49% |
$349K - $1.05M
|
9.8K
$1.01M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.95K+ 224.57% |
$349K - $1.05M
|
8.6K
$885K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5.95K+ 200.03% |
$349K - $1.05M
|
8.92K
$918K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
5.95K+ 199.97% |
$349K - $1.05M
|
8.92K
$918K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.91K+ 193.14% |
$347K - $1.04M
|
8.97K
$923K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5.9K+ 201.23% |
$346K - $1.04M
|
8.83K
$908K
|
|
|
May 15, 2024
Q1 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
5.89KNew |
$345K - $1.04M
|
5.89K
$606K
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
5.89K+ 201.06% |
$345K - $1.04M
|
8.82K
$907K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
5.88K+ 200.0% |
$345K - $1.03M
|
8.83K
$908K
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
5.88K+ 181.66% |
$345K - $1.03M
|
9.12K
$938K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
5.88K+ 201.72% |
$345K - $1.03M
|
8.8K
$905K
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
5.86K+ 201.44% |
$343K - $1.03M
|
8.77K
$902K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
5.85K+ 199.97% |
$343K - $1.03M
|
8.77K
$902K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.83K+ 200.1% |
$342K - $1.03M
|
8.74K
$899K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
5.83K+ 195.27% |
$341K - $1.02M
|
8.81K
$906K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5.81K+ 166.82% |
$341K - $1.02M
|
9.3K
$956K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
5.81K+ 208.1% |
$340K - $1.02M
|
8.6K
$884K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
5.78K+ 202.63% |
$339K - $1.02M
|
8.64K
$888K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.78K+ 200.59% |
$339K - $1.02M
|
8.66K
$890K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
5.77K+ 190.87% |
$338K - $1.02M
|
8.8K
$905K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
5.77K+ 243.05% |
$338K - $1.01M
|
8.14K
$838K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.77K+ 206.52% |
$338K - $1.01M
|
8.56K
$880K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
5.76K+ 200.0% |
$337K - $1.01M
|
8.63K
$888K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.76K+ 218.9% |
$337K - $1.01M
|
8.38K
$862K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.74K+ 209.15% |
$336K - $1.01M
|
8.48K
$872K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
5.72K+ 319.07% |
$335K - $1.01M
|
7.51K
$773K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.71K+ 223.46% |
$335K - $1M
|
8.27K
$851K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5.71K+ 216.49% |
$335K - $1M
|
8.35K
$859K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
5.7K+ 200.14% |
$334K - $1M
|
8.54K
$879K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.69K+ 216.93% |
$333K - $1M
|
8.31K
$855K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
5.69K+ 208.13% |
$333K - $1M
|
8.42K
$866K
|