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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
5.67K+ 276.24% |
$333K - $998K
|
7.73K
$795K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
5.67KNew |
$332K - $998K
|
5.67K
$583K
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
5.67K+ 201.42% |
$332K - $997K
|
8.48K
$872K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
5.66K+ 188.67% |
$332K - $996K
|
8.66K
$891K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.66K+ 211.04% |
$331K - $995K
|
8.34K
$857K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5.66K+ 288.23% |
$331K - $994K
|
7.62K
$783K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
5.65K+ 197.24% |
$331K - $994K
|
8.52K
$876K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
5.65K+ 244.63% |
$331K - $994K
|
7.96K
$819K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.64K+ 207.01% |
$331K - $992K
|
8.37K
$861K
|
|
|
May 15, 2024
Q1 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
5.64KNew |
$330K - $991K
|
5.64K
$580K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
5.64K+ 200.36% |
$330K - $991K
|
8.45K
$869K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
5.63K+ 201.79% |
$330K - $990K
|
8.42K
$866K
|
|
|
May 01, 2024
Q1 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
5.63K+ 200.0% |
$330K - $990K
|
8.44K
$868K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.63K+ 219.3% |
$330K - $989K
|
8.19K
$842K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
5.62K+ 196.85% |
$329K - $988K
|
8.47K
$871K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5.61K+ 200.11% |
$329K - $987K
|
8.42K
$866K
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
5.61KNew |
$329K - $986K
|
5.61K
$577K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
5.59K+ 202.54% |
$327K - $982K
|
8.34K
$858K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
5.58K+ 201.23% |
$327K - $981K
|
8.35K
$858K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.54K+ 200.04% |
$325K - $974K
|
8.31K
$855K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
5.54K+ 227.1% |
$325K - $974K
|
7.98K
$821K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
5.53K+ 195.54% |
$324K - $973K
|
8.36K
$860K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
5.53K+ 200.0% |
$324K - $972K
|
8.29K
$853K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
5.52K+ 151.59% |
$324K - $971K
|
9.17K
$943K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
5.5K+ 169.3% |
$323K - $968K
|
8.76K
$900K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5.46K+ 174.64% |
$320K - $960K
|
8.59K
$883K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
5.46K+ 147.1% |
$320K - $959K
|
9.17K
$943K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5.43K+ 164.01% |
$318K - $955K
|
8.74K
$899K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
5.42K+ 200.78% |
$318K - $954K
|
8.12K
$836K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
5.42KNew |
$317K - $952K
|
5.42K
$557K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5.41K+ 196.76% |
$317K - $951K
|
8.16K
$839K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.4K+ 316.71% |
$317K - $950K
|
7.11K
$731K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
5.4K+ 220.17% |
$317K - $950K
|
7.86K
$808K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5.4K+ 199.59% |
$317K - $950K
|
8.11K
$834K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$316K - $950K
|
5.4K
$555K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5.39K+ 204.24% |
$316K - $949K
|
8.04K
$826K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
5.38K+ 189.5% |
$315K - $945K
|
8.21K
$845K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
5.37K+ 195.52% |
$315K - $944K
|
8.12K
$835K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
5.35K+ 201.93% |
$314K - $941K
|
8K
$823K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.33K+ 79.41% |
$313K - $938K
|
12.1K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
5.33K+ 192.56% |
$313K - $938K
|
8.1K
$833K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
5.33K+ 23.5% |
$313K - $938K
|
28K
$2.88M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
5.33K+ 191.27% |
$312K - $937K
|
8.11K
$834K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
5.33K+ 266.3% |
$312K - $937K
|
7.33K
$753K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
5.33K+ 203.87% |
$312K - $936K
|
7.94K
$816K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5.32K+ 200.0% |
$312K - $935K
|
7.98K
$820K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.28K+ 220.31% |
$310K - $929K
|
7.68K
$790K
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
5.27K+ 114.55% |
$309K - $926K
|
9.87K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5.27KNew |
$309K - $926K
|
5.27K
$542K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.26K+ 393.42% |
$308K - $925K
|
6.6K
$679K
|