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 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.25K+ 200.0% |
$308K - $924K
|
7.88K
$810K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
5.25KNew |
$308K - $923K
|
5.25K
$540K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
5.24K+ 162.95% |
$307K - $921K
|
8.45K
$869K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.24KNew |
$307K - $921K
|
5.24K
$539K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
5.23K+ 147.09% |
$306K - $920K
|
8.78K
$903K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.23K+ 199.96% |
$306K - $919K
|
7.84K
$806K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.23K+ 199.81% |
$306K - $919K
|
7.84K
$806K
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
5.22K+ 208.06% |
$306K - $917K
|
7.72K
$794K
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
5.21K+ 225.52% |
$306K - $917K
|
7.53K
$774K
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
5.21K+ 200.0% |
$305K - $917K
|
7.82K
$804K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
5.17K+ 200.5% |
$303K - $910K
|
7.75K
$797K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
5.16K+ 206.07% |
$302K - $907K
|
7.66K
$788K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.16KNew |
$302K - $907K
|
5.16K
$530K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
5.13K+ 200.0% |
$300K - $901K
|
7.69K
$791K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.1K+ 218.69% |
$299K - $897K
|
7.44K
$765K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
5.1K+ 197.41% |
$299K - $897K
|
7.69K
$790K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.1K+ 200.0% |
$299K - $897K
|
7.65K
$787K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.1K+ 200.99% |
$299K - $896K
|
7.63K
$785K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.09K+ 155.68% |
$299K - $896K
|
8.37K
$860K
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
5.09K+ 89.85% |
$298K - $895K
|
10.8K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
5.09K+ 196.29% |
$298K - $894K
|
7.68K
$790K
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
5.08K+ 207.22% |
$298K - $894K
|
7.53K
$775K
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
5.08K+ 200.0% |
$298K - $893K
|
7.62K
$784K
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
5.08K+ 110.33% |
$297K - $892K
|
9.68K
$995K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.07K+ 201.47% |
$297K - $892K
|
7.59K
$780K
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
5.06KNew |
$297K - $890K
|
5.06K
$520K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.06K+ 385.58% |
$296K - $889K
|
6.37K
$655K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
5.05K+ 192.05% |
$296K - $888K
|
7.68K
$790K
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
5.05K+ 243.42% |
$296K - $888K
|
7.13K
$733K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.05K+ 259.8% |
$296K - $888K
|
6.99K
$719K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
5.04K+ 184.57% |
$295K - $885K
|
7.76K
$798K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
5.03K+ 261.33% |
$295K - $884K
|
6.95K
$715K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.03K+ 324.26% |
$295K - $884K
|
6.58K
$676K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.03KNew |
$295K - $884K
|
5.03K
$517K
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
5.02K+ 202.42% |
$294K - $883K
|
7.5K
$771K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.02K+ 201.2% |
$294K - $882K
|
7.51K
$772K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5.01K+ 244.47% |
$294K - $882K
|
7.07K
$727K
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
5K+ 200.0% |
$293K - $879K
|
7.5K
$771K
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
5K+ 200.0% |
$293K - $879K
|
7.5K
$771K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
5K+ 232.36% |
$293K - $879K
|
7.15K
$735K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.99K+ 260.41% |
$293K - $878K
|
6.91K
$711K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
4.99K+ 231.77% |
$292K - $878K
|
7.14K
$735K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
4.98K+ 244.1% |
$292K - $876K
|
7.02K
$722K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
4.94K+ 305.5% |
$290K - $869K
|
6.56K
$674K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
4.94K+ 210.21% |
$290K - $869K
|
7.29K
$750K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
4.92KNew |
$288K - $866K
|
4.92K
$506K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.92K+ 265.75% |
$288K - $865K
|
6.77K
$696K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4.92K+ 200.0% |
$288K - $865K
|
7.38K
$759K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4.92K+ 200.0% |
$288K - $865K
|
7.38K
$759K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.91K+ 208.71% |
$288K - $864K
|
7.26K
$747K
|