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 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4.91K+ 300.0% |
$288K - $863K
|
6.54K
$673K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.91KNew |
$288K - $863K
|
4.91K
$505K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4.9K+ 201.56% |
$287K - $862K
|
7.34K
$755K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.89K+ 202.4% |
$287K - $860K
|
7.31K
$752K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.89K+ 200.0% |
$287K - $860K
|
7.34K
$755K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4.89K+ 202.7% |
$286K - $859K
|
7.3K
$751K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
4.88K+ 160.54% |
$286K - $859K
|
7.92K
$815K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.87K+ 196.02% |
$286K - $857K
|
7.36K
$757K
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
BUY
|
- |
4.86K+ 194.83% |
$285K - $854K
|
7.35K
$756K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
4.86K+ 180.48% |
$285K - $854K
|
7.55K
$776K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
4.85K+ 170.74% |
$284K - $853K
|
7.69K
$791K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4.85K+ 199.84% |
$284K - $852K
|
7.27K
$748K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4.84K+ 188.43% |
$284K - $851K
|
7.41K
$762K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.84K+ 261.12% |
$283K - $850K
|
6.69K
$688K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.83K+ 195.43% |
$283K - $850K
|
7.3K
$751K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
4.82K+ 217.3% |
$283K - $848K
|
7.04K
$724K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.81K+ 199.79% |
$282K - $846K
|
7.22K
$742K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4.81K+ 198.51% |
$282K - $845K
|
7.23K
$743K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
4.8K+ 206.31% |
$282K - $845K
|
7.13K
$733K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
4.8K+ 187.57% |
$281K - $844K
|
7.36K
$757K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.8K+ 205.0% |
$281K - $843K
|
7.13K
$734K
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
4.79KNew |
$281K - $843K
|
4.79K
$493K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
4.79K+ 220.48% |
$281K - $843K
|
6.96K
$716K
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
4.79K+ 200.0% |
$281K - $842K
|
7.19K
$739K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.79K+ 121.04% |
$281K - $842K
|
8.74K
$899K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
4.79KNew |
$281K - $842K
|
4.79K
$492K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
4.78K+ 200.63% |
$280K - $840K
|
7.16K
$736K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.77K+ 232.49% |
$280K - $839K
|
6.83K
$702K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.76K+ 184.97% |
$279K - $838K
|
7.34K
$755K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
4.75K+ 200.0% |
$279K - $836K
|
7.13K
$733K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.75K+ 245.05% |
$278K - $835K
|
6.69K
$688K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.75K+ 200.51% |
$278K - $835K
|
7.11K
$732K
|
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
4.73K+ 167.43% |
$277K - $832K
|
7.56K
$777K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.72K+ 162.97% |
$277K - $830K
|
7.61K
$783K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.72K+ 186.11% |
$276K - $829K
|
7.25K
$746K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.72K+ 191.98% |
$276K - $829K
|
7.17K
$738K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
4.72K+ 183.11% |
$276K - $829K
|
7.29K
$750K
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
4.7KNew |
$276K - $827K
|
4.7K
$484K
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4.7K+ 201.16% |
$275K - $826K
|
7.03K
$723K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.7K+ 194.49% |
$275K - $826K
|
7.11K
$731K
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
4.69K+ 244.22% |
$275K - $825K
|
6.62K
$680K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.69K+ 191.9% |
$275K - $825K
|
7.13K
$734K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.68K+ 200.04% |
$274K - $822K
|
7.01K
$721K
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
4.67KNew |
$274K - $821K
|
4.67K
$480K
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.67K+ 200.09% |
$274K - $821K
|
7K
$720K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.67K+ 222.18% |
$274K - $821K
|
6.77K
$696K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
4.66K+ 188.82% |
$273K - $820K
|
7.13K
$733K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.66KNew |
$273K - $819K
|
4.66K
$479K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4.65K+ 199.23% |
$273K - $818K
|
6.99K
$719K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.64K+ 183.6% |
$272K - $815K
|
7.16K
$737K
|