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 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.64K+ 276.78% |
$272K - $815K
|
6.31K
$649K
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.62K+ 24.37% |
$271K - $813K
|
23.6K
$2.43M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.62K+ 200.0% |
$271K - $812K
|
6.92K
$712K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4.61K+ 199.96% |
$270K - $811K
|
6.92K
$711K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.61K+ 158.74% |
$270K - $810K
|
7.51K
$772K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.6KNew |
$270K - $809K
|
4.6K
$473K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4.6K+ 168.05% |
$270K - $809K
|
7.34K
$755K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.6K+ 230.03% |
$269K - $808K
|
6.59K
$678K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
4.59K+ 196.78% |
$269K - $807K
|
6.92K
$712K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.58KNew |
$268K - $805K
|
4.58K
$471K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
4.58K+ 203.92% |
$268K - $805K
|
6.82K
$701K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.58KNew |
$268K - $805K
|
4.58K
$471K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.57K+ 211.96% |
$268K - $804K
|
6.73K
$692K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.57K+ 194.1% |
$268K - $804K
|
6.93K
$713K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.57K+ 200.04% |
$268K - $803K
|
6.85K
$704K
|
|
|
May 13, 2024
Q1 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
4.56K+ 200.0% |
$267K - $802K
|
6.84K
$703K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
4.56K+ 200.0% |
$267K - $802K
|
6.84K
$703K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
4.54KNew |
$266K - $799K
|
4.54K
$467K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.54K+ 162.72% |
$266K - $798K
|
7.32K
$753K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.53K+ 186.35% |
$266K - $797K
|
6.96K
$716K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
4.53K+ 206.76% |
$265K - $796K
|
6.72K
$691K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.51K+ 291.21% |
$264K - $792K
|
6.05K
$622K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.5K+ 191.08% |
$264K - $791K
|
6.85K
$705K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.49K+ 200.0% |
$263K - $790K
|
6.74K
$693K
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
4.49KNew |
$263K - $790K
|
4.49K
$462K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
4.49K+ 200.04% |
$263K - $789K
|
6.73K
$692K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.49K+ 213.42% |
$263K - $789K
|
6.59K
$678K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.49KNew |
$263K - $789K
|
4.49K
$461K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.46K+ 200.0% |
$261K - $784K
|
6.69K
$688K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.44K+ 114.69% |
$260K - $781K
|
8.32K
$855K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4.43KNew |
$260K - $779K
|
4.43K
$456K
|
|
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4.42KNew |
$259K - $777K
|
4.42K
$454K
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
4.41K+ 200.0% |
$259K - $776K
|
6.62K
$681K
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
4.39K+ 202.77% |
$258K - $773K
|
6.56K
$675K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.39KNew |
$257K - $771K
|
4.39K
$451K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
4.38K+ 187.95% |
$257K - $770K
|
6.71K
$690K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.38K+ 182.08% |
$257K - $770K
|
6.78K
$698K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.37K+ 204.3% |
$256K - $769K
|
6.52K
$670K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
4.37K+ 112.33% |
$256K - $769K
|
8.27K
$850K
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
4.37K+ 200.0% |
$256K - $769K
|
6.56K
$674K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
4.37K+ 81.45% |
$256K - $768K
|
9.72K
$1M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
4.36KNew |
$255K - $766K
|
4.36K
$448K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.34K+ 204.96% |
$254K - $763K
|
6.46K
$664K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
4.33K+ 234.91% |
$254K - $762K
|
6.18K
$636K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4.33K+ 202.81% |
$254K - $761K
|
6.46K
$664K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4.32K+ 194.55% |
$253K - $760K
|
6.54K
$673K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4.31KNew |
$253K - $759K
|
4.31K
$444K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
4.31KNew |
$252K - $758K
|
4.31K
$443K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.3K+ 214.63% |
$252K - $756K
|
6.3K
$648K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.3K+ 211.15% |
$252K - $756K
|
6.33K
$651K
|