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 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.34K+ 204.96% |
$254K - $763K
|
6.46K
$619K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
4.33K+ 234.91% |
$254K - $762K
|
6.18K
$592K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4.33K+ 202.81% |
$254K - $761K
|
6.46K
$619K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4.32K+ 194.55% |
$253K - $760K
|
6.54K
$627K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4.31KNew |
$253K - $759K
|
4.31K
$413K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
4.31KNew |
$252K - $758K
|
4.31K
$413K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.3K+ 214.63% |
$252K - $756K
|
6.3K
$604K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.3K+ 211.15% |
$252K - $756K
|
6.33K
$607K
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.3K+ 200.05% |
$252K - $755K
|
6.44K
$617K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
4.3K+ 189.62% |
$252K - $755K
|
6.56K
$629K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.29KNew |
$251K - $755K
|
4.29K
$411K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.29K+ 167.83% |
$251K - $754K
|
6.84K
$656K
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.28K+ 192.32% |
$251K - $753K
|
6.51K
$624K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.28K+ 196.6% |
$251K - $752K
|
6.45K
$619K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
4.27K+ 193.56% |
$250K - $751K
|
6.48K
$621K
|
|
|
Apr 01, 2024
Q1 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
4.26K+ 127.88% |
$249K - $748K
|
7.58K
$727K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.25K+ 200.33% |
$249K - $748K
|
6.37K
$611K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4.25K+ 200.0% |
$249K - $747K
|
6.38K
$611K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
4.25K+ 207.42% |
$249K - $747K
|
6.3K
$603K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.25K+ 271.77% |
$249K - $747K
|
5.81K
$557K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.24K+ 206.73% |
$249K - $746K
|
6.29K
$603K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.23K+ 198.04% |
$248K - $745K
|
6.37K
$611K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
4.22K+ 220.02% |
$247K - $742K
|
6.14K
$588K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4.22K+ 179.19% |
$247K - $742K
|
6.58K
$630K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.22K+ 208.66% |
$247K - $741K
|
6.24K
$598K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.21K+ 193.08% |
$247K - $741K
|
6.4K
$613K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
4.21K+ 191.28% |
$247K - $740K
|
6.41K
$614K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
4.21KNew |
$247K - $740K
|
4.21K
$403K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.21K+ 199.95% |
$247K - $740K
|
6.31K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.2K+ 233.44% |
$246K - $738K
|
5.99K
$574K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.19K+ 245.75% |
$246K - $737K
|
5.9K
$565K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
4.18KNew |
$245K - $735K
|
4.18K
$401K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4.18K+ 321.63% |
$245K - $735K
|
5.48K
$525K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
4.18K+ 168.02% |
$245K - $735K
|
6.66K
$639K
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
4.17KNew |
$244K - $733K
|
4.17K
$399K
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
4.17KNew |
$244K - $733K
|
4.17K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.17KNew |
$244K - $732K
|
4.17K
$399K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.16KNew |
$244K - $732K
|
4.16K
$399K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.16K+ 173.97% |
$244K - $731K
|
6.55K
$628K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
4.16K+ 235.31% |
$244K - $731K
|
5.93K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.16K+ 225.73% |
$244K - $731K
|
6K
$575K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4.14K+ 198.42% |
$243K - $728K
|
6.23K
$597K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4.14K+ 740.25% |
$243K - $728K
|
4.7K
$450K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4.14K+ 206.08% |
$243K - $728K
|
6.15K
$589K
|
|
|
Feb 05, 2025
Q1 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
4.14K+ 200.0% |
$243K - $728K
|
6.21K
$595K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.14K+ 193.5% |
$242K - $728K
|
6.28K
$601K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.14K+ 222.96% |
$242K - $727K
|
5.99K
$574K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.13K+ 218.48% |
$242K - $726K
|
6.02K
$577K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
4.13KNew |
$242K - $725K
|
4.13K
$395K
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
4.11K+ 200.0% |
$241K - $723K
|
6.17K
$591K
|