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 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
4.11K+ 200.83% |
$241K - $723K
|
6.16K
$590K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
4.11K+ 235.65% |
$241K - $722K
|
5.85K
$560K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.09K+ 198.45% |
$240K - $720K
|
6.16K
$590K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.09K+ 199.61% |
$240K - $720K
|
6.15K
$589K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
4.07K+ 220.45% |
$239K - $716K
|
5.92K
$568K
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
4.07K+ 200.0% |
$239K - $716K
|
6.11K
$585K
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.07K+ 200.0% |
$239K - $716K
|
6.11K
$585K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.07K+ 207.18% |
$238K - $716K
|
6.03K
$578K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.07KNew |
$238K - $716K
|
4.07K
$390K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4.06K+ 200.39% |
$238K - $715K
|
6.09K
$584K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.06K+ 128.68% |
$238K - $714K
|
7.22K
$691K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.06K+ 199.12% |
$238K - $714K
|
6.1K
$584K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.06K+ 192.82% |
$238K - $713K
|
6.16K
$590K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
4.04K+ 192.02% |
$237K - $711K
|
6.15K
$589K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4.04K+ 198.67% |
$237K - $711K
|
6.08K
$583K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
4.04K+ 200.0% |
$237K - $710K
|
6.06K
$581K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
4.04K+ 200.0% |
$237K - $710K
|
6.06K
$581K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
4.03K+ 74.47% |
$236K - $709K
|
9.45K
$906K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.03K+ 196.59% |
$236K - $709K
|
6.08K
$583K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
4.03K+ 196.78% |
$236K - $708K
|
6.08K
$582K
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
4.03KNew |
$236K - $708K
|
4.03K
$386K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.03KNew |
$236K - $708K
|
4.03K
$386K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.02KNew |
$236K - $708K
|
4.02K
$386K
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.02K+ 207.37% |
$236K - $707K
|
5.96K
$571K
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
BUY
|
- |
4.02K+ 201.5% |
$236K - $707K
|
6.02K
$577K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.01K+ 196.81% |
$235K - $706K
|
6.05K
$580K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
4.01K+ 193.95% |
$235K - $704K
|
6.07K
$582K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
4K+ 153.92% |
$235K - $704K
|
6.6K
$633K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4K+ 202.89% |
$234K - $704K
|
5.97K
$572K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
4KNew |
$234K - $704K
|
4K
$383K
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4K+ 202.89% |
$234K - $704K
|
5.97K
$572K
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
4K+ 200.0% |
$234K - $703K
|
6K
$575K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
4K+ 200.0% |
$234K - $703K
|
6K
$575K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.99KNew |
$234K - $701K
|
3.99K
$382K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.98K+ 16.2% |
$233K - $700K
|
28.6K
$2.74M
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
3.98K+ 200.0% |
$233K - $700K
|
5.97K
$572K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3.97K+ 256.39% |
$233K - $699K
|
5.52K
$529K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.96KNew |
$232K - $697K
|
3.96K
$380K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
3.96K+ 234.1% |
$232K - $697K
|
5.65K
$542K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.95K+ 208.88% |
$232K - $695K
|
5.84K
$560K
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
3.95K+ 295.22% |
$232K - $695K
|
5.29K
$507K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.94KNew |
$231K - $693K
|
3.94K
$378K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
3.94K+ 200.0% |
$231K - $693K
|
5.91K
$566K
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
3.94K+ 205.75% |
$231K - $693K
|
5.85K
$561K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.93K+ 227.99% |
$230K - $690K
|
5.65K
$541K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
3.93K+ 200.05% |
$230K - $690K
|
5.89K
$564K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.92KNew |
$230K - $689K
|
3.92K
$376K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.92K+ 208.35% |
$230K - $689K
|
5.8K
$556K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.91K+ 183.48% |
$229K - $688K
|
6.04K
$579K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3.9KNew |
$229K - $687K
|
3.9K
$374K
|