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 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
3.51K+ 185.57% |
$206K - $617K
|
5.4K
$518K
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.51KNew |
$206K - $617K
|
3.51K
$336K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
3.51K+ 200.0% |
$206K - $617K
|
5.27K
$505K
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.5K+ 178.5% |
$205K - $616K
|
5.47K
$524K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3.5K+ 237.61% |
$205K - $616K
|
4.97K
$477K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3.5KNew |
$205K - $616K
|
3.5K
$335K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
3.5KNew |
$205K - $615K
|
3.5K
$335K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.5K+ 201.79% |
$205K - $615K
|
5.23K
$501K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.49K+ 192.28% |
$204K - $613K
|
5.3K
$508K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
3.48K+ 197.28% |
$204K - $613K
|
5.25K
$503K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
3.48KNew |
$204K - $612K
|
3.48K
$334K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.47KNew |
$204K - $611K
|
3.47K
$333K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.47KNew |
$203K - $610K
|
3.47K
$333K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.47K+ 207.29% |
$203K - $610K
|
5.14K
$493K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
3.47KNew |
$203K - $610K
|
3.47K
$332K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.47K+ 195.93% |
$203K - $610K
|
5.24K
$502K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.46K+ 267.67% |
$203K - $609K
|
4.75K
$456K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.46K+ 200.0% |
$203K - $608K
|
5.19K
$497K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.44KNew |
$202K - $605K
|
3.44K
$330K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3.43K+ 200.23% |
$201K - $604K
|
5.15K
$493K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.43K+ 200.0% |
$201K - $604K
|
5.15K
$493K
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
3.42KNew |
$200K - $601K
|
3.42K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
3.42KNew |
$200K - $601K
|
3.42K
$327K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
3.41K+ 200.0% |
$200K - $600K
|
5.12K
$491K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
3.41KNew |
$200K - $600K
|
3.41K
$327K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.41K+ 188.82% |
$200K - $600K
|
5.22K
$500K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3.41KNew |
$200K - $599K
|
3.41K
$326K
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3.4K+ 231.16% |
$199K - $598K
|
4.87K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.4K+ 242.99% |
$199K - $597K
|
4.8K
$460K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.37KNew |
$198K - $593K
|
3.37K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3.37KNew |
$198K - $593K
|
3.37K
$323K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
3.37KNew |
$198K - $593K
|
3.37K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.37KNew |
$197K - $592K
|
3.37K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.37KNew |
$197K - $592K
|
3.37K
$323K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.36K+ 217.53% |
$197K - $591K
|
4.91K
$470K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.36K+ 172.61% |
$197K - $591K
|
5.31K
$508K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.36KNew |
$197K - $590K
|
3.36K
$322K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3.35KNew |
$197K - $590K
|
3.35K
$321K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
3.35K+ 207.43% |
$196K - $589K
|
4.97K
$476K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.35K+ 189.0% |
$196K - $589K
|
5.12K
$491K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
3.34K+ 189.46% |
$196K - $588K
|
5.11K
$490K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.34K+ 202.61% |
$195K - $586K
|
4.98K
$477K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.33K+ 208.24% |
$195K - $586K
|
4.94K
$473K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.33K+ 200.0% |
$195K - $586K
|
5K
$479K
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.33KNew |
$195K - $586K
|
3.33K
$319K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3.3K+ 139.64% |
$194K - $581K
|
5.67K
$543K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.3K+ 200.06% |
$193K - $579K
|
4.94K
$474K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.29K+ 219.36% |
$193K - $578K
|
4.78K
$458K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
3.28K+ 240.41% |
$192K - $578K
|
4.65K
$446K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
3.28K+ 200.92% |
$192K - $576K
|
4.91K
$470K
|