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 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.27K+ 3.26% |
$192K - $576K
|
104K
$9.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.27K+ 189.62% |
$192K - $575K
|
5K
$479K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.27K+ 213.18% |
$192K - $575K
|
4.8K
$460K
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
3.27K+ 200.0% |
$191K - $574K
|
4.9K
$470K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
3.25K+ 102.17% |
$191K - $572K
|
6.44K
$617K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3.23K+ 200.0% |
$189K - $568K
|
4.85K
$464K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
3.23K+ 198.95% |
$189K - $568K
|
4.85K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.22K+ 200.0% |
$189K - $566K
|
4.83K
$463K
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
3.22K+ 201.44% |
$189K - $566K
|
4.82K
$462K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.22K+ 228.62% |
$189K - $566K
|
4.63K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.22K+ 220.71% |
$189K - $566K
|
4.68K
$448K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.21K+ 200.0% |
$188K - $565K
|
4.82K
$462K
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3.21K+ 368.04% |
$188K - $565K
|
4.09K
$392K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.21K+ 200.06% |
$188K - $565K
|
4.82K
$462K
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.2K+ 190.94% |
$188K - $563K
|
4.88K
$468K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
3.2K+ 200.0% |
$188K - $563K
|
4.8K
$460K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.19K+ 174.44% |
$187K - $562K
|
5.03K
$482K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
3.18K+ 141.82% |
$186K - $559K
|
5.42K
$520K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
3.17K+ 200.0% |
$186K - $558K
|
4.76K
$456K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.17K+ 200.0% |
$186K - $558K
|
4.76K
$456K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.17K+ 204.78% |
$186K - $557K
|
4.72K
$452K
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
3.16K+ 199.06% |
$185K - $556K
|
4.75K
$455K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
3.16K+ 196.64% |
$185K - $556K
|
4.77K
$457K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.16K+ 200.19% |
$185K - $555K
|
4.73K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.16K+ 72.54% |
$185K - $555K
|
7.51K
$720K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
3.15K+ 200.0% |
$185K - $554K
|
4.73K
$453K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.15K+ 52.05% |
$185K - $554K
|
9.2K
$882K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.15K+ 200.0% |
$185K - $554K
|
4.72K
$453K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
3.14K+ 200.0% |
$184K - $553K
|
4.72K
$452K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.14K+ 197.92% |
$184K - $551K
|
4.72K
$452K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.13K+ 199.17% |
$184K - $551K
|
4.71K
$451K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.13K+ 186.47% |
$183K - $550K
|
4.81K
$461K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3.13K+ 241.65% |
$183K - $550K
|
4.42K
$424K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.13K+ 182.27% |
$183K - $550K
|
4.84K
$464K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.13K+ 200.0% |
$183K - $550K
|
4.69K
$449K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
3.12K+ 199.81% |
$183K - $549K
|
4.69K
$449K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
3.12K+ 205.27% |
$183K - $548K
|
4.63K
$444K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.11K+ 200.0% |
$182K - $546K
|
4.66K
$447K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.1K+ 192.01% |
$182K - $545K
|
4.72K
$452K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.1K+ 210.09% |
$182K - $545K
|
4.58K
$439K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.1K+ 190.77% |
$182K - $545K
|
4.73K
$453K
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
3.1K+ 200.0% |
$182K - $545K
|
4.65K
$446K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.1K+ 200.0% |
$182K - $545K
|
4.65K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.09K+ 206.0% |
$181K - $544K
|
4.59K
$440K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.09K+ 169.26% |
$181K - $543K
|
4.91K
$471K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.08K+ 45.36% |
$181K - $542K
|
9.88K
$947K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.08K+ 227.62% |
$181K - $542K
|
4.44K
$425K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.08K+ 200.2% |
$180K - $541K
|
4.62K
$442K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.08K+ 218.61% |
$180K - $541K
|
4.49K
$430K
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.07K+ 195.91% |
$180K - $540K
|
4.63K
$444K
|