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 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
3.15K+ 200.0% |
$185K - $554K
|
4.73K
$446K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.15K+ 52.05% |
$185K - $554K
|
9.2K
$869K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.15K+ 200.0% |
$185K - $554K
|
4.72K
$446K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
3.14K+ 200.0% |
$184K - $553K
|
4.72K
$445K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.14K+ 197.92% |
$184K - $551K
|
4.72K
$446K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.13K+ 199.17% |
$184K - $551K
|
4.71K
$444K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.13K+ 186.47% |
$183K - $550K
|
4.81K
$454K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3.13K+ 241.65% |
$183K - $550K
|
4.42K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.13K+ 182.27% |
$183K - $550K
|
4.84K
$457K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.13K+ 200.0% |
$183K - $550K
|
4.69K
$443K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
3.12K+ 199.81% |
$183K - $549K
|
4.69K
$443K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
3.12K+ 205.27% |
$183K - $548K
|
4.63K
$438K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.11K+ 200.0% |
$182K - $546K
|
4.66K
$440K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.1K+ 192.01% |
$182K - $545K
|
4.72K
$445K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.1K+ 210.09% |
$182K - $545K
|
4.58K
$432K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.1K+ 190.77% |
$182K - $545K
|
4.73K
$446K
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
3.1K+ 200.0% |
$182K - $545K
|
4.65K
$439K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.1K+ 200.0% |
$182K - $545K
|
4.65K
$439K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.09K+ 206.0% |
$181K - $544K
|
4.59K
$434K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.09K+ 169.26% |
$181K - $543K
|
4.91K
$464K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.08K+ 45.36% |
$181K - $542K
|
9.88K
$933K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.08K+ 227.62% |
$181K - $542K
|
4.44K
$419K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.08K+ 200.2% |
$180K - $541K
|
4.62K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.08K+ 218.61% |
$180K - $541K
|
4.49K
$424K
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.07K+ 195.91% |
$180K - $540K
|
4.63K
$438K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.07K+ 310.01% |
$180K - $539K
|
4.06K
$383K
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
3.06K+ 218.94% |
$180K - $539K
|
4.46K
$421K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
3.06K+ 209.52% |
$179K - $538K
|
4.52K
$427K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.05K+ 234.31% |
$179K - $537K
|
4.36K
$411K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
3.05K+ 200.99% |
$178K - $535K
|
4.56K
$431K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
3.04K+ 173.46% |
$178K - $534K
|
4.79K
$453K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.03K+ 200.0% |
$178K - $534K
|
4.55K
$430K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3.03K+ 231.53% |
$178K - $533K
|
4.34K
$410K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.03K+ 181.17% |
$178K - $533K
|
4.7K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.02K+ 205.72% |
$177K - $531K
|
4.49K
$424K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.02K+ 216.12% |
$177K - $531K
|
4.41K
$417K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
3K+ 200.0% |
$176K - $528K
|
4.5K
$425K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
3K+ 169.93% |
$176K - $528K
|
4.77K
$450K
|
|
|
May 14, 2024
Q1 2024
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
3K+ 200.0% |
$176K - $528K
|
4.5K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
3KNew |
$176K - $528K
|
3K
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3K+ 200.0% |
$176K - $527K
|
4.49K
$424K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.99K+ 200.0% |
$175K - $525K
|
4.48K
$423K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.99K+ 205.65% |
$175K - $525K
|
4.44K
$419K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.98K+ 174.1% |
$175K - $525K
|
4.7K
$444K
|
|
|
May 01, 2024
Q1 2024
|
Members Capital Advisors Inc
|
BUY
|
- |
2.98K+ 200.0% |
$175K - $525K
|
4.48K
$423K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
2.96K+ 200.61% |
$174K - $521K
|
4.44K
$419K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.96K+ 164.65% |
$174K - $521K
|
4.76K
$450K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.95K+ 201.02% |
$173K - $519K
|
4.42K
$418K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.95K+ 200.68% |
$173K - $518K
|
4.42K
$417K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.95K+ 193.18% |
$173K - $518K
|
4.47K
$423K
|