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 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
2.82K+ 174.46% |
$165K - $496K
|
4.44K
$425K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.82K+ 194.41% |
$165K - $496K
|
4.27K
$409K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.81K+ 191.87% |
$165K - $494K
|
4.27K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
2.81K+ 200.0% |
$164K - $493K
|
4.21K
$403K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.8K+ 200.0% |
$164K - $492K
|
4.2K
$403K
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
2.8K+ 200.0% |
$164K - $492K
|
4.2K
$403K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.8K+ 200.0% |
$164K - $492K
|
4.19K
$402K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.79K+ 201.44% |
$164K - $491K
|
4.18K
$400K
|
|
|
Apr 23, 2024
Q1 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
2.78K+ 189.77% |
$163K - $489K
|
4.25K
$407K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.77K+ 201.16% |
$162K - $487K
|
4.15K
$398K
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
2.73K+ 200.0% |
$160K - $481K
|
4.1K
$393K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
2.73K+ 133.58% |
$160K - $480K
|
4.77K
$457K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.73K+ 194.86% |
$160K - $480K
|
4.13K
$396K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.72K+ 130.09% |
$160K - $479K
|
4.82K
$462K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
2.72K+ 195.83% |
$160K - $479K
|
4.11K
$394K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.72K+ 268.34% |
$159K - $479K
|
3.74K
$358K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.71K+ 204.53% |
$159K - $477K
|
4.04K
$387K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
2.7K+ 185.71% |
$158K - $476K
|
4.16K
$399K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.7K+ 200.22% |
$158K - $475K
|
4.05K
$388K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.68K+ 186.84% |
$157K - $472K
|
4.12K
$395K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2.68K+ 200.0% |
$157K - $471K
|
4.02K
$385K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
2.68K+ 199.93% |
$157K - $471K
|
4.02K
$385K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.67K+ 200.53% |
$157K - $470K
|
4K
$384K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.67K+ 198.14% |
$156K - $469K
|
4.01K
$384K
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.65K+ 200.61% |
$155K - $466K
|
3.97K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.65K+ 189.61% |
$155K - $465K
|
4.04K
$387K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.63K+ 200.61% |
$154K - $463K
|
3.95K
$378K
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
2.63K+ 163.6% |
$154K - $463K
|
4.24K
$407K
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.62K+ 181.3% |
$153K - $460K
|
4.06K
$389K
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.61K+ 200.0% |
$153K - $460K
|
3.92K
$376K
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2.61K+ 175.07% |
$153K - $459K
|
4.1K
$393K
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
2.61K+ 200.0% |
$153K - $459K
|
3.92K
$375K
|
|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.6K+ 200.0% |
$153K - $458K
|
3.9K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.6K+ 26.93% |
$152K - $457K
|
12.3K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.6K+ 35.14% |
$152K - $457K
|
10K
$958K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.6K+ 200.0% |
$152K - $457K
|
3.9K
$374K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2.6K+ 36.42% |
$152K - $457K
|
9.73K
$932K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.59K+ 90.35% |
$152K - $456K
|
5.47K
$524K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.58K+ 198.61% |
$151K - $454K
|
3.88K
$372K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.58K+ 93.88% |
$151K - $453K
|
5.32K
$510K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.57K+ 167.54% |
$151K - $452K
|
4.1K
$393K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.57K+ 217.34% |
$151K - $452K
|
3.75K
$359K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2.56K+ 200.0% |
$150K - $449K
|
3.83K
$367K
|
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
2.56K+ 200.08% |
$150K - $449K
|
3.83K
$367K
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
2.55K+ 199.06% |
$150K - $449K
|
3.83K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
2.55K+ 195.47% |
$149K - $448K
|
3.85K
$369K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.53K+ 197.66% |
$148K - $445K
|
3.81K
$365K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.52K+ 193.26% |
$148K - $444K
|
3.83K
$367K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.52K+ 196.87% |
$147K - $442K
|
3.79K
$364K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.49K+ 175.69% |
$146K - $438K
|
3.91K
$375K
|