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 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
2.49K+ 199.92% |
$146K - $437K
|
3.73K
$357K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.48K+ 1028.22% |
$145K - $436K
|
2.72K
$261K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.48K+ 167.03% |
$145K - $436K
|
3.96K
$380K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.47K+ 182.26% |
$145K - $434K
|
3.82K
$366K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.44K+ 191.51% |
$143K - $428K
|
3.71K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.38K+ 195.09% |
$140K - $419K
|
3.6K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2.33K+ 200.0% |
$137K - $410K
|
3.5K
$335K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.32K+ 201.39% |
$136K - $408K
|
3.47K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.32K+ 151.21% |
$136K - $408K
|
3.85K
$369K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.28K+ 275.36% |
$134K - $401K
|
3.11K
$298K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.28K+ 1128.22% |
$134K - $401K
|
2.48K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.27K+ 193.03% |
$133K - $399K
|
3.45K
$330K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
2.27KNew |
$133K - $398K
|
2.27K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.25K+ 166.74% |
$132K - $396K
|
3.6K
$345K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.18KNew |
$128K - $384K
|
2.18K
$209K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2.18K+ 159.88% |
$128K - $383K
|
3.54K
$339K
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
2.18K+ 2.69% |
$128K - $383K
|
83.1K
$7.97M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.17K+ 199.72% |
$127K - $381K
|
3.25K
$311K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
2.15K+ 203.51% |
$126K - $378K
|
3.2K
$307K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
2.14K+ 18.5% |
$125K - $376K
|
13.7K
$1.31M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.13K+ 235.62% |
$125K - $375K
|
3.03K
$291K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.12K+ 211.67% |
$124K - $373K
|
3.13K
$300K
|
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
2.12K+ 159.97% |
$124K - $372K
|
3.44K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.12K+ 118.81% |
$124K - $372K
|
3.9K
$373K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 277.76% |
$119K - $358K
|
2.77K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.03K+ 200.99% |
$119K - $357K
|
3.04K
$292K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.01K+ 46.59% |
$118K - $353K
|
6.32K
$605K
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2K+ 150.57% |
$117K - $351K
|
3.33K
$319K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.99K+ 467.61% |
$117K - $350K
|
2.42K
$232K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.97K+ 181.07% |
$115K - $346K
|
3.06K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.96K+ 225.43% |
$115K - $345K
|
2.83K
$271K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.95KNew |
$114K - $342K
|
1.95K
$187K
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.89K+ 122.38% |
$111K - $333K
|
3.44K
$329K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.89K+ 185.56% |
$111K - $332K
|
2.91K
$279K
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.89K+ 193.54% |
$111K - $332K
|
2.86K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.87K+ 200.0% |
$109K - $328K
|
2.8K
$268K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.85K+ 200.0% |
$108K - $325K
|
2.77K
$265K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.84K+ 200.54% |
$108K - $324K
|
2.76K
$265K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.84K+ 200.11% |
$108K - $324K
|
2.76K
$265K
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 200.0% |
$107K - $321K
|
2.74K
$262K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.79K+ 200.0% |
$105K - $315K
|
2.69K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.79KNew |
$105K - $315K
|
1.79K
$172K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.74K+ 98.42% |
$102K - $306K
|
3.51K
$336K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.73K+ 191.07% |
$102K - $305K
|
2.64K
$253K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.73K+ 187.01% |
$101K - $304K
|
2.65K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.73K+ 207.58% |
$101K - $303K
|
2.56K
$245K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.68K+ 200.0% |
$98.3K - $295K
|
2.52K
$241K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.67K+ 215.39% |
$97.6K - $293K
|
2.44K
$234K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.63K+ 269.31% |
$95.7K - $287K
|
2.24K
$214K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.62K+ 192.51% |
$94.9K - $285K
|
2.46K
$236K
|