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
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.24K+ 22.58% |
$72.9K - $219K
|
6.75K
$637K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.24K+ 203.8% |
$72.4K - $217K
|
1.84K
$174K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.23K+ 217.55% |
$71.9K - $216K
|
1.79K
$169K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1.22K+ 197.57% |
$71.4K - $214K
|
1.84K
$173K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.2K+ 200.0% |
$70.6K - $212K
|
1.81K
$171K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.2K+ 200.0% |
$70.3K - $211K
|
1.8K
$170K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.17K+ 2.23% |
$68.6K - $206K
|
53.7K
$5.07M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.14K+ 238.2% |
$66.9K - $201K
|
1.62K
$153K
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.11K+ 203.66% |
$65.2K - $196K
|
1.66K
$157K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.1K+ 332.42% |
$64.3K - $193K
|
1.43K
$135K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 261.45% |
$63.6K - $191K
|
1.5K
$142K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.04K+ 267.87% |
$61.1K - $183K
|
1.43K
$135K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.01K+ 200.0% |
$59.3K - $178K
|
1.52K
$143K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 230.82% |
$59.3K - $178K
|
1.45K
$137K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
976+ 288.76% |
$57.2K - $172K
|
1.31K
$124K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
966+ 200.0% |
$56.6K - $170K
|
1.45K
$137K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
946+ 214.51% |
$55.4K - $166K
|
1.39K
$131K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
923+ 199.78% |
$54.1K - $162K
|
1.39K
$131K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
909+ 217.99% |
$53.3K - $160K
|
1.33K
$125K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
908+ 194.02% |
$53.2K - $160K
|
1.38K
$130K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
900+ 302.01% |
$52.7K - $158K
|
1.2K
$113K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
898+ 29.5% |
$52.6K - $158K
|
3.94K
$372K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
892+ 119.57% |
$52.3K - $157K
|
1.64K
$155K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
890+ 314.49% |
$52.2K - $157K
|
1.17K
$111K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
888+ 27.69% |
$52K - $156K
|
4.1K
$387K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
857+ 779.09% |
$50.2K - $151K
|
967
$91.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
808+ 200.0% |
$47.4K - $142K
|
1.21K
$114K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
781+ 24.88% |
$45.8K - $137K
|
3.92K
$370K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
754+ 1322.81% |
$44.2K - $133K
|
811
$76.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
744+ 295.24% |
$43.6K - $131K
|
996
$94.1K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
744+ 197.35% |
$43.6K - $131K
|
1.12K
$106K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
742+ 200.0% |
$43.5K - $130K
|
1.11K
$105K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
740+ 200.0% |
$43.4K - $130K
|
1.11K
$105K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
716+ 208.75% |
$42K - $126K
|
1.06K
$100K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
708+ 200.0% |
$41.5K - $125K
|
1.06K
$100K
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
BUY
|
- |
691+ 10.39% |
$40.5K - $122K
|
7.34K
$693K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
691+ 208.13% |
$40.5K - $122K
|
1.02K
$96.6K
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
660New |
$38.7K - $116K
|
660
$62.3K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
652+ 200.0% |
$38.2K - $115K
|
978
$92.4K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
651+ 140.6% |
$38.2K - $114K
|
1.11K
$105K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
650+ 650.0% |
$38.1K - $114K
|
750
$70.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
627+ 15.26% |
$36.7K - $110K
|
4.74K
$447K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
614+ 200.0% |
$36K - $108K
|
921
$87K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
611+ 200.99% |
$35.8K - $107K
|
915
$86.4K
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
596+ 200.0% |
$34.9K - $105K
|
894
$84.4K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
590New |
$34.6K - $104K
|
590
$55.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
568+ 767.57% |
$33.3K - $99.9K
|
642
$60.6K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
564+ 88.13% |
$33.1K - $99.2K
|
1.2K
$114K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
546+ 211.63% |
$32K - $96K
|
804
$75.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
534+ 169.52% |
$31.3K - $93.9K
|
849
$80.2K
|