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 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
898+ 29.5% |
$52.6K - $158K
|
3.94K
$378K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
892+ 119.57% |
$52.3K - $157K
|
1.64K
$157K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
890+ 314.49% |
$52.2K - $157K
|
1.17K
$112K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
888+ 27.69% |
$52K - $156K
|
4.1K
$392K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
857+ 779.09% |
$50.2K - $151K
|
967
$92.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
808+ 200.0% |
$47.4K - $142K
|
1.21K
$116K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
781+ 24.88% |
$45.8K - $137K
|
3.92K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
754+ 1322.81% |
$44.2K - $133K
|
811
$77.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
744+ 295.24% |
$43.6K - $131K
|
996
$95.5K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
744+ 197.35% |
$43.6K - $131K
|
1.12K
$107K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
742+ 200.0% |
$43.5K - $130K
|
1.11K
$107K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
740+ 200.0% |
$43.4K - $130K
|
1.11K
$106K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
716+ 208.75% |
$42K - $126K
|
1.06K
$101K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
708+ 200.0% |
$41.5K - $125K
|
1.06K
$102K
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
BUY
|
- |
691+ 10.39% |
$40.5K - $122K
|
7.34K
$703K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
691+ 208.13% |
$40.5K - $122K
|
1.02K
$98K
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
660New |
$38.7K - $116K
|
660
$63.3K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
652+ 200.0% |
$38.2K - $115K
|
978
$93.7K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
651+ 140.6% |
$38.2K - $114K
|
1.11K
$107K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
650+ 650.0% |
$38.1K - $114K
|
750
$71.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
627+ 15.26% |
$36.7K - $110K
|
4.74K
$454K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
614+ 200.0% |
$36K - $108K
|
921
$88.3K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
611+ 200.99% |
$35.8K - $107K
|
915
$87.7K
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
596+ 200.0% |
$34.9K - $105K
|
894
$85.7K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
590New |
$34.6K - $104K
|
590
$56.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
568+ 767.57% |
$33.3K - $99.9K
|
642
$61.5K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
564+ 88.13% |
$33.1K - $99.2K
|
1.2K
$115K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
546+ 211.63% |
$32K - $96K
|
804
$77.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
534+ 169.52% |
$31.3K - $93.9K
|
849
$81.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
530+ 200.0% |
$31.1K - $93.2K
|
795
$76.2K
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
522+ 7.97% |
$30.6K - $91.8K
|
7.08K
$678K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
488+ 200.0% |
$28.6K - $85.8K
|
732
$70.2K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
467+ 200.43% |
$27.4K - $82.1K
|
700
$67.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
462+ 200.0% |
$27.1K - $81.2K
|
693
$66.4K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
462New |
$27.1K - $81.2K
|
462
$44.3K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
456+ 200.0% |
$26.7K - $80.2K
|
684
$65.6K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
452+ 151.17% |
$26.5K - $79.5K
|
751
$72K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
452+ 200.0% |
$26.5K - $79.5K
|
678
$65K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
448+ 216.43% |
$26.3K - $78.8K
|
655
$62.8K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
447+ 302.03% |
$26.2K - $78.6K
|
595
$57K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
446+ 200.0% |
$26.1K - $78.4K
|
669
$64.1K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
442+ 200.0% |
$25.9K - $77.7K
|
663
$63.5K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
430+ 7.09% |
$25.2K - $75.6K
|
6.49K
$622K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
429+ 0.3% |
$25.1K - $75.4K
|
143K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
423New |
$24.8K - $74.4K
|
423
$40.5K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
409+ 204.5% |
$24K - $71.9K
|
609
$58.4K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
405+ 3.24% |
$23.7K - $71.2K
|
12.9K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
400+ 200.0% |
$23.4K - $70.3K
|
600
$57.5K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
400+ 200.0% |
$23.4K - $70.3K
|
600
$57.5K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
400+ 200.0% |
$23.4K - $70.3K
|
600
$57.5K
|