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 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
400+ 200.0% |
$23.4K - $70.3K
|
600
$57.5K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
399+ 199.5% |
$23.4K - $70.2K
|
599
$57.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
395+ 159.92% |
$23.2K - $69.5K
|
642
$61.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
390+ 200.0% |
$22.9K - $68.6K
|
585
$56.1K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
386+ 201.04% |
$22.6K - $67.9K
|
578
$55.4K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
377+ 253.02% |
$22.1K - $66.3K
|
526
$50.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
364+ 200.0% |
$21.3K - $64K
|
546
$52.3K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
355+ 4.92% |
$20.8K - $62.4K
|
7.58K
$726K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
346+ 104.22% |
$20.3K - $60.8K
|
678
$65K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
344+ 216.35% |
$20.2K - $60.5K
|
503
$48.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
334+ 10.3% |
$19.6K - $58.7K
|
3.58K
$343K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$17.6K - $52.8K
|
300
$28.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
293+ 199.32% |
$17.2K - $51.5K
|
440
$42.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
288New |
$16.9K - $50.6K
|
288
$27.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
285New |
$16.7K - $50.1K
|
285
$27.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
263+ 200.76% |
$15.4K - $46.3K
|
394
$37.8K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
244+ 200.0% |
$14.3K - $42.9K
|
366
$35.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
231+ 183.33% |
$13.5K - $40.6K
|
357
$34.2K
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
230+ 200.0% |
$13.5K - $40.4K
|
345
$33.1K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
228+ 422.22% |
$13.4K - $40.1K
|
282
$27K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
210+ 200.0% |
$12.3K - $36.9K
|
315
$30.2K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
208+ 200.0% |
$12.2K - $36.6K
|
312
$29.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
200+ 200.0% |
$11.7K - $35.2K
|
300
$28.8K
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
190+ 950.0% |
$11.1K - $33.4K
|
210
$20.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
185+ 198.92% |
$10.8K - $32.5K
|
278
$26.6K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
180+ 200.0% |
$10.5K - $31.7K
|
270
$25.9K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
180New |
$10.5K - $31.7K
|
180
$17.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
172+ 200.0% |
$10.1K - $30.2K
|
258
$24.7K
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
156+ 200.0% |
$9.14K - $27.4K
|
234
$22.4K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
152New |
$8.91K - $26.7K
|
152
$14.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
150+ 200.0% |
$8.79K - $26.4K
|
225
$21.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
144+ 2400.0% |
$8.44K - $25.3K
|
150
$14.4K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
143+ 23.83% |
$8.38K - $25.1K
|
743
$71.2K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
136+ 200.0% |
$7.97K - $23.9K
|
204
$19.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
134+ 200.0% |
$7.85K - $23.6K
|
201
$19.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
126New |
$7.38K - $22.2K
|
126
$12.1K
|
|
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
125+ 1.98% |
$7.33K - $22K
|
6.44K
$617K
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
124+ 200.0% |
$7.27K - $21.8K
|
186
$17.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
111+ 201.82% |
$6.51K - $19.5K
|
166
$15.9K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
101New |
$5.92K - $17.8K
|
101
$9.68K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
100+ 200.0% |
$5.86K - $17.6K
|
150
$14.4K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
100+ 200.0% |
$5.86K - $17.6K
|
150
$14.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
75+ 202.7% |
$4.4K - $13.2K
|
112
$10.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
62+ 200.0% |
$3.63K - $10.9K
|
93
$8.91K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
58+ 200.0% |
$3.4K - $10.2K
|
87
$8.34K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
54+ 200.0% |
$3.16K - $9.5K
|
81
$7.76K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
50+ 200.0% |
$2.93K - $8.79K
|
75
$7.19K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
48New |
$2.81K - $8.44K
|
48
$4.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
31+ 140.91% |
$1.82K - $5.45K
|
53
$5.08K
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
20+ 200.0% |
$1.17K - $3.52K
|
30
$2.88K
|