Purchases and Sales Made in Q4 2023 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.86K+ 15.99% |
$583K - $656K
|
28K
$2.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.85KNew |
$580K - $653K
|
3.85K
$363K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.84KNew |
$580K - $652K
|
3.84K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
3.83K+ 98.28% |
$578K - $651K
|
7.74K
$731K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.82KNew |
$577K - $649K
|
3.82K
$361K
|
|
|
Feb 07, 2024
Q4 2023
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
3.81KNew |
$575K - $647K
|
3.81K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
3.8K+ 19.4% |
$574K - $646K
|
23.4K
$2.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.79K+ 88.78% |
$572K - $644K
|
8.06K
$762K
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
3.77KNew |
$569K - $640K
|
3.77K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.77KNew |
$568K - $639K
|
3.77K
$356K
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
3.76K+ 11.17% |
$567K - $638K
|
37.4K
$3.54M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.74K+ 39.4% |
$565K - $636K
|
13.2K
$1.25M
|
|
|
Jan 05, 2024
Q4 2023
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
3.73KNew |
$562K - $633K
|
3.73K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.7K+ 30.38% |
$559K - $629K
|
15.9K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.7K+ 22.38% |
$558K - $629K
|
20.2K
$1.91M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
BUY
|
- |
3.69K+ 41.93% |
$557K - $627K
|
12.5K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.61K+ 16.61% |
$545K - $613K
|
25.4K
$2.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.57K+ 0.66% |
$538K - $605K
|
544K
$51.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.55KNew |
$536K - $603K
|
3.55K
$336K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.55K+ 82.75% |
$536K - $603K
|
7.84K
$740K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.55K+ 2.0% |
$535K - $603K
|
181K
$17.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
3.53KNew |
$532K - $599K
|
3.53K
$333K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.48K+ 10.82% |
$525K - $591K
|
35.6K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.48KNew |
$525K - $590K
|
3.48K
$328K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3.47K+ 2.78% |
$523K - $589K
|
128K
$12.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Tlw Wealth Management, LLC
|
BUY
|
- |
3.39K+ 6.7% |
$512K - $576K
|
54K
$5.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.37K+ 0.81% |
$509K - $572K
|
420K
$39.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.33KNew |
$503K - $566K
|
3.33K
$315K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
3.33K+ 182.31% |
$502K - $565K
|
5.16K
$487K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.33K+ 16.44% |
$502K - $565K
|
23.6K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.31KNew |
$499K - $561K
|
3.31K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.29K+ 5.07% |
$496K - $559K
|
68.2K
$6.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.27K+ 6.73% |
$494K - $556K
|
51.9K
$4.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
3.27KNew |
$493K - $555K
|
3.27K
$309K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.26KNew |
$492K - $553K
|
3.26K
$308K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.26K+ 58.64% |
$491K - $553K
|
8.81K
$832K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.24KNew |
$489K - $550K
|
3.24K
$306K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.23K+ 11.59% |
$488K - $549K
|
31.1K
$2.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.23K+ 53.24% |
$488K - $549K
|
9.3K
$879K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.21K+ 10.57% |
$484K - $545K
|
33.5K
$3.17M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.19KNew |
$481K - $541K
|
3.19K
$301K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
3.19KNew |
$480K - $541K
|
3.19K
$301K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.14K+ 12.51% |
$474K - $534K
|
28.3K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.12K+ 3.46% |
$471K - $530K
|
93.4K
$8.82M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.09K+ 29.64% |
$467K - $525K
|
13.5K
$1.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.08K+ 17.88% |
$465K - $523K
|
20.3K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.07KNew |
$464K - $522K
|
3.07K
$290K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.07KNew |
$462K - $520K
|
3.07K
$289K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.06K+ 9.27% |
$461K - $519K
|
36K
$3.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3.04KNew |
$458K - $516K
|
3.04K
$287K
|