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 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
773New |
$117K - $131K
|
773
$80.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
764+ 5.04% |
$115K - $130K
|
15.9K
$1.66M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
763+ 16.32% |
$115K - $130K
|
5.44K
$566K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
761+ 3.44% |
$115K - $129K
|
22.9K
$2.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
761+ 2.69% |
$115K - $129K
|
29K
$3.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
753+ 52.51% |
$114K - $128K
|
2.19K
$227K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
748+ 6.28% |
$113K - $127K
|
12.7K
$1.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
746+ 28.65% |
$113K - $127K
|
3.35K
$348K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
744+ 23.78% |
$112K - $126K
|
3.87K
$403K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
738+ 11.42% |
$111K - $125K
|
7.2K
$749K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
726+ 1.26% |
$110K - $123K
|
58.3K
$6.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
716+ 10.71% |
$108K - $122K
|
7.4K
$770K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
710+ 19.03% |
$107K - $121K
|
4.44K
$462K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
710+ 0.43% |
$107K - $121K
|
167K
$17.4M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
709New |
$107K - $120K
|
709
$73.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
704+ 2.16% |
$106K - $120K
|
33.3K
$3.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
697+ 7.4% |
$105K - $118K
|
10.1K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
692+ 11.41% |
$104K - $117K
|
6.76K
$703K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
691+ 18.49% |
$104K - $117K
|
4.43K
$461K
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
691+ 18.66% |
$104K - $117K
|
4.4K
$457K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
676+ 21.67% |
$102K - $115K
|
3.8K
$395K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
674+ 151.12% |
$102K - $114K
|
1.12K
$116K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
673+ 2.82% |
$102K - $114K
|
24.5K
$2.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
668+ 5.18% |
$101K - $113K
|
13.6K
$1.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
661+ 19.77% |
$99.7K - $112K
|
4K
$416K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
659+ 1.97% |
$99.4K - $112K
|
34K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
656+ 3.35% |
$99K - $111K
|
20.2K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
651+ 0.07% |
$98.2K - $111K
|
892K
$92.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
650New |
$98.1K - $110K
|
650
$67.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
645New |
$97.3K - $110K
|
645
$67.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
642+ 9.39% |
$96.9K - $109K
|
7.48K
$778K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
639+ 1.23% |
$96.4K - $108K
|
52.6K
$5.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
637+ 6.33% |
$96.1K - $108K
|
10.7K
$1.11M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
636+ 18.6% |
$95.9K - $108K
|
4.06K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
630+ 0.12% |
$95K - $107K
|
507K
$52.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
629+ 5.86% |
$94.9K - $107K
|
11.4K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
610+ 3.84% |
$92K - $104K
|
16.5K
$1.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
603+ 17.1% |
$91K - $102K
|
4.13K
$430K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
603+ 17.1% |
$91K - $102K
|
4.13K
$430K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
602New |
$90.8K - $102K
|
602
$62.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
601+ 0.97% |
$90.7K - $102K
|
62.5K
$6.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
600+ 3.47% |
$90.5K - $102K
|
17.9K
$1.86M
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
600New |
$90.5K - $102K
|
600
$62.4K
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
600New |
$90.5K - $102K
|
600
$62.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
585+ 4.19% |
$88.3K - $99.3K
|
14.5K
$1.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
580+ 10.2% |
$87.5K - $98.5K
|
6.26K
$651K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
579+ 20.76% |
$87.3K - $98.3K
|
3.37K
$350K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
578+ 4.86% |
$87.2K - $98.1K
|
12.5K
$1.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
575+ 1.98% |
$86.7K - $97.6K
|
29.7K
$3.08M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
573+ 8.73% |
$86.4K - $97.3K
|
7.14K
$742K
|