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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
573+ 3.39% |
$86.4K - $97.3K
|
17.5K
$1.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
573+ 1.81% |
$86.4K - $97.3K
|
32.2K
$3.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
570+ 2.58% |
$86K - $96.8K
|
22.7K
$2.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
567+ 5.0% |
$85.5K - $96.3K
|
11.9K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
560+ 1.95% |
$84.5K - $95.1K
|
29.3K
$3.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
557+ 27.36% |
$84K - $94.6K
|
2.59K
$270K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
552+ 6.69% |
$83.3K - $93.7K
|
8.8K
$915K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
547+ 6.71% |
$82.5K - $92.9K
|
8.7K
$904K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
547+ 8.3% |
$82.5K - $92.9K
|
7.14K
$742K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
547+ 13.52% |
$82.5K - $92.9K
|
4.59K
$478K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
546+ 1.81% |
$82.4K - $92.7K
|
30.7K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
545+ 9.17% |
$82.2K - $92.5K
|
6.49K
$675K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
533+ 1.38% |
$80.4K - $90.5K
|
39.1K
$4.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
531+ 0.5% |
$80.1K - $90.2K
|
107K
$11.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
529+ 0.63% |
$79.8K - $89.8K
|
84.5K
$8.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
527+ 1.98% |
$79.5K - $89.5K
|
27.2K
$2.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
521+ 4.58% |
$78.6K - $88.5K
|
11.9K
$1.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
517+ 31.99% |
$78K - $87.8K
|
2.13K
$222K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
514+ 16.11% |
$77.5K - $87.3K
|
3.71K
$385K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
512+ 6.04% |
$77.2K - $86.9K
|
8.99K
$935K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
511+ 15.03% |
$77.1K - $86.8K
|
3.91K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
510+ 140.5% |
$76.9K - $86.6K
|
873
$90.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
508+ 2.93% |
$76.6K - $86.2K
|
17.8K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
507+ 7.3% |
$76.5K - $86.1K
|
7.45K
$775K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
504+ 11.97% |
$76K - $85.6K
|
4.72K
$490K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
504+ 8.7% |
$76K - $85.6K
|
6.3K
$655K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
503+ 9.52% |
$75.9K - $85.4K
|
5.79K
$602K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
499+ 9.0% |
$75.3K - $84.7K
|
6.05K
$629K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
499+ 5.72% |
$75.3K - $84.7K
|
9.23K
$960K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
499+ 5.72% |
$75.3K - $84.7K
|
9.23K
$960K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
497+ 1.68% |
$75K - $84.4K
|
30.1K
$3.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
490+ 4.05% |
$73.9K - $83.2K
|
12.6K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
488+ 5.63% |
$73.6K - $82.9K
|
9.16K
$953K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
482+ 1.9% |
$72.7K - $81.8K
|
25.8K
$2.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
481+ 2.67% |
$72.6K - $81.7K
|
18.5K
$1.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
475+ 5.67% |
$71.7K - $80.6K
|
8.86K
$921K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
475+ 0.85% |
$71.7K - $80.6K
|
56.3K
$5.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
475+ 0.94% |
$71.7K - $80.6K
|
50.8K
$5.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
475+ 1.14% |
$71.7K - $80.6K
|
42.3K
$4.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
475+ 20.98% |
$71.7K - $80.6K
|
2.74K
$285K
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
475+ 3.22% |
$71.7K - $80.6K
|
15.2K
$1.59M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
475+ 10.88% |
$71.7K - $80.6K
|
4.84K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
474+ 3.73% |
$71.5K - $80.5K
|
13.2K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
472+ 0.16% |
$71.2K - $80.1K
|
292K
$30.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
471+ 6.9% |
$71.1K - $80K
|
7.29K
$759K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
470+ 27.6% |
$70.9K - $79.8K
|
2.17K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
468+ 0.42% |
$70.6K - $79.5K
|
111K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
465+ 1.0% |
$70.1K - $78.9K
|
46.9K
$4.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
463+ 163.6% |
$69.8K - $78.6K
|
746
$77.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
462+ 2.58% |
$69.7K - $78.4K
|
18.3K
$1.91M
|