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 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
374+ 1.77% |
$56.4K - $63.5K
|
21.6K
$2.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
373+ 0.41% |
$56.3K - $63.3K
|
91.1K
$9.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
367+ 17.7% |
$55.4K - $62.3K
|
2.44K
$254K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
365New |
$55.1K - $62K
|
365
$38K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
362+ 3.31% |
$54.6K - $61.5K
|
11.3K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
362+ 2.42% |
$54.6K - $61.5K
|
15.3K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
358+ 1.56% |
$54K - $60.8K
|
23.3K
$2.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
352+ 1.28% |
$53.1K - $59.8K
|
27.8K
$2.89M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
350+ 0.91% |
$52.8K - $59.4K
|
38.7K
$4.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
345+ 0.9% |
$52K - $58.6K
|
38.6K
$4.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
343+ 1.37% |
$51.7K - $58.2K
|
25.5K
$2.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
340+ 0.98% |
$51.3K - $57.7K
|
35.1K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
340+ 6.7% |
$51.3K - $57.7K
|
5.42K
$563K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
339+ 11.73% |
$51.1K - $57.6K
|
3.23K
$336K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
334+ 7.41% |
$50.4K - $56.7K
|
4.84K
$504K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
332+ 2.46% |
$50.1K - $56.4K
|
13.8K
$1.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
330+ 3.97% |
$49.8K - $56K
|
8.64K
$898K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
330+ 106.45% |
$49.8K - $56K
|
640
$66.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
329+ 1.35% |
$49.6K - $55.9K
|
24.6K
$2.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
327+ 8.08% |
$49.3K - $55.5K
|
4.37K
$455K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
327+ 18.06% |
$49.3K - $55.5K
|
2.14K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
325+ 15.42% |
$49K - $55.2K
|
2.43K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
325+ 2.07% |
$49K - $55.2K
|
16K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
324+ 8.72% |
$48.9K - $55K
|
4.04K
$420K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
316+ 1.49% |
$47.7K - $53.7K
|
21.5K
$2.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
BUY
|
- |
315+ 0.72% |
$47.5K - $53.5K
|
44K
$4.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
315+ 5.62% |
$47.5K - $53.5K
|
5.92K
$615K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
315+ 4.2% |
$47.5K - $53.5K
|
7.82K
$813K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
315New |
$47.5K - $53.5K
|
315
$32.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
308+ 3.35% |
$46.5K - $52.3K
|
9.51K
$989K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
307New |
$46.3K - $52.1K
|
307
$31.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
306+ 1.43% |
$46.2K - $52K
|
21.7K
$2.26M
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
305+ 1.52% |
$46K - $51.8K
|
20.3K
$2.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
301+ 1.66% |
$45.4K - $51.1K
|
18.4K
$1.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
301+ 5.87% |
$45.4K - $51.1K
|
5.43K
$564K
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
300+ 1.08% |
$45.3K - $50.9K
|
28.2K
$2.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
300+ 6.38% |
$45.3K - $50.9K
|
5K
$520K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
300+ 14.76% |
$45.3K - $50.9K
|
2.33K
$243K
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
300+ 1.08% |
$45.3K - $50.9K
|
28.2K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
299+ 0.17% |
$45.1K - $50.8K
|
180K
$18.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
299New |
$45.1K - $50.8K
|
299
$31.1K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
298New |
$45K - $50.6K
|
298
$31K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
297+ 5.76% |
$44.8K - $50.4K
|
5.45K
$567K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
297+ 13.28% |
$44.8K - $50.4K
|
2.53K
$263K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
291+ 0.28% |
$43.9K - $49.4K
|
103K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
288+ 8.82% |
$43.4K - $48.9K
|
3.56K
$370K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
284+ 3.79% |
$42.8K - $48.2K
|
7.78K
$809K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
283New |
$42.7K - $48K
|
283
$29.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
282+ 7.68% |
$42.5K - $47.9K
|
3.96K
$411K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
281+ 12.48% |
$42.4K - $47.7K
|
2.53K
$263K
|