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 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
281+ 1.23% |
$42.4K - $47.7K
|
23.2K
$2.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
BUY
|
- |
280+ 0.93% |
$42.2K - $47.5K
|
30.3K
$2.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
277+ 11.64% |
$41.8K - $47K
|
2.66K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
277+ 6.17% |
$41.8K - $47K
|
4.76K
$463K
|
|
|
Jan 29, 2025
Q4 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
277+ 13.63% |
$41.8K - $47K
|
2.31K
$224K
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
275+ 4.12% |
$41.5K - $46.7K
|
6.95K
$675K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
274+ 1.45% |
$41.3K - $46.5K
|
19.2K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
274+ 10.21% |
$41.3K - $46.5K
|
2.96K
$287K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
273+ 12.85% |
$41.2K - $46.3K
|
2.4K
$233K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
272+ 0.3% |
$41K - $46.2K
|
91.9K
$8.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
272+ 4.99% |
$41K - $46.2K
|
5.73K
$557K
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
271+ 0.42% |
$40.9K - $46K
|
65.3K
$6.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
270+ 0.91% |
$40.7K - $45.8K
|
30.1K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
269+ 0.27% |
$40.6K - $45.7K
|
99.1K
$9.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
266+ 20.54% |
$40.1K - $45.2K
|
1.56K
$152K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
261+ 2.25% |
$39.4K - $44.3K
|
11.9K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
260+ 0.22% |
$39.2K - $44.1K
|
117K
$11.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
255+ 0.83% |
$38.5K - $43.3K
|
30.8K
$3M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
254+ 3.73% |
$38.3K - $43.1K
|
7.07K
$687K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
254+ 11.8% |
$38.3K - $43.1K
|
2.41K
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
252+ 14.19% |
$38K - $42.8K
|
2.03K
$197K
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
251+ 0.72% |
$37.9K - $42.6K
|
35.2K
$3.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
250+ 10.1% |
$37.7K - $42.4K
|
2.73K
$265K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
250+ 0.86% |
$37.7K - $42.4K
|
29.2K
$2.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
248+ 4.54% |
$37.4K - $42.1K
|
5.71K
$555K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
248+ 2.63% |
$37.4K - $42.1K
|
9.68K
$941K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
247+ 3.4% |
$37.3K - $41.9K
|
7.52K
$731K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
245+ 3.29% |
$37K - $41.6K
|
7.69K
$747K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
244+ 3.27% |
$36.8K - $41.4K
|
7.71K
$749K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
244+ 1.32% |
$36.8K - $41.4K
|
18.8K
$1.83M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
238+ 4.39% |
$35.9K - $40.4K
|
5.66K
$550K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
237+ 8.01% |
$35.8K - $40.2K
|
3.2K
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
235+ 1.85% |
$35.5K - $39.9K
|
13K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
233New |
$35.2K - $39.6K
|
233
$22.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
232+ 0.12% |
$35K - $39.4K
|
199K
$19.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
227+ 5.65% |
$34.2K - $38.5K
|
4.25K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
226+ 17.07% |
$34.1K - $38.4K
|
1.55K
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
225+ 4.07% |
$33.9K - $38.2K
|
5.75K
$559K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
224+ 28.21% |
$33.8K - $38K
|
1.02K
$99K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
223+ 13.39% |
$33.6K - $37.9K
|
1.89K
$184K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
222+ 0.56% |
$33.5K - $37.7K
|
39.5K
$3.84M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
221+ 2.75% |
$33.3K - $37.5K
|
8.27K
$804K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
221+ 0.47% |
$33.3K - $37.5K
|
46.8K
$4.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
221+ 6.77% |
$33.3K - $37.5K
|
3.48K
$339K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
221+ 1.24% |
$33.3K - $37.5K
|
18K
$1.75M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
221New |
$33.3K - $37.5K
|
221
$21.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
220New |
$33.2K - $37.4K
|
220
$21.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
220+ 6.3% |
$33.2K - $37.4K
|
3.71K
$361K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
218+ 4.08% |
$32.9K - $37K
|
5.57K
$541K
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
214+ 1.14% |
$32.3K - $36.3K
|
19.1K
$1.85M
|