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 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.5K+ 8.27% |
$1.88M - $2.12M
|
163K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
12.4KNew |
$1.87M - $2.11M
|
12.4K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.4K+ 4.44% |
$1.86M - $2.1M
|
291K
$27.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
12.4K+ 74.75% |
$1.86M - $2.1M
|
28.9K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
12.2K+ 8.47% |
$1.84M - $2.07M
|
156K
$14.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
12.1K+ 11.62% |
$1.82M - $2.05M
|
116K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 0.97% |
$1.82M - $2.05M
|
1.26M
$119M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
11.9K+ 6.0% |
$1.8M - $2.03M
|
211K
$20M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
11.8KNew |
$1.78M - $2M
|
11.8K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
11.5K+ 35.09% |
$1.74M - $1.96M
|
44.4K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
11.4K+ 50.32% |
$1.72M - $1.94M
|
34.1K
$3.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
11.3KNew |
$1.71M - $1.93M
|
11.3K
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.3K+ 218.37% |
$1.71M - $1.92M
|
16.5K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.3K+ 2.09% |
$1.7M - $1.91M
|
550K
$52.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.2K+ 25.39% |
$1.69M - $1.9M
|
55.3K
$5.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.2K+ 10.04% |
$1.68M - $1.9M
|
122K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
11.1K+ 974.69% |
$1.68M - $1.89M
|
12.3K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
11.1K+ 10.93% |
$1.68M - $1.89M
|
113K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
11.1KNew |
$1.67M - $1.88M
|
11.1K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
10.9KNew |
$1.65M - $1.85M
|
10.9K
$1.04M
|
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.9KNew |
$1.64M - $1.85M
|
10.9K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
10.9K+ 712.88% |
$1.64M - $1.84M
|
12.4K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
10.8K+ 1.73% |
$1.63M - $1.83M
|
636K
$60.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
10.8KNew |
$1.63M - $1.83M
|
10.8K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
10.8K+ 23.28% |
$1.62M - $1.83M
|
57K
$5.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
10.8KNew |
$1.62M - $1.83M
|
10.8K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.7K+ 130.75% |
$1.62M - $1.82M
|
19K
$1.8M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10.6KNew |
$1.6M - $1.81M
|
10.6K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
10.5K+ 15.09% |
$1.58M - $1.78M
|
80.1K
$7.6M
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
10.4K+ 107.37% |
$1.56M - $1.76M
|
20K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
10.3KNew |
$1.56M - $1.76M
|
10.3K
$982K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.3K+ 7.17% |
$1.55M - $1.75M
|
154K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.3K+ 10.85% |
$1.55M - $1.74M
|
105K
$9.96M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
10.2K+ 15.62% |
$1.54M - $1.74M
|
75.7K
$7.19M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
10.1KNew |
$1.52M - $1.71M
|
10.1K
$959K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.1K+ 93.18% |
$1.52M - $1.71M
|
20.9K
$1.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
10KNew |
$1.51M - $1.7M
|
10K
$950K
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
10KNew |
$1.51M - $1.7M
|
10K
$950K
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
10KNew |
$1.51M - $1.7M
|
10K
$950K
|
|
|
Feb 14, 2024
Q4 2023
|
Scalar Gauge Management, LLC
Dallas, TX |
BUY
|
- |
10KNew |
$1.51M - $1.7M
|
10K
$950K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9.99KNew |
$1.51M - $1.7M
|
9.99K
$948K
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.94KNew |
$1.5M - $1.69M
|
9.94K
$944K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
9.94KNew |
$1.5M - $1.69M
|
9.94K
$944K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
9.93K+ 67.95% |
$1.5M - $1.69M
|
24.5K
$2.33M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.93K+ 26.03% |
$1.5M - $1.69M
|
48.1K
$4.56M
|
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
9.92KNew |
$1.5M - $1.68M
|
9.92K
$942K
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
9.79KNew |
$1.48M - $1.66M
|
9.79K
$930K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.78K+ 336.63% |
$1.48M - $1.66M
|
12.7K
$1.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
9.76KNew |
$1.47M - $1.66M
|
9.76K
$926K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.52K+ 6.7% |
$1.44M - $1.62M
|
152K
$14.4M
|