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 |
|---|---|---|---|---|---|---|---|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
9.51KNew |
$1.43M - $1.61M
|
9.51K
$889K
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
9.5KNew |
$1.43M - $1.61M
|
9.5K
$889K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
9.3KNew |
$1.4M - $1.58M
|
9.3K
$869K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.08K+ 1.24% |
$1.37M - $1.54M
|
742K
$69.4M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
9.06K+ 13.44% |
$1.37M - $1.54M
|
76.5K
$7.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
9.02KNew |
$1.36M - $1.53M
|
9.02K
$843K
|
|
|
Feb 07, 2024
Q4 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
8.99K+ 124.53% |
$1.36M - $1.53M
|
16.2K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
8.95K+ 104.5% |
$1.35M - $1.52M
|
17.5K
$1.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.94K+ 4.47% |
$1.35M - $1.52M
|
209K
$19.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
8.89KNew |
$1.34M - $1.51M
|
8.89K
$831K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
8.85KNew |
$1.34M - $1.5M
|
8.85K
$828K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
8.83KNew |
$1.33M - $1.5M
|
8.83K
$825K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.78K+ 1.93% |
$1.32M - $1.49M
|
463K
$43.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.74KNew |
$1.32M - $1.48M
|
8.74K
$818K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
8.66KNew |
$1.31M - $1.47M
|
8.66K
$810K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
8.54K+ 9.87% |
$1.29M - $1.45M
|
95K
$8.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.47K+ 13.55% |
$1.28M - $1.44M
|
71K
$6.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.42KNew |
$1.27M - $1.43M
|
8.42K
$787K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.37K+ 7.87% |
$1.26M - $1.42M
|
115K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
8.29KNew |
$1.25M - $1.41M
|
8.29K
$775K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
8.29K+ 10.12% |
$1.25M - $1.41M
|
90.1K
$8.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
8.23K+ 15.69% |
$1.24M - $1.4M
|
60.7K
$5.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
8.21K+ 0.37% |
$1.24M - $1.39M
|
2.22M
$208M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
8.16K+ 13.9% |
$1.23M - $1.39M
|
66.9K
$6.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8.15KNew |
$1.23M - $1.38M
|
8.15K
$762K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.08K+ 23.56% |
$1.22M - $1.37M
|
42.4K
$3.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
8.03K+ 77.35% |
$1.21M - $1.36M
|
18.4K
$1.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
8KNew |
$1.21M - $1.36M
|
8K
$748K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.92K+ 8.12% |
$1.19M - $1.34M
|
105K
$9.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.92KNew |
$1.19M - $1.34M
|
7.92K
$740K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.91K+ 3.17% |
$1.19M - $1.34M
|
257K
$24.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
7.88K+ 7.65% |
$1.19M - $1.34M
|
111K
$10.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
7.8KNew |
$1.18M - $1.32M
|
7.8K
$729K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
7.75K+ 4.39% |
$1.17M - $1.31M
|
184K
$17.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
7.61K+ 10.97% |
$1.15M - $1.29M
|
77K
$7.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
7.51K+ 1.93% |
$1.13M - $1.28M
|
397K
$37.1M
|
|
|
May 07, 2024
Q4 2023
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
7.48KNew |
$1.13M - $1.27M
|
7.48K
$700K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.46K+ 3.33% |
$1.13M - $1.27M
|
232K
$21.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
7.4K+ 21.84% |
$1.12M - $1.26M
|
41.3K
$3.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
7.4KNew |
$1.12M - $1.26M
|
7.4K
$692K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7.39KNew |
$1.11M - $1.25M
|
7.39K
$691K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.33K+ 33.0% |
$1.11M - $1.24M
|
29.5K
$2.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
7.25K+ 35.47% |
$1.09M - $1.23M
|
27.7K
$2.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
7.2KNew |
$1.09M - $1.22M
|
7.2K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
7.17K+ 265.48% |
$1.08M - $1.22M
|
9.87K
$923K
|
|
|
Aug 20, 2024
Q4 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
7.08KNew |
$1.07M - $1.2M
|
7.08K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
7.06K+ 13.38% |
$1.07M - $1.2M
|
59.8K
$5.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
7.04K+ 16.07% |
$1.06M - $1.2M
|
50.9K
$4.76M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.04K+ 25.02% |
$1.06M - $1.19M
|
35.2K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.93K+ 254.65% |
$1.05M - $1.18M
|
9.66K
$903K
|