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 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.93K+ 254.65% |
$1.05M - $1.18M
|
9.66K
$917K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.78K+ 28.91% |
$1.02M - $1.15M
|
30.2K
$2.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.68K+ 102.42% |
$1.01M - $1.13M
|
13.2K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
6.67K+ 9.83% |
$1.01M - $1.13M
|
74.5K
$7.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
6.62K+ 73.49% |
$999K - $1.12M
|
15.6K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.61K+ 0.7% |
$997K - $1.12M
|
950K
$90.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
6.6K+ 0.86% |
$996K - $1.12M
|
774K
$73.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.5K+ 2.57% |
$980K - $1.1M
|
259K
$24.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
6.49KNew |
$979K - $1.1M
|
6.49K
$616K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
6.43K+ 12.03% |
$970K - $1.09M
|
59.9K
$5.69M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
6.34KNew |
$956K - $1.08M
|
6.34K
$602K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.33K+ 3.65% |
$954K - $1.07M
|
180K
$17.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6.16K+ 25.17% |
$929K - $1.04M
|
30.6K
$2.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
6.11KNew |
$922K - $1.04M
|
6.11K
$581K
|
|
|
Feb 14, 2024
Q4 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
6.1K+ 32.97% |
$919K - $1.03M
|
24.6K
$2.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
6.09K+ 6.02% |
$919K - $1.03M
|
107K
$10.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
6.09K+ 32.38% |
$918K - $1.03M
|
24.9K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.05K+ 8.62% |
$912K - $1.03M
|
76.2K
$7.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
6.05K+ 24.12% |
$912K - $1.03M
|
31.1K
$2.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6.04KNew |
$912K - $1.03M
|
6.04K
$574K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6.02KNew |
$908K - $1.02M
|
6.02K
$572K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6K+ 13.34% |
$905K - $1.02M
|
51K
$4.84M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.93KNew |
$894K - $1.01M
|
5.93K
$563K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5.93KNew |
$894K - $1.01M
|
5.93K
$563K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.86K+ 51.11% |
$884K - $995K
|
17.3K
$1.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.84KNew |
$880K - $991K
|
5.84K
$554K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.8K+ 438.17% |
$875K - $984K
|
7.12K
$676K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
5.8KNew |
$874K - $984K
|
5.8K
$550K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
5.78KNew |
$871K - $981K
|
5.78K
$548K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.7K+ 19.56% |
$859K - $967K
|
34.8K
$3.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
5.65KNew |
$852K - $959K
|
5.65K
$537K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
5.62K+ 13.86% |
$848K - $954K
|
46.2K
$4.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.61K+ 137.52% |
$846K - $952K
|
9.69K
$920K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.6K+ 38.17% |
$845K - $951K
|
20.3K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
5.59K+ 5.13% |
$844K - $950K
|
115K
$10.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
5.58K+ 17.61% |
$841K - $947K
|
37.3K
$3.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.54K+ 3.05% |
$836K - $941K
|
187K
$17.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
5.51KNew |
$831K - $935K
|
5.51K
$523K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
5.5KNew |
$830K - $934K
|
5.5K
$522K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.45KNew |
$822K - $925K
|
5.45K
$517K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.32KNew |
$803K - $904K
|
5.32K
$505K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.31KNew |
$802K - $902K
|
5.31K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.29K+ 4.26% |
$797K - $897K
|
129K
$12.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.28K+ 79.67% |
$797K - $897K
|
11.9K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5.22KNew |
$787K - $886K
|
5.22K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
5.2K+ 4.04% |
$784K - $882K
|
134K
$12.7M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5.15KNew |
$777K - $875K
|
5.15K
$489K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
5.13K+ 71.18% |
$773K - $870K
|
12.3K
$1.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.11K+ 36.07% |
$771K - $868K
|
19.3K
$1.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.08K+ 7.17% |
$767K - $863K
|
75.9K
$7.21M
|