Purchases and Sales Made in Q1 2024 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
22.8K+ 200.7% |
$1.33M - $4.01M
|
34.1K
$3.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
22.8KNew |
$1.33M - $4M
|
22.8K
$2.34M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
22.7K+ 301.83% |
$1.33M - $4M
|
30.3K
$3.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
22.7K+ 211.77% |
$1.33M - $3.99M
|
33.4K
$3.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
22.7K+ 358.04% |
$1.33M - $3.98M
|
29K
$2.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
22.6K+ 167.08% |
$1.33M - $3.98M
|
36.2K
$3.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
22.6K+ 189.64% |
$1.32M - $3.98M
|
34.5K
$3.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
22.6K+ 202.03% |
$1.32M - $3.97M
|
33.7K
$3.47M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
22.5K+ 113.12% |
$1.32M - $3.96M
|
42.5K
$4.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
22.5K+ 1633.89% |
$1.32M - $3.95M
|
23.8K
$2.45M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
22.5K+ 206.03% |
$1.32M - $3.95M
|
33.4K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
BUY
|
- |
22.5K+ 196.84% |
$1.32M - $3.95M
|
33.9K
$3.49M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
22.4K+ 248.9% |
$1.32M - $3.95M
|
31.5K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
22.4K+ 146.89% |
$1.31M - $3.94M
|
37.6K
$3.87M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
22.2K+ 900.45% |
$1.3M - $3.9M
|
24.7K
$2.54M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
22.1K+ 205.23% |
$1.3M - $3.89M
|
32.9K
$3.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
22.1K+ 193.58% |
$1.29M - $3.88M
|
33.5K
$3.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
22.1K+ 213.74% |
$1.29M - $3.88M
|
32.4K
$3.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
22.1K+ 212.97% |
$1.29M - $3.88M
|
32.4K
$3.34M
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
22K+ 202.16% |
$1.29M - $3.88M
|
32.9K
$3.39M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22K+ 191.0% |
$1.29M - $3.87M
|
33.6K
$3.46M
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
22K+ 973.52% |
$1.29M - $3.87M
|
24.3K
$2.5M
|
|
|
May 01, 2024
Q1 2024
|
Harbor Advisors LLC
|
BUY
|
- |
22K+ 200.0% |
$1.29M - $3.87M
|
33K
$3.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
22K+ 200.61% |
$1.29M - $3.86M
|
32.9K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
21.9K+ 220.56% |
$1.28M - $3.86M
|
31.9K
$3.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
21.9K+ 260.69% |
$1.28M - $3.84M
|
30.2K
$3.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
21.8K+ 223.89% |
$1.28M - $3.84M
|
31.6K
$3.25M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
21.8K+ 221.69% |
$1.28M - $3.83M
|
31.6K
$3.25M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
21.7K+ 204.23% |
$1.27M - $3.82M
|
32.4K
$3.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
21.7K+ 225.92% |
$1.27M - $3.82M
|
31.3K
$3.22M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
21.7K+ 208.83% |
$1.27M - $3.81M
|
32K
$3.3M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$1.27M - $3.8M
|
21.6K
$2.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
21.6K+ 183.17% |
$1.26M - $3.79M
|
33.3K
$3.43M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
21.6K+ 477.99% |
$1.26M - $3.79M
|
26.1K
$2.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
21.5K+ 213.85% |
$1.26M - $3.79M
|
31.6K
$3.25M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
21.5K+ 200.12% |
$1.26M - $3.79M
|
32.3K
$3.32M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
21.5K+ 200.12% |
$1.26M - $3.79M
|
32.3K
$3.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
21.5K+ 279.09% |
$1.26M - $3.78M
|
29.2K
$3.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
BUY
|
- |
21.5K+ 197.1% |
$1.26M - $3.78M
|
32.4K
$3.34M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
21.5K+ 200.89% |
$1.26M - $3.78M
|
32.2K
$3.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
21.5K+ 179.18% |
$1.26M - $3.78M
|
33.5K
$3.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
21.5K+ 204.31% |
$1.26M - $3.77M
|
32K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
21.4K+ 137.14% |
$1.26M - $3.77M
|
37.1K
$3.81M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
21.4K+ 233.36% |
$1.25M - $3.76M
|
30.5K
$3.14M
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
21.3K+ 206.41% |
$1.25M - $3.75M
|
31.7K
$3.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
21.3K+ 136.74% |
$1.25M - $3.75M
|
36.9K
$3.8M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21.3K+ 201.05% |
$1.25M - $3.74M
|
31.9K
$3.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
21.2K+ 199.6% |
$1.24M - $3.73M
|
31.8K
$3.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
21.2K+ 198.37% |
$1.24M - $3.73M
|
31.9K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
21.2K+ 199.27% |
$1.24M - $3.72M
|
31.8K
$3.27M
|