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
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.06K+ 128.68% |
$238K - $714K
|
7.22K
$727K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.06K+ 199.12% |
$238K - $714K
|
6.1K
$614K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.06K+ 192.82% |
$238K - $713K
|
6.16K
$621K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
4.04K+ 192.02% |
$237K - $711K
|
6.15K
$620K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4.04K+ 198.67% |
$237K - $711K
|
6.08K
$612K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
4.04K+ 200.0% |
$237K - $710K
|
6.06K
$611K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
4.04K+ 200.0% |
$237K - $710K
|
6.06K
$610K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
4.03K+ 74.47% |
$236K - $709K
|
9.45K
$952K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.03K+ 196.59% |
$236K - $709K
|
6.08K
$613K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
4.03K+ 196.78% |
$236K - $708K
|
6.08K
$612K
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
4.03KNew |
$236K - $708K
|
4.03K
$406K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.03KNew |
$236K - $708K
|
4.03K
$406K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.02KNew |
$236K - $708K
|
4.02K
$405K
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.02K+ 207.37% |
$236K - $707K
|
5.96K
$601K
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
BUY
|
- |
4.02K+ 201.5% |
$236K - $707K
|
6.02K
$606K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.01K+ 196.81% |
$235K - $706K
|
6.05K
$610K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
4.01K+ 193.95% |
$235K - $704K
|
6.07K
$612K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
4K+ 153.92% |
$235K - $704K
|
6.6K
$665K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4K+ 202.89% |
$234K - $704K
|
5.97K
$602K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
4KNew |
$234K - $704K
|
4K
$403K
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
4K+ 200.0% |
$234K - $703K
|
6K
$605K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
4K+ 200.0% |
$234K - $703K
|
6K
$605K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.99KNew |
$234K - $701K
|
3.99K
$402K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.98K+ 16.2% |
$233K - $700K
|
28.6K
$2.88M
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
3.98K+ 200.0% |
$233K - $700K
|
5.97K
$602K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.96KNew |
$232K - $697K
|
3.96K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
3.96K+ 234.1% |
$232K - $697K
|
5.65K
$570K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.95K+ 208.88% |
$232K - $695K
|
5.84K
$589K
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
3.95K+ 295.22% |
$232K - $695K
|
5.29K
$533K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.94KNew |
$231K - $693K
|
3.94K
$397K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
3.94K+ 200.0% |
$231K - $693K
|
5.91K
$596K
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
3.94K+ 205.75% |
$231K - $693K
|
5.85K
$590K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.93K+ 227.99% |
$230K - $690K
|
5.65K
$569K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
3.93K+ 200.05% |
$230K - $690K
|
5.89K
$593K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.92KNew |
$230K - $689K
|
3.92K
$395K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.92K+ 208.35% |
$230K - $689K
|
5.8K
$584K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.91K+ 183.48% |
$229K - $688K
|
6.04K
$609K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3.9KNew |
$229K - $687K
|
3.9K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.9K+ 233.77% |
$229K - $687K
|
5.57K
$562K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.9K+ 209.0% |
$229K - $686K
|
5.77K
$581K
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3.9K+ 577.78% |
$229K - $686K
|
4.58K
$461K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.9K+ 161.65% |
$229K - $686K
|
6.31K
$636K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
3.9K+ 261.33% |
$229K - $686K
|
5.39K
$543K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.9K+ 207.5% |
$229K - $686K
|
5.78K
$582K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
3.9K+ 181.93% |
$228K - $685K
|
6.04K
$609K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.89K+ 204.04% |
$228K - $684K
|
5.8K
$584K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.89K+ 248.72% |
$228K - $684K
|
5.45K
$550K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3.89K+ 203.94% |
$228K - $683K
|
5.79K
$583K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.88KNew |
$228K - $683K
|
3.88K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.88K+ 240.04% |
$227K - $682K
|
5.5K
$554K
|