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 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.9K+ 233.77% |
$229K - $687K
|
5.57K
$529K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.9K+ 209.0% |
$229K - $686K
|
5.77K
$547K
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3.9K+ 577.78% |
$229K - $686K
|
4.58K
$434K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.9K+ 161.65% |
$229K - $686K
|
6.31K
$599K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
3.9K+ 261.33% |
$229K - $686K
|
5.39K
$511K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.9K+ 207.5% |
$229K - $686K
|
5.78K
$548K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
3.9K+ 181.93% |
$228K - $685K
|
6.04K
$573K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.89K+ 204.04% |
$228K - $684K
|
5.8K
$550K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.89K+ 248.72% |
$228K - $684K
|
5.45K
$517K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3.89K+ 203.94% |
$228K - $683K
|
5.79K
$549K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.88KNew |
$228K - $683K
|
3.88K
$368K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.88K+ 240.04% |
$227K - $682K
|
5.5K
$521K
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.88K+ 191.41% |
$227K - $682K
|
5.9K
$560K
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.87K+ 200.0% |
$227K - $681K
|
5.81K
$551K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.87K+ 31.07% |
$227K - $681K
|
16.3K
$1.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
3.87K+ 189.29% |
$227K - $680K
|
5.91K
$561K
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.85K+ 200.05% |
$226K - $677K
|
5.78K
$548K
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
3.84K+ 200.0% |
$225K - $676K
|
5.76K
$547K
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
3.84K+ 200.0% |
$225K - $675K
|
5.75K
$546K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
3.83K+ 200.0% |
$225K - $674K
|
5.75K
$545K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.83K+ 199.12% |
$225K - $674K
|
5.76K
$546K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.83K+ 223.9% |
$225K - $674K
|
5.54K
$526K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.83K+ 151.2% |
$224K - $674K
|
6.36K
$604K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.82KNew |
$224K - $672K
|
3.82K
$362K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
3.81K+ 218.82% |
$224K - $671K
|
5.56K
$527K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.8K+ 200.05% |
$222K - $667K
|
5.69K
$540K
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
BUY
|
- |
3.79KNew |
$222K - $667K
|
3.79K
$359K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.79K+ 193.51% |
$222K - $666K
|
5.74K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3.78K+ 200.0% |
$222K - $665K
|
5.68K
$538K
|
|
|
May 01, 2024
Q1 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
3.78KNew |
$222K - $665K
|
3.78K
$359K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.77KNew |
$221K - $664K
|
3.77K
$358K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.77KNew |
$221K - $663K
|
3.77K
$358K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.77K+ 148.72% |
$221K - $662K
|
6.3K
$598K
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3.77K+ 200.8% |
$221K - $662K
|
5.64K
$535K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
3.76K+ 126.28% |
$221K - $662K
|
6.74K
$640K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3.76KNew |
$220K - $662K
|
3.76K
$357K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.76KNew |
$220K - $662K
|
3.76K
$357K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.76K+ 195.43% |
$220K - $661K
|
5.68K
$539K
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
3.76KNew |
$220K - $661K
|
3.76K
$356K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
BUY
|
- |
3.75K+ 177.37% |
$220K - $659K
|
5.86K
$556K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.75K+ 192.89% |
$220K - $659K
|
5.69K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.74KNew |
$219K - $657K
|
3.74K
$354K
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.72K+ 187.3% |
$218K - $654K
|
5.7K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.72KNew |
$218K - $653K
|
3.72K
$352K
|
|
|
Apr 18, 2024
Q1 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
3.71KNew |
$218K - $653K
|
3.71K
$352K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.71KNew |
$217K - $652K
|
3.71K
$352K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
3.7KNew |
$217K - $651K
|
3.7K
$351K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
3.7KNew |
$217K - $650K
|
3.7K
$351K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.7K+ 218.38% |
$217K - $650K
|
5.39K
$511K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3.69KNew |
$216K - $649K
|
3.69K
$350K
|