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 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.66KNew |
$214K - $643K
|
3.66K
$368K
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
3.65KNew |
$214K - $643K
|
3.65K
$368K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.65K+ 224.97% |
$214K - $642K
|
5.27K
$531K
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
3.65KNew |
$214K - $641K
|
3.65K
$368K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.64KNew |
$214K - $641K
|
3.64K
$367K
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
3.64KNew |
$214K - $641K
|
3.64K
$367K
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
3.64KNew |
$213K - $640K
|
3.64K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.64K+ 202.96% |
$213K - $640K
|
5.43K
$547K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
3.64K+ 208.48% |
$213K - $640K
|
5.38K
$542K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.63KNew |
$213K - $639K
|
3.63K
$366K
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
3.63K+ 206.55% |
$213K - $638K
|
5.38K
$542K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
3.62KNew |
$212K - $637K
|
3.62K
$365K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3.61K+ 484.45% |
$212K - $636K
|
4.36K
$439K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
3.61KNew |
$211K - $634K
|
3.61K
$363K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3.6K+ 200.17% |
$211K - $634K
|
5.4K
$544K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.6KNew |
$211K - $633K
|
3.6K
$363K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.6KNew |
$211K - $633K
|
3.6K
$363K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
3.6K+ 214.87% |
$211K - $633K
|
5.27K
$531K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.6K+ 218.99% |
$211K - $633K
|
5.24K
$528K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3.59KNew |
$211K - $632K
|
3.59K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Avenir Corp
Washington, DC |
BUY
|
- |
3.59KNew |
$210K - $631K
|
3.59K
$362K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.58K+ 190.44% |
$210K - $630K
|
5.47K
$551K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3.58K+ 210.34% |
$210K - $630K
|
5.28K
$532K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.58K+ 207.3% |
$210K - $629K
|
5.3K
$534K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.57KNew |
$209K - $628K
|
3.57K
$360K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
3.57KNew |
$209K - $627K
|
3.57K
$359K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.57K+ 207.5% |
$209K - $627K
|
5.29K
$533K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.54K+ 198.26% |
$207K - $622K
|
5.32K
$536K
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.54KNew |
$207K - $622K
|
3.54K
$356K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
3.53KNew |
$207K - $621K
|
3.53K
$356K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.53K+ 134.94% |
$207K - $620K
|
6.14K
$619K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.52KNew |
$206K - $620K
|
3.52K
$355K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.52K+ 201.55% |
$206K - $619K
|
5.27K
$531K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.52K+ 203.59% |
$206K - $618K
|
5.24K
$528K
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.52K+ 225.38% |
$206K - $618K
|
5.08K
$512K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.51K+ 205.62% |
$206K - $618K
|
5.22K
$526K
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
3.51K+ 148.31% |
$206K - $618K
|
5.88K
$593K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.51KNew |
$206K - $617K
|
3.51K
$354K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
3.51K+ 185.57% |
$206K - $617K
|
5.4K
$544K
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.51KNew |
$206K - $617K
|
3.51K
$354K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
3.51K+ 200.0% |
$206K - $617K
|
5.27K
$531K
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.5K+ 178.5% |
$205K - $616K
|
5.47K
$551K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3.5K+ 237.61% |
$205K - $616K
|
4.97K
$501K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3.5KNew |
$205K - $616K
|
3.5K
$353K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
3.5KNew |
$205K - $615K
|
3.5K
$352K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.5K+ 201.79% |
$205K - $615K
|
5.23K
$527K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.49K+ 192.28% |
$204K - $613K
|
5.3K
$534K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
3.48K+ 197.28% |
$204K - $613K
|
5.25K
$529K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
3.48KNew |
$204K - $612K
|
3.48K
$351K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.47KNew |
$204K - $611K
|
3.47K
$350K
|