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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
3K+ 169.93% |
$176K - $528K
|
4.77K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
3K+ 200.0% |
$176K - $528K
|
4.5K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
3KNew |
$176K - $528K
|
3K
$299K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3K+ 200.0% |
$176K - $527K
|
4.49K
$447K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.99K+ 200.0% |
$175K - $525K
|
4.48K
$446K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.99K+ 205.65% |
$175K - $525K
|
4.44K
$442K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.98K+ 174.1% |
$175K - $525K
|
4.7K
$468K
|
|
|
May 01, 2024
Q1 2024
|
Members Capital Advisors Inc
|
BUY
|
- |
2.98K+ 200.0% |
$175K - $525K
|
4.48K
$446K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
2.96K+ 200.61% |
$174K - $521K
|
4.44K
$442K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.96K+ 164.65% |
$174K - $521K
|
4.76K
$474K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.95K+ 201.02% |
$173K - $519K
|
4.42K
$440K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.95K+ 200.68% |
$173K - $518K
|
4.42K
$440K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.95K+ 193.18% |
$173K - $518K
|
4.47K
$445K
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
2.94K+ 170.93% |
$172K - $517K
|
4.66K
$464K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
2.93K+ 200.0% |
$172K - $516K
|
4.4K
$438K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.92K+ 201.03% |
$171K - $514K
|
4.37K
$435K
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.92K+ 200.34% |
$171K - $513K
|
4.38K
$436K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
2.92K+ 200.0% |
$171K - $513K
|
4.37K
$435K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.91K+ 201.38% |
$171K - $512K
|
4.36K
$434K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
2.91K+ 224.44% |
$171K - $512K
|
4.21K
$419K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.9K+ 164.81% |
$170K - $511K
|
4.67K
$464K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.9K+ 200.0% |
$170K - $510K
|
4.35K
$433K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.9K+ 200.0% |
$170K - $510K
|
4.35K
$433K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
2.88K+ 158.46% |
$169K - $507K
|
4.7K
$468K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.88K+ 192.97% |
$169K - $507K
|
4.38K
$436K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.88K+ 200.14% |
$169K - $507K
|
4.32K
$430K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.88K+ 187.81% |
$169K - $507K
|
4.42K
$439K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.88K+ 204.91% |
$169K - $506K
|
4.28K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.88K+ 182.32% |
$169K - $506K
|
4.46K
$443K
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
2.87K+ 200.0% |
$168K - $505K
|
4.31K
$429K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.87K+ 154.88% |
$168K - $505K
|
4.72K
$470K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
2.86K+ 184.22% |
$168K - $503K
|
4.41K
$439K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.85K+ 140.98% |
$167K - $502K
|
4.88K
$485K
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
2.85K+ 200.0% |
$167K - $502K
|
4.28K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.85K+ 192.62% |
$167K - $500K
|
4.32K
$430K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.84K+ 215.64% |
$166K - $499K
|
4.16K
$414K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.83K+ 200.42% |
$166K - $498K
|
4.24K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
2.82K+ 174.46% |
$165K - $496K
|
4.44K
$442K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.82K+ 194.41% |
$165K - $496K
|
4.27K
$425K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.81K+ 191.87% |
$165K - $494K
|
4.27K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
2.81K+ 200.0% |
$164K - $493K
|
4.21K
$419K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.8K+ 200.0% |
$164K - $492K
|
4.2K
$418K
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
2.8K+ 200.0% |
$164K - $492K
|
4.2K
$418K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.8K+ 200.0% |
$164K - $492K
|
4.19K
$417K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.79K+ 201.44% |
$164K - $491K
|
4.18K
$416K
|
|
|
Apr 23, 2024
Q1 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
2.78K+ 189.77% |
$163K - $489K
|
4.25K
$423K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.77K+ 201.16% |
$162K - $487K
|
4.15K
$413K
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
2.73K+ 200.0% |
$160K - $481K
|
4.1K
$408K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
2.73K+ 133.58% |
$160K - $480K
|
4.77K
$475K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.73K+ 194.86% |
$160K - $480K
|
4.13K
$411K
|