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
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
650+ 650.0% |
$38.1K - $114K
|
750
$71.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
627+ 15.26% |
$36.7K - $110K
|
4.74K
$449K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
614+ 200.0% |
$36K - $108K
|
921
$87.3K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
611+ 200.99% |
$35.8K - $107K
|
915
$86.7K
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
596+ 200.0% |
$34.9K - $105K
|
894
$84.7K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
590New |
$34.6K - $104K
|
590
$55.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
568+ 767.57% |
$33.3K - $99.9K
|
642
$60.8K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
564+ 88.13% |
$33.1K - $99.2K
|
1.2K
$114K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
546+ 211.63% |
$32K - $96K
|
804
$76.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
534+ 169.52% |
$31.3K - $93.9K
|
849
$80.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
530+ 200.0% |
$31.1K - $93.2K
|
795
$75.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
488+ 200.0% |
$28.6K - $85.8K
|
732
$69.4K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
467+ 200.43% |
$27.4K - $82.1K
|
700
$66.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
462+ 200.0% |
$27.1K - $81.2K
|
693
$65.7K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
456+ 200.0% |
$26.7K - $80.2K
|
684
$64.8K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
452+ 151.17% |
$26.5K - $79.5K
|
751
$71.2K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
452+ 200.0% |
$26.5K - $79.5K
|
678
$64.2K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
448+ 216.43% |
$26.3K - $78.8K
|
655
$62.1K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
447+ 302.03% |
$26.2K - $78.6K
|
595
$56.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
446+ 200.0% |
$26.1K - $78.4K
|
669
$63.4K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
442+ 200.0% |
$25.9K - $77.7K
|
663
$62.8K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
430+ 7.09% |
$25.2K - $75.6K
|
6.49K
$615K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
429+ 0.3% |
$25.1K - $75.4K
|
143K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
423New |
$24.8K - $74.4K
|
423
$40.1K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
409+ 204.5% |
$24K - $71.9K
|
609
$57.7K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
405+ 3.24% |
$23.7K - $71.2K
|
12.9K
$1.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
400+ 200.0% |
$23.4K - $70.3K
|
600
$56.9K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
400+ 200.0% |
$23.4K - $70.3K
|
600
$56.9K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
400+ 200.0% |
$23.4K - $70.3K
|
600
$56.9K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
400+ 200.0% |
$23.4K - $70.3K
|
600
$56.9K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
399+ 199.5% |
$23.4K - $70.2K
|
599
$56.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
395+ 159.92% |
$23.2K - $69.5K
|
642
$60.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
390+ 200.0% |
$22.9K - $68.6K
|
585
$55.4K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
386+ 201.04% |
$22.6K - $67.9K
|
578
$54.8K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
377+ 253.02% |
$22.1K - $66.3K
|
526
$49.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
364+ 200.0% |
$21.3K - $64K
|
546
$51.7K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
355+ 4.92% |
$20.8K - $62.4K
|
7.58K
$718K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
346+ 104.22% |
$20.3K - $60.8K
|
678
$64.2K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
344+ 216.35% |
$20.2K - $60.5K
|
503
$47.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
334+ 10.3% |
$19.6K - $58.7K
|
3.58K
$339K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$17.6K - $52.8K
|
300
$28.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
293+ 199.32% |
$17.2K - $51.5K
|
440
$41.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
288New |
$16.9K - $50.6K
|
288
$27.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
285New |
$16.7K - $50.1K
|
285
$27K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
263+ 200.76% |
$15.4K - $46.3K
|
394
$37.3K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
244+ 200.0% |
$14.3K - $42.9K
|
366
$34.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
231+ 183.33% |
$13.5K - $40.6K
|
357
$33.8K
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
230+ 200.0% |
$13.5K - $40.4K
|
345
$32.7K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
228+ 422.22% |
$13.4K - $40.1K
|
282
$26.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
210+ 200.0% |
$12.3K - $36.9K
|
315
$29.8K
|