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 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
244+ 200.0% |
$14.3K - $42.9K
|
366
$36.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
231+ 183.33% |
$13.5K - $40.6K
|
357
$35.5K
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
230+ 200.0% |
$13.5K - $40.4K
|
345
$34.3K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
228+ 422.22% |
$13.4K - $40.1K
|
282
$28.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
210+ 200.0% |
$12.3K - $36.9K
|
315
$31.4K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
208+ 200.0% |
$12.2K - $36.6K
|
312
$31.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
200+ 200.0% |
$11.7K - $35.2K
|
300
$29.9K
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
190+ 950.0% |
$11.1K - $33.4K
|
210
$20.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
185+ 198.92% |
$10.8K - $32.5K
|
278
$27.7K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
180+ 200.0% |
$10.5K - $31.7K
|
270
$26.9K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
180New |
$10.5K - $31.7K
|
180
$17.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
172+ 200.0% |
$10.1K - $30.2K
|
258
$25.7K
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
156+ 200.0% |
$9.14K - $27.4K
|
234
$23.3K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
152New |
$8.91K - $26.7K
|
152
$15.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
150+ 200.0% |
$8.79K - $26.4K
|
225
$22.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
144+ 2400.0% |
$8.44K - $25.3K
|
150
$14.9K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
143+ 23.83% |
$8.38K - $25.1K
|
743
$74K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
136+ 200.0% |
$7.97K - $23.9K
|
204
$20.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
134+ 200.0% |
$7.85K - $23.6K
|
201
$20K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
126New |
$7.38K - $22.2K
|
126
$12.5K
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
124+ 200.0% |
$7.27K - $21.8K
|
186
$18.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
111+ 201.82% |
$6.51K - $19.5K
|
166
$16.5K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
101New |
$5.92K - $17.8K
|
101
$10.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
100+ 200.0% |
$5.86K - $17.6K
|
150
$14.9K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
100+ 200.0% |
$5.86K - $17.6K
|
150
$14.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
75+ 202.7% |
$4.4K - $13.2K
|
112
$11.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
62+ 200.0% |
$3.63K - $10.9K
|
93
$9.26K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
58+ 200.0% |
$3.4K - $10.2K
|
87
$8.66K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
54+ 200.0% |
$3.16K - $9.5K
|
81
$8.06K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
50+ 200.0% |
$2.93K - $8.79K
|
75
$7.47K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
48New |
$2.81K - $8.44K
|
48
$4.78K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
31+ 140.91% |
$1.82K - $5.45K
|
53
$5.28K
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
20+ 200.0% |
$1.17K - $3.52K
|
30
$2.99K
|
|
|
May 06, 2024
Q1 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
9New |
$527 - $1.58K
|
9
$896
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
4+ 200.0% |
$234 - $703
|
6
$597
|
|
|
May 14, 2024
Q1 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
4New |
$234 - $703
|
4
$398
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1+ 0.02% |
$58.6 - $176
|
4.68K
$466K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$58.6 - $176
|
11.1K
$1.1M
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$58.6 - $176
|
22.3K
$2.22M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-13- 0.21% |
$762 - $2.29K
|
6.28K
$625K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-21- 0.08% |
$1.23K - $3.69K
|
26.5K
$2.64M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22- 0.12% |
$1.29K - $3.87K
|
18.3K
$1.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-52- 0.65% |
$3.05K - $9.14K
|
7.91K
$787K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-109- 31.14% |
$6.39K - $19.2K
|
241
$24K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-128- 35.16% |
$7.5K - $22.5K
|
236
$23.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-135- 20.93% |
$7.91K - $23.7K
|
510
$50.8K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-215- 5.84% |
$12.6K - $37.8K
|
3.47K
$345K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-444- 2.36% |
$26K - $78.1K
|
18.3K
$1.83M
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-530- 10.54% |
$31.1K - $93.2K
|
4.5K
$448K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-534- 16.02% |
$31.3K - $93.9K
|
2.8K
$279K
|