Purchases and Sales Made in Q4 2023 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.09K+ 29.64% |
$467K - $525K
|
13.5K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.08K+ 17.88% |
$465K - $523K
|
20.3K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.07KNew |
$464K - $522K
|
3.07K
$320K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.07KNew |
$462K - $520K
|
3.07K
$319K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.06K+ 9.27% |
$461K - $519K
|
36K
$3.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3.04KNew |
$458K - $516K
|
3.04K
$316K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.03K+ 5.28% |
$458K - $515K
|
60.5K
$6.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
3.03KNew |
$458K - $515K
|
3.03K
$316K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
3.03KNew |
$457K - $514K
|
3.03K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.03K+ 4.15% |
$457K - $514K
|
75.9K
$7.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.01K+ 7.43% |
$454K - $511K
|
43.5K
$4.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3K+ 0.99% |
$453K - $509K
|
305K
$31.7M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3KNew |
$453K - $509K
|
3K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.99K+ 3731.25% |
$450K - $507K
|
3.07K
$319K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.98K+ 5.74% |
$450K - $506K
|
54.9K
$5.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.97KNew |
$448K - $504K
|
2.97K
$309K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.95K+ 11.25% |
$445K - $501K
|
29.2K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.95K+ 3.22% |
$444K - $500K
|
94.4K
$9.82M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.92K+ 25.95% |
$441K - $496K
|
14.2K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.88KNew |
$434K - $489K
|
2.88K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.87K+ 2.91% |
$432K - $486K
|
101K
$10.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.85K+ 25.31% |
$430K - $484K
|
14.1K
$1.47M
|
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.83KNew |
$426K - $480K
|
2.83K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
2.82KNew |
$425K - $478K
|
2.82K
$293K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.81KNew |
$425K - $478K
|
2.81K
$293K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.79K+ 19.62% |
$421K - $474K
|
17K
$1.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.76K+ 14.21% |
$416K - $468K
|
22.2K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.74K+ 0.5% |
$414K - $466K
|
556K
$57.8M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.74KNew |
$413K - $465K
|
2.74K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
2.7K+ 17.78% |
$407K - $458K
|
17.9K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.69K+ 22.87% |
$406K - $457K
|
14.5K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.68KNew |
$404K - $455K
|
2.68K
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
2.67K+ 6.15% |
$403K - $454K
|
46.1K
$4.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
2.66KNew |
$402K - $452K
|
2.66K
$277K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.65K+ 4.59% |
$399K - $449K
|
60.2K
$6.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.64K+ 8.57% |
$398K - $448K
|
33.4K
$3.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.63K+ 5.21% |
$397K - $447K
|
53.1K
$5.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.62K+ 81.04% |
$396K - $446K
|
5.86K
$610K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.61KNew |
$394K - $443K
|
2.61K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.61K+ 7.15% |
$393K - $443K
|
39.1K
$4.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
2.61KNew |
$393K - $442K
|
2.61K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.59KNew |
$391K - $440K
|
2.59K
$270K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
2.59K+ 6.52% |
$391K - $440K
|
42.3K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.59KNew |
$391K - $440K
|
2.59K
$269K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.57KNew |
$387K - $435K
|
2.57K
$267K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
2.56KNew |
$387K - $435K
|
2.56K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.55K+ 1.88% |
$385K - $433K
|
138K
$14.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.55KNew |
$384K - $432K
|
2.55K
$265K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.53KNew |
$382K - $430K
|
2.53K
$264K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
2.53K+ 2.96% |
$382K - $430K
|
88K
$9.15M
|