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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.53K+ 38.82% |
$382K - $430K
|
9.05K
$942K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.52K+ 7.01% |
$381K - $429K
|
38.5K
$4.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
2.51KNew |
$378K - $426K
|
2.51K
$261K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.5K+ 3.11% |
$378K - $425K
|
83.1K
$8.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2.5K+ 119.05% |
$377K - $424K
|
4.6K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.49KNew |
$376K - $423K
|
2.49K
$259K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.49K+ 13.65% |
$375K - $422K
|
20.7K
$2.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
2.47KNew |
$372K - $419K
|
2.47K
$257K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.44K+ 63.78% |
$369K - $415K
|
6.28K
$653K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.44K+ 58.33% |
$369K - $415K
|
6.63K
$690K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
2.44KNew |
$368K - $414K
|
2.44K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.42K+ 4.52% |
$365K - $411K
|
55.9K
$5.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.39K+ 31.16% |
$360K - $405K
|
10K
$1.05M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.35KNew |
$355K - $400K
|
2.35K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.35KNew |
$355K - $399K
|
2.35K
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
2.35K+ 87.62% |
$354K - $399K
|
5.03K
$523K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
2.35K+ 4.38% |
$354K - $399K
|
55.9K
$5.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.34KNew |
$353K - $397K
|
2.34K
$243K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.34KNew |
$352K - $396K
|
2.34K
$243K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.33K+ 7.91% |
$352K - $396K
|
31.8K
$3.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
2.33K+ 12.01% |
$352K - $396K
|
21.8K
$2.26M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.33KNew |
$351K - $395K
|
2.33K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
2.33K+ 50.76% |
$351K - $395K
|
6.91K
$718K
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
BUY
|
- |
2.32K+ 9.51% |
$350K - $394K
|
26.7K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.32K+ 13.91% |
$350K - $394K
|
19K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.31K+ 4.17% |
$349K - $393K
|
57.8K
$6.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
2.31KNew |
$348K - $392K
|
2.31K
$240K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.3K+ 15.76% |
$347K - $390K
|
16.9K
$1.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.29K+ 0.75% |
$346K - $389K
|
309K
$32.2M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2.28KNew |
$344K - $387K
|
2.28K
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
2.24K+ 104.04% |
$338K - $381K
|
4.4K
$457K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.22K+ 1.01% |
$335K - $377K
|
222K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.19K+ 1.86% |
$331K - $372K
|
120K
$12.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
2.19K+ 38.92% |
$331K - $372K
|
7.82K
$814K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.19K+ 5.18% |
$330K - $371K
|
44.4K
$4.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.16K+ 81.11% |
$326K - $367K
|
4.83K
$503K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
2.16KNew |
$326K - $367K
|
2.16K
$225K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.16K+ 1.95% |
$326K - $367K
|
113K
$11.7M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.15K+ 98.0% |
$325K - $366K
|
4.35K
$453K
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
2.15KNew |
$325K - $366K
|
2.15K
$224K
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.15K+ 9.72% |
$324K - $365K
|
24.3K
$2.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.14KNew |
$323K - $363K
|
2.14K
$222K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.14K+ 1.16% |
$322K - $363K
|
186K
$19.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.13KNew |
$321K - $362K
|
2.13K
$222K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
2.13K+ 6.56% |
$321K - $361K
|
34.6K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.12K+ 28.03% |
$320K - $360K
|
9.68K
$1.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
2.11K+ 46.37% |
$318K - $358K
|
6.65K
$692K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
2.1K+ 1.64% |
$317K - $357K
|
130K
$13.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.1KNew |
$317K - $357K
|
2.1K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.1K+ 14.12% |
$317K - $357K
|
17K
$1.77M
|