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 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
2.1KNew |
$317K - $357K
|
2.1K
$218K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.06K+ 9.31% |
$311K - $350K
|
24.2K
$2.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
2.06K+ 1.92% |
$311K - $350K
|
109K
$11.4M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
2.05KNew |
$310K - $349K
|
2.05K
$214K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
2.05KNew |
$309K - $348K
|
2.05K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 13.74% |
$308K - $346K
|
16.9K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.04KNew |
$307K - $346K
|
2.04K
$212K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.04K+ 3.04% |
$307K - $346K
|
69.1K
$7.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.03K+ 4.84% |
$306K - $344K
|
43.9K
$4.56M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.03K+ 5.62% |
$306K - $344K
|
38.1K
$3.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.02K+ 14.62% |
$305K - $343K
|
15.8K
$1.65M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.01K+ 15.23% |
$304K - $342K
|
15.2K
$1.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.01K+ 11.68% |
$304K - $342K
|
19.2K
$2M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.01K+ 8.29% |
$303K - $341K
|
26.2K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
2KNew |
$302K - $340K
|
2K
$208K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.99K+ 20.92% |
$299K - $337K
|
11.5K
$1.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.98K+ 5.46% |
$299K - $336K
|
38.3K
$3.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.97K+ 4.75% |
$297K - $335K
|
43.5K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.97KNew |
$297K - $335K
|
1.97K
$205K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.96KNew |
$296K - $333K
|
1.96K
$204K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.96K+ 5.23% |
$296K - $333K
|
39.5K
$4.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
1.92KNew |
$290K - $326K
|
1.92K
$200K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.92KNew |
$289K - $325K
|
1.92K
$199K
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.92KNew |
$289K - $325K
|
1.92K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.91K+ 4.54% |
$289K - $325K
|
44K
$4.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.91K+ 5.22% |
$288K - $324K
|
38.4K
$4M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.9KNew |
$287K - $323K
|
1.9K
$198K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.89K+ 13.84% |
$286K - $322K
|
15.6K
$1.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.89KNew |
$285K - $321K
|
1.89K
$197K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.89K+ 35.8% |
$284K - $320K
|
7.15K
$744K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.88K+ 14.55% |
$284K - $320K
|
14.8K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.88K+ 1.23% |
$283K - $319K
|
154K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
1.88KNew |
$283K - $319K
|
1.88K
$195K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.87K+ 3.58% |
$282K - $317K
|
54K
$5.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.87KNew |
$282K - $317K
|
1.87K
$194K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.86K+ 15.31% |
$281K - $316K
|
14K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.86K+ 0.92% |
$281K - $316K
|
203K
$21.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.86K+ 16.97% |
$280K - $316K
|
12.8K
$1.33M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
1.85K+ 10.52% |
$279K - $314K
|
19.4K
$2.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
1.84K+ 11.73% |
$278K - $313K
|
17.6K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.84K+ 4.09% |
$277K - $312K
|
46.8K
$4.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.82K+ 6.2% |
$275K - $309K
|
31.2K
$3.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
1.82KNew |
$275K - $309K
|
1.82K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.81K+ 8.79% |
$274K - $308K
|
22.4K
$2.34M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.81K+ 8.59% |
$273K - $307K
|
22.9K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.81K+ 3.95% |
$272K - $306K
|
47.5K
$4.94M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.8KNew |
$271K - $305K
|
1.8K
$187K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.8K+ 3.5% |
$271K - $305K
|
53.1K
$5.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.79K+ 5.27% |
$270K - $304K
|
35.8K
$3.72M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.78KNew |
$269K - $302K
|
1.78K
$185K
|