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 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.5K+ 24.08% |
$227K - $255K
|
7.75K
$806K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.5K+ 2.31% |
$226K - $255K
|
66.5K
$6.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.5K+ 0.61% |
$226K - $255K
|
248K
$25.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.5KNew |
$226K - $254K
|
1.5K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.49KNew |
$225K - $254K
|
1.49K
$155K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.49KNew |
$225K - $253K
|
1.49K
$155K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.49K+ 8.14% |
$224K - $252K
|
19.7K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.48KNew |
$224K - $252K
|
1.48K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.48KNew |
$223K - $251K
|
1.48K
$154K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.48KNew |
$223K - $251K
|
1.48K
$154K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.47K+ 113.08% |
$222K - $250K
|
2.77K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.47KNew |
$222K - $250K
|
1.47K
$153K
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.47KNew |
$222K - $249K
|
1.47K
$153K
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
1.46K+ 17.54% |
$221K - $249K
|
9.81K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
1.46K+ 0.51% |
$220K - $248K
|
290K
$30.2M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.46KNew |
$220K - $248K
|
1.46K
$152K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1.46KNew |
$220K - $247K
|
1.46K
$151K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.45K+ 3.9% |
$218K - $246K
|
38.5K
$4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.44KNew |
$218K - $245K
|
1.44K
$150K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.44KNew |
$218K - $245K
|
1.44K
$150K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.44K+ 0.53% |
$218K - $245K
|
271K
$28.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.43KNew |
$216K - $243K
|
1.43K
$149K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.43K+ 5.18% |
$215K - $242K
|
29K
$3.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.42K+ 11.7% |
$214K - $241K
|
13.5K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.42K+ 560.87% |
$214K - $241K
|
1.67K
$174K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.42KNew |
$214K - $241K
|
1.42K
$148K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.41K+ 10.38% |
$212K - $239K
|
15K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.4KNew |
$211K - $237K
|
1.4K
$145K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
1.38K+ 1.82% |
$209K - $235K
|
77.4K
$8.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.38K+ 1.22% |
$207K - $233K
|
114K
$11.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.36K+ 0.38% |
$206K - $232K
|
362K
$37.7M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.36K+ 3.58% |
$205K - $230K
|
39.3K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.35K+ 169.04% |
$204K - $230K
|
2.16K
$224K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.34K+ 69.71% |
$203K - $228K
|
3.27K
$340K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.34K+ 44.0% |
$201K - $227K
|
4.37K
$455K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.34K+ 9.31% |
$201K - $227K
|
15.7K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 3.94% |
$201K - $226K
|
35.2K
$3.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.32KNew |
$199K - $224K
|
1.32K
$137K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.32K+ 30.53% |
$199K - $223K
|
5.63K
$585K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.31K+ 16.34% |
$198K - $223K
|
9.35K
$973K
|
|
|
Feb 13, 2025
Q4 2023
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.3KNew |
$196K - $221K
|
1.3K
$135K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.3KNew |
$196K - $221K
|
1.3K
$135K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.3KNew |
$196K - $220K
|
1.3K
$135K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 7.64% |
$196K - $220K
|
18.3K
$1.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.29K+ 2.69% |
$195K - $220K
|
49.5K
$5.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.29KNew |
$195K - $220K
|
1.29K
$135K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.28K+ 3.13% |
$194K - $218K
|
42.2K
$4.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.28KNew |
$193K - $217K
|
1.28K
$133K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.28KNew |
$193K - $217K
|
1.28K
$133K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.27KNew |
$192K - $216K
|
1.27K
$132K
|