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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.24KNew |
$188K - $211K
|
1.24K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.23K+ 51.2% |
$186K - $210K
|
3.64K
$379K
|
|
|
Jan 22, 2024
Q4 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
1.23K+ 3.7% |
$185K - $208K
|
34.3K
$3.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.23K+ 10.4% |
$185K - $208K
|
13K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.22KNew |
$184K - $207K
|
1.22K
$127K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
1.22KNew |
$184K - $207K
|
1.22K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.2K+ 13.95% |
$181K - $204K
|
9.8K
$1.02M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 31.53% |
$181K - $204K
|
5K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.2K+ 4.91% |
$181K - $203K
|
25.6K
$2.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.19K+ 72.54% |
$180K - $203K
|
2.84K
$295K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.19K+ 16.67% |
$179K - $202K
|
8.31K
$864K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.18K+ 1.08% |
$178K - $201K
|
111K
$11.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 22.43% |
$178K - $201K
|
6.45K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.18K+ 4.47% |
$178K - $200K
|
27.5K
$2.86M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.17K+ 2.65% |
$177K - $199K
|
45.5K
$4.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.16K+ 1.21% |
$175K - $197K
|
97.3K
$10.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.16K+ 42.32% |
$175K - $197K
|
3.89K
$405K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.15K+ 4.56% |
$173K - $195K
|
26.3K
$2.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.15K+ 56.14% |
$173K - $195K
|
3.19K
$332K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.15K+ 7.07% |
$173K - $195K
|
17.4K
$1.81M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.14K+ 40.4% |
$172K - $193K
|
3.96K
$412K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.12K+ 22.73% |
$169K - $191K
|
6.06K
$631K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.11K+ 2.16% |
$168K - $189K
|
52.5K
$5.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.11K+ 1.38% |
$167K - $188K
|
81.3K
$8.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.1K+ 9.27% |
$166K - $187K
|
13K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.1K+ 14.93% |
$166K - $187K
|
8.47K
$881K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.1KNew |
$166K - $186K
|
1.1K
$114K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.1K+ 0.15% |
$165K - $186K
|
757K
$78.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.1K+ 3.92% |
$165K - $186K
|
29K
$3.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.09KNew |
$164K - $185K
|
1.09K
$113K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
1.09K+ 76.77% |
$164K - $185K
|
2.5K
$260K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.08K+ 15.18% |
$163K - $184K
|
8.2K
$853K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.08K+ 26.2% |
$162K - $183K
|
5.18K
$539K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.07K+ 10.14% |
$162K - $182K
|
11.7K
$1.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
1.07K+ 31.7% |
$162K - $182K
|
4.45K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.07K+ 7.29% |
$161K - $181K
|
15.7K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.04K+ 0.95% |
$157K - $177K
|
111K
$11.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.04K+ 10.28% |
$157K - $177K
|
11.2K
$1.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.02K+ 1.81% |
$154K - $174K
|
57.5K
$5.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
1.01K+ 0.41% |
$153K - $172K
|
250K
$26M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1KNew |
$151K - $170K
|
1K
$104K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1K+ 100.0% |
$151K - $170K
|
2K
$208K
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1K+ 9.51% |
$151K - $170K
|
11.5K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
1K+ 32.04% |
$151K - $170K
|
4.12K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
1K+ 1.64% |
$151K - $170K
|
61.8K
$6.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
994New |
$150K - $169K
|
994
$103K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
985+ 36.69% |
$149K - $167K
|
3.67K
$382K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
983New |
$148K - $167K
|
983
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
982+ 7.7% |
$148K - $167K
|
13.7K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
975+ 1.76% |
$147K - $166K
|
56.5K
$5.88M
|