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 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
973+ 10.08% |
$147K - $165K
|
10.6K
$1.11M
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
972+ 2.84% |
$147K - $165K
|
35.2K
$3.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
960+ 16.77% |
$145K - $163K
|
6.69K
$696K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
960+ 20.21% |
$145K - $163K
|
5.71K
$594K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
953New |
$144K - $162K
|
953
$99.2K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
951+ 16.99% |
$143K - $161K
|
6.55K
$681K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
949+ 8.95% |
$143K - $161K
|
11.6K
$1.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
946+ 2.27% |
$143K - $161K
|
42.7K
$4.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
945+ 111.44% |
$143K - $160K
|
1.79K
$187K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
944+ 32.94% |
$142K - $160K
|
3.81K
$396K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
941+ 2.0% |
$142K - $160K
|
47.9K
$4.98M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
934+ 1.7% |
$141K - $159K
|
55.9K
$5.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
933New |
$141K - $158K
|
933
$97.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
929+ 17.45% |
$140K - $158K
|
6.25K
$651K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
919New |
$139K - $156K
|
919
$95.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
916+ 24.94% |
$138K - $156K
|
4.59K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
910New |
$137K - $154K
|
910
$94.7K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
907New |
$137K - $154K
|
907
$94.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
898+ 40.07% |
$135K - $152K
|
3.14K
$327K
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
892+ 15.51% |
$135K - $151K
|
6.64K
$691K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
892+ 2.76% |
$135K - $151K
|
33.2K
$3.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
890+ 1.6% |
$134K - $151K
|
56.5K
$5.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
879+ 25.08% |
$133K - $149K
|
4.38K
$456K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
879+ 25.08% |
$133K - $149K
|
4.38K
$456K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
877+ 2.83% |
$132K - $149K
|
31.8K
$3.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
876+ 5.9% |
$132K - $149K
|
15.7K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
874+ 11.96% |
$132K - $148K
|
8.18K
$851K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
873+ 2.71% |
$132K - $148K
|
33.1K
$3.44M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
869New |
$131K - $148K
|
869
$90.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Compass Capital Management, Inc
|
BUY
|
- |
867+ 0.26% |
$131K - $147K
|
332K
$34.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
865+ 6.26% |
$130K - $147K
|
14.7K
$1.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
862+ 4.4% |
$130K - $146K
|
20.5K
$2.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
861+ 4.6% |
$130K - $146K
|
19.6K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
861+ 3.6% |
$130K - $146K
|
24.8K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
856+ 3.69% |
$129K - $145K
|
24K
$2.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
853+ 16.03% |
$129K - $145K
|
6.17K
$642K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
851+ 13.92% |
$128K - $144K
|
6.97K
$725K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
850+ 4.67% |
$128K - $144K
|
19.1K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
843+ 6.6% |
$127K - $143K
|
13.6K
$1.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
840+ 9.21% |
$127K - $143K
|
9.96K
$1.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Spring Capital Management, LLC
|
BUY
|
- |
837+ 2.88% |
$126K - $142K
|
29.9K
$3.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
814+ 13.18% |
$123K - $138K
|
6.99K
$727K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
807+ 15.07% |
$122K - $137K
|
6.16K
$641K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
807New |
$122K - $137K
|
807
$84K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
800+ 39.9% |
$121K - $136K
|
2.81K
$292K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
798New |
$120K - $135K
|
798
$83K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
795+ 4.26% |
$120K - $135K
|
19.5K
$2.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
779+ 29.17% |
$118K - $132K
|
3.45K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
777+ 48.47% |
$117K - $132K
|
2.38K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
775+ 1.47% |
$117K - $132K
|
53.5K
$5.57M
|