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
|
Plancorp, LLC
|
BUY
|
- |
461+ 2.86% |
$69.5K - $78.3K
|
16.6K
$1.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
454+ 11.21% |
$68.5K - $77.1K
|
4.5K
$467K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
453+ 30.51% |
$68.3K - $76.9K
|
1.94K
$201K
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
BUY
|
- |
450+ 14.75% |
$67.9K - $76.4K
|
3.5K
$363K
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
445New |
$67.1K - $75.6K
|
445
$46.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
444+ 0.18% |
$67K - $75.4K
|
250K
$25.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
444+ 4.11% |
$67K - $75.4K
|
11.2K
$1.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
442+ 3.93% |
$66.7K - $75K
|
11.7K
$1.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
441+ 7.82% |
$66.5K - $74.9K
|
6.08K
$631K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
440+ 15.37% |
$66.4K - $74.7K
|
3.3K
$343K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
440+ 0.09% |
$66.4K - $74.7K
|
478K
$49.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
440+ 6.28% |
$66.4K - $74.7K
|
7.44K
$772K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
437+ 5.82% |
$65.9K - $74.2K
|
7.95K
$825K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
437+ 10.28% |
$65.9K - $74.2K
|
4.69K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
435+ 6.26% |
$65.6K - $73.9K
|
7.38K
$766K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
434+ 8.2% |
$65.5K - $73.7K
|
5.73K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
434+ 3.31% |
$65.5K - $73.7K
|
13.5K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
430+ 19.68% |
$64.9K - $73K
|
2.62K
$271K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
428+ 1.64% |
$64.6K - $72.7K
|
26.6K
$2.76M
|
|
|
Jan 17, 2024
Q4 2023
|
Artemis Investment Management LLP
|
BUY
|
- |
428+ 0.12% |
$64.6K - $72.7K
|
347K
$36M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
426+ 1.27% |
$64.3K - $72.3K
|
34.1K
$3.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
425+ 7.87% |
$64.1K - $72.2K
|
5.82K
$604K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
423+ 13.63% |
$63.8K - $71.8K
|
3.53K
$366K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
421+ 4.64% |
$63.5K - $71.5K
|
9.5K
$986K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
421+ 1.01% |
$63.5K - $71.5K
|
41.9K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
420+ 38.85% |
$63.4K - $71.3K
|
1.5K
$156K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
416+ 7.14% |
$62.8K - $70.6K
|
6.24K
$648K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
415+ 4.26% |
$62.6K - $70.5K
|
10.2K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
412+ 2.77% |
$62.2K - $69.9K
|
15.3K
$1.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
411+ 21.13% |
$62K - $69.8K
|
2.36K
$245K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
405+ 19.01% |
$61.1K - $68.8K
|
2.54K
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
404New |
$60.9K - $68.6K
|
404
$41.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
400+ 8.36% |
$60.3K - $67.9K
|
5.19K
$538K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
400+ 30.33% |
$60.3K - $67.9K
|
1.72K
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
400+ 0.8% |
$60.3K - $67.9K
|
50.6K
$5.25M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
400+ 5.11% |
$60.3K - $67.9K
|
8.23K
$854K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
399+ 1.51% |
$60.2K - $67.7K
|
26.8K
$2.78M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
399+ 0.41% |
$60.2K - $67.7K
|
96.6K
$10M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
396+ 5.45% |
$59.7K - $67.2K
|
7.66K
$795K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
395+ 6.17% |
$59.6K - $67.1K
|
6.8K
$705K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
394+ 2.46% |
$59.4K - $66.9K
|
16.4K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
388+ 6.84% |
$58.5K - $65.9K
|
6.06K
$629K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
388+ 2.94% |
$58.5K - $65.9K
|
13.6K
$1.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
387+ 8.76% |
$58.4K - $65.7K
|
4.81K
$499K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
384+ 6.83% |
$57.9K - $65.2K
|
6.01K
$624K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
383+ 1.29% |
$57.8K - $65K
|
30K
$3.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
379+ 8.79% |
$57.2K - $64.3K
|
4.69K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
378+ 4.66% |
$57K - $64.2K
|
8.49K
$881K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
375+ 0.91% |
$56.6K - $63.7K
|
41.7K
$4.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
375+ 3.51% |
$56.6K - $63.7K
|
11.1K
$1.15M
|