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 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
214+ 10.0% |
$32.3K - $36.3K
|
2.36K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
213+ 1.44% |
$32.1K - $36.2K
|
15K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
213+ 0.45% |
$32.1K - $36.2K
|
47.6K
$4.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
212+ 0.89% |
$32K - $36K
|
24K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
211+ 1.75% |
$31.8K - $35.8K
|
12.3K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
210+ 3.12% |
$31.7K - $35.7K
|
6.94K
$721K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
210+ 0.52% |
$31.7K - $35.7K
|
40.3K
$4.19M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
209+ 6.21% |
$31.5K - $35.5K
|
3.57K
$372K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
207+ 1.9% |
$31.2K - $35.1K
|
11.1K
$1.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
207+ 4.06% |
$31.2K - $35.1K
|
5.31K
$552K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
207+ 4.57% |
$31.2K - $35.1K
|
4.74K
$492K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
207+ 5.82% |
$31.2K - $35.1K
|
3.77K
$392K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
205+ 8.06% |
$30.9K - $34.8K
|
2.75K
$286K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
205+ 5.25% |
$30.9K - $34.8K
|
4.11K
$427K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
204+ 0.27% |
$30.8K - $34.6K
|
76K
$7.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
204+ 2.46% |
$30.8K - $34.6K
|
8.48K
$882K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
203+ 11.54% |
$30.6K - $34.5K
|
1.96K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
203+ 8.84% |
$30.6K - $34.5K
|
2.5K
$260K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
202+ 5.69% |
$30.5K - $34.3K
|
3.75K
$390K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
202+ 13.25% |
$30.5K - $34.3K
|
1.73K
$180K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
201+ 0.32% |
$30.3K - $34.1K
|
63.5K
$6.6M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
201+ 0.11% |
$30.3K - $34.1K
|
180K
$18.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 1.34% |
$30.2K - $34K
|
15.1K
$1.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
200+ 6.04% |
$30.2K - $34K
|
3.51K
$365K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
200+ 1.47% |
$30.2K - $34K
|
13.8K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Ar Asset Management Inc
|
BUY
|
- |
200+ 0.75% |
$30.2K - $34K
|
27K
$2.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
200+ 7.38% |
$30.2K - $34K
|
2.91K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
200New |
$30.2K - $34K
|
200
$20.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
200+ 14.95% |
$30.2K - $34K
|
1.54K
$160K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
198+ 5.4% |
$29.9K - $33.6K
|
3.86K
$402K
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
198+ 6.51% |
$29.9K - $33.6K
|
3.24K
$337K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
197+ 2.58% |
$29.7K - $33.4K
|
7.82K
$813K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
197+ 3.74% |
$29.7K - $33.4K
|
5.46K
$568K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
197+ 4.77% |
$29.7K - $33.4K
|
4.33K
$450K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
196+ 1.98% |
$29.6K - $33.3K
|
10.1K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
196+ 5.16% |
$29.6K - $33.3K
|
4K
$416K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
195+ 4.84% |
$29.4K - $33.1K
|
4.22K
$439K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
194+ 0.36% |
$29.3K - $32.9K
|
53.9K
$5.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
193+ 0.7% |
$29.1K - $32.8K
|
27.8K
$2.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
192+ 0.33% |
$29K - $32.6K
|
57.9K
$6.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
191+ 1.94% |
$28.8K - $32.4K
|
10K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
190+ 1.96% |
$28.7K - $32.3K
|
9.89K
$1.03M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
190New |
$28.7K - $32.3K
|
190
$19.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
189+ 0.23% |
$28.5K - $32.1K
|
81.8K
$8.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
185+ 4.96% |
$27.9K - $31.4K
|
3.91K
$407K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
185+ 4.17% |
$27.9K - $31.4K
|
4.62K
$480K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
184+ 8.28% |
$27.8K - $31.2K
|
2.41K
$250K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
184+ 6.25% |
$27.8K - $31.2K
|
3.13K
$325K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
184+ 1.75% |
$27.8K - $31.2K
|
10.7K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
184+ 2.22% |
$27.8K - $31.2K
|
8.46K
$880K
|