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 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183+ 0.44% |
$27.6K - $31.1K
|
41.6K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
183+ 0.87% |
$27.6K - $31.1K
|
21.2K
$2.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
182+ 12.7% |
$27.5K - $30.9K
|
1.62K
$168K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
182New |
$27.5K - $30.9K
|
182
$18.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
181+ 2.95% |
$27.3K - $30.7K
|
6.33K
$658K
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
180+ 0.76% |
$27.2K - $30.6K
|
24K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
180+ 2.67% |
$27.2K - $30.6K
|
6.93K
$721K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
178+ 2.04% |
$26.9K - $30.2K
|
8.89K
$924K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
177+ 2.78% |
$26.7K - $30.1K
|
6.54K
$680K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
175+ 5.64% |
$26.4K - $29.7K
|
3.28K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
175+ 8.46% |
$26.4K - $29.7K
|
2.24K
$233K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
174+ 2.79% |
$26.2K - $29.5K
|
6.42K
$667K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
173+ 0.58% |
$26.1K - $29.4K
|
29.8K
$3.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
172+ 3.73% |
$25.9K - $29.2K
|
4.78K
$498K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
171+ 7.63% |
$25.8K - $29K
|
2.41K
$251K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
170+ 2.57% |
$25.6K - $28.9K
|
6.77K
$704K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
168+ 12.18% |
$25.3K - $28.5K
|
1.55K
$161K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
166+ 12.13% |
$25K - $28.2K
|
1.53K
$160K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
164+ 45.94% |
$24.7K - $27.8K
|
521
$54.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
164+ 2.34% |
$24.7K - $27.8K
|
7.17K
$746K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
162+ 1.66% |
$24.4K - $27.5K
|
9.91K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
161+ 3.53% |
$24.3K - $27.3K
|
4.72K
$491K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
160+ 4.31% |
$24.1K - $27.2K
|
3.87K
$403K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
159+ 0.77% |
$24K - $27K
|
20.9K
$2.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Foundation Resource Management Inc
|
BUY
|
- |
158+ 2.47% |
$23.8K - $26.8K
|
6.54K
$680K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
156+ 4.1% |
$23.5K - $26.5K
|
3.96K
$412K
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
156+ 7.16% |
$23.5K - $26.5K
|
2.34K
$243K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
154+ 0.76% |
$23.2K - $26.1K
|
20.5K
$2.13M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
154+ 1.92% |
$23.2K - $26.1K
|
8.18K
$850K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
154+ 2.56% |
$23.2K - $26.1K
|
6.17K
$642K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
153+ 5.22% |
$23.1K - $26K
|
3.08K
$321K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
153+ 5.08% |
$23.1K - $26K
|
3.16K
$329K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
151+ 2.2% |
$22.8K - $25.6K
|
7.02K
$730K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
151+ 2.93% |
$22.8K - $25.6K
|
5.3K
$551K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
150+ 47.92% |
$22.6K - $25.5K
|
463
$48.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
150+ 1.17% |
$22.6K - $25.5K
|
13K
$1.35M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
150New |
$22.6K - $25.5K
|
150
$15.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
149+ 0.93% |
$22.5K - $25.3K
|
16.1K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
149New |
$22.5K - $25.3K
|
149
$15.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
147+ 2.23% |
$22.2K - $25K
|
6.73K
$700K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
145+ 1.3% |
$21.9K - $24.6K
|
11.3K
$1.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
144+ 0.46% |
$21.7K - $24.4K
|
31.4K
$3.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
144+ 7.29% |
$21.7K - $24.4K
|
2.12K
$220K
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
140+ 0.89% |
$21.1K - $23.8K
|
15.9K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
140+ 8.16% |
$21.1K - $23.8K
|
1.86K
$193K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
139+ 5.58% |
$21K - $23.6K
|
2.63K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
139+ 3.08% |
$21K - $23.6K
|
4.65K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
139+ 0.47% |
$21K - $23.6K
|
30K
$3.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
137+ 1.29% |
$20.7K - $23.3K
|
10.8K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
136+ 5.12% |
$20.5K - $23.1K
|
2.79K
$290K
|