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 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
135+ 7.48% |
$20.4K - $22.9K
|
1.94K
$188K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
135+ 6.02% |
$20.4K - $22.9K
|
2.38K
$231K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
134+ 1.78% |
$20.2K - $22.8K
|
7.66K
$744K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
134+ 4.09% |
$20.2K - $22.8K
|
3.41K
$332K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
132+ 2.14% |
$19.9K - $22.4K
|
6.31K
$613K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
132+ 1.99% |
$19.9K - $22.4K
|
6.78K
$659K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
130+ 4.23% |
$19.6K - $22.1K
|
3.2K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
130+ 6.41% |
$19.6K - $22.1K
|
2.16K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
129+ 8.67% |
$19.5K - $21.9K
|
1.62K
$157K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
128+ 0.55% |
$19.3K - $21.7K
|
23.3K
$2.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
128+ 0.21% |
$19.3K - $21.7K
|
62.2K
$6.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
127+ 0.41% |
$19.2K - $21.6K
|
30.8K
$2.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
126+ 6.6% |
$19K - $21.4K
|
2.04K
$198K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
126+ 4.3% |
$19K - $21.4K
|
3.06K
$297K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
125+ 0.68% |
$18.9K - $21.2K
|
18.5K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
122+ 4.35% |
$18.4K - $20.7K
|
2.93K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
121+ 0.84% |
$18.3K - $20.5K
|
14.5K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
120+ 1.31% |
$18.1K - $20.4K
|
9.29K
$903K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
120+ 1.75% |
$18.1K - $20.4K
|
6.99K
$679K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
119+ 6.95% |
$18K - $20.2K
|
1.83K
$178K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
118+ 0.81% |
$17.8K - $20K
|
14.7K
$1.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
117+ 2.21% |
$17.7K - $19.9K
|
5.42K
$527K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
116+ 0.48% |
$17.5K - $19.7K
|
24.4K
$2.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
115+ 5.11% |
$17.3K - $19.5K
|
2.37K
$230K
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
115+ 0.87% |
$17.3K - $19.5K
|
13.3K
$1.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
115+ 0.72% |
$17.3K - $19.5K
|
16.2K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
115+ 0.67% |
$17.3K - $19.5K
|
17.3K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
115New |
$17.3K - $19.5K
|
115
$11.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
113+ 4.25% |
$17K - $19.2K
|
2.77K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
113+ 4.06% |
$17K - $19.2K
|
2.89K
$281K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
112+ 2.06% |
$16.9K - $19K
|
5.54K
$539K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
112+ 2.45% |
$16.9K - $19K
|
4.68K
$455K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
111+ 4.33% |
$16.7K - $18.8K
|
2.67K
$260K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
110+ 0.65% |
$16.6K - $18.7K
|
17.1K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
109+ 0.25% |
$16.4K - $18.5K
|
44.1K
$4.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
108+ 0.94% |
$16.3K - $18.3K
|
11.6K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
107+ 0.65% |
$16.1K - $18.2K
|
16.5K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
107+ 0.24% |
$16.1K - $18.2K
|
45.2K
$4.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
106+ 46.9% |
$16K - $18K
|
332
$32.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
105+ 7.79% |
$15.8K - $17.8K
|
1.45K
$141K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
104+ 0.64% |
$15.7K - $17.7K
|
16.4K
$1.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
104+ 13.0% |
$15.7K - $17.7K
|
904
$87.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
104+ 3.68% |
$15.7K - $17.7K
|
2.93K
$285K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
101+ 3.46% |
$15.2K - $17.1K
|
3.02K
$294K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
101+ 1.59% |
$15.2K - $17.1K
|
6.45K
$627K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
100+ 10.47% |
$15.1K - $17K
|
1.06K
$103K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
100+ 1.74% |
$15.1K - $17K
|
5.85K
$569K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
100+ 1.97% |
$15.1K - $17K
|
5.19K
$504K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
BUY
|
- |
100+ 6.79% |
$15.1K - $17K
|
1.57K
$153K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
100+ 1.9% |
$15.1K - $17K
|
5.36K
$521K
|