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 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
100+ 0.49% |
$15.1K - $17K
|
20.5K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
100+ 2.85% |
$15.1K - $17K
|
3.61K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
100+ 1.0% |
$15.1K - $17K
|
10.1K
$953K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Advisers LTD
|
BUY
|
- |
100+ 2.86% |
$15.1K - $17K
|
3.6K
$341K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
100New |
$15.1K - $17K
|
100
$9.48K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
100+ 2.56% |
$15.1K - $17K
|
4.01K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100+ 1.65% |
$15.1K - $17K
|
6.17K
$584K
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
100+ 2.86% |
$15.1K - $17K
|
3.59K
$341K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
99+ 6.81% |
$14.9K - $16.8K
|
1.55K
$147K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
99+ 0.16% |
$14.9K - $16.8K
|
62.9K
$5.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
99+ 0.31% |
$14.9K - $16.8K
|
32.4K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
99+ 0.87% |
$14.9K - $16.8K
|
11.5K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
97+ 7.74% |
$14.6K - $16.5K
|
1.35K
$128K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
96+ 7.63% |
$14.5K - $16.3K
|
1.35K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
96+ 4.09% |
$14.5K - $16.3K
|
2.44K
$232K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
96+ 2.54% |
$14.5K - $16.3K
|
3.87K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
95+ 0.19% |
$14.3K - $16.1K
|
50.7K
$4.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
94+ 2.54% |
$14.2K - $16K
|
3.8K
$360K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
93+ 6.28% |
$14K - $15.8K
|
1.57K
$149K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
92+ 3.36% |
$13.9K - $15.6K
|
2.83K
$268K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
91+ 2.21% |
$13.7K - $15.4K
|
4.2K
$398K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
91+ 3.28% |
$13.7K - $15.4K
|
2.87K
$272K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
90+ 2.71% |
$13.6K - $15.3K
|
3.42K
$324K
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
90+ 4.6% |
$13.6K - $15.3K
|
2.05K
$194K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
88+ 4.88% |
$13.3K - $14.9K
|
1.89K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
88New |
$13.3K - $14.9K
|
88
$8.34K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
86+ 3.13% |
$13K - $14.6K
|
2.84K
$269K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
86+ 0.51% |
$13K - $14.6K
|
16.9K
$1.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
86+ 3.6% |
$13K - $14.6K
|
2.48K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
86+ 0.54% |
$13K - $14.6K
|
16K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
85+ 2.58% |
$12.8K - $14.4K
|
3.38K
$320K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
84+ 1.39% |
$12.7K - $14.3K
|
6.13K
$581K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
82+ 2.05% |
$12.4K - $13.9K
|
4.08K
$386K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
80+ 0.39% |
$12.1K - $13.6K
|
20.7K
$1.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
80+ 4.07% |
$12.1K - $13.6K
|
2.05K
$194K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
BUY
|
- |
80+ 1.86% |
$12.1K - $13.6K
|
4.38K
$415K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
80+ 0.37% |
$12.1K - $13.6K
|
21.7K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
80+ 9.84% |
$12.1K - $13.6K
|
893
$84.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
80+ 1.01% |
$12.1K - $13.6K
|
8.03K
$761K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
79+ 1.78% |
$11.9K - $13.4K
|
4.52K
$428K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
79+ 3.98% |
$11.9K - $13.4K
|
2.06K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
78New |
$11.8K - $13.2K
|
78
$7.39K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
76+ 2.83% |
$11.5K - $12.9K
|
2.76K
$261K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
75+ 0.53% |
$11.3K - $12.7K
|
14.3K
$1.36M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
75New |
$11.3K - $12.7K
|
75
$7.11K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
72+ 3.54% |
$10.9K - $12.2K
|
2.11K
$200K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
72+ 1.87% |
$10.9K - $12.2K
|
3.93K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
72+ 1.99% |
$10.9K - $12.2K
|
3.69K
$349K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
71+ 0.42% |
$10.7K - $12.1K
|
16.9K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
71+ 0.14% |
$10.7K - $12.1K
|
49.8K
$4.72M
|