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 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
70+ 0.59% |
$10.6K - $11.9K
|
11.9K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
70+ 3.56% |
$10.6K - $11.9K
|
2.04K
$198K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
70+ 1.0% |
$10.6K - $11.9K
|
7.06K
$686K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
68+ 0.37% |
$10.3K - $11.5K
|
18.5K
$1.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
68+ 7.19% |
$10.3K - $11.5K
|
1.01K
$98.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
66+ 3.32% |
$9.96K - $11.2K
|
2.05K
$199K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
65+ 0.13% |
$9.81K - $11K
|
51.3K
$4.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
65+ 0.32% |
$9.81K - $11K
|
20.5K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
65+ 0.3% |
$9.81K - $11K
|
21.4K
$2.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
64+ 1.11% |
$9.66K - $10.9K
|
5.81K
$564K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
63+ 0.2% |
$9.5K - $10.7K
|
31.8K
$3.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
62New |
$9.35K - $10.5K
|
62
$6.03K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
62+ 0.4% |
$9.35K - $10.5K
|
15.5K
$1.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
61+ 3.87% |
$9.2K - $10.4K
|
1.64K
$159K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
61+ 2.42% |
$9.2K - $10.4K
|
2.58K
$251K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
61+ 9.61% |
$9.2K - $10.4K
|
696
$67.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
60+ 1.18% |
$9.05K - $10.2K
|
5.13K
$499K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
58+ 0.22% |
$8.75K - $9.85K
|
26K
$2.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
58+ 0.61% |
$8.75K - $9.85K
|
9.58K
$931K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
57New |
$8.6K - $9.68K
|
57
$5.54K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
57+ 0.92% |
$8.6K - $9.68K
|
6.23K
$606K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
57+ 1.28% |
$8.6K - $9.68K
|
4.51K
$438K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
55+ 2.94% |
$8.3K - $9.34K
|
1.92K
$187K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
55+ 2.76% |
$8.3K - $9.34K
|
2.05K
$199K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
54+ 3.15% |
$8.15K - $9.17K
|
1.77K
$172K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
54+ 0.9% |
$8.15K - $9.17K
|
6.04K
$587K
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
54+ 1.69% |
$8.15K - $9.17K
|
3.24K
$315K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
54+ 0.0% |
$8.15K - $9.17K
|
138M
$13.4B
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
54+ 1.69% |
$8.15K - $9.17K
|
3.24K
$315K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
53+ 0.52% |
$8K - $9K
|
10.3K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
53+ 4.22% |
$8K - $9K
|
1.31K
$127K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
51+ 1.59% |
$7.69K - $8.66K
|
3.26K
$317K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
51+ 0.17% |
$7.69K - $8.66K
|
30.3K
$2.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
51+ 0.36% |
$7.69K - $8.66K
|
14.3K
$1.39M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
51+ 4.07% |
$7.69K - $8.66K
|
1.31K
$127K
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
50+ 1.74% |
$7.54K - $8.49K
|
2.93K
$285K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
50+ 2.53% |
$7.54K - $8.49K
|
2.02K
$197K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
50+ 2.3% |
$7.54K - $8.49K
|
2.22K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
49+ 0.08% |
$7.39K - $8.32K
|
64.5K
$6.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
48+ 1.99% |
$7.24K - $8.15K
|
2.46K
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
48+ 0.58% |
$7.24K - $8.15K
|
8.38K
$814K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
47+ 0.18% |
$7.09K - $7.98K
|
26.2K
$2.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
47+ 1.02% |
$7.09K - $7.98K
|
4.65K
$452K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
46+ 1.89% |
$6.94K - $7.81K
|
2.49K
$242K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
46+ 0.19% |
$6.94K - $7.81K
|
23.7K
$2.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
46+ 0.23% |
$6.94K - $7.81K
|
19.7K
$1.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
46+ 3.42% |
$6.94K - $7.81K
|
1.39K
$135K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
46+ 0.81% |
$6.94K - $7.81K
|
5.74K
$558K
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
46+ 1.4% |
$6.94K - $7.81K
|
3.33K
$324K
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
46+ 0.23% |
$6.94K - $7.81K
|
19.7K
$1.92M
|