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 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
45+ 1.92% |
$6.79K - $7.64K
|
2.39K
$227K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
45+ 0.78% |
$6.79K - $7.64K
|
5.84K
$553K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
45+ 0.54% |
$6.79K - $7.64K
|
8.42K
$798K
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
45+ 0.21% |
$6.79K - $7.64K
|
21.1K
$2M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
44+ 0.25% |
$6.64K - $7.47K
|
17.8K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
44+ 0.37% |
$6.64K - $7.47K
|
12K
$1.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
43New |
$6.49K - $7.3K
|
43
$4.08K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
43+ 1.32% |
$6.49K - $7.3K
|
3.31K
$314K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
42+ 0.72% |
$6.34K - $7.13K
|
5.9K
$559K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
42+ 2.88% |
$6.34K - $7.13K
|
1.5K
$142K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
42+ 2.79% |
$6.34K - $7.13K
|
1.55K
$147K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
41+ 0.91% |
$6.19K - $6.96K
|
4.55K
$431K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
40+ 4.28% |
$6.03K - $6.79K
|
975
$92.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
40New |
$6.03K - $6.79K
|
40
$3.79K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
40+ 0.58% |
$6.03K - $6.79K
|
6.99K
$663K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
40+ 0.51% |
$6.03K - $6.79K
|
7.9K
$749K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
40+ 1.26% |
$6.03K - $6.79K
|
3.22K
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
40+ 1.9% |
$6.03K - $6.79K
|
2.14K
$203K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
40+ 2.7% |
$6.03K - $6.79K
|
1.52K
$144K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
40+ 0.38% |
$6.03K - $6.79K
|
10.7K
$1.01M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
40+ 0.58% |
$6.03K - $6.79K
|
6.99K
$663K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
38+ 2.3% |
$5.73K - $6.45K
|
1.69K
$160K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
37+ 0.12% |
$5.58K - $6.28K
|
29.6K
$2.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
37+ 2.33% |
$5.58K - $6.28K
|
1.62K
$154K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
37+ 0.36% |
$5.58K - $6.28K
|
10.2K
$968K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$5.43K - $6.11K
|
36
$3.41K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
36+ 1.17% |
$5.43K - $6.11K
|
3.12K
$295K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
35+ 2.21% |
$5.28K - $5.94K
|
1.62K
$154K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
35+ 2.29% |
$5.28K - $5.94K
|
1.56K
$148K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
35+ 1.57% |
$5.28K - $5.94K
|
2.26K
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
35+ 1.47% |
$5.28K - $5.94K
|
2.42K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
35+ 47.3% |
$5.28K - $5.94K
|
109
$10.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
34+ 2.61% |
$5.13K - $5.77K
|
1.34K
$127K
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
34+ 2.55% |
$5.13K - $5.77K
|
1.37K
$130K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
34+ 0.36% |
$5.13K - $5.77K
|
9.49K
$900K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
33+ 2.18% |
$4.98K - $5.6K
|
1.55K
$147K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
33+ 0.23% |
$4.98K - $5.6K
|
14.6K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
33+ 0.35% |
$4.98K - $5.6K
|
9.47K
$897K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
33+ 0.27% |
$4.98K - $5.6K
|
12.3K
$1.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
32+ 0.38% |
$4.83K - $5.43K
|
8.49K
$805K
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
32+ 0.02% |
$4.83K - $5.43K
|
130K
$12.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
32+ 0.39% |
$4.83K - $5.43K
|
8.3K
$787K
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
32+ 1.07% |
$4.83K - $5.43K
|
3.02K
$286K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
30+ 1.74% |
$4.53K - $5.09K
|
1.75K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
30+ 0.05% |
$4.53K - $5.09K
|
56K
$5.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
29+ 0.17% |
$4.37K - $4.92K
|
17.2K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
28+ 0.67% |
$4.22K - $4.75K
|
4.19K
$397K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
28+ 16.09% |
$4.22K - $4.75K
|
202
$19.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
28+ 4.26% |
$4.22K - $4.75K
|
685
$64.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
28+ 2.44% |
$4.22K - $4.75K
|
1.18K
$111K
|