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
|
Focused Wealth Management, Inc
|
BUY
|
- |
27+ 0.34% |
$4.07K - $4.58K
|
7.98K
$756K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
27+ 0.28% |
$4.07K - $4.58K
|
9.84K
$933K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
27+ 1.9% |
$4.07K - $4.58K
|
1.45K
$137K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
27+ 1.45% |
$4.07K - $4.58K
|
1.89K
$179K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
27+ 0.28% |
$4.07K - $4.58K
|
9.84K
$932K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
27+ 6.78% |
$4.07K - $4.58K
|
425
$40.3K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
27+ 2700.0% |
$4.07K - $4.58K
|
28
$2.65K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
26+ 0.26% |
$3.92K - $4.41K
|
9.93K
$941K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26+ 7.16% |
$3.92K - $4.41K
|
389
$36.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
26+ 1.97% |
$3.92K - $4.41K
|
1.35K
$127K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
26+ 2.04% |
$3.92K - $4.41K
|
1.3K
$123K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
25+ 0.42% |
$3.77K - $4.24K
|
6K
$569K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
25+ 3.53% |
$3.77K - $4.24K
|
733
$69.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
25+ 1.16% |
$3.77K - $4.24K
|
2.18K
$206K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
25+ 0.24% |
$3.77K - $4.24K
|
10.4K
$986K
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
25+ 0.83% |
$3.77K - $4.24K
|
3.04K
$288K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
25+ 0.82% |
$3.77K - $4.24K
|
3.08K
$292K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
25+ 0.98% |
$3.77K - $4.24K
|
2.58K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
25+ 0.13% |
$3.77K - $4.24K
|
18.9K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
24+ 0.45% |
$3.62K - $4.07K
|
5.32K
$505K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
24+ 1.25% |
$3.62K - $4.07K
|
1.95K
$185K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
24+ 0.47% |
$3.62K - $4.07K
|
5.18K
$491K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
24+ 1.27% |
$3.62K - $4.07K
|
1.92K
$182K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
23+ 1.37% |
$3.47K - $3.9K
|
1.7K
$161K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
22+ 0.18% |
$3.32K - $3.74K
|
12.3K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
22+ 1.23% |
$3.32K - $3.74K
|
1.81K
$171K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
21+ 0.08% |
$3.17K - $3.57K
|
25K
$2.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
21+ 1.15% |
$3.17K - $3.57K
|
1.85K
$175K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
21+ 0.1% |
$3.17K - $3.57K
|
20.5K
$1.95M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21+ 4.49% |
$3.17K - $3.57K
|
489
$46.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
20+ 0.96% |
$3.02K - $3.4K
|
2.1K
$199K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
20New |
$3.02K - $3.4K
|
20
$1.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
20+ 0.76% |
$3.02K - $3.4K
|
2.64K
$250K
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
20+ 0.12% |
$3.02K - $3.4K
|
17.1K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
20+ 0.97% |
$3.02K - $3.4K
|
2.09K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
20New |
$3.02K - $3.4K
|
20
$1.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
19+ 0.43% |
$2.87K - $3.23K
|
4.46K
$423K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19+ 0.56% |
$2.87K - $3.23K
|
3.4K
$322K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
19+ 0.2% |
$2.87K - $3.23K
|
9.56K
$906K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.9% |
$2.87K - $3.23K
|
2.14K
$203K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
18+ 0.14% |
$2.72K - $3.06K
|
13.1K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
17+ 1.23% |
$2.56K - $2.89K
|
1.4K
$133K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
16+ 0.81% |
$2.41K - $2.72K
|
2K
$189K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
16+ 0.5% |
$2.41K - $2.72K
|
3.21K
$304K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
16+ 0.04% |
$2.41K - $2.72K
|
39.4K
$3.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
16+ 0.06% |
$2.41K - $2.72K
|
26.6K
$2.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
16+ 0.84% |
$2.41K - $2.72K
|
1.92K
$182K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
BUY
|
- |
16+ 0.59% |
$2.41K - $2.72K
|
2.73K
$259K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
16+ 0.67% |
$2.41K - $2.72K
|
2.42K
$229K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
16+ 0.57% |
$2.41K - $2.72K
|
2.8K
$265K
|