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 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15+ 0.19% |
$2.26K - $2.55K
|
7.71K
$750K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
13+ 0.21% |
$1.96K - $2.21K
|
6.19K
$602K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
13+ 0.76% |
$1.96K - $2.21K
|
1.73K
$168K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.77% |
$1.96K - $2.21K
|
1.71K
$166K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
12+ 0.6% |
$1.81K - $2.04K
|
2K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
12+ 0.59% |
$1.81K - $2.04K
|
2.04K
$198K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.59% |
$1.66K - $1.87K
|
1.88K
$183K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11+ 0.15% |
$1.66K - $1.87K
|
7.54K
$733K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
11+ 0.41% |
$1.66K - $1.87K
|
2.72K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
11+ 1.1% |
$1.66K - $1.87K
|
1.01K
$98.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
10+ 0.11% |
$1.51K - $1.7K
|
8.96K
$871K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
10+ 0.41% |
$1.51K - $1.7K
|
2.44K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
10+ 0.74% |
$1.51K - $1.7K
|
1.36K
$132K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
10+ 0.51% |
$1.51K - $1.7K
|
1.96K
$191K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
9+ 0.05% |
$1.36K - $1.53K
|
18.7K
$1.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
9+ 0.11% |
$1.36K - $1.53K
|
8.33K
$809K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
9+ 0.05% |
$1.36K - $1.53K
|
20K
$1.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
9+ 0.25% |
$1.36K - $1.53K
|
3.55K
$345K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
8+ 34.78% |
$1.21K - $1.36K
|
31
$3.01K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8+ 0.37% |
$1.21K - $1.36K
|
2.15K
$209K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7+ 0.02% |
$1.06K - $1.19K
|
44.8K
$4.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7+ 0.41% |
$1.06K - $1.19K
|
1.71K
$166K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
6+ 0.14% |
$905 - $1.02K
|
4.45K
$432K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
6+ 0.04% |
$905 - $1.02K
|
14.1K
$1.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6+ 0.14% |
$905 - $1.02K
|
4.3K
$418K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
6+ 0.06% |
$905 - $1.02K
|
10.5K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
6New |
$905 - $1.02K
|
6
$583
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6+ 0.44% |
$905 - $1.02K
|
1.37K
$133K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
6+ 0.3% |
$905 - $1.02K
|
2.02K
$196K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.2% |
$905 - $1.02K
|
3K
$292K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
5+ 0.1% |
$754 - $849
|
5.02K
$488K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.08% |
$754 - $849
|
6.05K
$588K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.12% |
$754 - $849
|
4.22K
$410K
|
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
4+ 0.31% |
$603 - $679
|
1.28K
$125K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
4+ 0.22% |
$603 - $679
|
1.83K
$178K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
3+ 0.14% |
$453 - $509
|
2.22K
$216K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3+ 0.15% |
$453 - $509
|
2.04K
$198K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 0.49% |
$453 - $509
|
617
$60K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
3+ 0.17% |
$453 - $509
|
1.75K
$170K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2+ 0.15% |
$302 - $340
|
1.3K
$127K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.12% |
$302 - $340
|
1.71K
$167K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2+ 0.11% |
$302 - $340
|
1.79K
$174K
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
2+ 0.0% |
$302 - $340
|
93.1K
$9.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.04% |
$302 - $340
|
5.67K
$551K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 0.09% |
$151 - $170
|
1.08K
$105K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$151 - $170
|
17.7K
$1.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$151 - $170
|
10.7K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$151 - $170
|
3.08K
$300K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.01% |
$151 - $170
|
6.76K
$657K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1+ 0.07% |
$151 - $170
|
1.53K
$149K
|