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
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.29% |
$151 - $170
|
350
$34K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.09% |
$151 - $170
|
1.15K
$112K
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1+ 0.06% |
$151 - $170
|
1.61K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1+ 0.01% |
$151 - $170
|
9.45K
$919K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$151 - $170
|
1
$97.2
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1- 0.01% |
$151 - $170
|
10.5K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$151 - $170
|
3.35K
$326K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1- 0.03% |
$151 - $170
|
3.63K
$353K
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.05% |
$151 - $170
|
2.03K
$197K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-1- 0.03% |
$151 - $170
|
3.58K
$348K
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-1- 0.05% |
$151 - $170
|
2.08K
$202K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-2- 0.15% |
$302 - $340
|
1.34K
$130K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 0.14% |
$302 - $340
|
1.44K
$140K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 0.22% |
$302 - $340
|
924
$89.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.05% |
$302 - $340
|
4.19K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2- 0.12% |
$302 - $340
|
1.67K
$163K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2- 0.05% |
$302 - $340
|
4.07K
$396K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-2- 0.01% |
$302 - $340
|
18.3K
$1.78M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-3- 0.03% |
$453 - $509
|
9K
$875K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-4- 0.12% |
$603 - $679
|
3.43K
$334K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4- 0.05% |
$603 - $679
|
8.08K
$786K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-4- 0.08% |
$603 - $679
|
4.78K
$465K
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-4- 0.03% |
$603 - $679
|
12.6K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4- 0.03% |
$603 - $679
|
15K
$1.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-6- 21.43% |
$905 - $1.02K
|
22
$2.14K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-6- 0.34% |
$905 - $1.02K
|
1.77K
$172K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-6- 0.31% |
$905 - $1.02K
|
1.94K
$188K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7- 0.18% |
$1.06K - $1.19K
|
3.87K
$376K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7- 0.17% |
$1.06K - $1.19K
|
4.06K
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-7- 0.1% |
$1.06K - $1.19K
|
6.73K
$654K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-9- 0.3% |
$1.36K - $1.53K
|
2.97K
$288K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-9- 0.23% |
$1.36K - $1.53K
|
3.87K
$376K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.62% |
$1.36K - $1.53K
|
1.45K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-9- 0.5% |
$1.36K - $1.53K
|
1.8K
$175K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-10- 0.23% |
$1.51K - $1.7K
|
4.26K
$414K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-10- 0.2% |
$1.51K - $1.7K
|
5.03K
$489K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-10- 0.38% |
$1.51K - $1.7K
|
2.64K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-10- 0.05% |
$1.51K - $1.7K
|
19.5K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-10- 0.25% |
$1.51K - $1.7K
|
3.94K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-10- 0.45% |
$1.51K - $1.7K
|
2.2K
$214K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-11- 0.14% |
$1.66K - $1.87K
|
7.96K
$774K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-11- -0.0% |
$1.66K - $1.87K
|
313K
$30.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-11- 0.43% |
$1.66K - $1.87K
|
2.56K
$249K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-11- 1.78% |
$1.66K - $1.87K
|
606
$58.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 0.12% |
$1.81K - $2.04K
|
9.9K
$962K
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
SELL
|
- |
-13- 0.2% |
$1.96K - $2.21K
|
6.38K
$620K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-13- 0.1% |
$1.96K - $2.21K
|
13.3K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 1.54% |
$1.96K - $2.21K
|
831
$80.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-13- 4.1% |
$1.96K - $2.21K
|
304
$29.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-13- 0.54% |
$1.96K - $2.21K
|
2.4K
$233K
|