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 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.7K+ 32.93% |
$3.12M - $3.52M
|
83.6K
$8.78M
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
20K+ 400000.0% |
$3.02M - $3.4M
|
20K
$2.1M
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
19.9K+ 73.06% |
$3M - $3.38M
|
47.1K
$4.95M
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
19.4KNew |
$2.92M - $3.29M
|
19.4K
$2.04M
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
19.1K+ 34803.64% |
$2.89M - $3.25M
|
19.2K
$2.02M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19KNew |
$2.87M - $3.23M
|
19K
$2M
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
19K+ 2.25% |
$2.86M - $3.22M
|
863K
$90.6M
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
18.7K+ 70.59% |
$2.83M - $3.18M
|
45.3K
$4.76M
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
18.7K+ 56.26% |
$2.83M - $3.18M
|
52K
$5.47M
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
18.5K+ 11699.37% |
$2.79M - $3.14M
|
18.6K
$1.96M
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
18.3K+ 191.95% |
$2.75M - $3.1M
|
27.8K
$2.92M
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
18.2K+ 1.01% |
$2.75M - $3.09M
|
1.82M
$191M
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
17.8KNew |
$2.68M - $3.02M
|
17.8K
$1.87M
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
17.7KNew |
$2.67M - $3M
|
17.7K
$1.86M
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
17.6KNew |
$2.66M - $2.99M
|
17.6K
$1.85M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
17.6K+ 15.69% |
$2.65M - $2.98M
|
130K
$13.6M
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17.6K+ 91.33% |
$2.65M - $2.98M
|
36.8K
$3.86M
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
17.5KNew |
$2.64M - $2.97M
|
17.5K
$1.84M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17.4K+ 2.17% |
$2.62M - $2.95M
|
820K
$86.1M
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
17.2K+ 48.6% |
$2.6M - $2.93M
|
52.7K
$5.54M
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
17.1KNew |
$2.59M - $2.91M
|
17.1K
$1.8M
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
17KNew |
$2.56M - $2.88M
|
17K
$1.78M
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
16.5KNew |
$2.49M - $2.8M
|
16.5K
$1.73M
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
16.5K+ 12.85% |
$2.49M - $2.8M
|
145K
$15.2M
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
16.4K+ 629.99% |
$2.47M - $2.78M
|
19K
$1.99M
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16.3K+ 15.03% |
$2.46M - $2.77M
|
125K
$13.1M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16K+ 14.53% |
$2.42M - $2.72M
|
126K
$13.3M
|
|
Feb 09, 2024
Q4 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
16K+ 47.41% |
$2.41M - $2.72M
|
49.8K
$5.23M
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16K+ 407.85% |
$2.41M - $2.72M
|
19.9K
$2.09M
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
15.9KNew |
$2.4M - $2.7M
|
15.9K
$1.67M
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
15.7KNew |
$2.37M - $2.67M
|
15.7K
$1.65M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.4K+ 24.56% |
$2.33M - $2.62M
|
78.3K
$8.23M
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
15.2K+ 5.8% |
$2.29M - $2.58M
|
277K
$29.1M
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
15.1KNew |
$2.28M - $2.57M
|
15.1K
$1.59M
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
15KNew |
$2.26M - $2.55M
|
15K
$1.58M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
14.9K+ 3.62% |
$2.24M - $2.53M
|
426K
$44.8M
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
14.8KNew |
$2.24M - $2.52M
|
14.8K
$1.56M
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
14.8KNew |
$2.23M - $2.51M
|
14.8K
$1.55M
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
14.4KNew |
$2.17M - $2.44M
|
14.4K
$1.51M
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
14.2KNew |
$2.14M - $2.41M
|
14.2K
$1.49M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.9K+ 1.9% |
$2.1M - $2.37M
|
746K
$78.4M
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
13.8KNew |
$2.08M - $2.34M
|
13.8K
$1.45M
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
13.6KNew |
$2.06M - $2.32M
|
13.6K
$1.43M
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
13.6K+ 4.68% |
$2.05M - $2.3M
|
303K
$31.9M
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
13.3K+ 2.25% |
$2M - $2.25M
|
604K
$63.4M
|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
13.1KNew |
$1.97M - $2.22M
|
13.1K
$1.37M
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.8K+ 115.5% |
$1.93M - $2.17M
|
23.9K
$2.51M
|
|
Feb 14, 2024
Q4 2023
|
Vontobel Asset Management Inc
New York, NY |
BUY
|
- |
12.7K+ 0.98% |
$1.91M - $2.15M
|
1.31M
$138M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.6K+ 148.12% |
$1.9M - $2.13M
|
21.1K
$2.21M
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.5KNew |
$1.89M - $2.12M
|
12.5K
$1.31M
|