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 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
5.13K+ 71.18% |
$773K - $870K
|
12.3K
$1.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.11K+ 36.07% |
$771K - $868K
|
19.3K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.08K+ 7.17% |
$767K - $863K
|
75.9K
$7.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
5.05K+ 16.04% |
$762K - $858K
|
36.6K
$3.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.05KNew |
$761K - $857K
|
5.05K
$530K
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
5K+ 200.0% |
$754K - $849K
|
7.5K
$788K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.93K+ 25.26% |
$743K - $837K
|
24.4K
$2.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
4.88K+ 103.0% |
$735K - $828K
|
9.61K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.77KNew |
$720K - $811K
|
4.77K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.74KNew |
$715K - $805K
|
4.74K
$498K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.73KNew |
$714K - $804K
|
4.73K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.71KNew |
$710K - $799K
|
4.71K
$494K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4.7KNew |
$709K - $798K
|
4.7K
$494K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
4.7K+ 163.52% |
$709K - $798K
|
7.57K
$795K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.69K+ 4.59% |
$707K - $796K
|
107K
$11.2M
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
4.68KNew |
$707K - $795K
|
4.68K
$492K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.68K+ 0.73% |
$706K - $795K
|
644K
$67.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
4.62KNew |
$698K - $785K
|
4.62K
$486K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.57K+ 51.43% |
$689K - $776K
|
13.5K
$1.41M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.57K+ 10.59% |
$689K - $775K
|
47.7K
$5.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.51KNew |
$681K - $766K
|
4.51K
$474K
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.48KNew |
$676K - $761K
|
4.48K
$471K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.48K+ 21.56% |
$676K - $761K
|
25.3K
$2.65M
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.47KNew |
$674K - $759K
|
4.47K
$470K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
BUY
|
- |
4.42K+ 63.31% |
$667K - $751K
|
11.4K
$1.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
4.37KNew |
$659K - $741K
|
4.37K
$459K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4.34KNew |
$654K - $737K
|
4.34K
$456K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.34K+ 1.88% |
$654K - $736K
|
235K
$24.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.33K+ 9.5% |
$654K - $735K
|
49.9K
$5.25M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.33K+ 28.1% |
$653K - $735K
|
19.7K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.32K+ 5.3% |
$651K - $733K
|
85.8K
$9.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
4.3K+ 21.65% |
$649K - $731K
|
24.2K
$2.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
4.28K+ 13796.77% |
$645K - $726K
|
4.31K
$453K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
4.26KNew |
$642K - $723K
|
4.26K
$447K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.24K+ 133.02% |
$640K - $720K
|
7.43K
$781K
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.24KNew |
$640K - $720K
|
4.24K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4.23K+ 290.18% |
$637K - $717K
|
5.68K
$597K
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.21KNew |
$636K - $715K
|
4.21K
$443K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
4.2K+ 8.52% |
$634K - $714K
|
53.6K
$5.63M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.2KNew |
$634K - $713K
|
4.2K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
4.2K+ 0.7% |
$633K - $713K
|
603K
$63.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
4.18KNew |
$631K - $710K
|
4.18K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.17K+ 21.47% |
$628K - $707K
|
23.6K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.13K+ 68.31% |
$623K - $701K
|
10.2K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.11K+ 1.45% |
$620K - $698K
|
288K
$30.3M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4.1KNew |
$619K - $697K
|
4.1K
$431K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.08KNew |
$615K - $692K
|
4.08K
$428K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4.07KNew |
$614K - $691K
|
4.07K
$428K
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
4.05KNew |
$611K - $687K
|
4.05K
$425K
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.96KNew |
$597K - $671K
|
3.96K
$415K
|