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Sound Financial Strategies Group LLC Has $1.04 Million Stock Holdings in Walmart Inc. (NYSE:WMT)

Sound Financial Strategies Group LLC increased its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 153.0% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,075 shares of the retailer’s stock after buying an additional 4,279 shares during […]
Stifel Nicolaus Alicel Walton Danielj Bartlett Newsquare Capital Financial Group Sam Club

International Business Machines Co. (NYSE:IBM) Shares Bought by Wealth Alliance Advisory Group LLC

Wealth Alliance Advisory Group LLC grew its stake in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 46.1% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,480 shares of the technology company’s stock after purchasing an […]
Stifel Nicolaus Red Tortoise International Business Machines Stock Performance International Business Machines Quarter For International Business Machines Credit Suisse Group

Walmart Inc. (NYSE:WMT) Stake Lessened by Loring Wolcott & Coolidge Fiduciary Advisors LLP MA

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA lessened its stake in Walmart Inc. (NYSE:WMT – Free Report) by 0.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 29,920 shares of the retailer’s stock after selling 76 shares during the period. […]
Jimc Walton Danielj Bartlett Walmart Company Profile Ulland Investment Advisors Newsquare Capital Walmart Neighborhood Market

Jacobsen Capital Management Acquires Shares of 2,160 Walmart Inc. (NYSE:WMT)

Jacobsen Capital Management bought a new position in Walmart Inc. (NYSE:WMT – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 2,160 shares of the retailer’s stock, valued at approximately $318,000. Several other hedge funds and other institutional investors […]
S Robson Walton Johnr Furner Walmart Neighborhood Market Securities Exchange Commission Exchange Commission Newsquare Capital
Source: wkrb13.com

Analyst IMS Investment Management Services Ltd. Makes New Investment in Walmart Inc. (NYSE:WMT)

Analyst IMS Investment Management Services Ltd. bought a new position in shares of Walmart Inc. (NYSE:WMT – Free Report) during the 1st quarter, HoldingsChannel reports. The fund bought 1,400 shares of the retailer’s stock, valued at approximately $204,000. Several other large investors also recently modified their holdings of WMT. Dark Forest Capital Management LP acquired […]
Ceoc Douglas Mcmillon David Chojnowski Newsquare Capital Investment Management Services Ltd Walmart Inc Ulland Investment Advisors
Source: wkrb13.com

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Amalgamated Bank Acquires 31,420 Shares of Walmart Inc. (NYSE:WMT)

Amalgamated Bank boosted its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 8.5% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 400,650 shares of the retailer’s stock after purchasing an additional 31,420 shares during the period. Walmart accounts for about 0.5% of […]
Ceoc Douglas Mcmillon S Robson Walton Gordon Haskett Financial Group Jpmorgan Chase Co Walmart Inc
Source: wkrb13.com

Gould Asset Management LLC CA Reduces Holdings in Walmart Inc. (NYSE:WMT)

Gould Asset Management LLC CA trimmed its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 3.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,291 shares of the retailer’s stock after selling 200 shares during the […]
Alicel Walton Jimc Walton Wells Fargo Company First Command Advisory Services Inc Gould Asset Management Financial Group
Source: wkrb13.com

Texas Permanent School Fund Corp Increases Position in Walmart Inc. (NYSE:WMT)

Texas Permanent School Fund Corp lifted its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 45.8% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 292,363 shares of the retailer’s stock after acquiring an additional 91,830 shares during the quarter. Texas Permanent […]
United States Johnr Furner S Robson Walton Exchange Commission Ulland Investment Advisors My Personal

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Stake Cut by Simmons Bank

Simmons Bank reduced its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.3% during the 1st quarter, HoldingsChannel reports. The firm owned 214,088 shares of the exchange traded fund’s stock after selling 4,936 shares during the period. iShares Core S&P Small-Cap ETF accounts for approximately 1.8% of Simmons Bank’s […]
United States Simmons Bank Northwestern Mutual Wealth Management Co Index Fund Moneta Group Investment Advisors Morgan Stanley

Janney Montgomery Scott LLC Buys 17,702 Shares of Walmart Inc. (NYSE:WMT)

Janney Montgomery Scott LLC boosted its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 2.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 718,628 shares of the retailer’s stock after purchasing an additional 17,702 shares during the quarter. Janney Montgomery […]
S Robson Walton Johnr Furner My Personal Wells Fargo Company Janney Montgomery Scott Securities Exchange Commission

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