Institutional Owners for WMT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NORTHCAPE WEALTH MANAGEMENT LLC | COM | 801 | $4,542,686 | 75,498 | 0.00 | 0.00 | 49,329 | 188.50 | 03-31-2024 |
| FORBES J M & CO LLP | COM | 802 | $11,848,000 | 75,379 | 1.47 | 1.72 | -9,727 | -11.43 | 06-30-2023 |
| SOMERSET TRUST CO | Common Stock | 803 | $4,528,334 | 75,259 | 0.00 | 0.00 | 50,922 | 209.24 | 03-31-2024 |
| EDGE WEALTH MANAGEMENT LLC | COM | 804 | $11,861,324 | 75,238 | 0.00 | 0.00 | -963 | -1.26 | 12-31-2023 |
