Purchases and Sales Made in Q3 2024 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 13.39% |
$137K - $166K
|
17.3K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.03K+ 2.81% |
$136K - $165K
|
74.3K
$7.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.02K+ 47.96% |
$135K - $165K
|
6.24K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.01K+ 2.0% |
$135K - $164K
|
102K
$9.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.01K+ 10.35% |
$134K - $163K
|
21.4K
$2.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2K+ 7.54% |
$134K - $163K
|
28.5K
$2.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
2K+ 2.13% |
$134K - $163K
|
95.9K
$9.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.99K+ 3.99% |
$133K - $162K
|
51.8K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.97K+ 6.74% |
$132K - $160K
|
31.2K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.95K+ 95.63% |
$130K - $159K
|
3.99K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.94K+ 32.09% |
$130K - $158K
|
7.99K
$777K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.94K+ 3.58% |
$130K - $158K
|
56K
$5.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.94K+ 10.32% |
$129K - $158K
|
20.7K
$2.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.93K+ 28.26% |
$129K - $157K
|
8.75K
$851K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.91K+ 9.01% |
$128K - $156K
|
23.1K
$2.25M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.91K+ 2.28% |
$128K - $155K
|
85.4K
$8.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.9K+ 0.48% |
$127K - $155K
|
401K
$39M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.9K+ 21.73% |
$127K - $155K
|
10.7K
$1.04M
|
|
|
Apr 29, 2025
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.89K+ 41.03% |
$127K - $154K
|
6.5K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.87K+ 5.05% |
$125K - $152K
|
39K
$3.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.87K+ 18.75% |
$125K - $152K
|
11.8K
$1.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.86K+ 2.61% |
$124K - $151K
|
73.1K
$7.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1.83K+ 18.98% |
$123K - $149K
|
11.5K
$1.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.83K+ 11.45% |
$123K - $149K
|
17.8K
$1.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.83K+ 29.04% |
$123K - $149K
|
8.14K
$791K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.83K+ 12.38% |
$122K - $149K
|
16.6K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.82K+ 22.18% |
$122K - $148K
|
10K
$977K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.82K+ 57.16% |
$122K - $148K
|
5.01K
$487K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.8K+ 3.98% |
$120K - $147K
|
47.1K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.8K+ 14.35% |
$120K - $146K
|
14.3K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.8K+ 3.18% |
$120K - $146K
|
58.4K
$5.68M
|
|
|
Nov 13, 2024
Q3 2024
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
1.79K+ 2.38% |
$120K - $146K
|
77.1K
$7.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.79K+ 1.89% |
$120K - $145K
|
96.3K
$9.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.78K+ 1.3% |
$119K - $145K
|
139K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.77KNew |
$118K - $144K
|
1.77K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.77K+ 1.67% |
$118K - $144K
|
108K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.76K+ 7.07% |
$118K - $144K
|
26.7K
$2.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.76K+ 17.37% |
$118K - $143K
|
11.9K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.76K+ 11.87% |
$117K - $143K
|
16.5K
$1.61M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.74K+ 25.92% |
$116K - $142K
|
8.45K
$822K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.73K+ 14.23% |
$116K - $141K
|
13.9K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.73K+ 1.86% |
$116K - $141K
|
94.8K
$9.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.72K+ 1.27% |
$115K - $140K
|
138K
$13.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
1.71K+ 41.77% |
$115K - $139K
|
5.81K
$566K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.71K+ 17.58% |
$114K - $139K
|
11.4K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.7K+ 48.67% |
$114K - $139K
|
5.21K
$506K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.7K+ 9.02% |
$114K - $139K
|
20.6K
$2M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.7K+ 49.22% |
$114K - $138K
|
5.16K
$502K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.7K+ 39.76% |
$114K - $138K
|
5.98K
$581K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.69K+ 32.35% |
$113K - $138K
|
6.93K
$674K
|