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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.15K+ 20.82% |
$76.9K - $93.6K
|
6.67K
$649K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.14K+ 0.53% |
$76.1K - $92.6K
|
214K
$20.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.14K+ 3.95% |
$76K - $92.5K
|
29.9K
$2.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.13K+ 7.04% |
$75.3K - $91.6K
|
17.1K
$1.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.11K+ 24.47% |
$74.5K - $90.6K
|
5.66K
$551K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.11K+ 17.05% |
$74.5K - $90.6K
|
7.64K
$743K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.11K+ 19.5% |
$74.1K - $90.1K
|
6.78K
$660K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.1K+ 2.41% |
$73.7K - $89.6K
|
46.9K
$4.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.1K+ 6.38% |
$73.4K - $89.3K
|
18.3K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.09K+ 0.73% |
$73.2K - $89.1K
|
151K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.09K+ 17.69% |
$73K - $88.8K
|
7.26K
$706K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.08K+ 3.52% |
$72.3K - $88K
|
31.8K
$3.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.08K+ 3.93% |
$71.9K - $87.5K
|
28.4K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.07K+ 2.55% |
$71.9K - $87.4K
|
43.2K
$4.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 6.07% |
$71.5K - $86.9K
|
18.7K
$1.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$71.3K - $86.8K
|
1.07K
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.06K+ 2.68% |
$71.1K - $86.4K
|
40.7K
$3.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.06K+ 1.72% |
$70.8K - $86.1K
|
62.4K
$6.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.05K+ 26.87% |
$70.1K - $85.2K
|
4.94K
$481K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.04K+ 3.69% |
$69.7K - $84.7K
|
29.3K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.04K+ 0.36% |
$69.7K - $84.7K
|
294K
$28.6M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
1.03K+ 3.09% |
$69.1K - $84K
|
34.5K
$3.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.03K+ 1.3% |
$68.8K - $83.7K
|
79.8K
$7.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.03K+ 18.34% |
$68.8K - $83.7K
|
6.63K
$645K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.01K+ 27.59% |
$67.2K - $81.8K
|
4.65K
$452K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
998+ 1.56% |
$66.8K - $81.2K
|
65.1K
$6.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
996+ 0.78% |
$66.6K - $81.1K
|
128K
$12.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
991+ 40.14% |
$66.3K - $80.7K
|
3.46K
$337K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
988+ 3.0% |
$66.1K - $80.4K
|
33.9K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
980+ 11.85% |
$65.6K - $79.8K
|
9.25K
$900K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
977+ 4.8% |
$65.4K - $79.5K
|
21.3K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
975+ 6.37% |
$65.2K - $79.4K
|
16.3K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
969+ 3.75% |
$64.8K - $78.9K
|
26.8K
$2.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
967+ 11.98% |
$64.7K - $78.7K
|
9.04K
$879K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
963+ 27.89% |
$64.4K - $78.4K
|
4.42K
$430K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
960+ 12.64% |
$64.2K - $78.1K
|
8.56K
$832K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
958+ 0.85% |
$64.1K - $78K
|
114K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
956+ 8.49% |
$64K - $77.8K
|
12.2K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
955+ 5.2% |
$63.9K - $77.7K
|
19.3K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
955+ 7.19% |
$63.9K - $77.7K
|
14.2K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
954+ 7.3% |
$63.8K - $77.7K
|
14K
$1.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
950+ 8.76% |
$63.6K - $77.3K
|
11.8K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
948+ 351.11% |
$63.4K - $77.2K
|
1.22K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
933+ 1.81% |
$62.4K - $75.9K
|
52.6K
$5.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
919+ 7.69% |
$61.5K - $74.8K
|
12.9K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
916+ 3.58% |
$61.3K - $74.6K
|
26.5K
$2.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
916+ 12.58% |
$61.3K - $74.6K
|
8.2K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
916+ 10.07% |
$61.3K - $74.6K
|
10K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
907+ 6.88% |
$60.7K - $73.8K
|
14.1K
$1.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
905+ 2.81% |
$60.6K - $73.7K
|
33.1K
$3.22M
|