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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
900+ 1.1% |
$60.2K - $73.3K
|
82.8K
$8.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
896+ 3.86% |
$60K - $72.9K
|
24.1K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
894New |
$59.8K - $72.8K
|
894
$87K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
891+ 0.47% |
$59.6K - $72.5K
|
190K
$18.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
889+ 1.44% |
$59.5K - $72.4K
|
62.8K
$6.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
886+ 21.21% |
$59.3K - $72.1K
|
5.06K
$493K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
872+ 0.59% |
$58.3K - $71K
|
147K
$14.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
872+ 7.93% |
$58.3K - $71K
|
11.9K
$1.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
866+ 5.22% |
$57.9K - $70.5K
|
17.4K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
857+ 162.93% |
$57.3K - $69.8K
|
1.38K
$135K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
854+ 7.31% |
$57.1K - $69.5K
|
12.5K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
847+ 12.44% |
$56.7K - $68.9K
|
7.65K
$744K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
843+ 5.12% |
$56.4K - $68.6K
|
17.3K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
837+ 3.66% |
$56K - $68.1K
|
23.7K
$2.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
835+ 1.64% |
$55.9K - $68K
|
51.7K
$5.03M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
834+ 37.07% |
$55.8K - $67.9K
|
3.08K
$300K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
828+ 2.24% |
$55.4K - $67.4K
|
37.7K
$3.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
820+ 108.75% |
$54.9K - $66.7K
|
1.57K
$153K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
816+ 1.53% |
$54.6K - $66.4K
|
54.3K
$5.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
815+ 3.47% |
$54.5K - $66.3K
|
24.3K
$2.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
812+ 11.07% |
$54.3K - $66.1K
|
8.15K
$793K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
808+ 0.79% |
$54.1K - $65.8K
|
104K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
807+ 3.64% |
$54K - $65.7K
|
23K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
804New |
$53.8K - $65.4K
|
804
$78.2K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
804+ 0.67% |
$53.8K - $65.4K
|
120K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
804+ 17.37% |
$53.8K - $65.4K
|
5.43K
$529K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
801+ 0.49% |
$53.6K - $65.2K
|
163K
$15.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
795+ 2.31% |
$53.2K - $64.7K
|
35.2K
$3.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
793+ 2.88% |
$53.1K - $64.6K
|
28.3K
$2.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
793+ 7.28% |
$53.1K - $64.6K
|
11.7K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
789+ 1.96% |
$52.8K - $64.2K
|
41.1K
$4M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
784+ 2.72% |
$52.5K - $63.8K
|
29.7K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
781+ 18.22% |
$52.3K - $63.6K
|
5.07K
$493K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
779+ 0.93% |
$52.1K - $63.4K
|
85K
$8.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
776+ 14.32% |
$51.9K - $63.2K
|
6.2K
$603K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
768+ 17.25% |
$51.4K - $62.5K
|
5.22K
$508K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
765+ 1.99% |
$51.2K - $62.3K
|
39.3K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
765+ 16.29% |
$51.2K - $62.3K
|
5.46K
$531K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
764+ 12.19% |
$51.1K - $62.2K
|
7.03K
$684K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
759+ 7.37% |
$50.8K - $61.8K
|
11.1K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
758+ 21.37% |
$50.7K - $61.7K
|
4.31K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
755+ 1.69% |
$50.5K - $61.5K
|
45.3K
$4.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
752+ 6.43% |
$50.3K - $61.2K
|
12.5K
$1.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
752+ 7.67% |
$50.3K - $61.2K
|
10.6K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
748+ 3.02% |
$50K - $60.9K
|
25.5K
$2.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
734+ 10.42% |
$49.1K - $59.7K
|
7.78K
$757K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
729+ 3.15% |
$48.8K - $59.3K
|
23.9K
$2.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
725+ 2.32% |
$48.5K - $59K
|
32K
$3.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
716+ 0.83% |
$47.9K - $58.3K
|
87.1K
$8.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
704+ 15.2% |
$47.1K - $57.3K
|
5.34K
$519K
|