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 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
578+ 8.81% |
$38.7K - $47K
|
7.14K
$694K
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
574+ 14.6% |
$38.4K - $46.7K
|
4.51K
$438K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
574+ 3.62% |
$38.4K - $46.7K
|
16.4K
$1.6M
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
574+ 17.18% |
$38.4K - $46.7K
|
3.92K
$381K
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
573+ 1.95% |
$38.3K - $46.6K
|
29.9K
$2.91M
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
572+ 15.38% |
$38.3K - $46.6K
|
4.29K
$417K
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
560+ 1.27% |
$37.5K - $45.6K
|
44.6K
$4.34M
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
560+ 0.68% |
$37.5K - $45.6K
|
83.2K
$8.1M
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
559+ 4.94% |
$37.4K - $45.5K
|
11.9K
$1.15M
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
558+ 8.57% |
$37.3K - $45.4K
|
7.07K
$688K
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
558+ 11.55% |
$37.3K - $45.4K
|
5.39K
$524K
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
558+ 1.61% |
$37.3K - $45.4K
|
35.3K
$3.43M
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
BUY
|
- |
555+ 0.56% |
$37.1K - $45.2K
|
99.6K
$9.68M
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
551+ 1.52% |
$36.9K - $44.9K
|
36.9K
$3.59M
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
550+ 4.53% |
$36.8K - $44.8K
|
12.7K
$1.24M
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
549+ 9.26% |
$36.7K - $44.7K
|
6.48K
$630K
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
545+ 1.07% |
$36.5K - $44.4K
|
51.6K
$5.02M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
541+ 1.21% |
$36.2K - $44K
|
45.1K
$4.39M
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
539+ 13.73% |
$36.1K - $43.9K
|
4.47K
$434K
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
539+ 3.95% |
$36.1K - $43.9K
|
14.2K
$1.38M
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
534+ 10.11% |
$35.7K - $43.5K
|
5.82K
$566K
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
528+ 12.46% |
$35.3K - $43K
|
4.76K
$463K
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
528+ 3.63% |
$35.3K - $43K
|
15.1K
$1.46M
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
528+ 0.63% |
$35.3K - $43K
|
84.6K
$8.22M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
528+ 600.0% |
$35.3K - $43K
|
616
$59.9K
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
525+ 2.68% |
$35.1K - $42.7K
|
20.1K
$1.96M
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
524+ 1.35% |
$35.1K - $42.7K
|
39.3K
$3.82M
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
518+ 7.01% |
$34.7K - $42.2K
|
7.91K
$769K
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
515+ 0.09% |
$34.5K - $41.9K
|
566K
$55M
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
514+ 0.98% |
$34.4K - $41.8K
|
53K
$5.16M
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
512+ 4.92% |
$34.3K - $41.7K
|
10.9K
$1.06M
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
512+ 2.61% |
$34.3K - $41.7K
|
20.2K
$1.96M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
507+ 3.18% |
$33.9K - $41.3K
|
16.5K
$1.6M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
507+ 2.72% |
$33.9K - $41.3K
|
19.2K
$1.86M
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
507+ 15.45% |
$33.9K - $41.3K
|
3.79K
$368K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
505New |
$33.8K - $41.1K
|
505
$49.1K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
505New |
$33.8K - $41.1K
|
505
$49.1K
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
502+ 1.55% |
$33.6K - $40.9K
|
32.8K
$3.19M
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
502+ 14.65% |
$33.6K - $40.9K
|
3.93K
$382K
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500+ 16.67% |
$33.5K - $40.7K
|
3.5K
$340K
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
500+ 4.42% |
$33.5K - $40.7K
|
11.8K
$1.15M
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
500New |
$33.5K - $40.7K
|
500
$48.6K
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
499+ 0.49% |
$33.4K - $40.6K
|
101K
$9.86M
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
496+ 0.8% |
$33.2K - $40.4K
|
62.2K
$6.05M
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
496+ 8.63% |
$33.2K - $40.4K
|
6.25K
$608K
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
496New |
$33.2K - $40.4K
|
496
$48.2K
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
495+ 0.18% |
$33.1K - $40.3K
|
282K
$27.4M
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
493+ 1.03% |
$33K - $40.1K
|
48.3K
$4.7M
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
490+ 2.23% |
$32.8K - $39.9K
|
22.4K
$2.18M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
488+ 0.61% |
$32.7K - $39.7K
|
80.9K
$7.87M
|