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 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
486+ 15.87% |
$32.5K - $39.6K
|
3.55K
$345K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
480+ 1.54% |
$32.1K - $39.1K
|
31.6K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
480+ 3.39% |
$32.1K - $39.1K
|
14.7K
$1.43M
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
480+ 12.45% |
$32.1K - $39.1K
|
4.34K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
476+ 2.4% |
$31.8K - $38.7K
|
20.3K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
475+ 0.2% |
$31.8K - $38.7K
|
236K
$23M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
474+ 0.73% |
$31.7K - $38.6K
|
65.6K
$6.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
472+ 0.84% |
$31.6K - $38.4K
|
57K
$5.54M
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
470+ 13.7% |
$31.4K - $38.3K
|
3.9K
$379K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
469+ 4.59% |
$31.4K - $38.2K
|
10.7K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
467+ 0.26% |
$31.2K - $38K
|
182K
$17.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
466+ 4.79% |
$31.2K - $37.9K
|
10.2K
$991K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
465+ 1.54% |
$31.1K - $37.9K
|
30.6K
$2.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
464+ 2.46% |
$31K - $37.8K
|
19.3K
$1.88M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
462+ 0.72% |
$30.9K - $37.6K
|
64.7K
$6.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
462+ 14.15% |
$30.9K - $37.6K
|
3.73K
$362K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
458+ 9.33% |
$30.6K - $37.3K
|
5.37K
$522K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
457+ 6.7% |
$30.6K - $37.2K
|
7.28K
$708K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
457+ 1.86% |
$30.6K - $37.2K
|
25.1K
$2.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
456+ 11.53% |
$30.5K - $37.1K
|
4.41K
$429K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
456New |
$30.5K - $37.1K
|
456
$44.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
450New |
$30.1K - $36.6K
|
450
$43.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
449+ 2.25% |
$30K - $36.5K
|
20.4K
$1.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
448+ 1.65% |
$30K - $36.5K
|
27.6K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
447+ 3.96% |
$29.9K - $36.4K
|
11.7K
$1.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
443+ 3.09% |
$29.6K - $36.1K
|
14.8K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
435+ 0.98% |
$29.1K - $35.4K
|
44.7K
$4.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
431+ 2.38% |
$28.8K - $35.1K
|
18.5K
$1.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
429+ 4.29% |
$28.7K - $34.9K
|
10.4K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
429+ 5.45% |
$28.7K - $34.9K
|
8.31K
$808K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
425+ 8.91% |
$28.4K - $34.6K
|
5.19K
$505K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
420+ 65.42% |
$28.1K - $34.2K
|
1.06K
$103K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
418+ 12.69% |
$28K - $34K
|
3.71K
$361K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
415+ 1.54% |
$27.8K - $33.8K
|
27.4K
$2.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
415+ 5.35% |
$27.8K - $33.8K
|
8.17K
$794K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
414+ 0.66% |
$27.7K - $33.7K
|
63.6K
$6.19M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
412+ 12.38% |
$27.6K - $33.5K
|
3.74K
$364K
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
406+ 6.81% |
$27.2K - $33K
|
6.37K
$620K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
405New |
$27.1K - $33K
|
405
$39.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
403+ 2.88% |
$27K - $32.8K
|
14.4K
$1.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
402+ 7.09% |
$26.9K - $32.7K
|
6.07K
$590K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
397+ 1.15% |
$26.6K - $32.3K
|
35K
$3.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
397+ 0.41% |
$26.6K - $32.3K
|
97.3K
$9.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
396+ 1.28% |
$26.5K - $32.2K
|
31.3K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
393+ 2.81% |
$26.3K - $32K
|
14.4K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
392+ 6.91% |
$26.2K - $31.9K
|
6.07K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
391+ 7.3% |
$26.2K - $31.8K
|
5.75K
$559K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
381+ 1.85% |
$25.5K - $31K
|
21K
$2.04M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
381+ 0.12% |
$25.5K - $31K
|
316K
$30.7M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
378+ 2.98% |
$25.3K - $30.8K
|
13K
$1.27M
|