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 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
235+ 3.44% |
$15.7K - $19.1K
|
7.07K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
234+ 0.09% |
$15.7K - $19K
|
249K
$24.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
233+ 0.98% |
$15.6K - $19K
|
24.1K
$2.34M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
232+ 2.29% |
$15.5K - $18.9K
|
10.4K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
231+ 1.3% |
$15.5K - $18.8K
|
18K
$1.75M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
229+ 3.18% |
$15.3K - $18.6K
|
7.42K
$722K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
226+ 4.72% |
$15.1K - $18.4K
|
5.01K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
226+ 5.29% |
$15.1K - $18.4K
|
4.5K
$438K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
225+ 0.86% |
$15.1K - $18.3K
|
26.5K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
223+ 139.38% |
$14.9K - $18.2K
|
383
$37.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
214+ 1.08% |
$14.3K - $17.4K
|
20K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
214+ 23.41% |
$14.3K - $17.4K
|
1.13K
$110K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
213+ 5.28% |
$14.3K - $17.3K
|
4.24K
$413K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
213+ 44.94% |
$14.3K - $17.3K
|
687
$66.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
212+ 0.65% |
$14.2K - $17.3K
|
32.9K
$3.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
208+ 0.84% |
$13.9K - $16.9K
|
25K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
208+ 3.49% |
$13.9K - $16.9K
|
6.17K
$600K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
206+ 1.49% |
$13.8K - $16.8K
|
14K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
203+ 2.79% |
$13.6K - $16.5K
|
7.49K
$728K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
202+ 1.02% |
$13.5K - $16.4K
|
20K
$1.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
202+ 1.13% |
$13.5K - $16.4K
|
18K
$1.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
201+ 6.41% |
$13.4K - $16.4K
|
3.34K
$325K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
201+ 6.39% |
$13.4K - $16.4K
|
3.35K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
201+ 1.79% |
$13.4K - $16.4K
|
11.4K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
200+ 1.54% |
$13.4K - $16.3K
|
13.2K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
200+ 1.85% |
$13.4K - $16.3K
|
11K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
200+ 1.7% |
$13.4K - $16.3K
|
12K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
200+ 0.17% |
$13.4K - $16.3K
|
117K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
200+ 2.42% |
$13.4K - $16.3K
|
8.48K
$825K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
199+ 3.35% |
$13.3K - $16.2K
|
6.13K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
199+ 0.75% |
$13.3K - $16.2K
|
26.8K
$2.61M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
197+ 1.52% |
$13.2K - $16K
|
13.2K
$1.28M
|
|
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
197+ 0.67% |
$13.2K - $16K
|
29.7K
$2.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
195+ 76.47% |
$13K - $15.9K
|
450
$43.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
194+ 2.7% |
$13K - $15.8K
|
7.37K
$717K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
193+ 0.64% |
$12.9K - $15.7K
|
30.2K
$2.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
193+ 2.29% |
$12.9K - $15.7K
|
8.63K
$839K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
190+ 0.84% |
$12.7K - $15.5K
|
22.9K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
190+ 1.48% |
$12.7K - $15.5K
|
13K
$1.27M
|
|
|
Jan 30, 2025
Q3 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
190+ 0.19% |
$12.7K - $15.5K
|
98.4K
$9.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
189+ 0.04% |
$12.6K - $15.4K
|
463K
$45.1M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
188+ 0.77% |
$12.6K - $15.3K
|
24.6K
$2.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
187+ 0.23% |
$12.5K - $15.2K
|
80.6K
$7.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
186+ 2.04% |
$12.4K - $15.1K
|
9.3K
$905K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
186+ 3.76% |
$12.4K - $15.1K
|
5.14K
$500K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
179+ 1.91% |
$12K - $14.6K
|
9.53K
$927K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
178+ 0.24% |
$11.9K - $14.5K
|
75.1K
$7.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
177+ 4.0% |
$11.8K - $14.4K
|
4.6K
$448K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
177+ 2.26% |
$11.8K - $14.4K
|
8K
$778K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
176+ 1.04% |
$11.8K - $14.3K
|
17.1K
$1.66M
|