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 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
176+ 3.84% |
$11.8K - $14.3K
|
4.76K
$463K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
175+ 4.3% |
$11.7K - $14.2K
|
4.24K
$413K
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
175+ 1.72% |
$11.7K - $14.2K
|
10.3K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
174+ 1.44% |
$11.6K - $14.2K
|
12.2K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
174+ 77.33% |
$11.6K - $14.2K
|
399
$38.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
174+ 2.05% |
$11.6K - $14.2K
|
8.65K
$841K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
173+ 0.81% |
$11.6K - $14.1K
|
21.5K
$2.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
171+ 3.62% |
$11.4K - $13.9K
|
4.89K
$476K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
171+ 2.06% |
$11.4K - $13.9K
|
8.48K
$825K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
171+ 7.14% |
$11.4K - $13.9K
|
2.57K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
169+ 1.09% |
$11.3K - $13.8K
|
15.6K
$1.52M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
166+ 5.1% |
$11.1K - $13.5K
|
3.42K
$333K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
166+ 2.1% |
$11.1K - $13.5K
|
8.07K
$785K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
165+ 22.54% |
$11K - $13.4K
|
897
$87.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
165+ 3.57% |
$11K - $13.4K
|
4.79K
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
159+ 0.65% |
$10.6K - $12.9K
|
24.4K
$2.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
158+ 1.23% |
$10.6K - $12.9K
|
13K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
158+ 0.31% |
$10.6K - $12.9K
|
51.8K
$5.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
156+ 1.43% |
$10.4K - $12.7K
|
11.1K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
155+ 1.33% |
$10.4K - $12.6K
|
11.8K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
155+ 4.18% |
$10.4K - $12.6K
|
3.86K
$375K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
154+ 0.2% |
$10.3K - $12.5K
|
78.5K
$7.64M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
154+ 8.0% |
$10.3K - $12.5K
|
2.08K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
153+ 0.67% |
$10.2K - $12.5K
|
23K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
152+ 1.4% |
$10.2K - $12.4K
|
11K
$1.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
150+ 3.54% |
$10K - $12.2K
|
4.38K
$426K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
150+ 4.25% |
$10K - $12.2K
|
3.68K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
150+ 3.76% |
$10K - $12.2K
|
4.14K
$403K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
149+ 3.93% |
$9.97K - $12.1K
|
3.94K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
148+ 3.16% |
$9.9K - $12K
|
4.84K
$470K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
148+ 2.97% |
$9.9K - $12K
|
5.12K
$498K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
147+ 1.14% |
$9.84K - $12K
|
13K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
147+ 1.58% |
$9.84K - $12K
|
9.45K
$919K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
147+ 0.9% |
$9.84K - $12K
|
16.5K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
145+ 3.85% |
$9.7K - $11.8K
|
3.92K
$381K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
145+ 1.19% |
$9.7K - $11.8K
|
12.3K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
144+ 2.9% |
$9.64K - $11.7K
|
5.11K
$497K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
141+ 32.87% |
$9.43K - $11.5K
|
570
$55.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
141+ 3.9% |
$9.43K - $11.5K
|
3.76K
$366K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
138+ 0.54% |
$9.23K - $11.2K
|
25.6K
$2.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
138+ 0.73% |
$9.23K - $11.2K
|
19K
$1.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
138+ 2.01% |
$9.23K - $11.2K
|
7.01K
$682K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
137+ 0.63% |
$9.17K - $11.2K
|
21.8K
$2.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
137+ 2.09% |
$9.17K - $11.2K
|
6.68K
$649K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
137+ 2.0% |
$9.17K - $11.2K
|
6.99K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
135+ 2.68% |
$9.03K - $11K
|
5.18K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
134+ 3.89% |
$8.97K - $10.9K
|
3.58K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
134+ 1.82% |
$8.97K - $10.9K
|
7.5K
$729K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
132+ 1.42% |
$8.83K - $10.7K
|
9.41K
$916K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
132+ 1.41% |
$8.83K - $10.7K
|
9.48K
$922K
|