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 13, 2024
Q3 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
132New |
$8.83K - $10.7K
|
132
$12.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
130+ 4.24% |
$8.7K - $10.6K
|
3.2K
$311K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
127+ 0.14% |
$8.5K - $10.3K
|
91.2K
$8.87M
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
127+ 2.01% |
$8.5K - $10.3K
|
6.44K
$627K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
126+ 2.08% |
$8.43K - $10.3K
|
6.18K
$601K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
125+ 2.11% |
$8.36K - $10.2K
|
6.05K
$589K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
125+ 2.68% |
$8.36K - $10.2K
|
4.8K
$467K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
124+ 0.35% |
$8.3K - $10.1K
|
36K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
124+ 0.38% |
$8.3K - $10.1K
|
32.6K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
123+ 1.31% |
$8.23K - $10K
|
9.5K
$924K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
123+ 1.12% |
$8.23K - $10K
|
11.1K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
122+ 0.28% |
$8.16K - $9.93K
|
43.5K
$4.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
122+ 0.07% |
$8.16K - $9.93K
|
185K
$18M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
120+ 3.55% |
$8.03K - $9.77K
|
3.5K
$341K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
120+ 0.85% |
$8.03K - $9.77K
|
14.3K
$1.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
118+ 0.47% |
$7.9K - $9.61K
|
25.1K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
118+ 0.5% |
$7.9K - $9.61K
|
23.7K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
118New |
$7.9K - $9.61K
|
118
$11.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
117+ 0.82% |
$7.83K - $9.52K
|
14.4K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
115+ 1.44% |
$7.69K - $9.36K
|
8.11K
$789K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
112+ 1.56% |
$7.49K - $9.12K
|
7.29K
$709K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
111+ 1.09% |
$7.43K - $9.04K
|
10.3K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
110+ 1.11% |
$7.36K - $8.95K
|
10K
$975K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
110+ 2.59% |
$7.36K - $8.95K
|
4.35K
$424K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
110+ 1.1% |
$7.36K - $8.95K
|
10.1K
$986K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
109+ 3.41% |
$7.29K - $8.87K
|
3.31K
$322K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
107+ 0.63% |
$7.16K - $8.71K
|
17.1K
$1.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
106+ 2.07% |
$7.09K - $8.63K
|
5.23K
$509K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
106+ 2.03% |
$7.09K - $8.63K
|
5.32K
$517K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
105+ 13.21% |
$7.03K - $8.55K
|
900
$87.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
105+ 1.08% |
$7.03K - $8.55K
|
9.81K
$954K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
105+ 3.04% |
$7.03K - $8.55K
|
3.56K
$347K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
104+ 2.28% |
$6.96K - $8.47K
|
4.66K
$453K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
103+ 2.18% |
$6.89K - $8.38K
|
4.82K
$469K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
102+ 0.13% |
$6.82K - $8.3K
|
81.3K
$7.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
102+ 1.71% |
$6.82K - $8.3K
|
6.07K
$590K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
102+ 0.33% |
$6.82K - $8.3K
|
30.6K
$2.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
102+ 1.29% |
$6.82K - $8.3K
|
8.01K
$779K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
101+ 0.69% |
$6.76K - $8.22K
|
14.8K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
101+ 0.84% |
$6.76K - $8.22K
|
12.1K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100+ 11.45% |
$6.69K - $8.14K
|
973
$94.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
100+ 0.12% |
$6.69K - $8.14K
|
80.4K
$7.82M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
100+ 0.45% |
$6.69K - $8.14K
|
22.5K
$2.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
99+ 2.05% |
$6.62K - $8.06K
|
4.92K
$479K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
98+ 0.35% |
$6.56K - $7.98K
|
28.3K
$2.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
95+ 1.62% |
$6.36K - $7.73K
|
5.97K
$581K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
94+ 0.54% |
$6.29K - $7.65K
|
17.5K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
93+ 0.91% |
$6.22K - $7.57K
|
10.3K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
93+ 0.08% |
$6.22K - $7.57K
|
122K
$11.9M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
92+ 0.8% |
$6.16K - $7.49K
|
11.5K
$1.12M
|