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 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
92+ 0.85% |
$6.16K - $7.49K
|
10.9K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
91+ 0.41% |
$6.09K - $7.41K
|
22.6K
$2.19M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
90+ 1.24% |
$6.02K - $7.33K
|
7.34K
$714K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
89+ 1.26% |
$5.95K - $7.24K
|
7.14K
$694K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
88+ 2.12% |
$5.89K - $7.16K
|
4.23K
$412K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
87+ 1.53% |
$5.82K - $7.08K
|
5.79K
$563K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
85+ 1.19% |
$5.69K - $6.92K
|
7.23K
$703K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
83+ 0.47% |
$5.55K - $6.76K
|
17.8K
$1.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
82+ 1.63% |
$5.49K - $6.67K
|
5.13K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
82+ 0.22% |
$5.49K - $6.67K
|
37.4K
$3.64M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
81+ 1.58% |
$5.42K - $6.59K
|
5.2K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
80+ 1.94% |
$5.35K - $6.51K
|
4.21K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
80+ 0.79% |
$5.35K - $6.51K
|
10.3K
$998K
|
|
|
May 07, 2025
Q3 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
80+ 0.44% |
$5.35K - $6.51K
|
18.2K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
79+ 2.01% |
$5.29K - $6.43K
|
4.01K
$390K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
78+ 0.32% |
$5.22K - $6.35K
|
24.7K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
78+ 0.62% |
$5.22K - $6.35K
|
12.6K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
77+ 0.1% |
$5.15K - $6.27K
|
79.5K
$7.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
76+ 1.08% |
$5.09K - $6.19K
|
7.14K
$695K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
76+ 4.29% |
$5.09K - $6.19K
|
1.85K
$180K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
75+ 1.67% |
$5.02K - $6.11K
|
4.58K
$445K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
75+ 2.83% |
$5.02K - $6.11K
|
2.73K
$265K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
75+ 1.09% |
$5.02K - $6.11K
|
6.99K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
74+ 1.72% |
$4.95K - $6.02K
|
4.38K
$426K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
73+ 1.46% |
$4.88K - $5.94K
|
5.06K
$492K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
72+ 0.35% |
$4.82K - $5.86K
|
20.7K
$2.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
72+ 1.24% |
$4.82K - $5.86K
|
5.89K
$573K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
72+ 0.96% |
$4.82K - $5.86K
|
7.59K
$738K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
70+ 0.29% |
$4.68K - $5.7K
|
24K
$2.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
70+ 0.11% |
$4.68K - $5.7K
|
65.7K
$6.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
69+ 0.28% |
$4.62K - $5.62K
|
25.1K
$2.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
69+ 1.03% |
$4.62K - $5.62K
|
6.8K
$661K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
69+ 1.24% |
$4.62K - $5.62K
|
5.63K
$547K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
69+ 1.7% |
$4.62K - $5.62K
|
4.13K
$402K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
68+ 0.3% |
$4.55K - $5.54K
|
23K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
68+ 0.19% |
$4.55K - $5.54K
|
36K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
68+ 0.14% |
$4.55K - $5.54K
|
47.7K
$4.64M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
68+ 0.06% |
$4.55K - $5.54K
|
118K
$11.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
67+ 0.48% |
$4.48K - $5.45K
|
13.9K
$1.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
66+ 0.11% |
$4.42K - $5.37K
|
61.6K
$5.99M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
65+ 0.43% |
$4.35K - $5.29K
|
15.3K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
65+ 0.27% |
$4.35K - $5.29K
|
24.3K
$2.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
63+ 1.9% |
$4.22K - $5.13K
|
3.38K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
62+ 3.12% |
$4.15K - $5.05K
|
2.05K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
61+ 0.07% |
$4.08K - $4.97K
|
82.4K
$8.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.19% |
$4.01K - $4.88K
|
32.5K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
60+ 0.66% |
$4.01K - $4.88K
|
9.1K
$885K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
59+ 0.75% |
$3.95K - $4.8K
|
7.94K
$773K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
58+ 18.65% |
$3.88K - $4.72K
|
369
$35.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
58+ 0.24% |
$3.88K - $4.72K
|
24.2K
$2.35M
|