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 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
58+ 9.68% |
$3.88K - $4.72K
|
657
$63.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
57+ 70.37% |
$3.81K - $4.64K
|
138
$13.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
57+ 0.18% |
$3.81K - $4.64K
|
31.5K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
57+ 1.08% |
$3.81K - $4.64K
|
5.33K
$518K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
56+ 0.04% |
$3.75K - $4.56K
|
129K
$12.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
56+ 1.08% |
$3.75K - $4.56K
|
5.24K
$509K
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
56+ 1.87% |
$3.75K - $4.56K
|
3.05K
$297K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
56+ 0.31% |
$3.75K - $4.56K
|
17.9K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
56+ 0.13% |
$3.75K - $4.56K
|
44.1K
$4.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
54+ 0.54% |
$3.61K - $4.4K
|
10.1K
$984K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
54+ 0.54% |
$3.61K - $4.4K
|
10K
$977K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
54+ 7.71% |
$3.61K - $4.4K
|
754
$73.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
54+ 4.14% |
$3.61K - $4.4K
|
1.36K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
54+ 0.6% |
$3.61K - $4.4K
|
9.06K
$882K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
52+ 1.02% |
$3.48K - $4.23K
|
5.16K
$501K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
52+ 0.46% |
$3.48K - $4.23K
|
11.4K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
52+ 0.26% |
$3.48K - $4.23K
|
20.2K
$1.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
52+ 0.35% |
$3.48K - $4.23K
|
15.1K
$1.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
52+ 0.59% |
$3.48K - $4.23K
|
8.9K
$865K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
51+ 0.19% |
$3.41K - $4.15K
|
26.7K
$2.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
50+ 0.75% |
$3.35K - $4.07K
|
6.75K
$657K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
50+ 0.89% |
$3.35K - $4.07K
|
5.67K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
50+ 1.28% |
$3.35K - $4.07K
|
3.97K
$386K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
49+ 0.89% |
$3.28K - $3.99K
|
5.59K
$543K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
48+ 0.51% |
$3.21K - $3.91K
|
9.47K
$921K
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
47+ 0.34% |
$3.14K - $3.83K
|
14K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
47+ 16.67% |
$3.14K - $3.83K
|
329
$32K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
46+ 0.57% |
$3.08K - $3.74K
|
8.13K
$791K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
46+ 0.99% |
$3.08K - $3.74K
|
4.69K
$456K
|
|
|
Nov 07, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
45+ 0.08% |
$3.01K - $3.66K
|
59.5K
$5.79M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
45+ 1.5% |
$3.01K - $3.66K
|
3.04K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
43+ 0.91% |
$2.88K - $3.5K
|
4.79K
$465K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
42+ 0.32% |
$2.81K - $3.42K
|
13.2K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42+ 0.22% |
$2.81K - $3.42K
|
18.9K
$1.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
42+ 0.35% |
$2.81K - $3.42K
|
12.2K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
42+ 0.36% |
$2.81K - $3.42K
|
11.6K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
42+ 93.33% |
$2.81K - $3.42K
|
87
$8.46K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
41+ 0.37% |
$2.74K - $3.34K
|
11.1K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
40+ 0.18% |
$2.68K - $3.26K
|
22.7K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
39+ 0.1% |
$2.61K - $3.17K
|
38K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
39+ 0.3% |
$2.61K - $3.17K
|
12.9K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
38+ 0.45% |
$2.54K - $3.09K
|
8.55K
$832K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
37+ 1.34% |
$2.48K - $3.01K
|
2.81K
$273K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
37+ 0.24% |
$2.48K - $3.01K
|
15.3K
$1.49M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
36+ 0.37% |
$2.41K - $2.93K
|
9.66K
$940K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
36+ 1.09% |
$2.41K - $2.93K
|
3.33K
$324K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
35+ 0.89% |
$2.34K - $2.85K
|
3.98K
$387K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
35+ 0.34% |
$2.34K - $2.85K
|
10.3K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
35+ 0.15% |
$2.34K - $2.85K
|
23K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
35New |
$2.34K - $2.85K
|
35
$3.4K
|