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 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
18+ 0.2% |
$1.2K - $1.47K
|
8.99K
$874K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
17+ 0.08% |
$1.14K - $1.38K
|
20K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
17+ 0.21% |
$1.14K - $1.38K
|
7.97K
$775K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
17+ 0.21% |
$1.14K - $1.38K
|
8K
$778K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
17+ 0.07% |
$1.14K - $1.38K
|
24.6K
$2.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
16+ 0.03% |
$1.07K - $1.3K
|
53.8K
$5.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
16+ 0.16% |
$1.07K - $1.3K
|
10.1K
$986K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
16+ 0.06% |
$1.07K - $1.3K
|
28.1K
$2.73M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
16+ 0.13% |
$1.07K - $1.3K
|
12.3K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
15+ 0.22% |
$1K - $1.22K
|
6.94K
$675K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
15+ 0.49% |
$1K - $1.22K
|
3.05K
$296K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
15+ 0.33% |
$1K - $1.22K
|
4.6K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
15+ 0.03% |
$1K - $1.22K
|
47.3K
$4.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Birinyi Associates Inc
|
BUY
|
- |
15+ 0.02% |
$1K - $1.22K
|
85.8K
$8.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
15+ 0.17% |
$1K - $1.22K
|
9.08K
$883K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
15New |
$1K - $1.22K
|
15
$1.46K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
14+ 0.44% |
$937 - $1.14K
|
3.18K
$309K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 0.3% |
$937 - $1.14K
|
4.67K
$454K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
13+ 0.27% |
$870 - $1.06K
|
4.78K
$465K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 0.06% |
$870 - $1.06K
|
22.4K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
13+ 0.13% |
$870 - $1.06K
|
9.74K
$947K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
12+ 0.01% |
$803 - $977
|
128K
$12.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
12+ 0.04% |
$803 - $977
|
30.5K
$2.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
12+ 0.21% |
$803 - $977
|
5.62K
$546K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
12+ 0.05% |
$803 - $977
|
22.1K
$2.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
12+ 0.26% |
$803 - $977
|
4.6K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12+ 0.22% |
$803 - $977
|
5.56K
$541K
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
12+ 0.06% |
$803 - $977
|
18.9K
$1.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
11+ 0.22% |
$736 - $895
|
5.1K
$496K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
11+ 0.37% |
$736 - $895
|
2.98K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
11+ 0.28% |
$736 - $895
|
3.89K
$378K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
10+ 0.27% |
$669 - $814
|
3.76K
$366K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10+ 0.15% |
$669 - $814
|
6.82K
$663K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
10+ 0.23% |
$669 - $814
|
4.43K
$431K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
10+ 0.12% |
$669 - $814
|
8.14K
$792K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
10+ 0.15% |
$669 - $814
|
6.59K
$641K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
10+ 0.23% |
$669 - $814
|
4.41K
$429K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
10+ 0.1% |
$669 - $814
|
9.74K
$947K
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
10+ 0.1% |
$669 - $814
|
9.68K
$941K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9+ 0.2% |
$602 - $733
|
4.58K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.11% |
$602 - $733
|
8.16K
$794K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
8+ 0.04% |
$535 - $651
|
19.1K
$1.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8New |
$535 - $651
|
8
$778
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
8+ 0.26% |
$535 - $651
|
3.08K
$299K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
8+ 0.1% |
$535 - $651
|
7.68K
$747K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8+ 0.13% |
$535 - $651
|
6.26K
$609K
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8+ 0.07% |
$535 - $651
|
11.3K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
8+ 0.2% |
$535 - $651
|
3.92K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
8+ 0.27% |
$535 - $651
|
2.99K
$291K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
7+ 0.02% |
$468 - $570
|
46.3K
$4.51M
|