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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
9.58K
$931K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
13.5K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.03% |
$66.9 - $81.4
|
3.92K
$381K
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$66.9 - $81.4
|
5.89K
$573K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$66.9 - $81.4
|
3.54K
$344K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
9.14K
$889K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1New |
$66.9 - $81.4
|
1
$97.3
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$66.9 - $81.4
|
5.78K
$562K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.5% |
$66.9 - $81.4
|
202
$19.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1+ 0.02% |
$66.9 - $81.4
|
6.64K
$646K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.15% |
$66.9 - $81.4
|
688
$66.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$66.9 - $81.4
|
1.97K
$191K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.17% |
$66.9 - $81.4
|
583
$56.7K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
8.1K
$788K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
8.51K
$828K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.03% |
$66.9 - $81.4
|
3.44K
$335K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-2- 0.03% |
$134 - $163
|
6.71K
$652K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2- 0.01% |
$134 - $163
|
33.5K
$3.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-3- 0.1% |
$201 - $244
|
2.86K
$278K
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-3- 0.07% |
$201 - $244
|
4.57K
$444K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-3- 0.04% |
$201 - $244
|
8.41K
$818K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-5- 0.13% |
$335 - $407
|
3.93K
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-6- -0.0% |
$401 - $488
|
190K
$18.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.14% |
$401 - $488
|
4.26K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-6- 0.13% |
$401 - $488
|
4.56K
$444K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-7- 0.11% |
$468 - $570
|
6.57K
$639K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7- 0.19% |
$468 - $570
|
3.76K
$366K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-9- 0.01% |
$602 - $733
|
127K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-9- 0.09% |
$602 - $733
|
9.72K
$946K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-9- 0.02% |
$602 - $733
|
43.4K
$4.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-12- 1.82% |
$803 - $977
|
648
$63K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-12- 0.3% |
$803 - $977
|
4.02K
$391K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12- 0.05% |
$803 - $977
|
26.5K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-14- 0.3% |
$937 - $1.14K
|
4.69K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-14- 0.14% |
$937 - $1.14K
|
9.82K
$955K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-15- 0.08% |
$1K - $1.22K
|
18.5K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-15- 0.27% |
$1K - $1.22K
|
5.6K
$544K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-16- 1.09% |
$1.07K - $1.3K
|
1.46K
$142K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-17- 2.85% |
$1.14K - $1.38K
|
580
$56.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-17- 0.05% |
$1.14K - $1.38K
|
31.5K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-17- 0.28% |
$1.14K - $1.38K
|
6.11K
$594K
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-18- 0.65% |
$1.2K - $1.47K
|
2.77K
$269K
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-19- 0.5% |
$1.27K - $1.55K
|
3.77K
$366K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-19- 0.17% |
$1.27K - $1.55K
|
11K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-19- 0.25% |
$1.27K - $1.55K
|
7.68K
$747K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-19- 0.06% |
$1.27K - $1.55K
|
32.9K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-19- 0.23% |
$1.27K - $1.55K
|
8.39K
$816K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-20- 0.12% |
$1.34K - $1.63K
|
16.6K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-23- 0.5% |
$1.54K - $1.87K
|
4.61K
$448K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-23- 0.14% |
$1.54K - $1.87K
|
16.3K
$1.58M
|