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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-315- 2.59% |
$21.1K - $25.6K
|
11.9K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-317- 96.65% |
$21.2K - $25.8K
|
11
$1.07K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-319- 5.17% |
$21.3K - $26K
|
5.85K
$569K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-319- 0.52% |
$21.3K - $26K
|
61.4K
$5.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-321- 4.22% |
$21.5K - $26.1K
|
7.28K
$708K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-321- 3.73% |
$21.5K - $26.1K
|
8.29K
$807K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-325- 1.5% |
$21.7K - $26.5K
|
21.3K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-327- 9.29% |
$21.9K - $26.6K
|
3.19K
$310K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-328- 5.66% |
$21.9K - $26.7K
|
5.46K
$531K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-328- 3.0% |
$21.9K - $26.7K
|
10.6K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-329- 1.84% |
$22K - $26.8K
|
17.5K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-331- 9.84% |
$22.1K - $26.9K
|
3.03K
$295K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-333- 3.41% |
$22.3K - $27.1K
|
9.44K
$918K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-334- 0.75% |
$22.3K - $27.2K
|
44.1K
$4.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-338- 1.57% |
$22.6K - $27.5K
|
21.2K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-338- 0.61% |
$22.6K - $27.5K
|
55.1K
$5.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-340- 20.43% |
$22.7K - $27.7K
|
1.32K
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-341- 1.47% |
$22.8K - $27.8K
|
22.8K
$2.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-342- 10.23% |
$22.9K - $27.8K
|
3K
$292K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-343- 0.14% |
$23K - $27.9K
|
247K
$24M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-344- 2.65% |
$23K - $28K
|
12.7K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-345- 6.64% |
$23.1K - $28.1K
|
4.85K
$472K
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-346- 5.16% |
$23.2K - $28.2K
|
6.36K
$619K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-346- 2.05% |
$23.2K - $28.2K
|
16.5K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-347- 1.81% |
$23.2K - $28.2K
|
18.8K
$1.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-348- 3.59% |
$23.3K - $28.3K
|
9.34K
$908K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-349- 1.08% |
$23.4K - $28.4K
|
32K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-349- 0.2% |
$23.4K - $28.4K
|
170K
$16.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-350- 1.2% |
$23.4K - $28.5K
|
28.9K
$2.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-350- 7.39% |
$23.4K - $28.5K
|
4.39K
$427K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-351- 4.79% |
$23.5K - $28.6K
|
6.97K
$678K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-352- 6.08% |
$23.6K - $28.7K
|
5.44K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-353- 3.15% |
$23.6K - $28.7K
|
10.9K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-355- 0.74% |
$23.8K - $28.9K
|
47.7K
$4.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-356- 1.76% |
$23.8K - $29K
|
19.9K
$1.93M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-357- 0.65% |
$23.9K - $29.1K
|
55K
$5.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-360- 4.79% |
$24.1K - $29.3K
|
7.16K
$696K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-360- 1.28% |
$24.1K - $29.3K
|
27.7K
$2.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-361- 1.36% |
$24.2K - $29.4K
|
26.3K
$2.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-362- 1.22% |
$24.2K - $29.5K
|
29.4K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-362- 1.04% |
$24.2K - $29.5K
|
34.3K
$3.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
SELL
|
- |
-367- 1.0% |
$24.6K - $29.9K
|
36.2K
$3.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-369- 3.51% |
$24.7K - $30K
|
10.1K
$986K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-369- 2.77% |
$24.7K - $30K
|
13K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-372- 1.75% |
$24.9K - $30.3K
|
20.9K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-379- 4.21% |
$25.4K - $30.9K
|
8.63K
$839K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-381- 10.34% |
$25.5K - $31K
|
3.3K
$321K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-383- 4.69% |
$25.6K - $31.2K
|
7.79K
$757K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-385- 3.38% |
$25.8K - $31.3K
|
11K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-385- 0.78% |
$25.8K - $31.3K
|
48.8K
$4.75M
|