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 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-481- 2.07% |
$32.2K - $39.2K
|
22.7K
$2.21M
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-485- 10.41% |
$32.5K - $39.5K
|
4.17K
$406K
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-487- 0.74% |
$32.6K - $39.6K
|
65.7K
$6.39M
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-487- 0.58% |
$32.6K - $39.6K
|
83.9K
$8.17M
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-489- 1.76% |
$32.7K - $39.8K
|
27.4K
$2.66M
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-492- 2.02% |
$32.9K - $40K
|
23.9K
$2.32M
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-492- 0.73% |
$32.9K - $40K
|
67.4K
$6.55M
|
|
Oct 25, 2024
Q3 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-492- 5.83% |
$32.9K - $40K
|
7.95K
$773K
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-492- 14.86% |
$32.9K - $40K
|
2.82K
$274K
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-495- 9.01% |
$33.1K - $40.3K
|
5K
$486K
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-502- 2.85% |
$33.6K - $40.9K
|
17.1K
$1.66M
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-503- 0.25% |
$33.7K - $40.9K
|
198K
$19.3M
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-511- 11.23% |
$34.2K - $41.6K
|
4.04K
$393K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-520- 3.16% |
$34.8K - $42.3K
|
16K
$1.55M
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-521- 6.62% |
$34.9K - $42.4K
|
7.36K
$715K
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-521- 11.64% |
$34.9K - $42.4K
|
3.95K
$385K
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-523- 1.04% |
$35K - $42.6K
|
49.8K
$4.84M
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-524- 2.12% |
$35.1K - $42.7K
|
24.2K
$2.36M
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-526- 1.91% |
$35.2K - $42.8K
|
27K
$2.63M
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-528- 0.61% |
$35.3K - $43K
|
85.5K
$8.31M
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-529- 3.84% |
$35.4K - $43.1K
|
13.2K
$1.29M
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-533- 1.16% |
$35.7K - $43.4K
|
45.5K
$4.42M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-535- 1.92% |
$35.8K - $43.5K
|
27.3K
$2.66M
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-537- 0.72% |
$35.9K - $43.7K
|
73.8K
$7.18M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-540- 0.39% |
$36.1K - $44K
|
139K
$13.6M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-542- 3.87% |
$36.3K - $44.1K
|
13.5K
$1.31M
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-552- 2.83% |
$36.9K - $44.9K
|
19K
$1.85M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-555- 4.03% |
$37.1K - $45.2K
|
13.2K
$1.29M
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
SELL
|
- |
-555- 1.48% |
$37.1K - $45.2K
|
37K
$3.6M
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-555- 0.96% |
$37.1K - $45.2K
|
57.4K
$5.59M
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-557- 0.39% |
$37.3K - $45.3K
|
141K
$13.7M
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-558- 0.17% |
$37.3K - $45.4K
|
329K
$32M
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-566- 18.34% |
$37.9K - $46.1K
|
2.52K
$245K
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-566- 2.26% |
$37.9K - $46.1K
|
24.5K
$2.38M
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-570- 3.6% |
$38.1K - $46.4K
|
15.3K
$1.49M
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-572- 1.16% |
$38.3K - $46.6K
|
48.7K
$4.73M
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-576- 0.79% |
$38.5K - $46.9K
|
72.8K
$7.08M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-578- 0.73% |
$38.7K - $47K
|
78.9K
$7.67M
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-580- 14.74% |
$38.8K - $47.2K
|
3.35K
$326K
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-584- 11.48% |
$39.1K - $47.5K
|
4.5K
$438K
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-586- 2.66% |
$39.2K - $47.7K
|
21.4K
$2.08M
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-590- 1.71% |
$39.5K - $48K
|
33.9K
$3.3M
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-600- 1.12% |
$40.1K - $48.8K
|
52.8K
$5.14M
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-601- 6.76% |
$40.2K - $48.9K
|
8.29K
$807K
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-601- 6.65% |
$40.2K - $48.9K
|
8.44K
$821K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-602- 1.07% |
$40.3K - $49K
|
55.9K
$5.44M
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-602- 3.18% |
$40.3K - $49K
|
18.3K
$1.78M
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-610- 2.94% |
$40.8K - $49.7K
|
20.1K
$1.96M
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-610- 3.77% |
$40.8K - $49.7K
|
15.6K
$1.52M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-610- 4.59% |
$40.8K - $49.7K
|
12.7K
$1.23M
|