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 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-777- 1.39% |
$52K - $63.2K
|
55.3K
$5.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-779- 1.18% |
$52.1K - $63.4K
|
65.4K
$6.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-786- 3.71% |
$52.6K - $64K
|
20.4K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-789- 2.64% |
$52.8K - $64.2K
|
29.1K
$2.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-797- 14.03% |
$53.3K - $64.9K
|
4.88K
$475K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-800- 1.56% |
$53.5K - $65.1K
|
50.5K
$4.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-803- 0.64% |
$53.7K - $65.4K
|
124K
$12.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-818- 0.49% |
$54.7K - $66.6K
|
166K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-820- 0.87% |
$54.9K - $66.7K
|
93K
$9.04M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-821- 1.38% |
$54.9K - $66.8K
|
58.7K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-822- 12.34% |
$55K - $66.9K
|
5.84K
$568K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-825- 0.92% |
$55.2K - $67.2K
|
88.9K
$8.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-825- 5.48% |
$55.2K - $67.2K
|
14.2K
$1.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-828- 3.94% |
$55.4K - $67.4K
|
20.2K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-829- 0.26% |
$55.5K - $67.5K
|
313K
$30.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-830- 2.89% |
$55.5K - $67.6K
|
27.9K
$2.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-833- 1.1% |
$55.7K - $67.8K
|
74.6K
$7.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-841- 4.91% |
$56.3K - $68.5K
|
16.3K
$1.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-846- 4.14% |
$56.6K - $68.9K
|
19.6K
$1.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-847- 2.09% |
$56.7K - $68.9K
|
39.6K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-848- 0.05% |
$56.7K - $69K
|
1.58M
$154M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-851- 0.58% |
$56.9K - $69.3K
|
146K
$14.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-854- 4.49% |
$57.1K - $69.5K
|
18.2K
$1.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-854- 2.38% |
$57.1K - $69.5K
|
35K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Tabor Asset Management, LP
New York, NY |
SELL
|
- |
-856- 1.29% |
$57.3K - $69.7K
|
65.5K
$6.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-860- 9.55% |
$57.5K - $70K
|
8.14K
$792K
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-864- 0.8% |
$57.8K - $70.3K
|
108K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-867- 0.55% |
$58K - $70.6K
|
156K
$15.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-881- 6.16% |
$58.9K - $71.7K
|
13.4K
$1.31M
|
|
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-882- 5.35% |
$59K - $71.8K
|
15.6K
$1.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-886- 1.59% |
$59.3K - $72.1K
|
54.7K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-888- 13.88% |
$59.4K - $72.3K
|
5.51K
$536K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-889- 18.43% |
$59.5K - $72.4K
|
3.94K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-897- 8.84% |
$60K - $73K
|
9.25K
$900K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-900- 6.93% |
$60.2K - $73.3K
|
12.1K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-902- 7.11% |
$60.4K - $73.4K
|
11.8K
$1.15M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-910- 4.07% |
$60.9K - $74.1K
|
21.4K
$2.09M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-916- 2.23% |
$61.3K - $74.6K
|
40.1K
$3.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-925- 11.83% |
$61.9K - $75.3K
|
6.89K
$670K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-928- 3.8% |
$62.1K - $75.5K
|
23.5K
$2.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-934- 7.38% |
$62.5K - $76K
|
11.7K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-943- 7.99% |
$63.1K - $76.8K
|
10.9K
$1.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-944- 3.68% |
$63.2K - $76.8K
|
24.7K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-950- 0.6% |
$63.6K - $77.3K
|
158K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-950- 6.15% |
$63.6K - $77.3K
|
14.5K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-960- 1.16% |
$64.2K - $78.1K
|
82.1K
$7.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-976- 1.79% |
$65.3K - $79.4K
|
53.5K
$5.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-976- 7.4% |
$65.3K - $79.4K
|
12.2K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-980- 5.65% |
$65.6K - $79.8K
|
16.4K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-995- 1.25% |
$66.6K - $81K
|
78.9K
$7.68M
|