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 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.98K- 0.51% |
$133K - $161K
|
390K
$37.9M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.98K- 37.94% |
$133K - $161K
|
3.24K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.99K- 84.87% |
$133K - $162K
|
354
$34.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.99K- 8.75% |
$133K - $162K
|
20.7K
$2.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2K- 20.15% |
$133K - $162K
|
7.91K
$769K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2K- 5.17% |
$134K - $163K
|
36.7K
$3.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-2.02K- 14.34% |
$135K - $164K
|
12.1K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-2.02K- 2.36% |
$135K - $164K
|
83.5K
$8.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.03K- 5.92% |
$136K - $165K
|
32.2K
$3.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.04K- 1.61% |
$136K - $166K
|
124K
$12.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-2.07K- 3.11% |
$139K - $168K
|
64.6K
$6.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.07K- 8.65% |
$139K - $169K
|
21.9K
$2.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-2.07K- 9.94% |
$139K - $169K
|
18.8K
$1.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.07K- 13.18% |
$139K - $169K
|
13.7K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-2.09K- 1.36% |
$140K - $170K
|
151K
$14.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.09K- 30.61% |
$140K - $170K
|
4.74K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.09K- 1.87% |
$140K - $170K
|
110K
$10.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.09K- 3.17% |
$140K - $170K
|
63.8K
$6.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.09K- 5.13% |
$140K - $170K
|
38.7K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.12K- 1.03% |
$142K - $172K
|
204K
$19.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-2.14K- 8.03% |
$143K - $174K
|
24.5K
$2.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.14K- 43.96% |
$143K - $174K
|
2.73K
$265K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.14K- 27.47% |
$143K - $174K
|
5.66K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.15K- 4.48% |
$144K - $175K
|
45.9K
$4.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2.16K- 0.25% |
$144K - $175K
|
866K
$84.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.16K- 1.71% |
$145K - $176K
|
124K
$12.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.17K- 37.82% |
$145K - $176K
|
3.56K
$347K
|
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-2.18K- 7.26% |
$146K - $178K
|
27.9K
$2.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.2K- 2.5% |
$147K - $179K
|
85.7K
$8.34M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.2K- 11.72% |
$147K - $179K
|
16.6K
$1.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-2.2K- 0.73% |
$147K - $179K
|
301K
$29.3M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-2.22K- 17.15% |
$148K - $180K
|
10.7K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-2.22K- 4.87% |
$148K - $180K
|
43.3K
$4.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-2.23K- 16.02% |
$149K - $181K
|
11.7K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.27K- 8.43% |
$152K - $184K
|
24.6K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.27K- 18.61% |
$152K - $185K
|
9.94K
$967K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.3K- 1.25% |
$154K - $187K
|
181K
$17.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.32K- 2.19% |
$155K - $189K
|
104K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.33K- 14.39% |
$156K - $189K
|
13.8K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.34K- 0.9% |
$156K - $190K
|
257K
$25M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-2.34K- 12.79% |
$156K - $190K
|
15.9K
$1.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.35K- 1.91% |
$157K - $191K
|
120K
$11.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-2.35K- 17.69% |
$157K - $191K
|
10.9K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-2.36K- 0.82% |
$158K - $192K
|
283K
$27.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.38K- 8.07% |
$159K - $193K
|
27.1K
$2.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.39K- 9.3% |
$160K - $194K
|
23.3K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.4K- 2.59% |
$160K - $195K
|
90K
$8.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-2.4K- 5.96% |
$161K - $196K
|
37.9K
$3.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-2.41K- 10.14% |
$161K - $196K
|
21.3K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-2.41K- 5.62% |
$161K - $196K
|
40.5K
$3.94M
|