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 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.7K- 17.96% |
$248K - $301K
|
16.9K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-3.71K- 0.72% |
$248K - $302K
|
509K
$49.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.76K- 36.18% |
$252K - $306K
|
6.63K
$645K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.76K- 35.25% |
$252K - $306K
|
6.91K
$672K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.79K- 4.28% |
$253K - $308K
|
84.7K
$8.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.79K- 13.19% |
$254K - $309K
|
25K
$2.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-3.82K- 8.39% |
$256K - $311K
|
41.7K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.85K- 42.18% |
$257K - $313K
|
5.27K
$513K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-3.87K- 2.16% |
$259K - $315K
|
175K
$17.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.89K- 3.06% |
$260K - $316K
|
123K
$12M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-3.9K- 47.05% |
$261K - $317K
|
4.39K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-3.9K- 55.56% |
$261K - $317K
|
3.12K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3.93K- 24.75% |
$263K - $320K
|
11.9K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.95K- 23.14% |
$264K - $321K
|
13.1K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-4.03K- 14.25% |
$269K - $328K
|
24.2K
$2.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.05K- 5.05% |
$271K - $330K
|
76.2K
$7.41M
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.05K- 5.05% |
$271K - $330K
|
76.2K
$7.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4.07K- 7.74% |
$272K - $331K
|
48.5K
$4.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-4.07K- 14.99% |
$273K - $332K
|
23.1K
$2.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.08K- 10.34% |
$273K - $332K
|
35.4K
$3.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.08K- 5.34% |
$273K - $332K
|
72.4K
$7.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.11K- 0.98% |
$275K - $335K
|
414K
$40.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4.12K- 6.1% |
$275K - $335K
|
63.4K
$6.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4.2K- 1.6% |
$281K - $341K
|
258K
$25.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.25K- 2.93% |
$284K - $346K
|
141K
$13.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.29K- 46.13% |
$287K - $349K
|
5.01K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-4.29K- 32.61% |
$287K - $350K
|
8.88K
$863K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-4.32K- 6.43% |
$289K - $351K
|
62.9K
$6.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-4.33K- 18.32% |
$290K - $353K
|
19.3K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.36K- 6.41% |
$292K - $355K
|
63.7K
$6.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-4.37K- 30.74% |
$292K - $356K
|
9.84K
$957K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-4.38K- 17.58% |
$293K - $356K
|
20.5K
$2M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.43K- 11.31% |
$296K - $360K
|
34.7K
$3.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-4.48K- 8.51% |
$300K - $365K
|
48.2K
$4.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.52K- 3.71% |
$302K - $368K
|
117K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
SELL
|
- |
-4.53K- 7.3% |
$303K - $369K
|
57.6K
$5.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-4.57K- 11.9% |
$305K - $372K
|
33.8K
$3.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-4.59K- 20.99% |
$307K - $373K
|
17.3K
$1.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.59K- 0.52% |
$307K - $374K
|
877K
$85.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-4.6K- 13.34% |
$308K - $374K
|
29.9K
$2.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.61K- 15.69% |
$308K - $375K
|
24.7K
$2.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.64K- 3.45% |
$311K - $378K
|
130K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.69K- 12.16% |
$314K - $381K
|
33.9K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-4.7K- 2.33% |
$314K - $383K
|
197K
$19.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.72K- 1.56% |
$316K - $384K
|
297K
$28.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-4.73K- 3.27% |
$317K - $385K
|
140K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-4.79K- 2.86% |
$320K - $390K
|
163K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-4.82K- 0.53% |
$322K - $392K
|
912K
$88.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-4.83K- 16.37% |
$323K - $393K
|
24.7K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.84K- 3.52% |
$324K - $394K
|
133K
$12.9M
|