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 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.48K+ 3.55% |
$166K - $202K
|
72.2K
$7.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.45K+ 0.26% |
$164K - $199K
|
934K
$96.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.44K+ 14.65% |
$163K - $199K
|
19.1K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
2.44K+ 23.83% |
$163K - $198K
|
12.7K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.43K+ 6.05% |
$163K - $198K
|
42.6K
$4.42M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.43K+ 1.39% |
$162K - $197K
|
177K
$18.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.41K+ 18.61% |
$161K - $196K
|
15.4K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.41K+ 8.94% |
$161K - $196K
|
29.4K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
2.4K+ 19.88% |
$161K - $195K
|
14.5K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.37K+ 26.99% |
$159K - $193K
|
11.2K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.35K+ 24.53% |
$157K - $191K
|
11.9K
$1.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.34K+ 4.9% |
$157K - $191K
|
50.2K
$5.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.34K+ 112.92% |
$157K - $191K
|
4.42K
$458K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.32K+ 4.33% |
$155K - $189K
|
55.8K
$5.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.28K+ 18.24% |
$152K - $185K
|
14.8K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.27K+ 27.4% |
$152K - $185K
|
10.6K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.27K+ 28.58% |
$152K - $185K
|
10.2K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 3.48% |
$152K - $185K
|
67.5K
$6.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.26K+ 19.64% |
$151K - $184K
|
13.8K
$1.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.25K+ 4.58% |
$151K - $183K
|
51.4K
$5.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.25K+ 13.05% |
$150K - $183K
|
19.5K
$2.02M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
2.23KNew |
$149K - $182K
|
2.23K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.21K+ 70.64% |
$148K - $180K
|
5.35K
$554K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.2K+ 5.47% |
$147K - $179K
|
42.5K
$4.4M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
2.19K+ 10.92% |
$147K - $178K
|
22.3K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.17K+ 4.22% |
$145K - $176K
|
53.5K
$5.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.15K+ 8.72% |
$144K - $175K
|
26.8K
$2.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.15K+ 4.26% |
$144K - $175K
|
52.6K
$5.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.13K+ 1.32% |
$143K - $173K
|
164K
$17M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.12K+ 1.37% |
$142K - $173K
|
157K
$16.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.12K+ 3.48% |
$142K - $172K
|
63.1K
$6.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
2.11K+ 4.21% |
$141K - $172K
|
52.2K
$5.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
2.1K+ 1.02% |
$141K - $171K
|
207K
$21.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
2.1K+ 1.03% |
$140K - $171K
|
206K
$21.4M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.08K+ 51.18% |
$139K - $169K
|
6.15K
$637K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.07K+ 24.14% |
$139K - $169K
|
10.6K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.07K+ 6.85% |
$138K - $168K
|
32.3K
$3.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.06K+ 31.39% |
$138K - $168K
|
8.63K
$894K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.06K+ 23.53% |
$138K - $168K
|
10.8K
$1.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
2.05K+ 1.51% |
$137K - $167K
|
138K
$14.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.05K+ 68.3% |
$137K - $166K
|
5.04K
$522K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 13.39% |
$137K - $166K
|
17.3K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.03K+ 2.81% |
$136K - $165K
|
74.3K
$7.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.02K+ 47.96% |
$135K - $165K
|
6.24K
$647K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.01K+ 2.0% |
$135K - $164K
|
102K
$10.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.01K+ 10.35% |
$134K - $163K
|
21.4K
$2.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2K+ 7.54% |
$134K - $163K
|
28.5K
$2.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
2K+ 2.13% |
$134K - $163K
|
95.9K
$9.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.99K+ 3.99% |
$133K - $162K
|
51.8K
$5.37M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.97K+ 6.74% |
$132K - $160K
|
31.2K
$3.23M
|