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 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
BUY
|
- |
555+ 0.56% |
$37.1K - $45.2K
|
99.6K
$10.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
551+ 1.52% |
$36.9K - $44.9K
|
36.9K
$3.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
550+ 4.53% |
$36.8K - $44.8K
|
12.7K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
549+ 9.26% |
$36.7K - $44.7K
|
6.48K
$664K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
545+ 1.07% |
$36.5K - $44.4K
|
51.6K
$5.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
541+ 1.21% |
$36.2K - $44K
|
45.1K
$4.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
539+ 13.73% |
$36.1K - $43.9K
|
4.47K
$458K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
539+ 3.95% |
$36.1K - $43.9K
|
14.2K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
534+ 10.11% |
$35.7K - $43.5K
|
5.82K
$596K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
528+ 12.46% |
$35.3K - $43K
|
4.76K
$488K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
528+ 3.63% |
$35.3K - $43K
|
15.1K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
528+ 0.63% |
$35.3K - $43K
|
84.6K
$8.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
528+ 600.0% |
$35.3K - $43K
|
616
$63.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
525+ 2.68% |
$35.1K - $42.7K
|
20.1K
$2.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
524+ 1.35% |
$35.1K - $42.7K
|
39.3K
$4.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
518+ 7.01% |
$34.7K - $42.2K
|
7.91K
$810K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
515+ 0.09% |
$34.5K - $41.9K
|
566K
$58M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
514+ 0.98% |
$34.4K - $41.8K
|
53K
$5.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
512+ 4.92% |
$34.3K - $41.7K
|
10.9K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
512+ 2.61% |
$34.3K - $41.7K
|
20.2K
$2.06M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
507+ 3.18% |
$33.9K - $41.3K
|
16.5K
$1.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
507+ 2.72% |
$33.9K - $41.3K
|
19.2K
$1.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
507+ 15.45% |
$33.9K - $41.3K
|
3.79K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
505New |
$33.8K - $41.1K
|
505
$51.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
505New |
$33.8K - $41.1K
|
505
$51.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
502+ 1.55% |
$33.6K - $40.9K
|
32.8K
$3.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
502+ 14.65% |
$33.6K - $40.9K
|
3.93K
$403K
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500+ 16.67% |
$33.5K - $40.7K
|
3.5K
$359K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
500+ 4.42% |
$33.5K - $40.7K
|
11.8K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
500New |
$33.5K - $40.7K
|
500
$51.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
499+ 0.49% |
$33.4K - $40.6K
|
101K
$10.4M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
496+ 0.8% |
$33.2K - $40.4K
|
62.2K
$6.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
496+ 8.63% |
$33.2K - $40.4K
|
6.25K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
496New |
$33.2K - $40.4K
|
496
$50.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
495+ 0.18% |
$33.1K - $40.3K
|
282K
$28.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
493+ 1.03% |
$33K - $40.1K
|
48.3K
$4.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
490+ 2.23% |
$32.8K - $39.9K
|
22.4K
$2.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
488+ 0.61% |
$32.7K - $39.7K
|
80.9K
$8.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
486+ 15.87% |
$32.5K - $39.6K
|
3.55K
$364K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
480+ 1.54% |
$32.1K - $39.1K
|
31.6K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
480+ 3.39% |
$32.1K - $39.1K
|
14.7K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
476+ 2.4% |
$31.8K - $38.7K
|
20.3K
$2.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
475+ 0.2% |
$31.8K - $38.7K
|
236K
$24.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
474+ 0.73% |
$31.7K - $38.6K
|
65.6K
$6.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
472+ 0.84% |
$31.6K - $38.4K
|
57K
$5.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
469+ 4.59% |
$31.4K - $38.2K
|
10.7K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
467+ 0.26% |
$31.2K - $38K
|
182K
$18.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
466+ 4.79% |
$31.2K - $37.9K
|
10.2K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
465+ 1.54% |
$31.1K - $37.9K
|
30.6K
$3.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
464+ 2.46% |
$31K - $37.8K
|
19.3K
$1.98M
|