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 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
462+ 0.72% |
$30.9K - $37.6K
|
64.7K
$6.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
462+ 14.15% |
$30.9K - $37.6K
|
3.73K
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
458+ 9.33% |
$30.6K - $37.3K
|
5.37K
$550K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
457+ 6.7% |
$30.6K - $37.2K
|
7.28K
$746K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
457+ 1.86% |
$30.6K - $37.2K
|
25.1K
$2.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
456+ 11.53% |
$30.5K - $37.1K
|
4.41K
$452K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
456New |
$30.5K - $37.1K
|
456
$46.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
450New |
$30.1K - $36.6K
|
450
$46.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
449+ 2.25% |
$30K - $36.5K
|
20.4K
$2.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
448+ 1.65% |
$30K - $36.5K
|
27.6K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
447+ 3.96% |
$29.9K - $36.4K
|
11.7K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
443+ 3.09% |
$29.6K - $36.1K
|
14.8K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
435+ 0.98% |
$29.1K - $35.4K
|
44.7K
$4.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
431+ 2.38% |
$28.8K - $35.1K
|
18.5K
$1.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
429+ 4.29% |
$28.7K - $34.9K
|
10.4K
$1.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
429+ 5.45% |
$28.7K - $34.9K
|
8.31K
$851K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
425+ 8.91% |
$28.4K - $34.6K
|
5.19K
$532K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
420+ 65.42% |
$28.1K - $34.2K
|
1.06K
$109K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
418+ 12.69% |
$28K - $34K
|
3.71K
$380K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
415+ 1.54% |
$27.8K - $33.8K
|
27.4K
$2.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
415+ 5.35% |
$27.8K - $33.8K
|
8.17K
$837K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
414+ 0.66% |
$27.7K - $33.7K
|
63.6K
$6.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
412+ 12.38% |
$27.6K - $33.5K
|
3.74K
$383K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
405New |
$27.1K - $33K
|
405
$41.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
403+ 2.88% |
$27K - $32.8K
|
14.4K
$1.47M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
402+ 7.09% |
$26.9K - $32.7K
|
6.07K
$622K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
397+ 1.15% |
$26.6K - $32.3K
|
35K
$3.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
397+ 0.41% |
$26.6K - $32.3K
|
97.3K
$9.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
396+ 1.28% |
$26.5K - $32.2K
|
31.3K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
393+ 2.81% |
$26.3K - $32K
|
14.4K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
392+ 6.91% |
$26.2K - $31.9K
|
6.07K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
391+ 7.3% |
$26.2K - $31.8K
|
5.75K
$589K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
381+ 1.85% |
$25.5K - $31K
|
21K
$2.15M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
381+ 0.12% |
$25.5K - $31K
|
316K
$32.4M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
378+ 2.98% |
$25.3K - $30.8K
|
13K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
376+ 5.7% |
$25.2K - $30.6K
|
6.97K
$714K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
375+ 4.34% |
$25.1K - $30.5K
|
9.01K
$923K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
375+ 0.25% |
$25.1K - $30.5K
|
151K
$15.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
373+ 4.06% |
$25K - $30.4K
|
9.55K
$979K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
372+ 0.48% |
$24.9K - $30.3K
|
78.6K
$8.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
371+ 1.49% |
$24.8K - $30.2K
|
25.3K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
369+ 0.45% |
$24.7K - $30K
|
82.1K
$8.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
368+ 0.24% |
$24.6K - $30K
|
155K
$15.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
366+ 5.35% |
$24.5K - $29.8K
|
7.21K
$739K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
364+ 4.19% |
$24.4K - $29.6K
|
9.05K
$928K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
364+ 1.08% |
$24.4K - $29.6K
|
34.1K
$3.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
363+ 7.46% |
$24.3K - $29.5K
|
5.23K
$536K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
363+ 4.39% |
$24.3K - $29.5K
|
8.64K
$885K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
361+ 1.6% |
$24.2K - $29.4K
|
23K
$2.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
360+ 4.42% |
$24.1K - $29.3K
|
8.51K
$872K
|