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 |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
294+ 10.69% |
$19.7K - $23.9K
|
3.04K
$312K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
292+ 3.96% |
$19.5K - $23.8K
|
7.67K
$786K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
292+ 11.61% |
$19.5K - $23.8K
|
2.81K
$288K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
292+ 6.0% |
$19.5K - $23.8K
|
5.16K
$529K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
287+ 2.4% |
$19.2K - $23.4K
|
12.3K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
287+ 3.88% |
$19.2K - $23.4K
|
7.68K
$787K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
284+ 3.94% |
$19K - $23.1K
|
7.49K
$768K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
283+ 0.46% |
$18.9K - $23K
|
61.4K
$6.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
281+ 1.66% |
$18.8K - $22.9K
|
17.2K
$1.76M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
278+ 3.72% |
$18.6K - $22.6K
|
7.75K
$795K
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
278+ 4.89% |
$18.6K - $22.6K
|
5.96K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
278+ 1.16% |
$18.6K - $22.6K
|
24.3K
$2.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
275+ 45.83% |
$18.4K - $22.4K
|
875
$89.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
275+ 1.48% |
$18.4K - $22.4K
|
18.9K
$1.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
274+ 7.12% |
$18.3K - $22.3K
|
4.12K
$422K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
272+ 0.09% |
$18.2K - $22.1K
|
310K
$31.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
265+ 20.17% |
$17.7K - $21.6K
|
1.58K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
264+ 0.81% |
$17.7K - $21.5K
|
33K
$3.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
262+ 0.66% |
$17.5K - $21.3K
|
40.1K
$4.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
261+ 3.21% |
$17.5K - $21.2K
|
8.39K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
258+ 1.89% |
$17.3K - $21K
|
13.9K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
256New |
$17.1K - $20.8K
|
256
$26.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
252+ 4.1% |
$16.9K - $20.5K
|
6.4K
$656K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
252+ 1.82% |
$16.9K - $20.5K
|
14.1K
$1.45M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
252+ 2.33% |
$16.9K - $20.5K
|
11.1K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
250+ 3.51% |
$16.7K - $20.4K
|
7.36K
$754K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
249+ 2.59% |
$16.7K - $20.3K
|
9.85K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
247+ 1.6% |
$16.5K - $20.1K
|
15.7K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
245+ 5.87% |
$16.4K - $19.9K
|
4.42K
$453K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
243+ 4.67% |
$16.3K - $19.8K
|
5.44K
$558K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
242+ 0.3% |
$16.2K - $19.7K
|
81.2K
$8.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
241+ 4.24% |
$16.1K - $19.6K
|
5.93K
$608K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
240+ 114.29% |
$16.1K - $19.5K
|
450
$46.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
238+ 0.43% |
$15.9K - $19.4K
|
55.1K
$5.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
235+ 3.44% |
$15.7K - $19.1K
|
7.07K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
234+ 0.09% |
$15.7K - $19K
|
249K
$25.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
233+ 0.98% |
$15.6K - $19K
|
24.1K
$2.47M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
232+ 2.29% |
$15.5K - $18.9K
|
10.4K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
231+ 1.3% |
$15.5K - $18.8K
|
18K
$1.84M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
229+ 3.18% |
$15.3K - $18.6K
|
7.42K
$760K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
226+ 4.72% |
$15.1K - $18.4K
|
5.01K
$513K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
226+ 5.29% |
$15.1K - $18.4K
|
4.5K
$461K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
225+ 0.86% |
$15.1K - $18.3K
|
26.5K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
223+ 139.38% |
$14.9K - $18.2K
|
383
$39.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
214+ 1.08% |
$14.3K - $17.4K
|
20K
$2.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
214+ 23.41% |
$14.3K - $17.4K
|
1.13K
$116K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
213+ 5.28% |
$14.3K - $17.3K
|
4.24K
$435K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
213+ 44.94% |
$14.3K - $17.3K
|
687
$70.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
212+ 0.65% |
$14.2K - $17.3K
|
32.9K
$3.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
208+ 0.84% |
$13.9K - $16.9K
|
25K
$2.56M
|