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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
118New |
$7.9K - $9.61K
|
118
$12.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
117+ 0.82% |
$7.83K - $9.52K
|
14.4K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
115+ 1.44% |
$7.69K - $9.36K
|
8.11K
$831K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
112+ 1.56% |
$7.49K - $9.12K
|
7.29K
$747K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
111+ 1.09% |
$7.43K - $9.04K
|
10.3K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
110+ 1.11% |
$7.36K - $8.95K
|
10K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
110+ 2.59% |
$7.36K - $8.95K
|
4.35K
$446K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
110+ 1.1% |
$7.36K - $8.95K
|
10.1K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
109+ 3.41% |
$7.29K - $8.87K
|
3.31K
$339K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
107+ 0.63% |
$7.16K - $8.71K
|
17.1K
$1.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
106+ 2.07% |
$7.09K - $8.63K
|
5.23K
$536K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
106+ 2.03% |
$7.09K - $8.63K
|
5.32K
$545K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
105+ 13.21% |
$7.03K - $8.55K
|
900
$92.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
105+ 1.08% |
$7.03K - $8.55K
|
9.81K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
105+ 3.04% |
$7.03K - $8.55K
|
3.56K
$365K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
104+ 2.28% |
$6.96K - $8.47K
|
4.66K
$478K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
103+ 2.18% |
$6.89K - $8.38K
|
4.82K
$494K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
102+ 0.13% |
$6.82K - $8.3K
|
81.3K
$8.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
102+ 1.71% |
$6.82K - $8.3K
|
6.07K
$621K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
102+ 0.33% |
$6.82K - $8.3K
|
30.6K
$3.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
102+ 1.29% |
$6.82K - $8.3K
|
8.01K
$821K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
101+ 0.69% |
$6.76K - $8.22K
|
14.8K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
101+ 0.84% |
$6.76K - $8.22K
|
12.1K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100+ 11.45% |
$6.69K - $8.14K
|
973
$99.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
100+ 0.12% |
$6.69K - $8.14K
|
80.4K
$8.23M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
100+ 0.45% |
$6.69K - $8.14K
|
22.5K
$2.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
99+ 2.05% |
$6.62K - $8.06K
|
4.92K
$504K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
98+ 0.35% |
$6.56K - $7.98K
|
28.3K
$2.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
95+ 1.62% |
$6.36K - $7.73K
|
5.97K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
94+ 0.54% |
$6.29K - $7.65K
|
17.5K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
93+ 0.91% |
$6.22K - $7.57K
|
10.3K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
93+ 0.08% |
$6.22K - $7.57K
|
122K
$12.5M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
92+ 0.8% |
$6.16K - $7.49K
|
11.5K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
92+ 0.85% |
$6.16K - $7.49K
|
10.9K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
91+ 0.41% |
$6.09K - $7.41K
|
22.6K
$2.31M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
90+ 1.24% |
$6.02K - $7.33K
|
7.34K
$752K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
89+ 1.26% |
$5.95K - $7.24K
|
7.14K
$731K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
88+ 2.12% |
$5.89K - $7.16K
|
4.23K
$434K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
87+ 1.53% |
$5.82K - $7.08K
|
5.79K
$593K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
85+ 1.19% |
$5.69K - $6.92K
|
7.23K
$741K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
83+ 0.47% |
$5.55K - $6.76K
|
17.8K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
82+ 1.63% |
$5.49K - $6.67K
|
5.13K
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
82+ 0.22% |
$5.49K - $6.67K
|
37.4K
$3.83M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
81+ 1.58% |
$5.42K - $6.59K
|
5.2K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
80+ 1.94% |
$5.35K - $6.51K
|
4.21K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
80+ 0.79% |
$5.35K - $6.51K
|
10.3K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
79+ 2.01% |
$5.29K - $6.43K
|
4.01K
$411K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
78+ 0.32% |
$5.22K - $6.35K
|
24.7K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
78+ 0.62% |
$5.22K - $6.35K
|
12.6K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
77+ 0.1% |
$5.15K - $6.27K
|
79.5K
$8.14M
|