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 14, 2024
Q3 2024
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-100- 2.78% |
$6.69K - $8.14K
|
3.49K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-100- 2.15% |
$6.69K - $8.14K
|
4.56K
$467K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-100- 0.39% |
$6.69K - $8.14K
|
25.4K
$2.61M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-102- 1.42% |
$6.82K - $8.3K
|
7.08K
$726K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-104- 2.37% |
$6.96K - $8.47K
|
4.29K
$439K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-105- 0.83% |
$7.03K - $8.55K
|
12.5K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-105- 0.51% |
$7.03K - $8.55K
|
20.6K
$2.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-105- 0.54% |
$7.03K - $8.55K
|
19.5K
$2M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-106- 0.38% |
$7.09K - $8.63K
|
28K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-106- 1.12% |
$7.09K - $8.63K
|
9.35K
$958K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-107- 5.97% |
$7.16K - $8.71K
|
1.68K
$173K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-108- 11.83% |
$7.23K - $8.79K
|
805
$82.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-109- 6.34% |
$7.29K - $8.87K
|
1.61K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-109- 3.0% |
$7.29K - $8.87K
|
3.53K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-109- 0.4% |
$7.29K - $8.87K
|
27.2K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-110- 0.38% |
$7.36K - $8.95K
|
28.7K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-114- 0.13% |
$7.63K - $9.28K
|
86.1K
$8.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-115- 1.14% |
$7.69K - $9.36K
|
9.96K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-116- 0.75% |
$7.76K - $9.44K
|
15.3K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-117- 2.27% |
$7.83K - $9.52K
|
5.05K
$517K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-117- 1.41% |
$7.83K - $9.52K
|
8.19K
$839K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-117- 8.07% |
$7.83K - $9.52K
|
1.33K
$136K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-117- 0.45% |
$7.83K - $9.52K
|
25.7K
$2.63M
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-120- 1.32% |
$8.03K - $9.77K
|
8.94K
$916K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-122- 3.37% |
$8.16K - $9.93K
|
3.5K
$359K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-122- 1.5% |
$8.16K - $9.93K
|
8.03K
$823K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-122- 1.78% |
$8.16K - $9.93K
|
6.72K
$688K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-125- 0.06% |
$8.36K - $10.2K
|
221K
$22.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-125- 0.23% |
$8.36K - $10.2K
|
54.6K
$5.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-126- 2.18% |
$8.43K - $10.3K
|
5.66K
$580K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-130- 0.18% |
$8.7K - $10.6K
|
70.4K
$7.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-131- 0.58% |
$8.77K - $10.7K
|
22.5K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-131- 0.57% |
$8.77K - $10.7K
|
22.7K
$2.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-132- 0.25% |
$8.83K - $10.7K
|
52.7K
$5.4M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-132- 0.07% |
$8.83K - $10.7K
|
181K
$18.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-136- 0.53% |
$9.1K - $11.1K
|
25.6K
$2.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-138- 1.59% |
$9.23K - $11.2K
|
8.54K
$876K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-139- 0.24% |
$9.3K - $11.3K
|
57.1K
$5.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-140- 0.65% |
$9.37K - $11.4K
|
21.3K
$2.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-141- 1.66% |
$9.43K - $11.5K
|
8.36K
$857K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-142- 1.58% |
$9.5K - $11.6K
|
8.84K
$906K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-142- 0.45% |
$9.5K - $11.6K
|
31.5K
$3.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-145- 42.03% |
$9.7K - $11.8K
|
200
$20.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-145- 3.73% |
$9.7K - $11.8K
|
3.74K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-147- 1.28% |
$9.84K - $12K
|
11.3K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-147- 2.38% |
$9.84K - $12K
|
6.03K
$618K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-148- 1.41% |
$9.9K - $12K
|
10.4K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-148- 2.83% |
$9.9K - $12K
|
5.08K
$521K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-149- 15.02% |
$9.97K - $12.1K
|
843
$86.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-150- 0.5% |
$10K - $12.2K
|
29.6K
$3.04M
|