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
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
33.3K+ 93.02% |
$2.23M - $2.71M
|
69.1K
$6.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
32.3K+ 12.27% |
$2.16M - $2.63M
|
296K
$28.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
32.3K+ 65.4% |
$2.16M - $2.63M
|
81.7K
$7.76M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
32.2K+ 63.3% |
$2.16M - $2.62M
|
83.2K
$7.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
31.9K+ 186.52% |
$2.14M - $2.6M
|
49K
$4.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
31.7K+ 226.66% |
$2.12M - $2.58M
|
45.7K
$4.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
31.2K+ 4.5% |
$2.09M - $2.54M
|
723K
$68.7M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
30.6K+ 5.94% |
$2.05M - $2.49M
|
547K
$51.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
30.1KNew |
$2.01M - $2.45M
|
30.1K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
30KNew |
$2.01M - $2.44M
|
30K
$2.85M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
30K+ 394.53% |
$2M - $2.44M
|
37.5K
$3.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
29.8K+ 11.96% |
$1.99M - $2.42M
|
279K
$26.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
29.7K+ 15.85% |
$1.99M - $2.42M
|
217K
$20.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
29.2K+ 157.18% |
$1.95M - $2.38M
|
47.8K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.1K+ 8.34% |
$1.95M - $2.37M
|
378K
$35.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
28.6KNew |
$1.91M - $2.33M
|
28.6K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
28.3K+ 156.77% |
$1.9M - $2.31M
|
46.4K
$4.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
28.3K+ 3.99% |
$1.9M - $2.31M
|
738K
$70.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.5K+ 4.49% |
$1.84M - $2.24M
|
640K
$60.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
27.3K+ 17.46% |
$1.83M - $2.22M
|
184K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
27.1K+ 18.03% |
$1.82M - $2.21M
|
178K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
26.2KNew |
$1.76M - $2.14M
|
26.2K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
26.2K+ 51.82% |
$1.75M - $2.13M
|
76.7K
$7.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
26KNew |
$1.74M - $2.12M
|
26K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
26K+ 16.23% |
$1.74M - $2.12M
|
186K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
25.8K+ 1.81% |
$1.72M - $2.1M
|
1.45M
$138M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
25.7KNew |
$1.72M - $2.09M
|
25.7K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
25.6K+ 27.83% |
$1.71M - $2.09M
|
118K
$11.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
25.6K+ 1.28% |
$1.71M - $2.08M
|
2.02M
$192M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
25.4K+ 1.47% |
$1.7M - $2.07M
|
1.75M
$167M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25.4K+ 3.81% |
$1.7M - $2.07M
|
692K
$65.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
25.3K+ 166.07% |
$1.69M - $2.06M
|
40.5K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.1K+ 17.24% |
$1.68M - $2.04M
|
170K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
25K+ 2.47% |
$1.67M - $2.04M
|
1.04M
$98.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
24.6K+ 96.01% |
$1.65M - $2M
|
50.3K
$4.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
24.3K+ 13.39% |
$1.63M - $1.98M
|
206K
$19.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
24.2K+ 322.89% |
$1.62M - $1.97M
|
31.7K
$3.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.7K+ 12.9% |
$1.59M - $1.93M
|
208K
$19.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
23.6K+ 69.93% |
$1.58M - $1.92M
|
57.4K
$5.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
23.5K+ 110.24% |
$1.57M - $1.92M
|
44.9K
$4.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
23K+ 12.35% |
$1.54M - $1.87M
|
209K
$19.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
22.7KNew |
$1.52M - $1.85M
|
22.7K
$2.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
22.7K+ 113.27% |
$1.52M - $1.85M
|
42.7K
$4.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.5K+ 37.63% |
$1.51M - $1.83M
|
82.3K
$7.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
22.4K+ 4.74% |
$1.5M - $1.82M
|
495K
$47M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
22.2K+ 31.92% |
$1.48M - $1.81M
|
91.6K
$8.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
22.1K+ 1.08% |
$1.48M - $1.8M
|
2.08M
$197M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
22.1K+ 102.53% |
$1.48M - $1.8M
|
43.6K
$4.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21.8K+ 4.52% |
$1.46M - $1.77M
|
504K
$47.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
21.2K+ 27.74% |
$1.42M - $1.73M
|
97.8K
$9.29M
|