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 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.04K+ 13.46% |
$404K - $491K
|
50.9K
$5.24M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.02K+ 4.19% |
$403K - $490K
|
150K
$15.4M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.02K+ 3.2% |
$403K - $490K
|
194K
$20M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6K+ 13.43% |
$402K - $488K
|
50.7K
$5.21M
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
6K+ 86.39% |
$401K - $488K
|
12.9K
$1.33M
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
5.99K+ 38.46% |
$401K - $488K
|
21.6K
$2.22M
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
5.99K+ 12.35% |
$401K - $488K
|
54.5K
$5.61M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
5.98K+ 4.85% |
$400K - $487K
|
129K
$13.3M
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
5.92KNew |
$396K - $482K
|
5.92K
$609K
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
5.9K+ 147.53% |
$395K - $481K
|
9.91K
$1.02M
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
5.9K+ 4.65% |
$395K - $480K
|
133K
$13.7M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.81K+ 48.23% |
$388K - $473K
|
17.8K
$1.84M
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.78KNew |
$387K - $470K
|
5.78K
$595K
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
5.75KNew |
$385K - $468K
|
5.75K
$592K
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
5.74K+ 75.41% |
$384K - $468K
|
13.4K
$1.38M
|
|
Oct 21, 2024
Q3 2024
|
Arlington Partners LLC
|
BUY
|
- |
5.73K+ 11.81% |
$383K - $466K
|
54.2K
$5.58M
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
5.72K+ 8.03% |
$383K - $466K
|
76.9K
$7.92M
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.7K+ 39.58% |
$381K - $464K
|
20.1K
$2.07M
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
5.62K+ 16.55% |
$376K - $457K
|
39.5K
$4.07M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.59K+ 4.85% |
$374K - $455K
|
121K
$12.4M
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.56K+ 16.09% |
$372K - $453K
|
40.1K
$4.13M
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.55K+ 37.6% |
$371K - $452K
|
20.3K
$2.09M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.53K+ 2.93% |
$370K - $450K
|
194K
$20M
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.48K+ 409.95% |
$367K - $446K
|
6.82K
$702K
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.48KNew |
$366K - $446K
|
5.48K
$563K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.46K+ 18.7% |
$365K - $445K
|
34.7K
$3.57M
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
5.44K+ 14.17% |
$364K - $443K
|
43.8K
$4.51M
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
5.41K+ 2.84% |
$362K - $440K
|
196K
$20.2M
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.4K+ 8.04% |
$361K - $440K
|
72.6K
$7.47M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.39K+ 13.59% |
$361K - $439K
|
45K
$4.64M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.3K+ 51.31% |
$354K - $431K
|
15.6K
$1.61M
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.25K+ 3.57% |
$351K - $427K
|
152K
$15.7M
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
5.23KNew |
$350K - $426K
|
5.23K
$538K
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
5.2KNew |
$348K - $423K
|
5.2K
$535K
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
5.19KNew |
$347K - $422K
|
5.19K
$534K
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
5.15KNew |
$345K - $419K
|
5.15K
$530K
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
5.13K+ 2.29% |
$343K - $417K
|
229K
$23.6M
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.12KNew |
$342K - $416K
|
5.12K
$526K
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
5.09K+ 48.26% |
$341K - $414K
|
15.6K
$1.61M
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
5.05K+ 18.51% |
$338K - $411K
|
32.3K
$3.32M
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.98K+ 0.3% |
$333K - $405K
|
1.64M
$169M
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
4.95K+ 1.35% |
$331K - $403K
|
372K
$38.3M
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.9K+ 101.09% |
$328K - $399K
|
9.74K
$1M
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.85K+ 8.08% |
$325K - $395K
|
64.9K
$6.68M
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.84K+ 8.33% |
$324K - $394K
|
63K
$6.49M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.84K+ 12.78% |
$324K - $394K
|
42.8K
$4.4M
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
4.83K+ 29.58% |
$323K - $393K
|
21.2K
$2.18M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.82K+ 1.42% |
$323K - $393K
|
345K
$35.5M
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
4.8KNew |
$321K - $391K
|
4.8K
$494K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.8K+ 1.71% |
$321K - $390K
|
285K
$29.3M
|