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
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
3.83KNew |
$256K - $311K
|
3.83K
$402K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.82K+ 7.22% |
$256K - $311K
|
56.8K
$5.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.82K+ 10.67% |
$255K - $311K
|
39.6K
$4.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.81K+ 28.87% |
$255K - $310K
|
17K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.78K+ 13.86% |
$253K - $308K
|
31K
$3.26M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3.75KNew |
$251K - $305K
|
3.75K
$394K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
3.74K+ 1.31% |
$250K - $305K
|
290K
$30.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.71K+ 4.62% |
$248K - $302K
|
83.8K
$8.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.7K+ 6.2% |
$248K - $301K
|
63.4K
$6.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.69K+ 14.1% |
$247K - $301K
|
29.9K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.69KNew |
$247K - $300K
|
3.69K
$387K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.68KNew |
$246K - $300K
|
3.68K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.64KNew |
$243K - $296K
|
3.64K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
3.63K+ 6.56% |
$243K - $295K
|
59K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.61K+ 3.67% |
$242K - $294K
|
102K
$10.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.57K+ 30.95% |
$239K - $290K
|
15.1K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.55K+ 0.84% |
$238K - $289K
|
425K
$44.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
3.54K+ 8.04% |
$237K - $288K
|
47.5K
$4.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.54K+ 1.83% |
$237K - $288K
|
197K
$20.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.53KNew |
$236K - $287K
|
3.53K
$370K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
3.52K+ 22.57% |
$236K - $287K
|
19.1K
$2.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.48K+ 47.56% |
$233K - $283K
|
10.8K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
3.45K+ 8.61% |
$231K - $280K
|
43.4K
$4.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.44KNew |
$230K - $280K
|
3.44K
$361K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.42KNew |
$229K - $279K
|
3.42K
$360K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
3.39K+ 2.37% |
$227K - $276K
|
147K
$15.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.38K+ 10.17% |
$226K - $275K
|
36.6K
$3.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.36KNew |
$225K - $274K
|
3.36K
$353K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3.36KNew |
$225K - $273K
|
3.36K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.34KNew |
$224K - $272K
|
3.34K
$351K
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
3.33KNew |
$223K - $271K
|
3.33K
$350K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.32K+ 10.28% |
$222K - $270K
|
35.6K
$3.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
3.29KNew |
$220K - $268K
|
3.29K
$346K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.28K+ 4.98% |
$219K - $267K
|
69.1K
$7.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3.26KNew |
$218K - $265K
|
3.26K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.26K+ 3.45% |
$218K - $265K
|
97.8K
$10.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.26KNew |
$218K - $265K
|
3.26K
$342K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
3.24K+ 1.41% |
$217K - $264K
|
233K
$24.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.23KNew |
$216K - $263K
|
3.23K
$340K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.23K+ 10.5% |
$216K - $263K
|
34K
$3.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.22KNew |
$215K - $262K
|
3.22K
$338K
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
3.21K+ 22.77% |
$215K - $261K
|
17.3K
$1.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.2K+ 10.15% |
$214K - $260K
|
34.7K
$3.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.2K+ 6.45% |
$214K - $260K
|
52.7K
$5.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3.19KNew |
$214K - $260K
|
3.19K
$335K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.18K+ 1.82% |
$213K - $259K
|
178K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.16KNew |
$212K - $258K
|
3.16K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
3.16KNew |
$211K - $257K
|
3.16K
$332K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.15K+ 26.14% |
$211K - $256K
|
15.2K
$1.6M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.13K+ 2.6% |
$210K - $255K
|
124K
$13M
|