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 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3.13KNew |
$209K - $255K
|
3.13K
$329K
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
3.12KNew |
$209K - $254K
|
3.12K
$328K
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.11K+ 2.02% |
$208K - $253K
|
157K
$16.5M
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
3.1K+ 0.43% |
$207K - $252K
|
718K
$75.5M
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
3.09KNew |
$207K - $251K
|
3.09K
$324K
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
3.09K+ 36.91% |
$206K - $251K
|
11.4K
$1.2M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.08K+ 4.35% |
$206K - $250K
|
73.8K
$7.76M
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.07KNew |
$206K - $250K
|
3.07K
$323K
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.06K+ 8.43% |
$205K - $249K
|
39.4K
$4.14M
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.06KNew |
$205K - $249K
|
3.06K
$322K
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.06KNew |
$205K - $249K
|
3.06K
$322K
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.06KNew |
$205K - $249K
|
3.06K
$321K
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.05K+ 18.44% |
$204K - $248K
|
19.6K
$2.06M
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
3.05KNew |
$204K - $248K
|
3.05K
$320K
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.05K+ 14.7% |
$204K - $248K
|
23.8K
$2.5M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.04K+ 3.57% |
$204K - $248K
|
88.2K
$9.26M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.03K+ 11.99% |
$203K - $247K
|
28.3K
$2.98M
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
3.03KNew |
$203K - $247K
|
3.03K
$319K
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$202K - $246K
|
3.02K
$318K
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.02KNew |
$202K - $246K
|
3.02K
$317K
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.02KNew |
$202K - $245K
|
3.02K
$317K
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.01KNew |
$202K - $245K
|
3.01K
$316K
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.01KNew |
$201K - $245K
|
3.01K
$316K
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3.01K+ 2.51% |
$201K - $245K
|
123K
$12.9M
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
3KNew |
$201K - $244K
|
3K
$315K
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
3KNew |
$201K - $244K
|
3K
$315K
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
3K+ 66.67% |
$201K - $244K
|
7.5K
$788K
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
3KNew |
$201K - $244K
|
3K
$315K
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.98KNew |
$200K - $243K
|
2.98K
$313K
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.97KNew |
$199K - $242K
|
2.97K
$312K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.97K+ 1.63% |
$199K - $242K
|
185K
$19.4M
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
2.96KNew |
$198K - $241K
|
2.96K
$311K
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.95K+ 14.2% |
$197K - $240K
|
23.7K
$2.49M
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
2.95KNew |
$197K - $240K
|
2.95K
$309K
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.94KNew |
$197K - $240K
|
2.94K
$309K
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
2.94KNew |
$197K - $239K
|
2.94K
$309K
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.94KNew |
$197K - $239K
|
2.94K
$309K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.94KNew |
$197K - $239K
|
2.94K
$309K
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.93KNew |
$196K - $239K
|
2.93K
$308K
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.93KNew |
$196K - $239K
|
2.93K
$308K
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.93KNew |
$196K - $239K
|
2.93K
$308K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.93K+ 0.35% |
$196K - $238K
|
850K
$89.3M
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.9K+ 42.68% |
$194K - $236K
|
9.7K
$1.02M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
2.89KNew |
$194K - $235K
|
2.89K
$304K
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.89KNew |
$193K - $235K
|
2.89K
$303K
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.88KNew |
$193K - $235K
|
2.88K
$303K
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.87KNew |
$192K - $234K
|
2.87K
$302K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.87KNew |
$192K - $234K
|
2.87K
$301K
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
2.87KNew |
$192K - $233K
|
2.87K
$301K
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.86KNew |
$191K - $233K
|
2.86K
$300K
|