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 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.85KNew |
$191K - $232K
|
2.85K
$300K
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
2.85KNew |
$191K - $232K
|
2.85K
$299K
|
|
|
Nov 15, 2024
Q3 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
2.85KNew |
$191K - $232K
|
2.85K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.85KNew |
$191K - $232K
|
2.85K
$299K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.85K+ 29.45% |
$190K - $232K
|
12.5K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.84K+ 31.26% |
$190K - $232K
|
11.9K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
2.84K+ 4.01% |
$190K - $231K
|
73.6K
$7.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
2.83KNew |
$190K - $231K
|
2.83K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.83KNew |
$190K - $231K
|
2.83K
$298K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.83K+ 31.86% |
$189K - $230K
|
11.7K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.83KNew |
$189K - $230K
|
2.83K
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.82KNew |
$189K - $230K
|
2.82K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
2.82KNew |
$189K - $230K
|
2.82K
$297K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
2.82KNew |
$189K - $229K
|
2.82K
$296K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.82KNew |
$189K - $229K
|
2.82K
$296K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
2.82KNew |
$188K - $229K
|
2.82K
$296K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.82KNew |
$188K - $229K
|
2.82K
$296K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.82KNew |
$188K - $229K
|
2.82K
$296K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
2.82KNew |
$188K - $229K
|
2.82K
$296K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.8KNew |
$188K - $228K
|
2.8K
$295K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.8K+ 1.16% |
$187K - $228K
|
245K
$25.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.79KNew |
$187K - $227K
|
2.79K
$293K
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
2.79KNew |
$187K - $227K
|
2.79K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.79K+ 16.61% |
$186K - $227K
|
19.6K
$2.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.79K+ 64.9% |
$186K - $227K
|
7.08K
$743K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.78KNew |
$186K - $226K
|
2.78K
$292K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.78KNew |
$186K - $226K
|
2.78K
$292K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.77K+ 22.81% |
$185K - $226K
|
14.9K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.76K+ 0.55% |
$185K - $225K
|
509K
$53.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
2.75KNew |
$184K - $224K
|
2.75K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
2.75KNew |
$184K - $224K
|
2.75K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2.75KNew |
$184K - $224K
|
2.75K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.75KNew |
$184K - $224K
|
2.75K
$288K
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.75KNew |
$184K - $223K
|
2.75K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$184K - $223K
|
2.74K
$288K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
2.74K+ 37.36% |
$183K - $223K
|
10.1K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.74K+ 4.02% |
$183K - $223K
|
71K
$7.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.73KNew |
$183K - $222K
|
2.73K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.73KNew |
$183K - $222K
|
2.73K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.72KNew |
$182K - $221K
|
2.72K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.72K+ 58.39% |
$182K - $221K
|
7.38K
$775K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.72K+ 5.77% |
$182K - $221K
|
49.8K
$5.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.72KNew |
$182K - $221K
|
2.72K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
2.71KNew |
$182K - $221K
|
2.71K
$285K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.71KNew |
$181K - $221K
|
2.71K
$285K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2.71KNew |
$181K - $220K
|
2.71K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
2.7KNew |
$181K - $220K
|
2.7K
$284K
|
|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
BUY
|
- |
2.7KNew |
$181K - $220K
|
2.7K
$284K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.69K+ 4.65% |
$180K - $219K
|
60.5K
$6.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
2.69KNew |
$180K - $219K
|
2.69K
$282K
|