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 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
660+ 1.01% |
$44.2K - $53.7K
|
65.9K
$6.75M
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
655+ 6.07% |
$43.8K - $53.3K
|
11.4K
$1.17M
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
654+ 13.13% |
$43.8K - $53.2K
|
5.64K
$578K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
653+ 0.9% |
$43.7K - $53.2K
|
73.5K
$7.53M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
651+ 2.3% |
$43.6K - $53K
|
29K
$2.97M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
650+ 2.68% |
$43.5K - $52.9K
|
24.9K
$2.56M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
648+ 0.37% |
$43.4K - $52.7K
|
177K
$18.2M
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
647New |
$43.3K - $52.7K
|
647
$66.3K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
644+ 0.33% |
$43.1K - $52.4K
|
194K
$19.9M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
644+ 1.04% |
$43.1K - $52.4K
|
62.6K
$6.41M
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
642+ 3.5% |
$43K - $52.3K
|
19K
$1.95M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
642+ 8.22% |
$43K - $52.3K
|
8.45K
$866K
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
635+ 18.33% |
$42.5K - $51.7K
|
4.1K
$420K
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
635+ 14.84% |
$42.5K - $51.7K
|
4.91K
$503K
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
632+ 8.49% |
$42.3K - $51.4K
|
8.07K
$827K
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
631+ 8.76% |
$42.2K - $51.4K
|
7.83K
$803K
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
630+ 0.97% |
$42.2K - $51.3K
|
65.3K
$6.69M
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
630+ 3.91% |
$42.2K - $51.3K
|
16.8K
$1.72M
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
630+ 3.91% |
$42.2K - $51.3K
|
16.8K
$1.72M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
625+ 74.94% |
$41.8K - $50.9K
|
1.46K
$150K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
623+ 0.03% |
$41.7K - $50.7K
|
2.34M
$240M
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
621+ 0.94% |
$41.6K - $50.5K
|
66.6K
$6.82M
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
614+ 1.22% |
$41.1K - $50K
|
51K
$5.22M
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
614+ 9.9% |
$41.1K - $50K
|
6.82K
$698K
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
614+ 3.53% |
$41.1K - $50K
|
18K
$1.85M
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
611+ 3.5% |
$40.9K - $49.7K
|
18.1K
$1.85M
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
609+ 3.27% |
$40.7K - $49.6K
|
19.2K
$1.97M
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
608+ 5.95% |
$40.7K - $49.5K
|
10.8K
$1.11M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
608+ 2.62% |
$40.7K - $49.5K
|
23.8K
$2.44M
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
602+ 1.03% |
$40.3K - $49K
|
59.1K
$6.05M
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
602+ 43.31% |
$40.3K - $49K
|
1.99K
$204K
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
600+ 6.19% |
$40.1K - $48.8K
|
10.3K
$1.06M
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
600New |
$40.1K - $48.8K
|
600
$61.5K
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
600+ 400.0% |
$40.1K - $48.8K
|
750
$76.9K
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
600+ 1.23% |
$40.1K - $48.8K
|
49.5K
$5.07M
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
594+ 4.24% |
$39.7K - $48.4K
|
14.6K
$1.5M
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
590+ 0.85% |
$39.5K - $48K
|
69.8K
$7.16M
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
586+ 7.63% |
$39.2K - $47.7K
|
8.26K
$847K
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
578+ 8.81% |
$38.7K - $47K
|
7.14K
$731K
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
574+ 14.6% |
$38.4K - $46.7K
|
4.51K
$462K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
574+ 3.62% |
$38.4K - $46.7K
|
16.4K
$1.68M
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
574+ 17.18% |
$38.4K - $46.7K
|
3.92K
$401K
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
573+ 1.95% |
$38.3K - $46.6K
|
29.9K
$3.07M
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
572+ 15.38% |
$38.3K - $46.6K
|
4.29K
$440K
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
560+ 1.27% |
$37.5K - $45.6K
|
44.6K
$4.57M
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
560+ 0.68% |
$37.5K - $45.6K
|
83.2K
$8.53M
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
559+ 4.94% |
$37.4K - $45.5K
|
11.9K
$1.22M
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
558+ 8.57% |
$37.3K - $45.4K
|
7.07K
$724K
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
558+ 11.55% |
$37.3K - $45.4K
|
5.39K
$552K
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
558+ 1.61% |
$37.3K - $45.4K
|
35.3K
$3.62M
|