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 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
359+ 5.33% |
$24K - $29.2K
|
7.1K
$727K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
358+ 4.98% |
$24K - $29.1K
|
7.55K
$773K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
358+ 11.14% |
$24K - $29.1K
|
3.57K
$366K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
357+ 1.95% |
$23.9K - $29.1K
|
18.7K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
357New |
$23.9K - $29.1K
|
357
$36.6K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
356+ 1.77% |
$23.8K - $29K
|
20.5K
$2.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
353+ 2.45% |
$23.6K - $28.7K
|
14.8K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
349+ 2.51% |
$23.4K - $28.4K
|
14.2K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
349+ 3.67% |
$23.4K - $28.4K
|
9.87K
$1.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
348+ 0.9% |
$23.3K - $28.3K
|
38.9K
$3.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
348+ 1.51% |
$23.3K - $28.3K
|
23.4K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
348+ 4.48% |
$23.3K - $28.3K
|
8.12K
$832K
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
347+ 10.28% |
$23.2K - $28.2K
|
3.72K
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
344+ 5.19% |
$23K - $28K
|
6.98K
$715K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
344New |
$23K - $28K
|
344
$35.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
343+ 0.28% |
$23K - $27.9K
|
124K
$12.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
342+ 0.3% |
$22.9K - $27.8K
|
114K
$11.7M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
340+ 4.65% |
$22.7K - $27.7K
|
7.65K
$784K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
339+ 1.43% |
$22.7K - $27.6K
|
24K
$2.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
338+ 9.35% |
$22.6K - $27.5K
|
3.95K
$405K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
336+ 1.64% |
$22.5K - $27.4K
|
20.9K
$2.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
334+ 0.66% |
$22.3K - $27.2K
|
50.8K
$5.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
331+ 6.78% |
$22.1K - $26.9K
|
5.21K
$534K
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
330+ 5.58% |
$22.1K - $26.9K
|
6.24K
$640K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
328+ 3.74% |
$21.9K - $26.7K
|
9.1K
$932K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
325+ 0.41% |
$21.7K - $26.5K
|
80.4K
$8.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
324+ 4.53% |
$21.7K - $26.4K
|
7.47K
$766K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
324+ 1.44% |
$21.7K - $26.4K
|
22.9K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
324+ 6.98% |
$21.7K - $26.4K
|
4.97K
$509K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
324New |
$21.7K - $26.4K
|
324
$33.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
323+ 11.3% |
$21.6K - $26.3K
|
3.18K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
318+ 1.0% |
$21.3K - $25.9K
|
32.1K
$3.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
317+ 3.82% |
$21.2K - $25.8K
|
8.61K
$882K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
317+ 1.61% |
$21.2K - $25.8K
|
20K
$2.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
315+ 2.35% |
$21.1K - $25.6K
|
13.7K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
305+ 2.01% |
$20.4K - $24.8K
|
15.5K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
304+ 0.25% |
$20.3K - $24.7K
|
122K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
301+ 3.73% |
$20.1K - $24.5K
|
8.37K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
301+ 3.24% |
$20.1K - $24.5K
|
9.59K
$982K
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
300+ 4.44% |
$20.1K - $24.4K
|
7.05K
$723K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
300+ 6.11% |
$20.1K - $24.4K
|
5.21K
$534K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
300+ 4.64% |
$20.1K - $24.4K
|
6.76K
$693K
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
300+ 3.49% |
$20.1K - $24.4K
|
8.9K
$912K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
300+ 44.25% |
$20.1K - $24.4K
|
978
$100K
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
300+ 0.03% |
$20.1K - $24.4K
|
1.1M
$113M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
300+ 5.43% |
$20.1K - $24.4K
|
5.83K
$597K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
298+ 0.66% |
$19.9K - $24.3K
|
45.8K
$4.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
298+ 5.19% |
$19.9K - $24.3K
|
6.04K
$619K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
297+ 1.18% |
$19.9K - $24.2K
|
25.5K
$2.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
294+ 0.48% |
$19.7K - $23.9K
|
61K
$6.25M
|