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 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
158+ 0.31% |
$10.6K - $12.9K
|
51.8K
$5.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
156+ 1.43% |
$10.4K - $12.7K
|
11.1K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
155+ 1.33% |
$10.4K - $12.6K
|
11.8K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
155+ 4.18% |
$10.4K - $12.6K
|
3.86K
$396K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
154+ 0.2% |
$10.3K - $12.5K
|
78.5K
$8.04M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
154+ 8.0% |
$10.3K - $12.5K
|
2.08K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
153+ 0.67% |
$10.2K - $12.5K
|
23K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
152+ 1.4% |
$10.2K - $12.4K
|
11K
$1.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
150+ 3.54% |
$10K - $12.2K
|
4.38K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
150+ 4.25% |
$10K - $12.2K
|
3.68K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
150+ 3.76% |
$10K - $12.2K
|
4.14K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
149+ 3.93% |
$9.97K - $12.1K
|
3.94K
$403K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
148+ 3.16% |
$9.9K - $12K
|
4.84K
$495K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
148+ 2.97% |
$9.9K - $12K
|
5.12K
$525K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
147+ 1.14% |
$9.84K - $12K
|
13K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
147+ 1.58% |
$9.84K - $12K
|
9.45K
$968K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
147+ 0.9% |
$9.84K - $12K
|
16.5K
$1.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
145+ 3.85% |
$9.7K - $11.8K
|
3.92K
$401K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
145+ 1.19% |
$9.7K - $11.8K
|
12.3K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
144+ 2.9% |
$9.64K - $11.7K
|
5.11K
$524K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
141+ 32.87% |
$9.43K - $11.5K
|
570
$58.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
141+ 3.9% |
$9.43K - $11.5K
|
3.76K
$385K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
138+ 0.54% |
$9.23K - $11.2K
|
25.6K
$2.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
138+ 0.73% |
$9.23K - $11.2K
|
19K
$1.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
138+ 2.01% |
$9.23K - $11.2K
|
7.01K
$718K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
137+ 0.63% |
$9.17K - $11.2K
|
21.8K
$2.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
137+ 2.09% |
$9.17K - $11.2K
|
6.68K
$684K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
137+ 2.0% |
$9.17K - $11.2K
|
6.99K
$716K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
135+ 2.68% |
$9.03K - $11K
|
5.18K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
134+ 3.89% |
$8.97K - $10.9K
|
3.58K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
134+ 1.82% |
$8.97K - $10.9K
|
7.5K
$768K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
132+ 1.42% |
$8.83K - $10.7K
|
9.41K
$965K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
132+ 1.41% |
$8.83K - $10.7K
|
9.48K
$971K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
132New |
$8.83K - $10.7K
|
132
$13.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
130+ 4.24% |
$8.7K - $10.6K
|
3.2K
$327K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
127+ 0.14% |
$8.5K - $10.3K
|
91.2K
$9.34M
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
127+ 2.01% |
$8.5K - $10.3K
|
6.44K
$660K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
126+ 2.08% |
$8.43K - $10.3K
|
6.18K
$633K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
125+ 2.11% |
$8.36K - $10.2K
|
6.05K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
125+ 2.68% |
$8.36K - $10.2K
|
4.8K
$491K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
124+ 0.35% |
$8.3K - $10.1K
|
36K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
124+ 0.38% |
$8.3K - $10.1K
|
32.6K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
123+ 1.31% |
$8.23K - $10K
|
9.5K
$973K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
123+ 1.12% |
$8.23K - $10K
|
11.1K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
122+ 0.28% |
$8.16K - $9.93K
|
43.5K
$4.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
122+ 0.07% |
$8.16K - $9.93K
|
185K
$19M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
120+ 3.55% |
$8.03K - $9.77K
|
3.5K
$359K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
120+ 0.85% |
$8.03K - $9.77K
|
14.3K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
118+ 0.47% |
$7.9K - $9.61K
|
25.1K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
118+ 0.5% |
$7.9K - $9.61K
|
23.7K
$2.43M
|