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
|
Klingman & Associates, LLC
|
BUY
|
- |
52+ 0.59% |
$3.48K - $4.23K
|
8.9K
$935K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
51+ 0.19% |
$3.41K - $4.15K
|
26.7K
$2.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
50+ 0.75% |
$3.35K - $4.07K
|
6.75K
$709K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
50+ 0.89% |
$3.35K - $4.07K
|
5.67K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
50+ 1.28% |
$3.35K - $4.07K
|
3.97K
$417K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
49+ 0.89% |
$3.28K - $3.99K
|
5.59K
$587K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
48+ 0.51% |
$3.21K - $3.91K
|
9.47K
$994K
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
47+ 0.34% |
$3.14K - $3.83K
|
14K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
47+ 16.67% |
$3.14K - $3.83K
|
329
$34.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
46+ 0.57% |
$3.08K - $3.74K
|
8.13K
$854K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
46+ 0.99% |
$3.08K - $3.74K
|
4.69K
$493K
|
|
|
Nov 07, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
45+ 0.08% |
$3.01K - $3.66K
|
59.5K
$6.25M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
45+ 1.5% |
$3.01K - $3.66K
|
3.04K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
43+ 0.91% |
$2.88K - $3.5K
|
4.79K
$503K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
42+ 0.32% |
$2.81K - $3.42K
|
13.2K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42+ 0.22% |
$2.81K - $3.42K
|
18.9K
$1.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
42+ 0.35% |
$2.81K - $3.42K
|
12.2K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
42+ 0.36% |
$2.81K - $3.42K
|
11.6K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
42+ 93.33% |
$2.81K - $3.42K
|
87
$9.14K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
41+ 0.37% |
$2.74K - $3.34K
|
11.1K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
40+ 0.18% |
$2.68K - $3.26K
|
22.7K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
39+ 0.1% |
$2.61K - $3.17K
|
38K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
39+ 0.3% |
$2.61K - $3.17K
|
12.9K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
38+ 0.45% |
$2.54K - $3.09K
|
8.55K
$899K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
37+ 1.34% |
$2.48K - $3.01K
|
2.81K
$295K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
37+ 0.24% |
$2.48K - $3.01K
|
15.3K
$1.61M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
36+ 0.37% |
$2.41K - $2.93K
|
9.66K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
36+ 1.09% |
$2.41K - $2.93K
|
3.33K
$350K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
35+ 0.89% |
$2.34K - $2.85K
|
3.98K
$418K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
35+ 0.34% |
$2.34K - $2.85K
|
10.3K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
35+ 0.15% |
$2.34K - $2.85K
|
23K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
35New |
$2.34K - $2.85K
|
35
$3.68K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
34+ 0.26% |
$2.27K - $2.77K
|
13.1K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
34+ 0.12% |
$2.27K - $2.77K
|
27.6K
$2.9M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
33+ 0.01% |
$2.21K - $2.69K
|
256K
$26.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
33+ 0.55% |
$2.21K - $2.69K
|
6.05K
$635K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
33+ 0.26% |
$2.21K - $2.69K
|
12.6K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
33New |
$2.21K - $2.69K
|
33
$3.47K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
32+ 0.93% |
$2.14K - $2.6K
|
3.46K
$364K
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.02% |
$2.14K - $2.6K
|
3.16K
$332K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
32+ 0.35% |
$2.14K - $2.6K
|
9.24K
$971K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
32New |
$2.14K - $2.6K
|
32
$3.36K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
31+ 0.03% |
$2.07K - $2.52K
|
97.3K
$10.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
31+ 0.27% |
$2.07K - $2.52K
|
11.6K
$1.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
30+ 0.13% |
$2.01K - $2.44K
|
23.2K
$2.44M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
30+ 0.33% |
$2.01K - $2.44K
|
9.02K
$947K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
30+ 0.51% |
$2.01K - $2.44K
|
5.92K
$622K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
30+ 0.36% |
$2.01K - $2.44K
|
8.4K
$882K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
30+ 0.31% |
$2.01K - $2.44K
|
9.75K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
29+ 0.44% |
$1.94K - $2.36K
|
6.63K
$696K
|