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 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
29+ 0.63% |
$1.94K - $2.36K
|
4.63K
$474K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
29+ 0.08% |
$1.94K - $2.36K
|
34.2K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
29+ 0.58% |
$1.94K - $2.36K
|
5.02K
$515K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
28+ 1.59% |
$1.87K - $2.28K
|
1.79K
$183K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
28+ 1.1% |
$1.87K - $2.28K
|
2.58K
$264K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
27+ 0.22% |
$1.81K - $2.2K
|
12.3K
$1.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
26+ 0.33% |
$1.74K - $2.12K
|
7.83K
$802K
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
26+ 0.74% |
$1.74K - $2.12K
|
3.56K
$365K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
26+ 0.15% |
$1.74K - $2.12K
|
17.2K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
25+ 0.27% |
$1.67K - $2.04K
|
9.33K
$956K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
25+ 0.11% |
$1.67K - $2.04K
|
21.9K
$2.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24+ 0.58% |
$1.61K - $1.95K
|
4.14K
$425K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
24+ 1.01% |
$1.61K - $1.95K
|
2.4K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
24+ 0.12% |
$1.61K - $1.95K
|
19.4K
$1.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
24+ 0.45% |
$1.61K - $1.95K
|
5.37K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
24+ 0.17% |
$1.61K - $1.95K
|
14.3K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
23+ 0.55% |
$1.54K - $1.87K
|
4.18K
$428K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
22+ 0.25% |
$1.47K - $1.79K
|
8.74K
$896K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22+ 5.64% |
$1.47K - $1.79K
|
412
$42.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
22+ 0.06% |
$1.47K - $1.79K
|
39.9K
$4.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
21+ 0.18% |
$1.41K - $1.71K
|
11.5K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
21+ 0.33% |
$1.41K - $1.71K
|
6.3K
$646K
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
21+ 0.32% |
$1.41K - $1.71K
|
6.68K
$685K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
20+ 6.67% |
$1.34K - $1.63K
|
320
$32.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
20+ 0.38% |
$1.34K - $1.63K
|
5.35K
$548K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
20+ 0.32% |
$1.34K - $1.63K
|
6.27K
$642K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
18+ 0.39% |
$1.2K - $1.47K
|
4.63K
$475K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18+ 0.15% |
$1.2K - $1.47K
|
11.8K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
18+ 0.42% |
$1.2K - $1.47K
|
4.31K
$442K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
18+ 0.22% |
$1.2K - $1.47K
|
8.1K
$830K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
18+ 0.44% |
$1.2K - $1.47K
|
4.13K
$423K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
18+ 0.52% |
$1.2K - $1.47K
|
3.51K
$360K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
18+ 0.2% |
$1.2K - $1.47K
|
8.99K
$921K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
17+ 0.08% |
$1.14K - $1.38K
|
20K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
17+ 0.21% |
$1.14K - $1.38K
|
7.97K
$817K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
17+ 0.21% |
$1.14K - $1.38K
|
8K
$820K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
17+ 0.07% |
$1.14K - $1.38K
|
24.6K
$2.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
16+ 0.03% |
$1.07K - $1.3K
|
53.8K
$5.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
16+ 0.16% |
$1.07K - $1.3K
|
10.1K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
16+ 0.06% |
$1.07K - $1.3K
|
28.1K
$2.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
15+ 0.22% |
$1K - $1.22K
|
6.94K
$711K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
15+ 0.49% |
$1K - $1.22K
|
3.05K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
15+ 0.33% |
$1K - $1.22K
|
4.6K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
15+ 0.03% |
$1K - $1.22K
|
47.3K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Birinyi Associates Inc
|
BUY
|
- |
15+ 0.02% |
$1K - $1.22K
|
85.8K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
15+ 0.17% |
$1K - $1.22K
|
9.08K
$930K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
15New |
$1K - $1.22K
|
15
$1.54K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
14+ 0.44% |
$937 - $1.14K
|
3.18K
$325K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 0.3% |
$937 - $1.14K
|
4.67K
$478K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
13+ 0.27% |
$870 - $1.06K
|
4.78K
$490K
|