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 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
5+ 0.02% |
$335 - $407
|
25.5K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
5+ 0.11% |
$335 - $407
|
4.74K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5+ 0.03% |
$335 - $407
|
17.4K
$1.79M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
4+ 0.05% |
$268 - $326
|
7.7K
$789K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.02% |
$268 - $326
|
16.7K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$268 - $326
|
6.19K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4+ 0.13% |
$268 - $326
|
3.12K
$319K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.06% |
$201 - $244
|
5.05K
$518K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3+ 0.21% |
$201 - $244
|
1.44K
$148K
|
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
3+ 0.08% |
$201 - $244
|
3.84K
$393K
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$201 - $244
|
3.3K
$338K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3+ 0.06% |
$201 - $244
|
5.41K
$555K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3+ 0.06% |
$201 - $244
|
4.88K
$500K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3+ 0.01% |
$201 - $244
|
32.2K
$3.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3+ 0.03% |
$201 - $244
|
11.3K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 0.06% |
$201 - $244
|
5.3K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3+ 0.09% |
$201 - $244
|
3.52K
$360K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2+ 0.03% |
$134 - $163
|
6.04K
$619K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$134 - $163
|
12K
$1.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2+ 0.04% |
$134 - $163
|
4.98K
$511K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2+ 0.02% |
$134 - $163
|
11.1K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2+ 0.03% |
$134 - $163
|
6.53K
$669K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2+ 0.02% |
$134 - $163
|
11.3K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$134 - $163
|
3.64K
$373K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2+ 0.03% |
$134 - $163
|
7.11K
$729K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.22% |
$134 - $163
|
923
$94.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$134 - $163
|
4.33K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
2+ 0.02% |
$134 - $163
|
8.58K
$880K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.2% |
$66.9 - $81.4
|
506
$51.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.03% |
$66.9 - $81.4
|
3.47K
$356K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
9.13K
$936K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
9.58K
$981K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
13.5K
$1.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.03% |
$66.9 - $81.4
|
3.92K
$402K
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$66.9 - $81.4
|
5.89K
$604K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$66.9 - $81.4
|
3.54K
$363K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
9.14K
$937K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1New |
$66.9 - $81.4
|
1
$102
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$66.9 - $81.4
|
5.78K
$592K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.5% |
$66.9 - $81.4
|
202
$20.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1+ 0.02% |
$66.9 - $81.4
|
6.64K
$680K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.15% |
$66.9 - $81.4
|
688
$70.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$66.9 - $81.4
|
1.97K
$202K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.17% |
$66.9 - $81.4
|
583
$59.7K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
8.1K
$830K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
8.51K
$872K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.03% |
$66.9 - $81.4
|
3.44K
$353K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-2- 0.03% |
$134 - $163
|
6.71K
$687K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2- 0.01% |
$134 - $163
|
33.5K
$3.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-3- 0.1% |
$201 - $244
|
2.86K
$293K
|