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 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.17K- 37.82% |
$145K - $176K
|
3.56K
$367K
|
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-2.18K- 7.26% |
$146K - $178K
|
27.9K
$2.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.2K- 2.5% |
$147K - $179K
|
85.7K
$8.83M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.2K- 11.72% |
$147K - $179K
|
16.6K
$1.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-2.2K- 0.73% |
$147K - $179K
|
301K
$31M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-2.22K- 17.15% |
$148K - $180K
|
10.7K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-2.22K- 4.87% |
$148K - $180K
|
43.3K
$4.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-2.23K- 16.02% |
$149K - $181K
|
11.7K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.27K- 8.43% |
$152K - $184K
|
24.6K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.27K- 18.61% |
$152K - $185K
|
9.94K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.3K- 1.25% |
$154K - $187K
|
181K
$18.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.32K- 2.19% |
$155K - $189K
|
104K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.33K- 14.39% |
$156K - $189K
|
13.8K
$1.42M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.34K- 0.9% |
$156K - $190K
|
257K
$26.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-2.34K- 12.79% |
$156K - $190K
|
15.9K
$1.64M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.35K- 1.91% |
$157K - $191K
|
120K
$12.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-2.35K- 17.69% |
$157K - $191K
|
10.9K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-2.36K- 0.82% |
$158K - $192K
|
283K
$29.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.38K- 8.07% |
$159K - $193K
|
27.1K
$2.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.39K- 9.3% |
$160K - $194K
|
23.3K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.4K- 2.59% |
$160K - $195K
|
90K
$9.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-2.4K- 5.96% |
$161K - $196K
|
37.9K
$3.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-2.41K- 10.14% |
$161K - $196K
|
21.3K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-2.41K- 5.62% |
$161K - $196K
|
40.5K
$4.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.42K- 3.33% |
$162K - $197K
|
70.2K
$7.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-2.42K- 7.97% |
$162K - $197K
|
27.9K
$2.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.45K- 7.56% |
$164K - $199K
|
29.9K
$3.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.45K- 1.57% |
$164K - $200K
|
154K
$15.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.47K- 3.86% |
$165K - $201K
|
61.4K
$6.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.47K- 36.57% |
$165K - $201K
|
4.29K
$441K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-2.48K- 21.65% |
$166K - $201K
|
8.96K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.48K- 1.72% |
$166K - $202K
|
142K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.5K- 8.78% |
$167K - $203K
|
25.9K
$2.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.53K- 1.5% |
$169K - $206K
|
166K
$17M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 3.51% |
$170K - $207K
|
69.8K
$7.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.54K- 1.88% |
$170K - $207K
|
133K
$13.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-2.55K- 1.1% |
$171K - $208K
|
230K
$23.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.55K- 1.52% |
$171K - $208K
|
166K
$17.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.6K- 7.3% |
$174K - $212K
|
33K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-2.61K- 50.64% |
$175K - $212K
|
2.54K
$262K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.66K- 47.37% |
$178K - $216K
|
2.95K
$304K
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-2.68K- 30.51% |
$179K - $218K
|
6.1K
$628K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.69K- 4.96% |
$180K - $219K
|
51.5K
$5.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-2.69K- 10.92% |
$180K - $219K
|
21.9K
$2.26M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.71K- 2.56% |
$181K - $220K
|
103K
$10.6M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2.72K- 18.23% |
$182K - $221K
|
12.2K
$1.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.72K- 3.64% |
$182K - $221K
|
71.9K
$7.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.72K- 1.94% |
$182K - $221K
|
137K
$14.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.74K- 1.04% |
$183K - $223K
|
259K
$26.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.74K- 12.43% |
$183K - $223K
|
19.3K
$1.99M
|