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 12, 2024
Q3 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-4.29K- 32.61% |
$287K - $350K
|
8.88K
$932K
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-4.32K- 6.43% |
$289K - $351K
|
62.9K
$6.6M
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-4.33K- 18.32% |
$290K - $353K
|
19.3K
$2.03M
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.36K- 6.41% |
$292K - $355K
|
63.7K
$6.69M
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-4.37K- 30.74% |
$292K - $356K
|
9.84K
$1.03M
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-4.38K- 17.58% |
$293K - $356K
|
20.5K
$2.16M
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.43K- 11.31% |
$296K - $360K
|
34.7K
$3.65M
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-4.48K- 8.51% |
$300K - $365K
|
48.2K
$5.06M
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.52K- 3.71% |
$302K - $368K
|
117K
$12.3M
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
SELL
|
- |
-4.53K- 7.3% |
$303K - $369K
|
57.6K
$6.05M
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-4.57K- 11.9% |
$305K - $372K
|
33.8K
$3.55M
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-4.59K- 20.99% |
$307K - $373K
|
17.3K
$1.81M
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.59K- 0.52% |
$307K - $374K
|
877K
$92.1M
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-4.6K- 13.34% |
$308K - $374K
|
29.9K
$3.14M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.61K- 15.69% |
$308K - $375K
|
24.7K
$2.6M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.64K- 3.45% |
$311K - $378K
|
130K
$13.6M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.69K- 12.16% |
$314K - $381K
|
33.9K
$3.56M
|
|
Nov 13, 2024
Q3 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-4.7K- 2.33% |
$314K - $383K
|
197K
$20.7M
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.72K- 1.56% |
$316K - $384K
|
297K
$31.2M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-4.73K- 3.27% |
$317K - $385K
|
140K
$14.7M
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-4.79K- 2.86% |
$320K - $390K
|
163K
$17.1M
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-4.82K- 0.53% |
$322K - $392K
|
912K
$95.8M
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-4.83K- 16.37% |
$323K - $393K
|
24.7K
$2.59M
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.84K- 3.52% |
$324K - $394K
|
133K
$13.9M
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.87K- 12.52% |
$326K - $397K
|
34.1K
$3.58M
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-4.88K- 22.98% |
$327K - $398K
|
16.4K
$1.72M
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-4.89K- 1.55% |
$327K - $398K
|
310K
$32.5M
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-4.9K- 0.89% |
$328K - $399K
|
548K
$57.5M
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-4.93K- 6.13% |
$330K - $401K
|
75.5K
$7.93M
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.95K- 7.79% |
$331K - $403K
|
58.5K
$6.15M
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4.98K- 16.24% |
$333K - $405K
|
25.7K
$2.7M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5K- 29.64% |
$334K - $407K
|
11.9K
$1.25M
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-5K- 7.14% |
$335K - $407K
|
65K
$6.83M
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-5K- 9.31% |
$335K - $407K
|
48.7K
$5.12M
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-5K- 44.44% |
$335K - $407K
|
6.25K
$657K
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.04K- 12.54% |
$337K - $411K
|
35.2K
$3.69M
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-5.05K- 9.98% |
$338K - $411K
|
45.5K
$4.78M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.06K- 4.84% |
$338K - $412K
|
99.5K
$10.5M
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5.08K- 1.81% |
$340K - $414K
|
275K
$28.9M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.1K- 3.01% |
$341K - $415K
|
165K
$17.3M
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-5.1K- 10.66% |
$341K - $415K
|
42.8K
$4.49M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.13K- 3.99% |
$344K - $418K
|
124K
$13M
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-5.24K- 4.04% |
$351K - $427K
|
124K
$13.1M
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-5.25K- 15.3% |
$351K - $427K
|
29.1K
$3.05M
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-5.39K- 2.2% |
$361K - $439K
|
240K
$25.2M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-5.42K- 19.97% |
$362K - $441K
|
21.7K
$2.28M
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-5.42K- 10.45% |
$363K - $441K
|
46.5K
$4.88M
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-5.53K- 6.19% |
$370K - $450K
|
83.8K
$8.8M
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.54K- 9.42% |
$370K - $451K
|
53.2K
$5.59M
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-5.56K- 17.66% |
$372K - $452K
|
25.9K
$2.72M
|