Purchases and Sales Made in Q4 2024 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
6.55K+ 45.17% |
$518K - $627K
|
21.1K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.54K+ 11.51% |
$517K - $626K
|
63.3K
$6.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
6.51KNew |
$515K - $623K
|
6.51K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
6.49KNew |
$513K - $621K
|
6.49K
$631K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
6.45K+ 8.41% |
$510K - $617K
|
83.1K
$8.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.44KNew |
$510K - $617K
|
6.44K
$627K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.42K+ 3.71% |
$508K - $614K
|
180K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.41K+ 23.34% |
$507K - $614K
|
33.9K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
6.37KNew |
$504K - $610K
|
6.37K
$620K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.37K+ 6.62% |
$504K - $610K
|
103K
$9.98M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
6.27KNew |
$496K - $600K
|
6.27K
$609K
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
6.16KNew |
$487K - $590K
|
6.16K
$599K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.15K+ 30.72% |
$487K - $589K
|
26.2K
$2.55M
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
6.14KNew |
$485K - $587K
|
6.14K
$597K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
6.11KNew |
$483K - $585K
|
6.11K
$594K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.06K+ 0.59% |
$480K - $580K
|
1.03M
$100M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.06KNew |
$479K - $579K
|
6.06K
$589K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5.99K+ 15.96% |
$474K - $574K
|
43.5K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5.99KNew |
$474K - $573K
|
5.99K
$582K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.98K+ 36.83% |
$473K - $573K
|
22.2K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
5.98KNew |
$473K - $572K
|
5.98K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
5.96K+ 38.1% |
$471K - $570K
|
21.6K
$2.1M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
5.91KNew |
$468K - $566K
|
5.91K
$575K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
5.9KNew |
$467K - $565K
|
5.9K
$574K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
5.88K+ 96.92% |
$465K - $563K
|
11.9K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
5.88KNew |
$465K - $563K
|
5.88K
$572K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
5.85KNew |
$463K - $560K
|
5.85K
$569K
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
5.83KNew |
$461K - $558K
|
5.83K
$567K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.83K+ 27.22% |
$461K - $558K
|
27.2K
$2.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.83KNew |
$461K - $558K
|
5.83K
$567K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
5.8K+ 85.28% |
$459K - $555K
|
12.6K
$1.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
5.79K+ 13.72% |
$458K - $554K
|
47.9K
$4.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.78K+ 4.41% |
$457K - $553K
|
137K
$13.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
5.77KNew |
$456K - $552K
|
5.77K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
5.72KNew |
$453K - $547K
|
5.72K
$556K
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.65KNew |
$447K - $540K
|
5.65K
$549K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.6K+ 20.99% |
$443K - $536K
|
32.3K
$3.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5.59KNew |
$442K - $535K
|
5.59K
$544K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.59K+ 27.67% |
$442K - $535K
|
25.8K
$2.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
5.54KNew |
$438K - $530K
|
5.54K
$538K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.52K+ 3.57% |
$436K - $528K
|
160K
$15.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.47K+ 61.49% |
$433K - $524K
|
14.4K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
5.47KNew |
$433K - $524K
|
5.47K
$532K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.42KNew |
$429K - $519K
|
5.42K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
5.4K+ 4.79% |
$427K - $517K
|
118K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.4KNew |
$427K - $517K
|
5.4K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
5.4KNew |
$427K - $517K
|
5.4K
$525K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.4KNew |
$427K - $516K
|
5.4K
$525K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.37K+ 24.6% |
$425K - $514K
|
27.2K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
5.36KNew |
$424K - $513K
|
5.36K
$522K
|