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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
5.35KNew |
$423K - $512K
|
5.35K
$521K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
5.31KNew |
$420K - $508K
|
5.31K
$517K
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
5.25KNew |
$416K - $503K
|
5.25K
$511K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
5.25K+ 101.86% |
$416K - $503K
|
10.4K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
5.25K+ 8.43% |
$415K - $502K
|
67.5K
$6.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
5.24KNew |
$415K - $502K
|
5.24K
$510K
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
5.22K+ 1.19% |
$413K - $500K
|
445K
$43.3M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.21K+ 132.74% |
$412K - $498K
|
9.13K
$888K
|
|
|
Feb 13, 2025
Q4 2024
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.2KNew |
$411K - $498K
|
5.2K
$506K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
5.19K+ 33.09% |
$411K - $497K
|
20.9K
$2.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.19KNew |
$410K - $496K
|
5.19K
$505K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.18K+ 7.61% |
$410K - $496K
|
73.3K
$7.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.18K+ 157.83% |
$410K - $496K
|
8.46K
$823K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.18K+ 0.39% |
$410K - $496K
|
1.34M
$131M
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
5.17KNew |
$409K - $495K
|
5.17K
$503K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
5.16KNew |
$408K - $494K
|
5.16K
$502K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
5.13KNew |
$405K - $490K
|
5.13K
$499K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.12K+ 38.37% |
$405K - $490K
|
18.5K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
5.11KNew |
$404K - $489K
|
5.11K
$497K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.11KNew |
$404K - $489K
|
5.11K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.06K+ 3.96% |
$400K - $484K
|
133K
$12.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.06K+ 6.97% |
$400K - $484K
|
77.6K
$7.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
5.03K+ 248.62% |
$398K - $482K
|
7.06K
$686K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
5.03K+ 14.41% |
$398K - $481K
|
39.9K
$3.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
5.02K+ 33.29% |
$397K - $481K
|
20.1K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
5K+ 25.0% |
$396K - $479K
|
25K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
5KNew |
$396K - $479K
|
5K
$486K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5K+ 11.14% |
$395K - $478K
|
49.9K
$4.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.99KNew |
$395K - $478K
|
4.99K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.95K+ 9.89% |
$392K - $474K
|
55K
$5.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
4.92KNew |
$389K - $471K
|
4.92K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
4.92KNew |
$389K - $471K
|
4.92K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.92KNew |
$389K - $471K
|
4.92K
$478K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.85KNew |
$384K - $464K
|
4.85K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
4.84KNew |
$383K - $463K
|
4.84K
$470K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.83K+ 7.46% |
$382K - $462K
|
69.6K
$6.77M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.81K+ 24.7% |
$380K - $460K
|
24.3K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.77K+ 7.34% |
$377K - $456K
|
69.7K
$6.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
4.73KNew |
$374K - $452K
|
4.73K
$460K
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
4.72KNew |
$373K - $451K
|
4.72K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
4.71K+ 47.34% |
$373K - $451K
|
14.7K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
4.7K+ 36.92% |
$372K - $450K
|
17.4K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
4.69KNew |
$371K - $449K
|
4.69K
$456K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
4.68K+ 0.66% |
$370K - $448K
|
719K
$69.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.68K+ 11.41% |
$370K - $448K
|
45.7K
$4.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
4.61KNew |
$365K - $441K
|
4.61K
$448K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.59K+ 1.33% |
$363K - $439K
|
350K
$34M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4.58KNew |
$362K - $438K
|
4.58K
$445K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.57KNew |
$362K - $438K
|
4.57K
$445K
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
4.56KNew |
$361K - $436K
|
4.56K
$443K
|