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 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
3.24KNew |
$256K - $310K
|
3.24K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.23K+ 206.19% |
$256K - $309K
|
4.8K
$467K
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
3.23KNew |
$255K - $309K
|
3.23K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.22KNew |
$255K - $308K
|
3.22K
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
3.21KNew |
$254K - $307K
|
3.21K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.21K+ 18.96% |
$254K - $307K
|
20.1K
$1.96M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.2KNew |
$253K - $306K
|
3.2K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.19KNew |
$252K - $305K
|
3.19K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3.19KNew |
$252K - $305K
|
3.19K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
3.18KNew |
$252K - $305K
|
3.18K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
3.18KNew |
$251K - $304K
|
3.18K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.17K+ 26.71% |
$251K - $304K
|
15K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
3.16K+ 51.82% |
$250K - $303K
|
9.26K
$901K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.16K+ 39.95% |
$250K - $302K
|
11.1K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.16K+ 1.61% |
$250K - $302K
|
199K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.16KNew |
$250K - $302K
|
3.16K
$307K
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
3.15KNew |
$249K - $302K
|
3.15K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3.13KNew |
$248K - $300K
|
3.13K
$305K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.13K+ 26.33% |
$247K - $299K
|
15K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.12K+ 10.64% |
$247K - $299K
|
32.5K
$3.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.12K+ 7.91% |
$247K - $299K
|
42.6K
$4.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.12K+ 5.92% |
$247K - $298K
|
55.8K
$5.43M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.12KNew |
$247K - $298K
|
3.12K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.11K+ 0.77% |
$246K - $298K
|
405K
$39.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
3.11KNew |
$246K - $298K
|
3.11K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.11KNew |
$246K - $297K
|
3.11K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
3.1K+ 2.25% |
$245K - $296K
|
141K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
3.09K+ 15.77% |
$245K - $296K
|
22.7K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.09K+ 6.96% |
$244K - $296K
|
47.5K
$4.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
BUY
|
- |
3.09K+ 66.45% |
$244K - $296K
|
7.74K
$753K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.07K+ 0.6% |
$243K - $294K
|
513K
$49.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3.07KNew |
$243K - $294K
|
3.07K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
3.07KNew |
$243K - $294K
|
3.07K
$298K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
3.06KNew |
$242K - $293K
|
3.06K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.06KNew |
$242K - $292K
|
3.06K
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
3.04K+ 30.72% |
$241K - $291K
|
12.9K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
3.04K+ 15.62% |
$240K - $291K
|
22.5K
$2.19M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
3.04KNew |
$240K - $291K
|
3.04K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
3.03K+ 4.54% |
$240K - $290K
|
69.9K
$6.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
3.03K+ 19.79% |
$240K - $290K
|
18.3K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.03K+ 27.86% |
$239K - $290K
|
13.9K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
3.02K+ 12.46% |
$239K - $289K
|
27.3K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.02KNew |
$239K - $289K
|
3.02K
$294K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.02KNew |
$239K - $289K
|
3.02K
$293K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3.01KNew |
$238K - $288K
|
3.01K
$293K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
3KNew |
$238K - $287K
|
3K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3K+ 15.43% |
$237K - $287K
|
22.5K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
3K+ 200.0% |
$237K - $287K
|
4.5K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3KNew |
$237K - $287K
|
3K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
3KNew |
$237K - $287K
|
3K
$292K
|