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 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
2.72KNew |
$215K - $260K
|
2.72K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.72K+ 8.62% |
$215K - $260K
|
34.2K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.72K+ 73.68% |
$215K - $260K
|
6.4K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
2.71K+ 22.99% |
$215K - $260K
|
14.5K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
2.7KNew |
$213K - $258K
|
2.7K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.69KNew |
$212K - $257K
|
2.69K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.69K+ 1.62% |
$212K - $257K
|
169K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
2.68KNew |
$212K - $256K
|
2.68K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
2.67K+ 34.36% |
$211K - $256K
|
10.5K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.64K+ 2.13% |
$209K - $252K
|
127K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2.63KNew |
$208K - $251K
|
2.63K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.61KNew |
$207K - $250K
|
2.61K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
2.61KNew |
$206K - $249K
|
2.61K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.6KNew |
$206K - $249K
|
2.6K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.59K+ 85.01% |
$205K - $248K
|
5.64K
$549K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.59KNew |
$205K - $248K
|
2.59K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.59KNew |
$205K - $248K
|
2.59K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.59KNew |
$205K - $248K
|
2.59K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.58KNew |
$204K - $247K
|
2.58K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.57KNew |
$203K - $246K
|
2.57K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
2.57K+ 1.85% |
$203K - $246K
|
142K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
2.56KNew |
$202K - $245K
|
2.56K
$249K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
2.55KNew |
$202K - $244K
|
2.55K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.54K+ 10.68% |
$201K - $243K
|
26.4K
$2.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.53KNew |
$200K - $242K
|
2.53K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.52KNew |
$199K - $241K
|
2.52K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
2.52KNew |
$199K - $241K
|
2.52K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
2.51KNew |
$199K - $240K
|
2.51K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.51KNew |
$198K - $240K
|
2.51K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.51K+ 1.83% |
$198K - $240K
|
140K
$13.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.51KNew |
$198K - $240K
|
2.51K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
2.5KNew |
$198K - $239K
|
2.5K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
2.5KNew |
$198K - $239K
|
2.5K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.49K+ 6.59% |
$197K - $238K
|
40.2K
$3.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
2.48KNew |
$196K - $237K
|
2.48K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.47KNew |
$196K - $237K
|
2.47K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.47KNew |
$195K - $236K
|
2.47K
$240K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.47K+ 22.48% |
$195K - $236K
|
13.5K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.47KNew |
$195K - $236K
|
2.47K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.46KNew |
$195K - $236K
|
2.46K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.45K+ 11.59% |
$194K - $234K
|
23.6K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
2.44KNew |
$193K - $234K
|
2.44K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.44KNew |
$193K - $233K
|
2.44K
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
2.43K+ 28.44% |
$192K - $233K
|
11K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
2.43KNew |
$192K - $232K
|
2.43K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.43KNew |
$192K - $232K
|
2.43K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.43KNew |
$192K - $232K
|
2.43K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
2.42KNew |
$192K - $232K
|
2.42K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
2.42KNew |
$192K - $232K
|
2.42K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.42K+ 7.37% |
$191K - $231K
|
35.2K
$3.42M
|