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 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
2.42KNew |
$191K - $231K
|
2.42K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.41KNew |
$191K - $231K
|
2.41K
$234K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.41KNew |
$190K - $230K
|
2.41K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.4KNew |
$190K - $230K
|
2.4K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.4KNew |
$190K - $229K
|
2.4K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.4KNew |
$190K - $229K
|
2.4K
$233K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.39K+ 1.32% |
$189K - $229K
|
183K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
2.39KNew |
$189K - $229K
|
2.39K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.39K+ 1.71% |
$189K - $229K
|
142K
$13.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
2.39KNew |
$189K - $228K
|
2.39K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
2.39KNew |
$189K - $228K
|
2.39K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.39KNew |
$189K - $228K
|
2.39K
$232K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.38K+ 3.77% |
$188K - $228K
|
65.4K
$6.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
2.37K+ 26.74% |
$188K - $227K
|
11.2K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.37K+ 5.29% |
$187K - $227K
|
47.1K
$4.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.37K+ 1.37% |
$187K - $226K
|
175K
$17M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.36KNew |
$187K - $226K
|
2.36K
$230K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.36KNew |
$187K - $226K
|
2.36K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
2.36KNew |
$187K - $226K
|
2.36K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.36KNew |
$187K - $226K
|
2.36K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
2.36K+ 0.72% |
$186K - $225K
|
327K
$31.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
2.36KNew |
$186K - $225K
|
2.36K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.36KNew |
$186K - $225K
|
2.36K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
2.35KNew |
$186K - $225K
|
2.35K
$229K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.35KNew |
$186K - $225K
|
2.35K
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
2.34KNew |
$185K - $224K
|
2.34K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.34KNew |
$185K - $224K
|
2.34K
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.34K+ 9.5% |
$185K - $223K
|
26.9K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.34KNew |
$185K - $223K
|
2.34K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.32KNew |
$184K - $222K
|
2.32K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.31K+ 0.02% |
$183K - $221K
|
11.4M
$1.1B
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2.31KNew |
$183K - $221K
|
2.31K
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
2.31K+ 5.42% |
$183K - $221K
|
44.9K
$4.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.3K+ 2.37% |
$182K - $220K
|
99.6K
$9.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.3K+ 20.19% |
$182K - $220K
|
13.7K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.3KNew |
$182K - $220K
|
2.3K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
2.3KNew |
$182K - $220K
|
2.3K
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.29K+ 26.58% |
$181K - $219K
|
10.9K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.29K+ 21.66% |
$181K - $219K
|
12.8K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.28KNew |
$181K - $219K
|
2.28K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.28KNew |
$180K - $218K
|
2.28K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.28KNew |
$180K - $218K
|
2.28K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.27KNew |
$180K - $218K
|
2.27K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.27KNew |
$180K - $217K
|
2.27K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
2.27KNew |
$179K - $217K
|
2.27K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.27K+ 11.1% |
$179K - $217K
|
22.7K
$2.21M
|