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 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.99K+ 6.38% |
$157K - $190K
|
33.2K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.98KNew |
$157K - $189K
|
1.98K
$192K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.98K+ 16.62% |
$156K - $189K
|
13.9K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.97K+ 4.03% |
$156K - $189K
|
50.9K
$4.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.97K+ 1.35% |
$156K - $188K
|
147K
$14.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.96K+ 1.8% |
$155K - $188K
|
111K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.96K+ 8.26% |
$155K - $188K
|
25.7K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.96K+ 13.56% |
$155K - $187K
|
16.4K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
1.95K+ 1.23% |
$155K - $187K
|
161K
$15.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.95K+ 5.36% |
$154K - $187K
|
38.4K
$3.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.95K+ 22.28% |
$154K - $187K
|
10.7K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1.95KNew |
$154K - $187K
|
1.95K
$190K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.94K+ 2.74% |
$154K - $186K
|
72.8K
$7.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.94K+ 3.35% |
$154K - $186K
|
59.9K
$5.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.94K+ 7.46% |
$154K - $186K
|
28K
$2.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.93K+ 3.39% |
$153K - $185K
|
58.9K
$5.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.93K+ 6.01% |
$153K - $185K
|
34K
$3.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
1.93K+ 71.61% |
$152K - $184K
|
4.61K
$449K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.91KNew |
$151K - $183K
|
1.91K
$186K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.91KNew |
$151K - $183K
|
1.91K
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.9K+ 0.34% |
$150K - $181K
|
560K
$54.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.89K+ 13.17% |
$149K - $181K
|
16.2K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.85K+ 17.46% |
$146K - $177K
|
12.4K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.84K+ 30.84% |
$146K - $176K
|
7.82K
$761K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.84K+ 7.19% |
$146K - $176K
|
27.5K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.84K+ 2.04% |
$145K - $176K
|
91.8K
$8.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.83K+ 29.32% |
$145K - $175K
|
8.07K
$785K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.83K+ 11.0% |
$145K - $175K
|
18.4K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.82K+ 39.18% |
$144K - $174K
|
6.47K
$629K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.81K+ 13.85% |
$143K - $173K
|
14.8K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.8K+ 10.41% |
$142K - $172K
|
19.1K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
1.8K+ 23.85% |
$142K - $172K
|
9.32K
$907K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.78K+ 7.21% |
$141K - $171K
|
26.5K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.77K+ 4.0% |
$140K - $169K
|
45.9K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.76KNew |
$139K - $168K
|
1.76K
$171K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.76K+ 1.7% |
$139K - $168K
|
105K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.75K+ 65.37% |
$138K - $167K
|
4.42K
$430K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.75K+ 10.81% |
$138K - $167K
|
17.9K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.74K+ 1.44% |
$138K - $167K
|
123K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.73K+ 14.2% |
$137K - $166K
|
13.9K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.73K+ 141.34% |
$137K - $166K
|
2.95K
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.73K+ 1.36% |
$136K - $165K
|
129K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.73K+ 0.98% |
$136K - $165K
|
179K
$17.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.72K+ 4.88% |
$136K - $165K
|
36.9K
$3.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.71K+ 27.36% |
$135K - $164K
|
7.98K
$776K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 64.24% |
$135K - $164K
|
4.37K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.7K+ 0.24% |
$134K - $163K
|
720K
$70M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.69K+ 5.66% |
$134K - $162K
|
31.6K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.69K+ 17.46% |
$134K - $162K
|
11.4K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.69K+ 5.58% |
$133K - $161K
|
31.9K
$3.1M
|