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
|
Renaissance Investment Group LLC
|
BUY
|
- |
1.17K+ 24.77% |
$92.2K - $112K
|
5.87K
$571K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.16K+ 5.35% |
$91.8K - $111K
|
22.9K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 28.28% |
$91.7K - $111K
|
5.26K
$511K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.15K+ 6.01% |
$91.1K - $110K
|
20.3K
$1.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.15K+ 14.43% |
$91.1K - $110K
|
9.13K
$888K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.15K+ 6.41% |
$91K - $110K
|
19.1K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.14KNew |
$90.5K - $109K
|
1.14K
$111K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.14K+ 9.71% |
$90.2K - $109K
|
12.9K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.14K+ 7.01% |
$90.2K - $109K
|
17.4K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.13K+ 9.93% |
$89.1K - $108K
|
12.5K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
1.12K+ 3.57% |
$88.8K - $107K
|
32.5K
$3.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 0.78% |
$88.6K - $107K
|
144K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
1.1K+ 13.9% |
$87.1K - $105K
|
9.02K
$878K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.1K+ 0.35% |
$87K - $105K
|
312K
$30.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.09K+ 23.15% |
$86.3K - $104K
|
5.8K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.09K+ 1.41% |
$86.3K - $104K
|
78.4K
$7.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.08K+ 8.33% |
$85.3K - $103K
|
14K
$1.37M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.08K+ 26.04% |
$85K - $103K
|
5.2K
$506K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.07K+ 3.94% |
$84.4K - $102K
|
28.1K
$2.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.07K+ 0.65% |
$84.3K - $102K
|
165K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
1.06K+ 10.69% |
$83.8K - $101K
|
11K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.05K+ 11.77% |
$83.4K - $101K
|
10K
$974K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
1.05K+ 0.79% |
$83.2K - $101K
|
134K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.05K+ 22.04% |
$83.1K - $100K
|
5.81K
$566K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.05K+ 5.86% |
$82.7K - $100K
|
18.9K
$1.84M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 5.85% |
$82.3K - $99.6K
|
18.8K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.04K+ 2.63% |
$82.3K - $99.5K
|
40.6K
$3.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.04K+ 0.68% |
$81.9K - $99.1K
|
152K
$14.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.03K+ 7.01% |
$81.8K - $99K
|
15.8K
$1.54M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.03KNew |
$81.4K - $98.5K
|
1.03K
$100K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.03K+ 1.61% |
$81.1K - $98.1K
|
64.6K
$6.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.03K+ 1.61% |
$81.1K - $98.1K
|
64.6K
$6.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
1.02K+ 1.2% |
$80.5K - $97.4K
|
85.6K
$8.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 16.71% |
$80.4K - $97.2K
|
7.1K
$690K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
1.01K+ 7.01% |
$79.7K - $96.5K
|
15.4K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1K+ 5.52% |
$79.3K - $96K
|
19.2K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1K+ 0.67% |
$79.1K - $95.7K
|
149K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
996+ 5.04% |
$78.8K - $95.3K
|
20.8K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
995+ 24.01% |
$78.7K - $95.2K
|
5.14K
$500K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
992+ 3.42% |
$78.5K - $94.9K
|
30K
$2.92M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
992+ 1.45% |
$78.5K - $94.9K
|
69.5K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
990New |
$78.3K - $94.7K
|
990
$96.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
988+ 3.48% |
$78.2K - $94.6K
|
29.4K
$2.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
985+ 2.88% |
$77.9K - $94.3K
|
35.1K
$3.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
976+ 27.86% |
$77.2K - $93.4K
|
4.48K
$436K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
972+ 1.41% |
$76.9K - $93K
|
70.1K
$6.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
972+ 1.21% |
$76.9K - $93K
|
81.3K
$7.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
970+ 3.05% |
$76.7K - $92.8K
|
32.7K
$3.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
970+ 1.84% |
$76.7K - $92.8K
|
53.6K
$5.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
964+ 0.45% |
$76.3K - $92.3K
|
215K
$20.9M
|