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 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
680+ 3.53% |
$53.8K - $65.1K
|
20K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
679+ 2.01% |
$53.7K - $65K
|
34.5K
$3.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
677+ 10.88% |
$53.6K - $64.8K
|
6.9K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
677New |
$53.6K - $64.8K
|
677
$65.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
676New |
$53.5K - $64.7K
|
676
$65.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
676+ 3.29% |
$53.5K - $64.7K
|
21.2K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
671+ 1.06% |
$53.1K - $64.2K
|
64.1K
$6.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
667+ 1.21% |
$52.8K - $63.8K
|
55.8K
$5.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
665+ 5.62% |
$52.6K - $63.6K
|
12.5K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
663+ 4.66% |
$52.4K - $63.4K
|
14.9K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
662+ 2.13% |
$52.4K - $63.4K
|
31.7K
$3.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
660+ 4.01% |
$52.2K - $63.2K
|
17.1K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
659+ 2.49% |
$52.1K - $63.1K
|
27.2K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
648+ 3.67% |
$51.3K - $62K
|
18.3K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
643+ 1.82% |
$50.9K - $61.5K
|
35.9K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
641+ 8.56% |
$50.7K - $61.3K
|
8.13K
$791K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
636+ 14.42% |
$50.3K - $60.9K
|
5.05K
$491K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
633+ 10.69% |
$50.1K - $60.6K
|
6.55K
$637K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
630+ 1.41% |
$49.8K - $60.3K
|
45.3K
$4.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
615+ 0.62% |
$48.6K - $58.9K
|
100K
$9.74M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
612New |
$48.4K - $58.6K
|
612
$59.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
610+ 2.07% |
$48.3K - $58.4K
|
30.1K
$2.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
609New |
$48.2K - $58.3K
|
609
$59.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
605+ 22.74% |
$47.9K - $57.9K
|
3.27K
$318K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
600New |
$47.5K - $57.4K
|
600
$58.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
600+ 25.61% |
$47.5K - $57.4K
|
2.94K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
600+ 1.58% |
$47.5K - $57.4K
|
38.6K
$3.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
599+ 7.23% |
$47.4K - $57.3K
|
8.89K
$864K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
596+ 17.41% |
$47.1K - $57K
|
4.02K
$391K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
596+ 88.17% |
$47.1K - $57K
|
1.27K
$124K
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
594New |
$47K - $56.8K
|
594
$57.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
591+ 11.3% |
$46.7K - $56.6K
|
5.82K
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
588+ 6.3% |
$46.5K - $56.3K
|
9.93K
$965K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
586+ 6.13% |
$46.4K - $56.1K
|
10.1K
$986K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
585+ 1.73% |
$46.3K - $56K
|
34.4K
$3.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
584+ 7.74% |
$46.2K - $55.9K
|
8.13K
$791K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
582+ 8.77% |
$46K - $55.7K
|
7.22K
$702K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
582+ 21.32% |
$46K - $55.7K
|
3.31K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
582New |
$46K - $55.7K
|
582
$56.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
577New |
$45.6K - $55.2K
|
577
$56.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
570+ 1.58% |
$45.1K - $54.5K
|
36.6K
$3.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
569+ 14.64% |
$45K - $54.5K
|
4.46K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
568+ 21.96% |
$44.9K - $54.4K
|
3.15K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
564+ 15.73% |
$44.6K - $54K
|
4.15K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
560+ 1.02% |
$44.3K - $53.6K
|
55.3K
$5.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
557+ 3.08% |
$44.1K - $53.3K
|
18.7K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
555+ 2.61% |
$43.9K - $53.1K
|
21.9K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
548+ 11.3% |
$43.3K - $52.4K
|
5.4K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
542+ 15.41% |
$42.9K - $51.9K
|
4.06K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
541+ 6.63% |
$42.8K - $51.8K
|
8.7K
$846K
|