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 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
540+ 1.6% |
$42.7K - $51.7K
|
34.3K
$3.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
536New |
$42.4K - $51.3K
|
536
$52.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
526+ 1.91% |
$41.6K - $50.3K
|
28.1K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
525+ 20.14% |
$41.5K - $50.2K
|
3.13K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
524+ 16.46% |
$41.4K - $50.1K
|
3.71K
$361K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
521+ 3.78% |
$41.2K - $49.9K
|
14.3K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
516+ 2.26% |
$40.8K - $49.4K
|
23.4K
$2.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
515+ 4.95% |
$40.7K - $49.3K
|
10.9K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
513+ 11.92% |
$40.6K - $49.1K
|
4.82K
$469K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
510New |
$40.3K - $48.8K
|
510
$49.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
509+ 0.59% |
$40.3K - $48.7K
|
86.4K
$8.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
508+ 3.13% |
$40.2K - $48.6K
|
16.8K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
504+ 7.21% |
$39.9K - $48.2K
|
7.49K
$729K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
501+ 16.68% |
$39.6K - $47.9K
|
3.5K
$341K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
500+ 4.35% |
$39.6K - $47.9K
|
12K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
500+ 9.88% |
$39.6K - $47.9K
|
5.56K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
499+ 11.56% |
$39.5K - $47.8K
|
4.82K
$469K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
498+ 2.06% |
$39.4K - $47.7K
|
24.7K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
496+ 4.02% |
$39.2K - $47.5K
|
12.8K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
495+ 7.96% |
$39.2K - $47.4K
|
6.72K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
495+ 59.21% |
$39.2K - $47.4K
|
1.33K
$129K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
493+ 6.27% |
$39K - $47.2K
|
8.36K
$813K
|
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
BUY
|
- |
492+ 0.31% |
$38.9K - $47.1K
|
159K
$15.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
492+ 2.16% |
$38.9K - $47.1K
|
23.3K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
489+ 4.19% |
$38.7K - $46.8K
|
12.2K
$1.18M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
488+ 6.58% |
$38.6K - $46.7K
|
7.91K
$769K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
485+ 5.8% |
$38.4K - $46.4K
|
8.85K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
480+ 10.61% |
$38K - $45.9K
|
5.01K
$487K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
475New |
$37.6K - $45.5K
|
475
$46.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
468+ 7.71% |
$37K - $44.8K
|
6.54K
$636K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
467+ 0.34% |
$36.9K - $44.7K
|
139K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
466+ 2.03% |
$36.9K - $44.6K
|
23.4K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
458+ 11.69% |
$36.2K - $43.8K
|
4.38K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
452+ 9.55% |
$35.8K - $43.3K
|
5.19K
$505K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
450+ 4.21% |
$35.6K - $43.1K
|
11.2K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
450New |
$35.6K - $43.1K
|
450
$43.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
448+ 6.42% |
$35.4K - $42.9K
|
7.42K
$722K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
435+ 10.09% |
$34.4K - $41.6K
|
4.75K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
435+ 2.42% |
$34.4K - $41.6K
|
18.4K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
433+ 138.78% |
$34.3K - $41.4K
|
745
$72.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
431+ 0.79% |
$34.1K - $41.2K
|
55.1K
$5.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
430+ 1.31% |
$34K - $41.2K
|
33.2K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
428+ 1.78% |
$33.9K - $41K
|
24.5K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
427+ 0.57% |
$33.8K - $40.9K
|
75.3K
$7.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
423+ 1.88% |
$33.5K - $40.5K
|
23K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
423+ 7.01% |
$33.5K - $40.5K
|
6.46K
$628K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
420+ 4.91% |
$33.2K - $40.2K
|
8.98K
$873K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
420+ 39.55% |
$33.2K - $40.2K
|
1.48K
$144K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
417+ 4.83% |
$33K - $39.9K
|
9.06K
$881K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
416+ 8.77% |
$32.9K - $39.8K
|
5.16K
$502K
|