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
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
413+ 1.1% |
$32.7K - $39.5K
|
38K
$3.69M
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
412+ 4.82% |
$32.6K - $39.4K
|
8.97K
$872K
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
412+ 9.29% |
$32.6K - $39.4K
|
4.85K
$472K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
412New |
$32.6K - $39.4K
|
412
$40.1K
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
411+ 7.9% |
$32.5K - $39.3K
|
5.62K
$546K
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
409+ 1.81% |
$32.4K - $39.1K
|
23K
$2.24M
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
409+ 0.79% |
$32.4K - $39.1K
|
52.2K
$5.07M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
407+ 3.19% |
$32.2K - $38.9K
|
13.1K
$1.28M
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
404New |
$32K - $38.7K
|
404
$39.3K
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
401+ 14.23% |
$31.7K - $38.4K
|
3.22K
$313K
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
400+ 7.7% |
$31.6K - $38.3K
|
5.59K
$544K
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
400+ 6.6% |
$31.6K - $38.3K
|
6.47K
$629K
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
400+ 1.21% |
$31.6K - $38.3K
|
33.5K
$3.26M
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
397+ 1.33% |
$31.4K - $38K
|
30.3K
$2.95M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
397+ 1.2% |
$31.4K - $38K
|
33.4K
$3.25M
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
397+ 0.83% |
$31.4K - $38K
|
48K
$4.67M
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
390+ 3.8% |
$30.8K - $37.3K
|
10.6K
$1.04M
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
386+ 0.59% |
$30.5K - $36.9K
|
65.5K
$6.37M
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
386+ 0.01% |
$30.5K - $36.9K
|
3.73M
$363M
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
385+ 4.73% |
$30.5K - $36.8K
|
8.52K
$829K
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
383+ 0.24% |
$30.3K - $36.7K
|
160K
$15.6M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
382+ 3.05% |
$30.2K - $36.6K
|
12.9K
$1.26M
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
379+ 2.96% |
$30K - $36.3K
|
13.2K
$1.28M
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
378+ 1.56% |
$29.9K - $36.2K
|
24.6K
$2.39M
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
375+ 0.61% |
$29.7K - $35.9K
|
61.9K
$6.02M
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
375+ 4.37% |
$29.7K - $35.9K
|
8.96K
$871K
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
372+ 0.77% |
$29.4K - $35.6K
|
48.7K
$4.74M
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
370+ 6.08% |
$29.3K - $35.4K
|
6.45K
$628K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
368+ 2.23% |
$29.1K - $35.2K
|
16.9K
$1.64M
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
366+ 3.23% |
$29K - $35K
|
11.7K
$1.14M
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
365+ 1.11% |
$28.9K - $34.9K
|
33.3K
$3.24M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
363+ 0.19% |
$28.7K - $34.7K
|
191K
$18.5M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
363+ 1.18% |
$28.7K - $34.7K
|
31K
$3.02M
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
361+ 9.08% |
$28.6K - $34.5K
|
4.34K
$422K
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
360+ 4.26% |
$28.5K - $34.5K
|
8.81K
$857K
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
360+ 10.12% |
$28.5K - $34.5K
|
3.92K
$381K
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
357+ 8.84% |
$28.2K - $34.2K
|
4.4K
$428K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
357+ 1.12% |
$28.2K - $34.2K
|
32.3K
$3.15M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
356+ 7.42% |
$28.2K - $34.1K
|
5.15K
$501K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
353New |
$27.9K - $33.8K
|
353
$34.3K
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
350+ 10.62% |
$27.7K - $33.5K
|
3.65K
$355K
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
350+ 1.09% |
$27.7K - $33.5K
|
32.4K
$3.15M
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
347+ 11.11% |
$27.4K - $33.2K
|
3.47K
$338K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
340+ 1.16% |
$26.9K - $32.5K
|
29.7K
$2.89M
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
340+ 2.36% |
$26.9K - $32.5K
|
14.7K
$1.43M
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
339+ 0.13% |
$26.8K - $32.4K
|
269K
$26.2M
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
339+ 1.04% |
$26.8K - $32.4K
|
33K
$3.21M
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
334+ 6.05% |
$26.4K - $32K
|
5.85K
$569K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
333+ 15.25% |
$26.3K - $31.9K
|
2.52K
$245K
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
332+ 4.65% |
$26.3K - $31.8K
|
7.47K
$727K
|