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 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
330+ 10.77% |
$26.1K - $31.6K
|
3.39K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
328+ 2.06% |
$25.9K - $31.4K
|
16.3K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
327+ 2.87% |
$25.9K - $31.3K
|
11.7K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
326+ 4.83% |
$25.8K - $31.2K
|
7.08K
$689K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
325+ 0.45% |
$25.7K - $31.1K
|
73.2K
$7.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
323+ 2.93% |
$25.5K - $30.9K
|
11.3K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
321+ 9.07% |
$25.4K - $30.7K
|
3.86K
$376K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
320+ 2.09% |
$25.3K - $30.6K
|
15.6K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
319+ 4.64% |
$25.2K - $30.5K
|
7.2K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
318+ 6.33% |
$25.2K - $30.4K
|
5.34K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
317+ 0.35% |
$25.1K - $30.3K
|
92K
$8.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
316+ 2.84% |
$25K - $30.2K
|
11.4K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
311+ 3.26% |
$24.6K - $29.8K
|
9.85K
$958K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
310+ 0.68% |
$24.5K - $29.7K
|
45.8K
$4.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
310+ 2.84% |
$24.5K - $29.7K
|
11.2K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
310+ 2.34% |
$24.5K - $29.7K
|
13.5K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
309+ 7.0% |
$24.4K - $29.6K
|
4.72K
$459K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
308+ 1.76% |
$24.4K - $29.5K
|
17.8K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
307+ 2.31% |
$24.3K - $29.4K
|
13.6K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
306+ 4.01% |
$24.2K - $29.3K
|
7.95K
$773K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
305+ 2.29% |
$24.1K - $29.2K
|
13.6K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
305+ 2.36% |
$24.1K - $29.2K
|
13.3K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
303New |
$24K - $29K
|
303
$29.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
303+ 10.14% |
$24K - $29K
|
3.29K
$320K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
302+ 4.64% |
$23.9K - $28.9K
|
6.81K
$662K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
301+ 2.98% |
$23.8K - $28.8K
|
10.4K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
301+ 10.55% |
$23.8K - $28.8K
|
3.16K
$307K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
300+ 4.91% |
$23.7K - $28.7K
|
6.41K
$623K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
300+ 4.95% |
$23.7K - $28.7K
|
6.36K
$618K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
300+ 1.72% |
$23.7K - $28.7K
|
17.7K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
300+ 8.06% |
$23.7K - $28.7K
|
4.02K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
300New |
$23.7K - $28.7K
|
300
$29.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
298+ 3.18% |
$23.6K - $28.5K
|
9.67K
$941K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
298+ 7.14% |
$23.6K - $28.5K
|
4.47K
$435K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
292+ 1.0% |
$23.1K - $27.9K
|
29.5K
$2.87M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
288+ 6.14% |
$22.8K - $27.6K
|
4.98K
$484K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
288+ 4.82% |
$22.8K - $27.6K
|
6.26K
$609K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
287+ 2.17% |
$22.7K - $27.5K
|
13.5K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
287+ 1.14% |
$22.7K - $27.5K
|
25.5K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
286+ 2.44% |
$22.6K - $27.4K
|
12K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
282+ 9.62% |
$22.3K - $27K
|
3.21K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
282+ 4.88% |
$22.3K - $27K
|
6.06K
$590K
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
281+ 6.91% |
$22.2K - $26.9K
|
4.35K
$423K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
278+ 4.75% |
$22K - $26.6K
|
6.13K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
277+ 3.9% |
$21.9K - $26.5K
|
7.39K
$719K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
276+ 0.57% |
$21.8K - $26.4K
|
48.9K
$4.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
275+ 1.03% |
$21.8K - $26.3K
|
26.9K
$2.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
275+ 1.69% |
$21.8K - $26.3K
|
16.6K
$1.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
272+ 45.33% |
$21.5K - $26K
|
872
$84.8K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
271+ 0.45% |
$21.4K - $25.9K
|
60.1K
$5.84M
|