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 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
271+ 22.91% |
$21.4K - $25.9K
|
1.45K
$141K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
270+ 0.59% |
$21.4K - $25.8K
|
45.8K
$4.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
269+ 2.43% |
$21.3K - $25.7K
|
11.3K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
269+ 2.42% |
$21.3K - $25.7K
|
11.4K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
268+ 1.81% |
$21.2K - $25.6K
|
15.1K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
266+ 2.29% |
$21K - $25.5K
|
11.9K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
266+ 6.03% |
$21K - $25.5K
|
4.68K
$455K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
265+ 4.28% |
$21K - $25.4K
|
6.46K
$628K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
264+ 5.91% |
$20.9K - $25.3K
|
4.73K
$460K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
262+ 5.93% |
$20.7K - $25.1K
|
4.68K
$455K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
262+ 2.94% |
$20.7K - $25.1K
|
9.16K
$891K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
262+ 1.96% |
$20.7K - $25.1K
|
13.6K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
262+ 1007.69% |
$20.7K - $25.1K
|
288
$28K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
260+ 1.5% |
$20.6K - $24.9K
|
17.6K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
260+ 0.16% |
$20.6K - $24.9K
|
161K
$15.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
260+ 4.27% |
$20.6K - $24.9K
|
6.35K
$618K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
259New |
$20.5K - $24.8K
|
259
$25.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
258+ 1.32% |
$20.4K - $24.7K
|
19.7K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
250+ 3.85% |
$19.8K - $23.9K
|
6.75K
$656K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
249+ 8.13% |
$19.7K - $23.8K
|
3.31K
$322K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
249+ 8.27% |
$19.7K - $23.8K
|
3.26K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
248+ 4.76% |
$19.6K - $23.7K
|
5.46K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
246+ 5.28% |
$19.5K - $23.5K
|
4.91K
$477K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
245+ 0.22% |
$19.4K - $23.4K
|
112K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
243+ 1.26% |
$19.2K - $23.3K
|
19.5K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
242New |
$19.1K - $23.2K
|
242
$23.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
237+ 8.97% |
$18.7K - $22.7K
|
2.88K
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
237+ 3.22% |
$18.7K - $22.7K
|
7.6K
$740K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
235+ 1.2% |
$18.6K - $22.5K
|
19.8K
$1.92M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
235+ 1.26% |
$18.6K - $22.5K
|
18.9K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
231+ 5.16% |
$18.3K - $22.1K
|
4.7K
$458K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
228+ 0.26% |
$18K - $21.8K
|
86.6K
$8.42M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
228+ 3.11% |
$18K - $21.8K
|
7.57K
$736K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
227+ 1.51% |
$18K - $21.7K
|
15.3K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
227+ 1.81% |
$18K - $21.7K
|
12.8K
$1.24M
|
|
|
May 14, 2025
Q4 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
227+ 3.56% |
$18K - $21.7K
|
6.6K
$642K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
226+ 1.32% |
$17.9K - $21.6K
|
17.3K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
225+ 1.07% |
$17.8K - $21.5K
|
21.2K
$2.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
225New |
$17.8K - $21.5K
|
225
$21.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
225+ 1.59% |
$17.8K - $21.5K
|
14.4K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
224+ 4.33% |
$17.7K - $21.4K
|
5.4K
$525K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
224+ 5.38% |
$17.7K - $21.4K
|
4.38K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
223+ 7.91% |
$17.6K - $21.3K
|
3.04K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
222+ 0.81% |
$17.6K - $21.2K
|
27.6K
$2.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
222+ 2.25% |
$17.6K - $21.2K
|
10.1K
$983K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
222+ 4.15% |
$17.6K - $21.2K
|
5.57K
$542K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
220+ 0.27% |
$17.4K - $21.1K
|
81.4K
$7.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
220+ 4.05% |
$17.4K - $21.1K
|
5.66K
$550K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
219+ 3.09% |
$17.3K - $21K
|
7.3K
$710K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
217+ 0.18% |
$17.2K - $20.8K
|
119K
$11.6M
|