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 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
75+ 0.01% |
$5.93K - $7.18K
|
705K
$68.5M
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
75+ 0.4% |
$5.93K - $7.18K
|
18.9K
$1.84M
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
75+ 0.54% |
$5.93K - $7.18K
|
14.1K
$1.37M
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
75+ 0.8% |
$5.93K - $7.18K
|
9.49K
$923K
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
75+ 1.36% |
$5.93K - $7.18K
|
5.59K
$543K
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
74+ 1.46% |
$5.85K - $7.08K
|
5.14K
$500K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
74+ 2.69% |
$5.85K - $7.08K
|
2.83K
$275K
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
73+ 1.86% |
$5.77K - $6.99K
|
3.99K
$388K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
72+ 0.47% |
$5.7K - $6.89K
|
15.4K
$1.5M
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
72+ 1.06% |
$5.7K - $6.89K
|
6.89K
$670K
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
72+ 0.2% |
$5.7K - $6.89K
|
36K
$3.5M
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
72+ 0.55% |
$5.7K - $6.89K
|
13.2K
$1.29M
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
71+ 0.54% |
$5.62K - $6.79K
|
13.2K
$1.28M
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
71+ 0.35% |
$5.62K - $6.79K
|
20.3K
$1.97M
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
70+ 1.04% |
$5.54K - $6.7K
|
6.83K
$664K
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
68+ 0.52% |
$5.38K - $6.51K
|
13.3K
$1.29M
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
68New |
$5.38K - $6.51K
|
68
$6.61K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
67+ 0.65% |
$5.3K - $6.41K
|
10.4K
$1.01M
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
66+ 1.54% |
$5.22K - $6.32K
|
4.36K
$424K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
66+ 0.97% |
$5.22K - $6.32K
|
6.86K
$668K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
66New |
$5.22K - $6.32K
|
66
$6.42K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
64+ 0.79% |
$5.06K - $6.12K
|
8.12K
$790K
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
64+ 0.14% |
$5.06K - $6.12K
|
47.4K
$4.61M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
63+ 0.6% |
$4.98K - $6.03K
|
10.5K
$1.02M
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
63+ 0.17% |
$4.98K - $6.03K
|
36.4K
$3.54M
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
63+ 1.41% |
$4.98K - $6.03K
|
4.53K
$441K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
63New |
$4.98K - $6.03K
|
63
$6.13K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
61+ 0.3% |
$4.83K - $5.84K
|
20.7K
$2.01M
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
60+ 0.17% |
$4.75K - $5.74K
|
36.4K
$3.54M
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
60+ 1.3% |
$4.75K - $5.74K
|
4.69K
$456K
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
60+ 0.3% |
$4.75K - $5.74K
|
20.2K
$1.96M
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
59+ 1.34% |
$4.67K - $5.65K
|
4.46K
$434K
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
57+ 0.94% |
$4.51K - $5.45K
|
6.1K
$594K
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
55+ 0.03% |
$4.35K - $5.26K
|
192K
$18.7M
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.54% |
$4.19K - $5.07K
|
9.92K
$965K
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
53+ 2.05% |
$4.19K - $5.07K
|
2.64K
$257K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
52+ 0.45% |
$4.11K - $4.98K
|
11.5K
$1.12M
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
52+ 0.23% |
$4.11K - $4.98K
|
22.2K
$2.16M
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
52+ 3.3% |
$4.11K - $4.98K
|
1.63K
$158K
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
52+ 0.12% |
$4.11K - $4.98K
|
43.9K
$4.27M
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
50+ 1.99% |
$3.95K - $4.79K
|
2.56K
$249K
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
50+ 0.97% |
$3.95K - $4.79K
|
5.21K
$507K
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
50+ 0.01% |
$3.95K - $4.79K
|
385K
$37.5M
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
50+ 0.2% |
$3.95K - $4.79K
|
25K
$2.44M
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
50+ 0.97% |
$3.95K - $4.79K
|
5.2K
$506K
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
50+ 0.7% |
$3.95K - $4.79K
|
7.21K
$701K
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
50+ 1.6% |
$3.95K - $4.79K
|
3.18K
$309K
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
50+ 0.51% |
$3.95K - $4.79K
|
9.78K
$951K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
49+ 4.79% |
$3.88K - $4.69K
|
1.07K
$104K
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
48+ 1.86% |
$3.8K - $4.59K
|
2.63K
$256K
|