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 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
46+ 2.01% |
$3.64K - $4.4K
|
2.33K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
45+ 0.04% |
$3.56K - $4.31K
|
104K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
45+ 0.21% |
$3.56K - $4.31K
|
21.2K
$2.06M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
45New |
$3.56K - $4.31K
|
45
$4.38K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
44+ 0.1% |
$3.48K - $4.21K
|
45.8K
$4.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
44+ 1.04% |
$3.48K - $4.21K
|
4.28K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
44+ 1.44% |
$3.48K - $4.21K
|
3.11K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
43+ 6.49% |
$3.4K - $4.12K
|
706
$68.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
42+ 0.14% |
$3.32K - $4.02K
|
29K
$2.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
42+ 1.24% |
$3.32K - $4.02K
|
3.42K
$332K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
42+ 0.78% |
$3.32K - $4.02K
|
5.41K
$526K
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
42+ 0.59% |
$3.32K - $4.02K
|
7.17K
$698K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
41+ 1.32% |
$3.24K - $3.92K
|
3.15K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
40+ 0.14% |
$3.16K - $3.83K
|
28.1K
$2.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
39+ 0.23% |
$3.08K - $3.73K
|
17.1K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
38+ 0.98% |
$3.01K - $3.64K
|
3.9K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
37+ 0.35% |
$2.93K - $3.54K
|
10.7K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
36+ 1.17% |
$2.85K - $3.45K
|
3.12K
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
36+ 0.48% |
$2.85K - $3.45K
|
7.47K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
36New |
$2.85K - $3.45K
|
36
$3.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
35+ 1.24% |
$2.77K - $3.35K
|
2.87K
$279K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
35+ 1.14% |
$2.77K - $3.35K
|
3.09K
$301K
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
35+ 233.33% |
$2.77K - $3.35K
|
50
$4.86K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
34+ 0.28% |
$2.69K - $3.25K
|
12.2K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
34+ 0.11% |
$2.69K - $3.25K
|
31.7K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
33New |
$2.61K - $3.16K
|
33
$3.21K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
33+ 0.8% |
$2.61K - $3.16K
|
4.16K
$404K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
32+ 0.05% |
$2.53K - $3.06K
|
65.2K
$6.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
31+ 0.77% |
$2.45K - $2.97K
|
4.08K
$397K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
30+ 0.09% |
$2.37K - $2.87K
|
34.2K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
29+ 0.98% |
$2.29K - $2.78K
|
2.99K
$291K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
29+ 0.81% |
$2.29K - $2.78K
|
3.59K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
29+ 0.5% |
$2.29K - $2.78K
|
5.78K
$562K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
28+ 0.53% |
$2.21K - $2.68K
|
5.31K
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
27+ 0.48% |
$2.14K - $2.58K
|
5.69K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
27+ 0.48% |
$2.14K - $2.58K
|
5.63K
$547K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
26+ 0.11% |
$2.06K - $2.49K
|
23.6K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
26+ 29.89% |
$2.06K - $2.49K
|
113
$11K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
26+ 0.93% |
$2.06K - $2.49K
|
2.83K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
25+ 0.2% |
$1.98K - $2.39K
|
12.3K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
25+ 0.35% |
$1.98K - $2.39K
|
7.25K
$706K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
25+ 2.86% |
$1.98K - $2.39K
|
900
$87.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
25+ 0.82% |
$1.98K - $2.39K
|
3.08K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
24+ 1.49% |
$1.9K - $2.3K
|
1.63K
$159K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
24+ 0.95% |
$1.9K - $2.3K
|
2.56K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
23+ 0.02% |
$1.82K - $2.2K
|
97.3K
$9.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
23+ 0.39% |
$1.82K - $2.2K
|
5.85K
$569K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
23+ 1.66% |
$1.82K - $2.2K
|
1.41K
$137K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
22+ 0.66% |
$1.74K - $2.11K
|
3.38K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
22+ 0.27% |
$1.74K - $2.11K
|
8.21K
$799K
|