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 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
21+ 0.23% |
$1.66K - $2.01K
|
8.96K
$872K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
20+ 0.6% |
$1.58K - $1.91K
|
3.35K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
20+ 13.33% |
$1.58K - $1.91K
|
170
$16.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
19+ 0.04% |
$1.5K - $1.82K
|
53.8K
$5.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
19+ 0.3% |
$1.5K - $1.82K
|
6.36K
$618K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
17+ 0.04% |
$1.34K - $1.63K
|
40.1K
$3.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
16+ 0.09% |
$1.27K - $1.53K
|
18.7K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
16+ 0.11% |
$1.27K - $1.53K
|
14.4K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
15+ 0.28% |
$1.19K - $1.44K
|
5.43K
$528K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
15+ 0.31% |
$1.19K - $1.44K
|
4.83K
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
15+ 0.15% |
$1.19K - $1.44K
|
10.2K
$995K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
14+ 0.22% |
$1.11K - $1.34K
|
6.48K
$630K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
14+ 0.12% |
$1.11K - $1.34K
|
11.8K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
14+ 0.23% |
$1.11K - $1.34K
|
6.12K
$595K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.04% |
$1.11K - $1.34K
|
32.3K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
13+ 0.16% |
$1.03K - $1.24K
|
8.32K
$809K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 0.23% |
$949 - $1.15K
|
5.24K
$510K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12+ 0.38% |
$949 - $1.15K
|
3.19K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
12+ 0.18% |
$949 - $1.15K
|
6.69K
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
12New |
$949 - $1.15K
|
12
$1.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
12+ 0.42% |
$949 - $1.15K
|
2.85K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
11+ 0.08% |
$870 - $1.05K
|
13.1K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10+ 0.07% |
$791 - $957
|
14.1K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
10+ 0.29% |
$791 - $957
|
3.51K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
10+ 0.11% |
$791 - $957
|
9.11K
$886K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
9+ 2.44% |
$712 - $861
|
378
$36.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
9+ 0.31% |
$712 - $861
|
2.88K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
9+ 0.13% |
$712 - $861
|
7.15K
$695K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
9+ 0.02% |
$712 - $861
|
41.6K
$4.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7+ 0.25% |
$554 - $670
|
2.83K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7+ 0.87% |
$554 - $670
|
812
$79K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6+ 0.08% |
$475 - $574
|
7.45K
$725K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
6+ 0.1% |
$475 - $574
|
5.79K
$563K
|
|
|
Jan 23, 2025
Q4 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
6+ 0.05% |
$475 - $574
|
11.6K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
6+ 0.18% |
$475 - $574
|
3.34K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
6+ 600.0% |
$475 - $574
|
7
$681
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5+ 0.13% |
$396 - $479
|
3.87K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.25% |
$396 - $479
|
2K
$194K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5+ 0.02% |
$396 - $479
|
23.7K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
4+ 0.02% |
$316 - $383
|
21.6K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4+ 0.1% |
$316 - $383
|
3.96K
$385K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 1.47% |
$237 - $287
|
207
$20.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3+ 0.08% |
$237 - $287
|
3.89K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3+ 0.01% |
$237 - $287
|
24.4K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3+ 0.05% |
$237 - $287
|
5.59K
$544K
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3+ 0.04% |
$237 - $287
|
6.71K
$653K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2+ 0.02% |
$158 - $191
|
9.82K
$955K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1+ 0.03% |
$79.1 - $95.7
|
2.94K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1+ 0.01% |
$79.1 - $95.7
|
8.39K
$816K
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1+ 0.01% |
$79.1 - $95.7
|
7.27K
$707K
|