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 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-18- 0.51% |
$1.42K - $1.72K
|
3.51K
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-20- 0.2% |
$1.58K - $1.91K
|
10.1K
$984K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-20- 0.29% |
$1.58K - $1.91K
|
6.99K
$680K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-20- 0.06% |
$1.58K - $1.91K
|
34.7K
$3.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-20- 0.01% |
$1.58K - $1.91K
|
180K
$17.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-20- 5.65% |
$1.58K - $1.91K
|
334
$32.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-20- 0.24% |
$1.58K - $1.91K
|
8.39K
$816K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-21- 0.43% |
$1.66K - $2.01K
|
4.87K
$474K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-21- 0.6% |
$1.66K - $2.01K
|
3.47K
$337K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-21- 0.08% |
$1.66K - $2.01K
|
25.6K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-21- 0.23% |
$1.66K - $2.01K
|
9.28K
$903K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-22- 0.21% |
$1.74K - $2.11K
|
10.5K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-23- 0.54% |
$1.82K - $2.2K
|
4.25K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-23- 0.04% |
$1.82K - $2.2K
|
61.4K
$5.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-24- 0.5% |
$1.9K - $2.3K
|
4.81K
$468K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-24- 0.18% |
$1.9K - $2.3K
|
13.1K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-24- 0.26% |
$1.9K - $2.3K
|
9.33K
$907K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-25- 0.15% |
$1.98K - $2.39K
|
17.1K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-25- 0.16% |
$1.98K - $2.39K
|
15.1K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-25- 0.08% |
$1.98K - $2.39K
|
31.3K
$3.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-25- 0.02% |
$1.98K - $2.39K
|
117K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-25- 0.48% |
$1.98K - $2.39K
|
5.23K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-26- 1.19% |
$2.06K - $2.49K
|
2.16K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
SELL
|
- |
-27- 0.03% |
$2.14K - $2.58K
|
82.9K
$8.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-27- 0.1% |
$2.14K - $2.58K
|
28.3K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-27- 0.65% |
$2.14K - $2.58K
|
4.15K
$404K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-29- 0.1% |
$2.29K - $2.78K
|
28.3K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-30- 0.24% |
$2.37K - $2.87K
|
12.4K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-30- 0.7% |
$2.37K - $2.87K
|
4.26K
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-31- 0.36% |
$2.45K - $2.97K
|
8.6K
$836K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-31- 0.38% |
$2.45K - $2.97K
|
8.07K
$785K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-32- 0.36% |
$2.53K - $3.06K
|
8.79K
$855K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-36- 0.29% |
$2.85K - $3.45K
|
12.5K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-37- 0.81% |
$2.93K - $3.54K
|
4.54K
$441K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-39- 1.47% |
$3.08K - $3.73K
|
2.62K
$254K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-40- 0.2% |
$3.16K - $3.83K
|
20.1K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-41- 2.97% |
$3.24K - $3.92K
|
1.34K
$130K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-42- 0.29% |
$3.32K - $4.02K
|
14.6K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-43- 2.55% |
$3.4K - $4.12K
|
1.64K
$160K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-43- 0.45% |
$3.4K - $4.12K
|
9.53K
$927K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-43- 0.38% |
$3.4K - $4.12K
|
11.2K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-44- 0.47% |
$3.48K - $4.21K
|
9.39K
$913K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-45- 0.44% |
$3.56K - $4.31K
|
10.2K
$991K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-45- 0.53% |
$3.56K - $4.31K
|
8.47K
$823K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-47- 0.42% |
$3.72K - $4.5K
|
11K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-47- 0.15% |
$3.72K - $4.5K
|
31.6K
$3.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-48- 0.96% |
$3.8K - $4.59K
|
4.94K
$480K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-48- 1.14% |
$3.8K - $4.59K
|
4.16K
$405K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-48- 0.71% |
$3.8K - $4.59K
|
6.67K
$649K
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-49- 0.3% |
$3.88K - $4.69K
|
16.1K
$1.57M
|