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 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-50- 0.78% |
$3.95K - $4.79K
|
6.36K
$619K
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-50- 0.38% |
$3.95K - $4.79K
|
13.2K
$1.29M
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-50- 0.42% |
$3.95K - $4.79K
|
11.9K
$1.16M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-51- 0.24% |
$4.03K - $4.88K
|
21.2K
$2.06M
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-52- 0.36% |
$4.11K - $4.98K
|
14.2K
$1.38M
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-53- 0.3% |
$4.19K - $5.07K
|
17.6K
$1.71M
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-53- 1.49% |
$4.19K - $5.07K
|
3.5K
$340K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-54- 0.81% |
$4.27K - $5.17K
|
6.58K
$640K
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-55- 1.03% |
$4.35K - $5.26K
|
5.31K
$517K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-55- 0.48% |
$4.35K - $5.26K
|
11.3K
$1.1M
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-55- 0.27% |
$4.35K - $5.26K
|
20.6K
$2.01M
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-55- 1.07% |
$4.35K - $5.26K
|
5.08K
$494K
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-55- 1.23% |
$4.35K - $5.26K
|
4.42K
$430K
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-56- 0.37% |
$4.43K - $5.36K
|
15K
$1.46M
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-57- 2.02% |
$4.51K - $5.45K
|
2.76K
$268K
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-58- 0.87% |
$4.59K - $5.55K
|
6.6K
$642K
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-59- 0.52% |
$4.67K - $5.65K
|
11.3K
$1.1M
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-59- 0.83% |
$4.67K - $5.65K
|
7.01K
$682K
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-60- 0.53% |
$4.75K - $5.74K
|
11.2K
$1.09M
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-60- 0.98% |
$4.75K - $5.74K
|
6.05K
$588K
|
|
Feb 12, 2025
Q4 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-60- 0.58% |
$4.75K - $5.74K
|
10.3K
$1M
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-60- 0.14% |
$4.75K - $5.74K
|
42.7K
$4.15M
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-62- 0.37% |
$4.9K - $5.93K
|
16.6K
$1.62M
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-62- 1.08% |
$4.9K - $5.93K
|
5.7K
$554K
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-62- 0.47% |
$4.9K - $5.93K
|
13.3K
$1.29M
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-63- 0.09% |
$4.98K - $6.03K
|
72.7K
$7.07M
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-64- 0.06% |
$5.06K - $6.12K
|
110K
$10.7M
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-64- 2.18% |
$5.06K - $6.12K
|
2.87K
$279K
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-64- 0.75% |
$5.06K - $6.12K
|
8.51K
$828K
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-65- 0.68% |
$5.14K - $6.22K
|
9.45K
$919K
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-65- 0.99% |
$5.14K - $6.22K
|
6.51K
$633K
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-66- 0.28% |
$5.22K - $6.32K
|
23.3K
$2.27M
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-66- 2.83% |
$5.22K - $6.32K
|
2.27K
$220K
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-69- 0.45% |
$5.46K - $6.6K
|
15.4K
$1.5M
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-69- 0.81% |
$5.46K - $6.6K
|
8.45K
$822K
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-70- 13.46% |
$5.54K - $6.7K
|
450
$43.8K
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-73- 0.1% |
$5.77K - $6.99K
|
73.6K
$7.16M
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-75- 2.81% |
$5.93K - $7.18K
|
2.59K
$252K
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-75- 1.25% |
$5.93K - $7.18K
|
5.95K
$579K
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-77- 1.33% |
$6.09K - $7.37K
|
5.7K
$554K
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-78- 0.39% |
$6.17K - $7.46K
|
20.2K
$1.96M
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-78- 1.3% |
$6.17K - $7.46K
|
5.91K
$575K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-78- 0.35% |
$6.17K - $7.46K
|
21.9K
$2.13M
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-80- 2.84% |
$6.33K - $7.66K
|
2.74K
$266K
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-80- 0.18% |
$6.33K - $7.66K
|
43.8K
$4.26M
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-81- 0.71% |
$6.41K - $7.75K
|
11.4K
$1.11M
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-81- 0.82% |
$6.41K - $7.75K
|
9.76K
$950K
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-82- 1.01% |
$6.49K - $7.85K
|
8.03K
$781K
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-84- 1.36% |
$6.64K - $8.04K
|
6.08K
$592K
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-84- 1.58% |
$6.64K - $8.04K
|
5.24K
$509K
|