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 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-84- 1.54% |
$6.64K - $8.04K
|
5.36K
$521K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-85- 0.55% |
$6.72K - $8.13K
|
15.2K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-85- 0.71% |
$6.72K - $8.13K
|
11.9K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-85- 1.15% |
$6.72K - $8.13K
|
7.28K
$708K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-87- 2.51% |
$6.88K - $8.33K
|
3.38K
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-94- 0.57% |
$7.44K - $9K
|
16.5K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-94- 2.84% |
$7.44K - $9K
|
3.21K
$312K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-95- 2.54% |
$7.51K - $9.09K
|
3.65K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-95- 1.87% |
$7.51K - $9.09K
|
5K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-96- 3.35% |
$7.59K - $9.19K
|
2.77K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-96- 1.38% |
$7.59K - $9.19K
|
6.84K
$666K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-96- 1.25% |
$7.59K - $9.19K
|
7.55K
$735K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-97- 3.28% |
$7.67K - $9.28K
|
2.86K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-98- 1.06% |
$7.75K - $9.38K
|
9.14K
$889K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-99- 1.34% |
$7.83K - $9.47K
|
7.28K
$708K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-100- 3.24% |
$7.91K - $9.57K
|
2.99K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 1.18% |
$7.91K - $9.57K
|
8.41K
$818K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-100- 1.21% |
$7.91K - $9.57K
|
8.18K
$795K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-100- 3.3% |
$7.91K - $9.57K
|
2.93K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-100- 3.03% |
$7.91K - $9.57K
|
3.2K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-100- 1.7% |
$7.91K - $9.57K
|
5.79K
$563K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-100- 1.05% |
$7.91K - $9.57K
|
9.4K
$914K
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-100- 0.62% |
$7.91K - $9.57K
|
16K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-100- 2.49% |
$7.91K - $9.57K
|
3.91K
$380K
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-100- 0.27% |
$7.91K - $9.57K
|
36.5K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-100- 0.18% |
$7.91K - $9.57K
|
55K
$5.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-103- 1.74% |
$8.15K - $9.86K
|
5.82K
$566K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-104- 0.42% |
$8.23K - $9.95K
|
24.7K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-104- 1.72% |
$8.23K - $9.95K
|
5.94K
$577K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-105- 1.97% |
$8.31K - $10K
|
5.23K
$509K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-105- 0.08% |
$8.31K - $10K
|
123K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-105- 1.74% |
$8.31K - $10K
|
5.94K
$578K
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-105- 3.44% |
$8.31K - $10K
|
2.94K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-106- 0.89% |
$8.38K - $10.1K
|
11.8K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-107- 1.22% |
$8.46K - $10.2K
|
8.63K
$840K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-107- 0.17% |
$8.46K - $10.2K
|
61.9K
$6.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-107- 0.62% |
$8.46K - $10.2K
|
17.2K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-108- 0.34% |
$8.54K - $10.3K
|
31.4K
$3.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-108- 1.94% |
$8.54K - $10.3K
|
5.46K
$531K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-111- 2.83% |
$8.78K - $10.6K
|
3.82K
$371K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-111- 0.61% |
$8.78K - $10.6K
|
18.1K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-112- 0.23% |
$8.86K - $10.7K
|
49.4K
$4.81M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-114- 3.03% |
$9.02K - $10.9K
|
3.65K
$355K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-114- 2.19% |
$9.02K - $10.9K
|
5.09K
$495K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-114- 1.41% |
$9.02K - $10.9K
|
7.96K
$774K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-114- 1.16% |
$9.02K - $10.9K
|
9.72K
$946K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-115- 12.78% |
$9.1K - $11K
|
785
$76.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-115- 4.22% |
$9.1K - $11K
|
2.61K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-115- 1.66% |
$9.1K - $11K
|
6.81K
$663K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-115- 0.78% |
$9.1K - $11K
|
14.5K
$1.41M
|