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 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-200- 7.95% |
$15.8K - $19.1K
|
2.32K
$225K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-201- 2.15% |
$15.9K - $19.2K
|
9.14K
$889K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-201- 1.47% |
$15.9K - $19.2K
|
13.5K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-203- 1.11% |
$16.1K - $19.4K
|
18.1K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-204- 5.57% |
$16.1K - $19.5K
|
3.46K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-204- 0.67% |
$16.1K - $19.5K
|
30.3K
$2.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-205- 0.24% |
$16.2K - $19.6K
|
83.6K
$8.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-206- 0.42% |
$16.3K - $19.7K
|
49.3K
$4.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-206- 0.88% |
$16.3K - $19.7K
|
23.3K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-208- 5.19% |
$16.5K - $19.9K
|
3.8K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-211- 1.93% |
$16.7K - $20.2K
|
10.7K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-213- 4.38% |
$16.8K - $20.4K
|
4.65K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-213- 0.15% |
$16.8K - $20.4K
|
146K
$14.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-214- 0.53% |
$16.9K - $20.5K
|
39.9K
$3.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-215- 0.83% |
$17K - $20.6K
|
25.8K
$2.51M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-218- 1.85% |
$17.2K - $20.9K
|
11.5K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-219- 5.27% |
$17.3K - $21K
|
3.94K
$383K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-220- 8.49% |
$17.4K - $21.1K
|
2.37K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-220- 1.51% |
$17.4K - $21.1K
|
14.4K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-222- 8.84% |
$17.6K - $21.2K
|
2.29K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-223- 0.33% |
$17.6K - $21.3K
|
67.1K
$6.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-224- 1.14% |
$17.7K - $21.4K
|
19.3K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-225- 1.62% |
$17.8K - $21.5K
|
13.7K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-225- 0.28% |
$17.8K - $21.5K
|
79.5K
$7.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-226- 0.66% |
$17.9K - $21.6K
|
33.8K
$3.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-227- 4.93% |
$18K - $21.7K
|
4.38K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-227- 7.48% |
$18K - $21.7K
|
2.81K
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-228- 7.76% |
$18K - $21.8K
|
2.71K
$264K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-229- 5.18% |
$18.1K - $21.9K
|
4.19K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-230- 1.29% |
$18.2K - $22K
|
17.6K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-231- 1.41% |
$18.3K - $22.1K
|
16.1K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-233- 4.0% |
$18.4K - $22.3K
|
5.59K
$543K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-233- 2.73% |
$18.4K - $22.3K
|
8.3K
$807K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-233- 9.02% |
$18.4K - $22.3K
|
2.35K
$229K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-235- 1.03% |
$18.6K - $22.5K
|
22.5K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-237- 0.47% |
$18.7K - $22.7K
|
50.7K
$4.93M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-237- 1.14% |
$18.7K - $22.7K
|
20.5K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-238- 0.19% |
$18.8K - $22.8K
|
124K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-239- 9.39% |
$18.9K - $22.9K
|
2.31K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-240- 5.64% |
$19K - $23K
|
4.02K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-240- 4.47% |
$19K - $23K
|
5.13K
$499K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-240- 0.87% |
$19K - $23K
|
27.5K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-242- 1.49% |
$19.1K - $23.2K
|
16K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-243- 1.86% |
$19.2K - $23.3K
|
12.8K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-244- 2.02% |
$19.3K - $23.4K
|
11.8K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-244- 8.02% |
$19.3K - $23.4K
|
2.8K
$272K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-244- 6.46% |
$19.3K - $23.4K
|
3.54K
$344K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-245- 0.98% |
$19.4K - $23.4K
|
24.7K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-245- 0.86% |
$19.4K - $23.4K
|
28.2K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-247- 1.35% |
$19.5K - $23.6K
|
18.1K
$1.76M
|