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 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-601- 16.87% |
$47.5K - $57.5K
|
2.96K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-605- 13.81% |
$47.9K - $57.9K
|
3.78K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-605- 3.62% |
$47.9K - $57.9K
|
16.1K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-606- 1.4% |
$47.9K - $58K
|
42.8K
$4.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-607- 0.87% |
$48K - $58.1K
|
69.5K
$6.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-607- 2.7% |
$48K - $58.1K
|
21.9K
$2.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-608- 1.22% |
$48.1K - $58.2K
|
49.2K
$4.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-610- 3.05% |
$48.3K - $58.4K
|
19.4K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-611- 9.33% |
$48.3K - $58.5K
|
5.94K
$578K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-613- 7.3% |
$48.5K - $58.7K
|
7.78K
$757K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-616- 1.8% |
$48.7K - $59K
|
33.6K
$3.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-620- 10.26% |
$49K - $59.3K
|
5.42K
$527K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-620- 3.21% |
$49K - $59.3K
|
18.7K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-622- 5.43% |
$49.2K - $59.5K
|
10.8K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-624- 4.93% |
$49.4K - $59.7K
|
12K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-625- 7.87% |
$49.4K - $59.8K
|
7.31K
$711K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-627- 1.26% |
$49.6K - $60K
|
49.2K
$4.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-627- 4.04% |
$49.6K - $60K
|
14.9K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-630- 6.82% |
$49.8K - $60.3K
|
8.61K
$838K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-630- 1.29% |
$49.8K - $60.3K
|
48.3K
$4.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-630- 0.73% |
$49.8K - $60.3K
|
85.2K
$8.29M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-631- 1.61% |
$49.9K - $60.4K
|
38.6K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-634- 2.95% |
$50.1K - $60.7K
|
20.8K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-638- 2.21% |
$50.5K - $61.1K
|
28.2K
$2.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-640- 1.2% |
$50.6K - $61.2K
|
52.6K
$5.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-641- 2.7% |
$50.7K - $61.3K
|
23.1K
$2.24M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-655- 3.19% |
$51.8K - $62.7K
|
19.8K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-655- 4.24% |
$51.8K - $62.7K
|
14.8K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-655- 2.78% |
$51.8K - $62.7K
|
22.9K
$2.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-656- 2.34% |
$51.9K - $62.8K
|
27.4K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-660- 2.84% |
$52.2K - $63.2K
|
22.6K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-663- 5.09% |
$52.4K - $63.4K
|
12.4K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-664- 1.52% |
$52.5K - $63.5K
|
42.9K
$4.17M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-669- 2.61% |
$52.9K - $64K
|
25K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-670- 4.22% |
$53K - $64.1K
|
15.2K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-673- 1.31% |
$53.2K - $64.4K
|
50.8K
$4.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-673- 4.05% |
$53.2K - $64.4K
|
15.9K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-675- 1.75% |
$53.4K - $64.6K
|
37.8K
$3.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-679- 11.14% |
$53.7K - $65K
|
5.42K
$527K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-689- 1.13% |
$54.5K - $65.9K
|
60.3K
$5.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-689- 2.66% |
$54.5K - $65.9K
|
25.3K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-690- 24.54% |
$54.6K - $66K
|
2.12K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-693- 2.74% |
$54.8K - $66.3K
|
24.6K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-698- 2.22% |
$55.2K - $66.8K
|
30.8K
$2.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-699- 9.99% |
$55.3K - $66.9K
|
6.3K
$612K
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-699- 2.63% |
$55.3K - $66.9K
|
25.8K
$2.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
SELL
|
- |
-708- 5.19% |
$56K - $67.8K
|
12.9K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-708- 8.1% |
$56K - $67.8K
|
8.04K
$782K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-711- 2.14% |
$56.2K - $68K
|
32.6K
$3.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-711- 6.18% |
$56.2K - $68K
|
10.8K
$1.05M
|