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 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-711- 0.83% |
$56.2K - $68K
|
84.8K
$8.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-714- 14.99% |
$56.5K - $68.3K
|
4.05K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-715- 1.58% |
$56.6K - $68.4K
|
44.6K
$4.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-726- 1.5% |
$57.4K - $69.5K
|
47.7K
$4.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
SELL
|
- |
-729- 0.45% |
$57.7K - $69.8K
|
162K
$15.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-730- 11.82% |
$57.7K - $69.9K
|
5.44K
$530K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-730- 2.51% |
$57.7K - $69.9K
|
28.4K
$2.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-732- 21.15% |
$57.9K - $70.1K
|
2.73K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-734- 0.56% |
$58.1K - $70.2K
|
131K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-737- 0.21% |
$58.3K - $70.5K
|
351K
$34.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-737- 1.3% |
$58.3K - $70.5K
|
55.8K
$5.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-737- 22.6% |
$58.3K - $70.5K
|
2.52K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-737- 1.03% |
$58.3K - $70.5K
|
70.9K
$6.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-743- 1.21% |
$58.8K - $71.1K
|
60.9K
$5.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-745- 0.25% |
$58.9K - $71.3K
|
296K
$28.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-747- 0.83% |
$59.1K - $71.5K
|
88.9K
$8.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-748- 2.5% |
$59.2K - $71.6K
|
29.1K
$2.83M
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-750- 20.0% |
$59.3K - $71.8K
|
3K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-753- 2.87% |
$59.6K - $72.1K
|
25.5K
$2.48M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-757- 1.15% |
$59.9K - $72.4K
|
64.9K
$6.31M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-758- 23.75% |
$60K - $72.5K
|
2.43K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-761- 1.16% |
$60.2K - $72.8K
|
64.6K
$6.28M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-761- 12.37% |
$60.2K - $72.8K
|
5.39K
$524K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-762- 0.53% |
$60.3K - $72.9K
|
142K
$13.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-772- 4.03% |
$61.1K - $73.9K
|
18.4K
$1.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-773- 7.7% |
$61.1K - $74K
|
9.27K
$902K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-775- 4.76% |
$61.3K - $74.2K
|
15.5K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-777- 10.68% |
$61.5K - $74.4K
|
6.5K
$632K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-779- 2.45% |
$61.6K - $74.6K
|
31K
$3.02M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-780- 28.36% |
$61.7K - $74.6K
|
1.97K
$192K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-781- 9.05% |
$61.8K - $74.7K
|
7.85K
$763K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-782- 23.68% |
$61.9K - $74.8K
|
2.52K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-785- 1.65% |
$62.1K - $75.1K
|
46.7K
$4.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-789- -0.0% |
$62.4K - $75.5K
|
15.8M
$1.54B
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-794- 0.31% |
$62.8K - $76K
|
258K
$25.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-796- 3.11% |
$63K - $76.2K
|
24.8K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-800- 17.31% |
$63.3K - $76.6K
|
3.82K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-801- 2.28% |
$63.4K - $76.7K
|
34.4K
$3.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-807- 15.75% |
$63.8K - $77.2K
|
4.32K
$420K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-813- 1.3% |
$64.3K - $77.8K
|
61.7K
$6M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-819- 8.87% |
$64.8K - $78.4K
|
8.42K
$819K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-821- 6.29% |
$64.9K - $78.6K
|
12.2K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-822- 2.1% |
$65K - $78.7K
|
38.4K
$3.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-835- 9.6% |
$66K - $79.9K
|
7.86K
$765K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-835- 0.69% |
$66K - $79.9K
|
121K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-838- 2.79% |
$66.3K - $80.2K
|
29.2K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-841- 4.02% |
$66.5K - $80.5K
|
20.1K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-841- 8.85% |
$66.5K - $80.5K
|
8.66K
$842K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-843- 7.16% |
$66.7K - $80.7K
|
10.9K
$1.06M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-862- 1.66% |
$68.2K - $82.5K
|
51K
$4.96M
|