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 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-863- 4.77% |
$68.3K - $82.6K
|
17.2K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-863- 17.6% |
$68.3K - $82.6K
|
4.04K
$393K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-864- 16.08% |
$68.3K - $82.7K
|
4.51K
$438K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-864- 3.71% |
$68.3K - $82.7K
|
22.4K
$2.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-865- 1.9% |
$68.4K - $82.8K
|
44.7K
$4.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-872- 20.05% |
$69K - $83.5K
|
3.48K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-875- 9.93% |
$69.2K - $83.7K
|
7.93K
$772K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-875- 0.31% |
$69.2K - $83.7K
|
282K
$27.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-877- 6.63% |
$69.4K - $83.9K
|
12.4K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-885- 9.45% |
$70K - $84.7K
|
8.48K
$825K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-891- 1.41% |
$70.5K - $85.3K
|
62.5K
$6.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-895- 1.66% |
$70.8K - $85.7K
|
52.9K
$5.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-900- 8.11% |
$71.2K - $86.1K
|
10.2K
$992K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-900- 1.06% |
$71.2K - $86.1K
|
84.1K
$8.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-902- 3.04% |
$71.3K - $86.3K
|
28.8K
$2.8M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-902- 3.04% |
$71.3K - $86.3K
|
28.8K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-903- 2.35% |
$71.4K - $86.4K
|
37.6K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-913- 6.19% |
$72.2K - $87.4K
|
13.8K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-914- 7.06% |
$72.3K - $87.5K
|
12K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-920- 1.42% |
$72.8K - $88K
|
63.6K
$6.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-920- 18.02% |
$72.8K - $88K
|
4.19K
$407K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-929- 1.16% |
$73.5K - $88.9K
|
79.4K
$7.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-929- 3.64% |
$73.5K - $88.9K
|
24.6K
$2.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-932- 8.55% |
$73.7K - $89.2K
|
9.97K
$969K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-938- 0.68% |
$74.2K - $89.8K
|
137K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-939- 5.29% |
$74.3K - $89.9K
|
16.8K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-940- 0.89% |
$74.4K - $90K
|
105K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-953- 4.73% |
$75.4K - $91.2K
|
19.2K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-953- 2.51% |
$75.4K - $91.2K
|
36.9K
$3.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-955- 10.8% |
$75.5K - $91.4K
|
7.89K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-956- 1.93% |
$75.6K - $91.5K
|
48.5K
$4.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-958- 1.2% |
$75.8K - $91.7K
|
79.1K
$7.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-959- 9.33% |
$75.9K - $91.8K
|
9.32K
$907K
|
|
|
Feb 14, 2025
Q4 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-969- 1.48% |
$76.6K - $92.7K
|
64.6K
$6.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-971- 1.2% |
$76.8K - $92.9K
|
80.1K
$7.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-971- 1.15% |
$76.8K - $92.9K
|
83.6K
$8.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-973- 27.49% |
$77K - $93.1K
|
2.57K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-975- 4.21% |
$77.1K - $93.3K
|
22.2K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-985- 1.91% |
$77.9K - $94.3K
|
50.5K
$4.91M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-987- 6.91% |
$78.1K - $94.5K
|
13.3K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-1K- 7.72% |
$79.1K - $95.7K
|
11.9K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-1K- 6.02% |
$79.1K - $95.7K
|
15.6K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-1K- 5.55% |
$79.1K - $95.7K
|
17K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Opus Investment Management Inc
|
SELL
|
- |
-1K- 1.04% |
$79.1K - $95.7K
|
95K
$9.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1K- 1.98% |
$79.2K - $95.8K
|
49.7K
$4.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1K- 7.18% |
$79.4K - $96.1K
|
13K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.01K- 4.99% |
$79.5K - $96.2K
|
19.1K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.01K- 0.98% |
$79.7K - $96.4K
|
102K
$9.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.01K- 3.77% |
$79.9K - $96.7K
|
25.8K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.02K- 2.26% |
$80.4K - $97.3K
|
44.1K
$4.29M
|