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 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.29K- 3.01% |
$102K - $123K
|
41.4K
$4.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-1.29K- 10.98% |
$102K - $123K
|
10.4K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-1.29K- 2.41% |
$102K - $123K
|
52.2K
$5.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.29K- 3.02% |
$102K - $124K
|
41.6K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.3K- 9.69% |
$103K - $124K
|
12.1K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
SELL
|
- |
-1.3K- 9.79% |
$103K - $125K
|
12K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.31K- 4.28% |
$103K - $125K
|
29.3K
$2.85M
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1.32K- 6.46% |
$104K - $126K
|
19.1K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.33K- 0.47% |
$105K - $127K
|
283K
$27.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.34K- 1.98% |
$106K - $128K
|
66.2K
$6.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.34K- 2.15% |
$106K - $128K
|
61.1K
$5.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-1.34K- 11.33% |
$106K - $128K
|
10.5K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.35K- 75.0% |
$107K - $129K
|
450
$43.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.36K- 3.45% |
$107K - $130K
|
37.9K
$3.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.36K- 3.18% |
$107K - $130K
|
41.3K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.36K- 11.01% |
$108K - $130K
|
11K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.36K- 6.06% |
$108K - $130K
|
21.1K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.37K- 3.48% |
$108K - $131K
|
37.9K
$3.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.38K- 2.25% |
$109K - $132K
|
59.8K
$5.81M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-1.39K- 3.24% |
$110K - $133K
|
41.5K
$4.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.4K- 0.34% |
$110K - $134K
|
412K
$40.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.41K- 4.15% |
$111K - $135K
|
32.5K
$3.16M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.41K- 3.48% |
$111K - $135K
|
39.1K
$3.8M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.41K- 4.15% |
$112K - $135K
|
32.6K
$3.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.42K- 5.14% |
$112K - $136K
|
26.2K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.42K- 3.17% |
$112K - $136K
|
43.4K
$4.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.43K- 3.35% |
$113K - $136K
|
41.1K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.43K- 52.21% |
$113K - $137K
|
1.31K
$127K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.43K- 11.32% |
$113K - $137K
|
11.2K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.46K- 4.83% |
$115K - $139K
|
28.7K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.47K- 2.12% |
$116K - $140K
|
67.6K
$6.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1.48K- 6.73% |
$117K - $141K
|
20.4K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.48K- 3.97% |
$117K - $141K
|
35.7K
$3.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-1.48K- 1.82% |
$117K - $142K
|
79.7K
$7.75M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-1.48K- 18.27% |
$117K - $142K
|
6.63K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-1.48K- 2.29% |
$117K - $142K
|
63.3K
$6.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.49K- 0.98% |
$117K - $142K
|
150K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.5K- 8.1% |
$119K - $143K
|
17K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Grace & White Inc
|
SELL
|
- |
-1.5K- 6.67% |
$119K - $144K
|
21K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.5K- 2.05% |
$119K - $144K
|
72K
$7M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.5K- 18.76% |
$119K - $144K
|
6.51K
$633K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 5.9% |
$119K - $144K
|
24K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.52K- 1.23% |
$120K - $145K
|
122K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.52K- 4.38% |
$120K - $145K
|
33.2K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-1.52K- 24.04% |
$120K - $146K
|
4.81K
$467K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.53K- 15.79% |
$121K - $146K
|
8.14K
$791K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-1.53K- 1.85% |
$121K - $146K
|
81.2K
$7.89M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.54K- 2.73% |
$121K - $147K
|
54.6K
$5.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.54K- 2.08% |
$122K - $147K
|
72.3K
$7.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.55K- 2.91% |
$122K - $148K
|
51.5K
$5.01M
|