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 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
3.1K+ 2.25% |
$245K - $296K
|
141K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
3.09K+ 15.77% |
$245K - $296K
|
22.7K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.09K+ 6.96% |
$244K - $296K
|
47.5K
$4.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.07K+ 0.6% |
$243K - $294K
|
513K
$52.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3.07KNew |
$243K - $294K
|
3.07K
$316K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
3.07KNew |
$243K - $294K
|
3.07K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.06KNew |
$242K - $292K
|
3.06K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
3.04K+ 30.72% |
$241K - $291K
|
12.9K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
3.04K+ 15.62% |
$240K - $291K
|
22.5K
$2.32M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
3.03K+ 4.54% |
$240K - $290K
|
69.9K
$7.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
3.03K+ 19.79% |
$240K - $290K
|
18.3K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.03K+ 27.86% |
$239K - $290K
|
13.9K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.02KNew |
$239K - $289K
|
3.02K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3.01KNew |
$238K - $288K
|
3.01K
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
3KNew |
$238K - $287K
|
3K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3K+ 15.43% |
$237K - $287K
|
22.5K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
3K+ 200.0% |
$237K - $287K
|
4.5K
$463K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3KNew |
$237K - $287K
|
3K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.99KNew |
$236K - $286K
|
2.99K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
2.99KNew |
$236K - $286K
|
2.99K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.98KNew |
$236K - $286K
|
2.98K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2.98K+ 6.78% |
$236K - $285K
|
47K
$4.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2.96KNew |
$234K - $283K
|
2.96K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.95K+ 32.6% |
$233K - $282K
|
12K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
2.93KNew |
$231K - $280K
|
2.93K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.92K+ 14.01% |
$231K - $280K
|
23.8K
$2.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.92K+ 88.15% |
$231K - $279K
|
6.23K
$641K
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
2.91KNew |
$230K - $279K
|
2.91K
$300K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.9KNew |
$230K - $278K
|
2.9K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.9K+ 12.6% |
$229K - $277K
|
25.9K
$2.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
2.89KNew |
$228K - $276K
|
2.89K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Saybrook Capital
|
BUY
|
- |
2.88KNew |
$227K - $275K
|
2.88K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
2.87KNew |
$227K - $275K
|
2.87K
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.87KNew |
$227K - $274K
|
2.87K
$295K
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.85KNew |
$225K - $272K
|
2.85K
$293K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.84KNew |
$224K - $271K
|
2.84K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.83K+ 2.3% |
$223K - $270K
|
126K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.82K+ 1.04% |
$223K - $270K
|
274K
$28.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.81KNew |
$222K - $269K
|
2.81K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.8K+ 14.31% |
$222K - $268K
|
22.4K
$2.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.8KNew |
$221K - $268K
|
2.8K
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
2.8KNew |
$221K - $268K
|
2.8K
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.8K+ 69.51% |
$221K - $268K
|
6.83K
$703K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
2.8KNew |
$221K - $267K
|
2.8K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
2.79K+ 2.45% |
$221K - $267K
|
117K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.79K+ 6.97% |
$220K - $267K
|
42.7K
$4.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.79KNew |
$220K - $267K
|
2.79K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.78KNew |
$220K - $266K
|
2.78K
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.76K+ 1.41% |
$218K - $264K
|
199K
$20.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.76KNew |
$218K - $264K
|
2.76K
$284K
|