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 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
5.24KNew |
$415K - $502K
|
5.24K
$551K
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
5.22K+ 1.19% |
$413K - $500K
|
445K
$46.8M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.21K+ 132.74% |
$412K - $498K
|
9.13K
$959K
|
|
|
Feb 13, 2025
Q4 2024
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.2KNew |
$411K - $498K
|
5.2K
$546K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
5.19K+ 33.09% |
$411K - $497K
|
20.9K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.19KNew |
$410K - $496K
|
5.19K
$545K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.18K+ 7.61% |
$410K - $496K
|
73.3K
$7.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.18K+ 157.83% |
$410K - $496K
|
8.46K
$889K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.18K+ 0.39% |
$410K - $496K
|
1.34M
$141M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
5.13KNew |
$405K - $490K
|
5.13K
$538K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.12K+ 38.37% |
$405K - $490K
|
18.5K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
5.11KNew |
$404K - $489K
|
5.11K
$537K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.06K+ 6.97% |
$400K - $484K
|
77.6K
$8.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
5.03K+ 14.41% |
$398K - $481K
|
39.9K
$4.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
5.02K+ 33.29% |
$397K - $481K
|
20.1K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5K+ 11.14% |
$395K - $478K
|
49.9K
$5.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.99KNew |
$395K - $478K
|
4.99K
$525K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
4.92KNew |
$389K - $471K
|
4.92K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
4.92KNew |
$389K - $471K
|
4.92K
$517K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.85KNew |
$384K - $464K
|
4.85K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
4.84KNew |
$383K - $463K
|
4.84K
$508K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.83K+ 7.46% |
$382K - $462K
|
69.6K
$7.31M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.81K+ 24.7% |
$380K - $460K
|
24.3K
$2.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.77K+ 7.34% |
$377K - $456K
|
69.7K
$7.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
4.73KNew |
$374K - $452K
|
4.73K
$497K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
4.71K+ 47.34% |
$373K - $451K
|
14.7K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
4.69KNew |
$371K - $449K
|
4.69K
$493K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
4.68K+ 0.66% |
$370K - $448K
|
719K
$75.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.68K+ 11.41% |
$370K - $448K
|
45.7K
$4.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
4.61KNew |
$365K - $441K
|
4.61K
$484K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.59K+ 1.33% |
$363K - $439K
|
350K
$36.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4.58KNew |
$362K - $438K
|
4.58K
$481K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.57KNew |
$362K - $438K
|
4.57K
$480K
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
4.56KNew |
$361K - $436K
|
4.56K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.54K+ 12.89% |
$359K - $434K
|
39.8K
$4.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
4.54KNew |
$359K - $434K
|
4.54K
$477K
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
4.54KNew |
$359K - $434K
|
4.54K
$477K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
4.49KNew |
$355K - $430K
|
4.49K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.48KNew |
$354K - $429K
|
4.48K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.46K+ 8.08% |
$352K - $426K
|
59.6K
$6.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4.45KNew |
$352K - $426K
|
4.45K
$467K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.45K+ 7.15% |
$352K - $426K
|
66.7K
$7M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
4.39KNew |
$347K - $420K
|
4.39K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.37K+ 111.0% |
$346K - $418K
|
8.31K
$872K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
4.35KNew |
$344K - $416K
|
4.35K
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
4.33KNew |
$343K - $415K
|
4.33K
$455K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.25K+ 5.25% |
$336K - $407K
|
85.1K
$8.94M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
4.22KNew |
$334K - $404K
|
4.22K
$443K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.2K+ 17.92% |
$332K - $402K
|
27.6K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.19K+ 10.66% |
$331K - $401K
|
43.5K
$4.57M
|