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 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.18K+ 33.02% |
$330K - $400K
|
16.8K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
4.14K+ 10.6% |
$327K - $396K
|
43.2K
$4.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
4.1KNew |
$324K - $392K
|
4.1K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
4.06KNew |
$321K - $389K
|
4.06K
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.05KNew |
$320K - $388K
|
4.05K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4KNew |
$317K - $383K
|
4K
$421K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
4KNew |
$316K - $383K
|
4K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4K+ 1.2% |
$316K - $383K
|
337K
$35.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4KNew |
$316K - $383K
|
4K
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4K+ 0.69% |
$316K - $383K
|
582K
$61.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.98KNew |
$315K - $381K
|
3.98K
$418K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.92K+ 2.66% |
$310K - $375K
|
151K
$15.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
3.9KNew |
$308K - $373K
|
3.9K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
3.9KNew |
$308K - $373K
|
3.9K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.88K+ 10.6% |
$307K - $372K
|
40.5K
$4.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.88K+ 13.9% |
$307K - $371K
|
31.7K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.86K+ 2.11% |
$305K - $370K
|
186K
$19.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.84K+ 4.99% |
$303K - $367K
|
80.8K
$8.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
3.8KNew |
$301K - $364K
|
3.8K
$399K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.8K+ 1.4% |
$301K - $364K
|
274K
$28.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.79KNew |
$300K - $363K
|
3.79K
$398K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.78K+ 2.86% |
$299K - $362K
|
136K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
3.78KNew |
$299K - $362K
|
3.78K
$397K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.75K+ 7.37% |
$297K - $359K
|
54.7K
$5.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.75K+ 7.79% |
$297K - $359K
|
51.8K
$5.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.75KNew |
$296K - $358K
|
3.75K
$394K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.74K+ 3.03% |
$296K - $358K
|
127K
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
3.74K+ 9.45% |
$296K - $358K
|
43.3K
$4.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.7KNew |
$293K - $354K
|
3.7K
$389K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3.7K+ 18.41% |
$293K - $354K
|
23.8K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.68KNew |
$291K - $353K
|
3.68K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
3.6KNew |
$285K - $345K
|
3.6K
$379K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.59K+ 16.88% |
$284K - $344K
|
24.9K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.57K+ 6.23% |
$282K - $342K
|
60.9K
$6.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.55K+ 8.07% |
$281K - $340K
|
47.6K
$5M
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
3.55K+ 15.76% |
$281K - $340K
|
26.1K
$2.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
3.53KNew |
$279K - $337K
|
3.53K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
3.51K+ 4.16% |
$278K - $336K
|
88K
$9.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
3.51KNew |
$277K - $335K
|
3.51K
$368K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
3.5K+ 19.41% |
$277K - $335K
|
21.5K
$2.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3.5KNew |
$276K - $334K
|
3.5K
$367K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.48K+ 4.99% |
$275K - $333K
|
73.3K
$7.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.47K+ 1.78% |
$274K - $332K
|
199K
$20.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.45K+ 73.11% |
$273K - $330K
|
8.18K
$859K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.45K+ 15.03% |
$273K - $330K
|
26.4K
$2.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.45K+ 116.83% |
$273K - $330K
|
6.4K
$673K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.45KNew |
$272K - $330K
|
3.45K
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.43K+ 113.33% |
$271K - $328K
|
6.45K
$678K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.41KNew |
$269K - $326K
|
3.41K
$358K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.4KNew |
$269K - $326K
|
3.4K
$358K
|