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 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.73K+ 14.2% |
$137K - $166K
|
13.9K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.73K+ 1.36% |
$136K - $165K
|
129K
$13.3M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.73K+ 0.98% |
$136K - $165K
|
179K
$18.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.72K+ 4.88% |
$136K - $165K
|
36.9K
$3.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.71K+ 27.36% |
$135K - $164K
|
7.98K
$821K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 64.24% |
$135K - $164K
|
4.37K
$450K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.69K+ 5.66% |
$134K - $162K
|
31.6K
$3.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.69K+ 5.58% |
$133K - $161K
|
31.9K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.68K+ 3.37% |
$133K - $161K
|
51.5K
$5.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.67K+ 1.32% |
$132K - $160K
|
128K
$13.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.65K+ 9.24% |
$131K - $158K
|
19.5K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.65K+ 27.26% |
$130K - $158K
|
7.69K
$791K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.64K+ 4.74% |
$130K - $157K
|
36.3K
$3.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.64K+ 1.77% |
$129K - $156K
|
94.1K
$9.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.63K+ 15.08% |
$129K - $156K
|
12.4K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.63K+ 2.65% |
$129K - $156K
|
63.1K
$6.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 9.28% |
$128K - $155K
|
19.1K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.58K+ 1.59% |
$125K - $151K
|
101K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 12.19% |
$125K - $151K
|
14.5K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 12.89% |
$125K - $151K
|
13.8K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.52K+ 1.67% |
$120K - $146K
|
92.5K
$9.52M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.52KNew |
$120K - $145K
|
1.52K
$156K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.52K+ 4.78% |
$120K - $145K
|
33.2K
$3.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.51KNew |
$120K - $145K
|
1.51K
$156K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.5K+ 18.73% |
$119K - $144K
|
9.54K
$981K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.49K+ 6.47% |
$117K - $142K
|
24.4K
$2.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
1.48K+ 17.02% |
$117K - $142K
|
10.2K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.45K+ 36.42% |
$115K - $139K
|
5.44K
$560K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.45K+ 0.82% |
$114K - $138K
|
177K
$18.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.44K+ 5.08% |
$114K - $138K
|
29.9K
$3.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 45.61% |
$114K - $138K
|
4.61K
$474K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 1.04% |
$114K - $138K
|
139K
$14.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.43K+ 5.96% |
$113K - $137K
|
25.5K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.4K+ 17.52% |
$111K - $134K
|
9.39K
$966K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.4K+ 5.33% |
$111K - $134K
|
27.6K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 13.21% |
$108K - $131K
|
11.8K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.36KNew |
$108K - $131K
|
1.36K
$140K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
1.36K+ 0.9% |
$108K - $130K
|
152K
$15.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.36K+ 13.05% |
$107K - $130K
|
11.7K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.34K+ 29.02% |
$106K - $129K
|
5.98K
$615K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.33K+ 27.89% |
$105K - $127K
|
6.1K
$628K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.33K+ 0.43% |
$105K - $127K
|
312K
$32.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
1.32K+ 2.91% |
$104K - $126K
|
46.6K
$4.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.31KNew |
$103K - $125K
|
1.31K
$135K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
1.3K+ 1.75% |
$103K - $125K
|
75.9K
$7.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
1.3K+ 2.25% |
$103K - $124K
|
58.9K
$6.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.29K+ 40.17% |
$102K - $124K
|
4.51K
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.29K+ 29.19% |
$102K - $123K
|
5.71K
$587K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.27K+ 3.94% |
$101K - $122K
|
33.6K
$3.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.25K+ 7.22% |
$98.8K - $120K
|
18.5K
$1.91M
|