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 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.07K+ 3.94% |
$84.4K - $102K
|
28.1K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.07K+ 0.65% |
$84.3K - $102K
|
165K
$17M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.05K+ 11.77% |
$83.4K - $101K
|
10K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
1.05K+ 0.79% |
$83.2K - $101K
|
134K
$13.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.05K+ 22.04% |
$83.1K - $100K
|
5.81K
$598K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.05K+ 5.86% |
$82.7K - $100K
|
18.9K
$1.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.04K+ 2.63% |
$82.3K - $99.5K
|
40.6K
$4.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.04K+ 0.68% |
$81.9K - $99.1K
|
152K
$15.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.03K+ 7.01% |
$81.8K - $99K
|
15.8K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.03K+ 1.61% |
$81.1K - $98.1K
|
64.6K
$6.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
1.02K+ 1.2% |
$80.5K - $97.4K
|
85.6K
$8.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
1.01K+ 7.01% |
$79.7K - $96.5K
|
15.4K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1K+ 5.52% |
$79.3K - $96K
|
19.2K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
996+ 5.04% |
$78.8K - $95.3K
|
20.8K
$2.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
992+ 3.42% |
$78.5K - $94.9K
|
30K
$3.09M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
992+ 1.45% |
$78.5K - $94.9K
|
69.5K
$7.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
988+ 3.48% |
$78.2K - $94.6K
|
29.4K
$3.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
985+ 2.88% |
$77.9K - $94.3K
|
35.1K
$3.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
976+ 27.86% |
$77.2K - $93.4K
|
4.48K
$461K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
972+ 1.41% |
$76.9K - $93K
|
70.1K
$7.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
972+ 1.21% |
$76.9K - $93K
|
81.3K
$8.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
970+ 3.05% |
$76.7K - $92.8K
|
32.7K
$3.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
970+ 1.84% |
$76.7K - $92.8K
|
53.6K
$5.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
964+ 0.45% |
$76.3K - $92.3K
|
215K
$22.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
961+ 35.57% |
$76K - $92K
|
3.66K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
959+ 24.26% |
$75.9K - $91.8K
|
4.91K
$506K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
954New |
$75.5K - $91.3K
|
954
$98.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
953+ 14.53% |
$75.4K - $91.2K
|
7.51K
$773K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
952+ 5.01% |
$75.3K - $91.1K
|
20K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
948+ 0.85% |
$75K - $90.7K
|
112K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
945+ 11.67% |
$74.7K - $90.4K
|
9.04K
$931K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
939+ 5.86% |
$74.3K - $89.9K
|
17K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
938+ 24.76% |
$74.2K - $89.8K
|
4.73K
$486K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
935+ 0.72% |
$74K - $89.5K
|
130K
$13.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
931+ 7.06% |
$73.6K - $89.1K
|
14.1K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
923+ 2.84% |
$73K - $88.3K
|
33.4K
$3.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
908+ 11.59% |
$71.8K - $86.9K
|
8.74K
$899K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
903+ 4.38% |
$71.4K - $86.4K
|
21.5K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
902+ 12.93% |
$71.3K - $86.3K
|
7.88K
$811K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
902+ 1.43% |
$71.3K - $86.3K
|
64K
$6.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
901+ 7.61% |
$71.3K - $86.2K
|
12.7K
$1.31M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
900+ 6.79% |
$71.2K - $86.1K
|
14.2K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
900+ 3000.0% |
$71.2K - $86.1K
|
930
$95.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
898+ 12.89% |
$71K - $85.9K
|
7.87K
$810K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
895+ 17.14% |
$70.8K - $85.7K
|
6.12K
$629K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
891+ 7.69% |
$70.5K - $85.3K
|
12.5K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
890+ 0.67% |
$70.4K - $85.2K
|
133K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
886+ 1.61% |
$70.1K - $84.8K
|
55.8K
$5.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
873+ 1.25% |
$69.1K - $83.5K
|
70.4K
$7.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
868+ 7.31% |
$68.7K - $83.1K
|
12.7K
$1.31M
|