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 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
868+ 4.6% |
$68.7K - $83.1K
|
19.7K
$2.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
867+ 13.68% |
$68.6K - $83K
|
7.21K
$742K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
856+ 3.76% |
$67.7K - $81.9K
|
23.6K
$2.43M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
855+ 3.13% |
$67.6K - $81.8K
|
28.2K
$2.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
854+ 1.04% |
$67.6K - $81.7K
|
83K
$8.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
848+ 1.25% |
$67.1K - $81.2K
|
68.6K
$7.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
848+ 1.77% |
$67.1K - $81.2K
|
48.6K
$5M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
846+ 5.77% |
$66.9K - $81K
|
15.5K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
845+ 9.25% |
$66.8K - $80.9K
|
9.98K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
842+ 1.72% |
$66.6K - $80.6K
|
49.9K
$5.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
837+ 11.84% |
$66.2K - $80.1K
|
7.91K
$814K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
834+ 18.36% |
$66K - $79.8K
|
5.38K
$553K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
833+ 3.81% |
$65.9K - $79.7K
|
22.7K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
827+ 10.34% |
$65.4K - $79.1K
|
8.83K
$909K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
825+ 77.9% |
$65.3K - $79K
|
1.88K
$194K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
810+ 8.08% |
$64.1K - $77.5K
|
10.8K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
801+ 23.83% |
$63.4K - $76.7K
|
4.16K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
800+ 3.21% |
$63.3K - $76.6K
|
25.7K
$2.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
800+ 2.98% |
$63.3K - $76.6K
|
27.6K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
791+ 0.31% |
$62.6K - $75.7K
|
254K
$26.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
791+ 1.77% |
$62.6K - $75.7K
|
45.5K
$4.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
790+ 1.4% |
$62.5K - $75.6K
|
57.1K
$5.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
789+ 0.74% |
$62.4K - $75.5K
|
108K
$11.1M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
780+ 39.59% |
$61.7K - $74.6K
|
2.75K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
780+ 134.48% |
$61.7K - $74.6K
|
1.36K
$140K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
777+ 6.84% |
$61.5K - $74.4K
|
12.1K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
777+ 3.39% |
$61.5K - $74.4K
|
23.7K
$2.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
770+ 2.53% |
$60.9K - $73.7K
|
31.2K
$3.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
752+ 3.94% |
$59.5K - $72K
|
19.9K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
750+ 13.31% |
$59.3K - $71.8K
|
6.39K
$657K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
750+ 8.84% |
$59.3K - $71.8K
|
9.23K
$950K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
750+ 14.66% |
$59.3K - $71.8K
|
5.87K
$604K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
746+ 25.46% |
$59K - $71.4K
|
3.68K
$378K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
745+ 3.43% |
$58.9K - $71.3K
|
22.5K
$2.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
741+ 5.65% |
$58.6K - $70.9K
|
13.9K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
738+ 12.83% |
$58.4K - $70.6K
|
6.49K
$668K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
733New |
$58K - $70.1K
|
733
$75.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
732+ 0.4% |
$57.9K - $70.1K
|
182K
$18.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
729+ 3.78% |
$57.7K - $69.8K
|
20K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
728+ 0.77% |
$57.6K - $69.7K
|
95.5K
$9.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
727+ 11.52% |
$57.5K - $69.6K
|
7.04K
$724K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
724+ 0.96% |
$57.3K - $69.3K
|
75.8K
$7.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
723+ 10.02% |
$57.2K - $69.2K
|
7.94K
$817K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
715+ 1.51% |
$56.6K - $68.4K
|
48.2K
$4.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
713+ 7.46% |
$56.4K - $68.2K
|
10.3K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
689+ 1.39% |
$54.5K - $65.9K
|
50.3K
$5.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
684+ 8.73% |
$54.1K - $65.5K
|
8.52K
$877K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
682+ 7.53% |
$53.9K - $65.3K
|
9.75K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
680+ 3.53% |
$53.8K - $65.1K
|
20K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
679+ 2.01% |
$53.7K - $65K
|
34.5K
$3.55M
|