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 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.5K+ 4.72% |
$119K - $144K
|
33.3K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.5K+ 2.4% |
$119K - $144K
|
64.1K
$6.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.49K+ 6.47% |
$117K - $142K
|
24.4K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
1.48K+ 17.02% |
$117K - $142K
|
10.2K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.45K+ 36.42% |
$115K - $139K
|
5.44K
$571K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.45K+ 0.82% |
$114K - $138K
|
177K
$18.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.44K+ 5.08% |
$114K - $138K
|
29.9K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 45.61% |
$114K - $138K
|
4.61K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 1.04% |
$114K - $138K
|
139K
$14.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.43K+ 5.96% |
$113K - $137K
|
25.5K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.4K+ 17.52% |
$111K - $134K
|
9.39K
$986K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.4K+ 46.65% |
$111K - $134K
|
4.4K
$462K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.4K+ 5.33% |
$111K - $134K
|
27.6K
$2.9M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 13.21% |
$108K - $131K
|
11.8K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.36KNew |
$108K - $131K
|
1.36K
$143K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
1.36K+ 0.9% |
$108K - $130K
|
152K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.36K+ 13.05% |
$107K - $130K
|
11.7K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.35K+ 2.68% |
$106K - $129K
|
51.5K
$5.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.34K+ 29.02% |
$106K - $129K
|
5.98K
$628K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.33K+ 27.89% |
$105K - $127K
|
6.1K
$641K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.33K+ 0.43% |
$105K - $127K
|
312K
$32.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
1.33KNew |
$105K - $127K
|
1.33K
$139K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
1.32K+ 2.91% |
$104K - $126K
|
46.6K
$4.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.32KNew |
$104K - $126K
|
1.32K
$139K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.31K+ 2.86% |
$104K - $125K
|
47K
$4.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.31KNew |
$103K - $125K
|
1.31K
$137K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.31K+ 1.65% |
$103K - $125K
|
80.3K
$8.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
1.3K+ 1.75% |
$103K - $125K
|
75.9K
$7.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
1.3K+ 2.25% |
$103K - $124K
|
58.9K
$6.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.29K+ 40.17% |
$102K - $124K
|
4.51K
$474K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.29K+ 29.19% |
$102K - $123K
|
5.71K
$599K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.29K+ 1.6% |
$102K - $123K
|
81.8K
$8.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
1.29K+ 6.32% |
$102K - $123K
|
21.6K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.27K+ 3.94% |
$101K - $122K
|
33.6K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.27K+ 14.91% |
$100K - $121K
|
9.78K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.25K+ 7.22% |
$98.8K - $120K
|
18.5K
$1.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.25K+ 4.25% |
$98.5K - $119K
|
30.5K
$3.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.24K+ 8.26% |
$98.3K - $119K
|
16.3K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.24K+ 5.24% |
$98.3K - $119K
|
25K
$2.62M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.24K+ 41.71% |
$98.1K - $119K
|
4.21K
$443K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.23K+ 10.11% |
$97.6K - $118K
|
13.4K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.23K+ 2.52% |
$97.1K - $118K
|
50K
$5.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.23K+ 1.65% |
$97.1K - $117K
|
75.5K
$7.93M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.23K+ 11.44% |
$96.9K - $117K
|
11.9K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.21K+ 4.1% |
$96K - $116K
|
30.9K
$3.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.21K+ 10.29% |
$95.6K - $116K
|
13K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.21K+ 27.48% |
$95.4K - $115K
|
5.6K
$588K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.21KNew |
$95.4K - $115K
|
1.21K
$127K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.2K+ 0.2% |
$95K - $115K
|
614K
$64.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.2K+ 15.46% |
$94.9K - $115K
|
8.96K
$941K
|