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 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
68.2KNew |
$5.39M - $6.52M
|
68.2K
$7.02M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
68.2KNew |
$5.39M - $6.52M
|
68.2K
$7.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
67.2KNew |
$5.32M - $6.43M
|
67.2K
$6.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
65.5K+ 397.28% |
$5.18M - $6.27M
|
82K
$8.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
65.3K+ 23.51% |
$5.16M - $6.25M
|
343K
$35.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
62KNew |
$4.91M - $5.94M
|
62K
$6.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
60K+ 32.43% |
$4.74M - $5.74M
|
245K
$25.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
60KNew |
$4.74M - $5.74M
|
60K
$6.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
59.3KNew |
$4.69M - $5.68M
|
59.3K
$6.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
58.5K+ 172.81% |
$4.63M - $5.6M
|
92.4K
$9.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
56.3K+ 6.37% |
$4.45M - $5.39M
|
941K
$96.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
53.2KNew |
$4.21M - $5.09M
|
53.2K
$5.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
52.8KNew |
$4.18M - $5.05M
|
52.8K
$5.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
50.8K+ 5.35% |
$4.02M - $4.86M
|
1M
$103M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
50.6K+ 35.97% |
$4M - $4.84M
|
191K
$19.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
49.3KNew |
$3.9M - $4.72M
|
49.3K
$5.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
48.8K+ 4.81% |
$3.86M - $4.67M
|
1.06M
$110M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
48.1K+ 6.23% |
$3.81M - $4.61M
|
820K
$84.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48.1K+ 7.52% |
$3.8M - $4.6M
|
688K
$70.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
44.3K+ 2.97% |
$3.5M - $4.24M
|
1.54M
$158M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
41KNew |
$3.24M - $3.93M
|
41K
$4.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
40.7K+ 13.04% |
$3.22M - $3.89M
|
353K
$36.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
40.5KNew |
$3.2M - $3.87M
|
40.5K
$4.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
40.4K+ 13.63% |
$3.2M - $3.87M
|
337K
$34.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
40.3KNew |
$3.18M - $3.85M
|
40.3K
$4.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
39.9K+ 42.34% |
$3.16M - $3.82M
|
134K
$13.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
39.4KNew |
$3.12M - $3.77M
|
39.4K
$4.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
39.2KNew |
$3.1M - $3.75M
|
39.2K
$4.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
39.2K+ 347.8% |
$3.1M - $3.75M
|
50.4K
$5.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
39KNew |
$3.09M - $3.73M
|
39K
$4.01M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
38.9K+ 137.33% |
$3.08M - $3.72M
|
67.2K
$6.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
38.9K+ 217.87% |
$3.07M - $3.72M
|
56.7K
$5.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
38.3KNew |
$3.03M - $3.67M
|
38.3K
$3.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
38.3K+ 35.73% |
$3.03M - $3.66M
|
145K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.5K+ 5.28% |
$2.89M - $3.49M
|
728K
$74.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
35.8K+ 19.82% |
$2.83M - $3.43M
|
216K
$22.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
35.4K+ 739.44% |
$2.8M - $3.39M
|
40.2K
$4.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35.4K+ 26.41% |
$2.8M - $3.39M
|
169K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
35.2K+ 171.59% |
$2.78M - $3.37M
|
55.7K
$5.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
34.9K+ 5.33% |
$2.76M - $3.34M
|
690K
$71M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
34.4K+ 98.42% |
$2.72M - $3.29M
|
69.3K
$7.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
34.3KNew |
$2.71M - $3.28M
|
34.3K
$3.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.2K+ 9.94% |
$2.71M - $3.28M
|
379K
$39M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
33.3KNew |
$2.64M - $3.19M
|
33.3K
$3.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
33.1K+ 1.71% |
$2.62M - $3.17M
|
1.97M
$203M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
32.5KNew |
$2.57M - $3.11M
|
32.5K
$3.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
31.7K+ 16.65% |
$2.5M - $3.03M
|
222K
$22.8M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
31.7K+ 107.85% |
$2.5M - $3.03M
|
61K
$6.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.8K+ 1.1% |
$2.43M - $2.95M
|
2.83M
$291M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
28.8K+ 12.94% |
$2.28M - $2.76M
|
251K
$25.9M
|