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 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
360+ 4.26% |
$28.5K - $34.5K
|
8.81K
$903K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
360+ 10.12% |
$28.5K - $34.5K
|
3.92K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
357+ 8.84% |
$28.2K - $34.2K
|
4.4K
$451K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
357+ 1.12% |
$28.2K - $34.2K
|
32.3K
$3.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
356+ 7.42% |
$28.2K - $34.1K
|
5.15K
$528K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
353New |
$27.9K - $33.8K
|
353
$36.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
350+ 10.62% |
$27.7K - $33.5K
|
3.65K
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
350+ 1.09% |
$27.7K - $33.5K
|
32.4K
$3.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
347+ 11.11% |
$27.4K - $33.2K
|
3.47K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
340+ 1.16% |
$26.9K - $32.5K
|
29.7K
$3.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
340+ 2.36% |
$26.9K - $32.5K
|
14.7K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
339+ 0.13% |
$26.8K - $32.4K
|
269K
$27.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
333+ 15.25% |
$26.3K - $31.9K
|
2.52K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
330+ 10.77% |
$26.1K - $31.6K
|
3.39K
$348K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
328+ 2.06% |
$25.9K - $31.4K
|
16.3K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
327+ 2.87% |
$25.9K - $31.3K
|
11.7K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
326+ 4.83% |
$25.8K - $31.2K
|
7.08K
$725K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
325+ 0.45% |
$25.7K - $31.1K
|
73.2K
$7.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
323+ 2.93% |
$25.5K - $30.9K
|
11.3K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
321+ 9.07% |
$25.4K - $30.7K
|
3.86K
$396K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
320+ 2.09% |
$25.3K - $30.6K
|
15.6K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
319+ 4.64% |
$25.2K - $30.5K
|
7.2K
$738K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
316+ 2.84% |
$25K - $30.2K
|
11.4K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
311+ 3.26% |
$24.6K - $29.8K
|
9.85K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
310+ 0.68% |
$24.5K - $29.7K
|
45.8K
$4.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
310+ 2.84% |
$24.5K - $29.7K
|
11.2K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
310+ 2.34% |
$24.5K - $29.7K
|
13.5K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
309+ 7.0% |
$24.4K - $29.6K
|
4.72K
$484K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
308+ 1.76% |
$24.4K - $29.5K
|
17.8K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
306+ 4.01% |
$24.2K - $29.3K
|
7.95K
$814K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
305+ 2.29% |
$24.1K - $29.2K
|
13.6K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
303New |
$24K - $29K
|
303
$31K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
301+ 2.98% |
$23.8K - $28.8K
|
10.4K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
301+ 10.55% |
$23.8K - $28.8K
|
3.16K
$323K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
300+ 4.91% |
$23.7K - $28.7K
|
6.41K
$656K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
300+ 4.95% |
$23.7K - $28.7K
|
6.36K
$651K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
300+ 1.72% |
$23.7K - $28.7K
|
17.7K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
298+ 3.18% |
$23.6K - $28.5K
|
9.67K
$991K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
292+ 1.0% |
$23.1K - $27.9K
|
29.5K
$3.02M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
288+ 6.14% |
$22.8K - $27.6K
|
4.98K
$510K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
288+ 4.82% |
$22.8K - $27.6K
|
6.26K
$642K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
287+ 2.17% |
$22.7K - $27.5K
|
13.5K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
287+ 1.14% |
$22.7K - $27.5K
|
25.5K
$2.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
286+ 2.44% |
$22.6K - $27.4K
|
12K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
282+ 9.62% |
$22.3K - $27K
|
3.21K
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
281+ 6.91% |
$22.2K - $26.9K
|
4.35K
$446K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
278+ 4.75% |
$22K - $26.6K
|
6.13K
$628K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
276+ 0.57% |
$21.8K - $26.4K
|
48.9K
$5.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
275+ 1.03% |
$21.8K - $26.3K
|
26.9K
$2.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
275+ 1.69% |
$21.8K - $26.3K
|
16.6K
$1.7M
|