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 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
837+ 11.84% |
$66.2K - $80.1K
|
7.91K
$831K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
834+ 18.36% |
$66K - $79.8K
|
5.38K
$565K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
833+ 3.81% |
$65.9K - $79.7K
|
22.7K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
827+ 10.34% |
$65.4K - $79.1K
|
8.83K
$927K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
825+ 77.9% |
$65.3K - $79K
|
1.88K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
822+ 4.37% |
$65K - $78.7K
|
19.6K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
810+ 8.08% |
$64.1K - $77.5K
|
10.8K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
804+ 3.5% |
$63.6K - $76.9K
|
23.8K
$2.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
801+ 23.83% |
$63.4K - $76.7K
|
4.16K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
800+ 3.21% |
$63.3K - $76.6K
|
25.7K
$2.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
800+ 2.98% |
$63.3K - $76.6K
|
27.6K
$2.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
791+ 0.31% |
$62.6K - $75.7K
|
254K
$26.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
791+ 1.77% |
$62.6K - $75.7K
|
45.5K
$4.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
790+ 1.4% |
$62.5K - $75.6K
|
57.1K
$6M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
789+ 0.74% |
$62.4K - $75.5K
|
108K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
785+ 28.54% |
$62.1K - $75.1K
|
3.54K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
783+ 10.31% |
$61.9K - $74.9K
|
8.38K
$880K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
780+ 39.59% |
$61.7K - $74.6K
|
2.75K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
780+ 134.48% |
$61.7K - $74.6K
|
1.36K
$143K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
777+ 6.84% |
$61.5K - $74.4K
|
12.1K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
777+ 3.39% |
$61.5K - $74.4K
|
23.7K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
770+ 2.53% |
$60.9K - $73.7K
|
31.2K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
756+ 28.52% |
$59.8K - $72.3K
|
3.41K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
752+ 3.94% |
$59.5K - $72K
|
19.9K
$2.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
750+ 13.31% |
$59.3K - $71.8K
|
6.39K
$671K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
750+ 8.84% |
$59.3K - $71.8K
|
9.23K
$970K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
750+ 14.66% |
$59.3K - $71.8K
|
5.87K
$616K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
750+ 35.71% |
$59.3K - $71.8K
|
2.85K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
750+ 15.67% |
$59.3K - $71.8K
|
5.54K
$581K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
746+ 25.46% |
$59K - $71.4K
|
3.68K
$386K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
745+ 3.43% |
$58.9K - $71.3K
|
22.5K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
744+ 2.78% |
$58.9K - $71.2K
|
27.5K
$2.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
742+ 1.64% |
$58.7K - $71K
|
46.1K
$4.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
741+ 5.65% |
$58.6K - $70.9K
|
13.9K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
738+ 12.83% |
$58.4K - $70.6K
|
6.49K
$682K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
733New |
$58K - $70.1K
|
733
$77K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
732+ 0.4% |
$57.9K - $70.1K
|
182K
$19.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
729+ 3.78% |
$57.7K - $69.8K
|
20K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
728+ 0.77% |
$57.6K - $69.7K
|
95.5K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
727+ 11.52% |
$57.5K - $69.6K
|
7.04K
$739K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
724+ 0.96% |
$57.3K - $69.3K
|
75.8K
$7.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
723+ 10.02% |
$57.2K - $69.2K
|
7.94K
$834K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
715+ 1.51% |
$56.6K - $68.4K
|
48.2K
$5.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
713+ 7.46% |
$56.4K - $68.2K
|
10.3K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
701+ 2.9% |
$55.4K - $67.1K
|
24.9K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
689+ 1.39% |
$54.5K - $65.9K
|
50.3K
$5.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
684+ 8.73% |
$54.1K - $65.5K
|
8.52K
$895K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
682+ 7.53% |
$53.9K - $65.3K
|
9.75K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
680+ 3.53% |
$53.8K - $65.1K
|
20K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
679+ 2.01% |
$53.7K - $65K
|
34.5K
$3.63M
|