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 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
386+ 0.59% |
$30.5K - $36.9K
|
65.5K
$6.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
385+ 4.73% |
$30.5K - $36.8K
|
8.52K
$895K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
383+ 0.24% |
$30.3K - $36.7K
|
160K
$16.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
382+ 3.05% |
$30.2K - $36.6K
|
12.9K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
379+ 2.96% |
$30K - $36.3K
|
13.2K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
378+ 1.56% |
$29.9K - $36.2K
|
24.6K
$2.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
375+ 0.61% |
$29.7K - $35.9K
|
61.9K
$6.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
375+ 4.37% |
$29.7K - $35.9K
|
8.96K
$941K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
372+ 0.77% |
$29.4K - $35.6K
|
48.7K
$5.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
370+ 6.08% |
$29.3K - $35.4K
|
6.45K
$678K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
368+ 2.23% |
$29.1K - $35.2K
|
16.9K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
366+ 3.23% |
$29K - $35K
|
11.7K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
365+ 1.11% |
$28.9K - $34.9K
|
33.3K
$3.5M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
363+ 0.19% |
$28.7K - $34.7K
|
191K
$20M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
363+ 1.18% |
$28.7K - $34.7K
|
31K
$3.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
361+ 9.08% |
$28.6K - $34.5K
|
4.34K
$456K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
360+ 4.26% |
$28.5K - $34.5K
|
8.81K
$925K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
360+ 10.12% |
$28.5K - $34.5K
|
3.92K
$412K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
357+ 8.84% |
$28.2K - $34.2K
|
4.4K
$462K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
357+ 1.12% |
$28.2K - $34.2K
|
32.3K
$3.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
356+ 7.42% |
$28.2K - $34.1K
|
5.15K
$541K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
353New |
$27.9K - $33.8K
|
353
$37.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
350+ 10.62% |
$27.7K - $33.5K
|
3.65K
$383K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
350+ 1.09% |
$27.7K - $33.5K
|
32.4K
$3.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
347+ 11.11% |
$27.4K - $33.2K
|
3.47K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
340+ 1.16% |
$26.9K - $32.5K
|
29.7K
$3.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
340+ 2.36% |
$26.9K - $32.5K
|
14.7K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
339+ 0.13% |
$26.8K - $32.4K
|
269K
$28.3M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
339+ 1.04% |
$26.8K - $32.4K
|
33K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
334+ 6.05% |
$26.4K - $32K
|
5.85K
$615K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
333+ 15.25% |
$26.3K - $31.9K
|
2.52K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
332+ 4.65% |
$26.3K - $31.8K
|
7.47K
$785K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
330+ 10.77% |
$26.1K - $31.6K
|
3.39K
$356K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
328+ 2.06% |
$25.9K - $31.4K
|
16.3K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
327+ 2.87% |
$25.9K - $31.3K
|
11.7K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
326+ 4.83% |
$25.8K - $31.2K
|
7.08K
$744K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
325+ 0.45% |
$25.7K - $31.1K
|
73.2K
$7.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
323+ 2.93% |
$25.5K - $30.9K
|
11.3K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
321+ 9.07% |
$25.4K - $30.7K
|
3.86K
$406K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
320+ 2.09% |
$25.3K - $30.6K
|
15.6K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
319+ 4.64% |
$25.2K - $30.5K
|
7.2K
$756K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
317+ 0.35% |
$25.1K - $30.3K
|
92K
$9.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
316+ 2.84% |
$25K - $30.2K
|
11.4K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
311+ 3.26% |
$24.6K - $29.8K
|
9.85K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
310+ 0.68% |
$24.5K - $29.7K
|
45.8K
$4.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
310+ 2.84% |
$24.5K - $29.7K
|
11.2K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
310+ 2.34% |
$24.5K - $29.7K
|
13.5K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
309+ 7.0% |
$24.4K - $29.6K
|
4.72K
$496K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
308+ 1.76% |
$24.4K - $29.5K
|
17.8K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
306+ 4.01% |
$24.2K - $29.3K
|
7.95K
$835K
|