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 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
154+ 0.18% |
$12.2K - $14.7K
|
87.2K
$9.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
153+ 3.35% |
$12.1K - $14.6K
|
4.72K
$496K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
151+ 3.35% |
$11.9K - $14.5K
|
4.66K
$489K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
150+ 2.38% |
$11.9K - $14.4K
|
6.45K
$678K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150+ 40.0% |
$11.9K - $14.4K
|
525
$55.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
149+ 3.47% |
$11.8K - $14.3K
|
4.44K
$466K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
147+ 0.38% |
$11.6K - $14.1K
|
39K
$4.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
147+ 5.29% |
$11.6K - $14.1K
|
2.92K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
147+ 2.36% |
$11.6K - $14.1K
|
6.39K
$671K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
146+ 1.99% |
$11.5K - $14K
|
7.5K
$788K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
146+ 1.5% |
$11.5K - $14K
|
9.88K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
144+ 0.49% |
$11.4K - $13.8K
|
29.3K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
142+ 1.57% |
$11.2K - $13.6K
|
9.19K
$966K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
142+ 10.73% |
$11.2K - $13.6K
|
1.47K
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
142+ 0.48% |
$11.2K - $13.6K
|
29.5K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
141+ 3.14% |
$11.2K - $13.5K
|
4.63K
$486K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
140+ 1.39% |
$11.1K - $13.4K
|
10.2K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
139+ 6.43% |
$11K - $13.3K
|
2.3K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
138New |
$10.9K - $13.2K
|
138
$14.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
138+ 4.78% |
$10.9K - $13.2K
|
3.03K
$318K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
136+ 1.52% |
$10.8K - $13K
|
9.07K
$953K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
136+ 2.42% |
$10.8K - $13K
|
5.75K
$604K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
135+ 0.67% |
$10.7K - $12.9K
|
20.3K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
132+ 0.73% |
$10.4K - $12.6K
|
18.1K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
131+ 1.64% |
$10.4K - $12.5K
|
8.13K
$854K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
130+ 1.57% |
$10.3K - $12.4K
|
8.39K
$882K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
128+ 1.08% |
$10.1K - $12.2K
|
11.9K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
127+ 2.88% |
$10K - $12.2K
|
4.54K
$477K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
127+ 0.47% |
$10K - $12.2K
|
27.4K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
126+ 4.51% |
$9.97K - $12.1K
|
2.92K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
125+ 0.43% |
$9.89K - $12K
|
29.5K
$3.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
125+ 0.99% |
$9.89K - $12K
|
12.7K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
124+ 3.76% |
$9.81K - $11.9K
|
3.43K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
124+ 1.15% |
$9.81K - $11.9K
|
11K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
124+ 3.47% |
$9.81K - $11.9K
|
3.7K
$389K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
123+ 0.48% |
$9.73K - $11.8K
|
25.6K
$2.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
122+ 3.66% |
$9.65K - $11.7K
|
3.46K
$363K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
121+ 13.49% |
$9.57K - $11.6K
|
1.02K
$107K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
121+ 0.88% |
$9.57K - $11.6K
|
13.9K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
120+ 0.96% |
$9.49K - $11.5K
|
12.6K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
120+ 0.42% |
$9.49K - $11.5K
|
28.9K
$3.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
120+ 3.22% |
$9.49K - $11.5K
|
3.84K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
118+ 2.37% |
$9.33K - $11.3K
|
5.09K
$534K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
118New |
$9.33K - $11.3K
|
118
$12.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
117+ 2.74% |
$9.25K - $11.2K
|
4.39K
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
117+ 2.24% |
$9.25K - $11.2K
|
5.35K
$562K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
113+ 22.33% |
$8.94K - $10.8K
|
619
$65K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
113+ 1.05% |
$8.94K - $10.8K
|
10.9K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
112+ 0.76% |
$8.86K - $10.7K
|
14.9K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
111+ 1.63% |
$8.78K - $10.6K
|
6.93K
$728K
|