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 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
111+ 1.63% |
$8.78K - $10.6K
|
6.93K
$728K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
110+ 3.97% |
$8.7K - $10.5K
|
2.88K
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
110+ 2.6% |
$8.7K - $10.5K
|
4.34K
$456K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
110New |
$8.7K - $10.5K
|
110
$11.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
109+ 1.99% |
$8.62K - $10.4K
|
5.58K
$587K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
108+ 1.6% |
$8.54K - $10.3K
|
6.85K
$719K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
107+ 11.97% |
$8.46K - $10.2K
|
1K
$105K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
106+ 0.68% |
$8.38K - $10.1K
|
15.7K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
106+ 2.43% |
$8.38K - $10.1K
|
4.47K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
104+ 3.44% |
$8.23K - $9.95K
|
3.13K
$328K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
103+ 1.02% |
$8.15K - $9.86K
|
10.2K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
102+ 0.71% |
$8.07K - $9.76K
|
14.4K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
102+ 3.06% |
$8.07K - $9.76K
|
3.43K
$360K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
100+ 0.38% |
$7.91K - $9.57K
|
26.6K
$2.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
99+ 0.3% |
$7.83K - $9.47K
|
33.1K
$3.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
98+ 1.68% |
$7.75K - $9.38K
|
5.94K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
97+ 2.29% |
$7.67K - $9.28K
|
4.34K
$456K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
96+ 1.92% |
$7.59K - $9.19K
|
5.11K
$536K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
95+ 1.57% |
$7.51K - $9.09K
|
6.15K
$646K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
95+ 0.47% |
$7.51K - $9.09K
|
20.3K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
94+ 0.39% |
$7.44K - $9K
|
24.2K
$2.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
94+ 2.12% |
$7.44K - $9K
|
4.52K
$475K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
94+ 2.63% |
$7.44K - $9K
|
3.67K
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
92+ 0.41% |
$7.28K - $8.8K
|
22.8K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
92+ 1.55% |
$7.28K - $8.8K
|
6.02K
$633K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
91+ 0.6% |
$7.2K - $8.71K
|
15.2K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 0.39% |
$7.12K - $8.61K
|
23.2K
$2.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
89+ 3.19% |
$7.04K - $8.52K
|
2.88K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
88+ 0.57% |
$6.96K - $8.42K
|
15.6K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
87New |
$6.88K - $8.33K
|
87
$9.14K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
87+ 0.4% |
$6.88K - $8.33K
|
21.9K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
87+ 0.18% |
$6.88K - $8.33K
|
47.8K
$5.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
86+ 0.43% |
$6.8K - $8.23K
|
20.1K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
86+ 0.35% |
$6.8K - $8.23K
|
24.4K
$2.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
82+ 0.81% |
$6.49K - $7.85K
|
10.2K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
81+ 1.67% |
$6.41K - $7.75K
|
4.92K
$517K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
81+ 0.27% |
$6.41K - $7.75K
|
30.3K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
80+ 0.34% |
$6.33K - $7.66K
|
23.7K
$2.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
78+ 0.35% |
$6.17K - $7.46K
|
22.5K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
76+ 1.62% |
$6.01K - $7.27K
|
4.77K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
76+ 0.45% |
$6.01K - $7.27K
|
16.8K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
75+ 1.21% |
$5.93K - $7.18K
|
6.26K
$658K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
75New |
$5.93K - $7.18K
|
75
$7.88K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
75+ 2.3% |
$5.93K - $7.18K
|
3.33K
$350K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
75+ 0.01% |
$5.93K - $7.18K
|
705K
$74M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
75+ 0.4% |
$5.93K - $7.18K
|
18.9K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
75+ 0.54% |
$5.93K - $7.18K
|
14.1K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
75+ 0.8% |
$5.93K - $7.18K
|
9.49K
$997K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
74+ 1.46% |
$5.85K - $7.08K
|
5.14K
$540K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
74+ 2.69% |
$5.85K - $7.08K
|
2.83K
$297K
|