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 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
28.6KNew |
$2.27M - $2.74M
|
28.6K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
27.4KNew |
$2.17M - $2.63M
|
27.4K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
26.9K+ 26.38% |
$2.13M - $2.57M
|
129K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
26.7KNew |
$2.12M - $2.56M
|
26.7K
$2.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.6K+ 3.67% |
$2.1M - $2.54M
|
750K
$77.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.4K+ 2.65% |
$2.09M - $2.53M
|
1.02M
$105M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
26.3KNew |
$2.08M - $2.52M
|
26.3K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
26KNew |
$2.05M - $2.49M
|
26K
$2.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
25.9KNew |
$2.05M - $2.47M
|
25.9K
$2.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.7K+ 20.66% |
$2.03M - $2.46M
|
150K
$15.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
25K+ 4.71% |
$1.97M - $2.39M
|
555K
$57.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
24.7K+ 17.24% |
$1.95M - $2.36M
|
168K
$17.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
24.5K+ 14.94% |
$1.94M - $2.35M
|
189K
$19.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
24.5KNew |
$1.94M - $2.34M
|
24.5K
$2.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
24.2KNew |
$1.91M - $2.31M
|
24.2K
$2.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
23.8K+ 152.4% |
$1.88M - $2.28M
|
39.4K
$4.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
23.8K+ 466.19% |
$1.88M - $2.27M
|
28.9K
$2.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
23K+ 4.97% |
$1.82M - $2.2M
|
486K
$50.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23K+ 13.01% |
$1.82M - $2.2M
|
200K
$20.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
23KNew |
$1.82M - $2.2M
|
23K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
23K+ 0.91% |
$1.82M - $2.2M
|
2.55M
$262M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
23K+ 8.24% |
$1.82M - $2.2M
|
301K
$31M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
22.8KNew |
$1.8M - $2.18M
|
22.8K
$2.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
22.7KNew |
$1.79M - $2.17M
|
22.7K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
22.6KNew |
$1.79M - $2.16M
|
22.6K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
22.6K+ 11.51% |
$1.78M - $2.16M
|
219K
$22.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22.4K+ 27.4% |
$1.77M - $2.14M
|
104K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
22.1KNew |
$1.75M - $2.12M
|
22.1K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
21.9K+ 28.79% |
$1.74M - $2.1M
|
98.2K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
21.4KNew |
$1.69M - $2.04M
|
21.4K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
21.2K+ 96.27% |
$1.68M - $2.03M
|
43.2K
$4.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
20.9KNew |
$1.65M - $2M
|
20.9K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
20.8K+ 102.56% |
$1.65M - $1.99M
|
41.1K
$4.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
20.3K+ 89.68% |
$1.61M - $1.94M
|
42.9K
$4.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
20K+ 37.26% |
$1.58M - $1.91M
|
73.5K
$7.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
19.7K+ 18.57% |
$1.56M - $1.89M
|
126K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
19.7K+ 11.7% |
$1.56M - $1.89M
|
188K
$19.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
19.3K+ 733.08% |
$1.53M - $1.85M
|
22K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
19.1K+ 629.71% |
$1.51M - $1.83M
|
22.2K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
18.9K+ 2.63% |
$1.49M - $1.81M
|
737K
$75.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.9K+ 19.14% |
$1.49M - $1.81M
|
118K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
18.6KNew |
$1.47M - $1.78M
|
18.6K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Kennondale Capital Management LLC
Richmond, VA |
BUY
|
- |
18.4KNew |
$1.45M - $1.76M
|
18.4K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
18.4K+ 167.82% |
$1.45M - $1.76M
|
29.3K
$3.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
18.3K+ 213.75% |
$1.44M - $1.75M
|
26.8K
$2.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18K+ 167.04% |
$1.42M - $1.72M
|
28.8K
$2.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.8K+ 18.9% |
$1.41M - $1.7M
|
112K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.4K+ 2.36% |
$1.38M - $1.67M
|
756K
$77.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
17KNew |
$1.34M - $1.62M
|
17K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
16.9KNew |
$1.34M - $1.62M
|
16.9K
$1.74M
|