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 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-300- 5.86% |
$23.7K - $28.7K
|
4.82K
$496K
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-306- 0.64% |
$24.2K - $29.3K
|
47.6K
$4.9M
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-308- 3.18% |
$24.4K - $29.5K
|
9.39K
$966K
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-310- 2.26% |
$24.5K - $29.7K
|
13.4K
$1.38M
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-310- 2.98% |
$24.5K - $29.7K
|
10.1K
$1.04M
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-311- 10.93% |
$24.6K - $29.8K
|
2.54K
$261K
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-313- 2.44% |
$24.8K - $30K
|
12.5K
$1.29M
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-313- 2.13% |
$24.8K - $30K
|
14.4K
$1.48M
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-315- 4.75% |
$24.9K - $30.1K
|
6.31K
$650K
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-319- 0.35% |
$25.2K - $30.5K
|
90K
$9.26M
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-321- 5.27% |
$25.4K - $30.7K
|
5.77K
$594K
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-325- 4.71% |
$25.7K - $31.1K
|
6.57K
$676K
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-329- 1.05% |
$26K - $31.5K
|
31K
$3.19M
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-331- 2.17% |
$26.2K - $31.7K
|
14.9K
$1.54M
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-335- 7.83% |
$26.5K - $32.1K
|
3.94K
$406K
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-336- 3.31% |
$26.6K - $32.2K
|
9.81K
$1.01M
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-337- 15.96% |
$26.7K - $32.3K
|
1.78K
$183K
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-345- 1.72% |
$27.3K - $33K
|
19.7K
$2.02M
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-345- 3.41% |
$27.3K - $33K
|
9.79K
$1.01M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-346- 2.44% |
$27.4K - $33.1K
|
13.9K
$1.43M
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-347- 2.4% |
$27.4K - $33.2K
|
14.1K
$1.45M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-354- 3.54% |
$28K - $33.9K
|
9.64K
$992K
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-355- 2.72% |
$28.1K - $34K
|
12.7K
$1.31M
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-363- 1.78% |
$28.7K - $34.7K
|
20K
$2.06M
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-363- 5.12% |
$28.7K - $34.7K
|
6.73K
$693K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-363- 1.61% |
$28.7K - $34.7K
|
22.2K
$2.29M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-368- 1.04% |
$29.1K - $35.2K
|
34.9K
$3.59M
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-369- 0.94% |
$29.2K - $35.3K
|
38.9K
$4.01M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-370- 9.4% |
$29.3K - $35.4K
|
3.57K
$367K
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-370- 1.94% |
$29.3K - $35.4K
|
18.7K
$1.92M
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-370- 2.15% |
$29.3K - $35.4K
|
16.8K
$1.73M
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-371- 0.83% |
$29.3K - $35.5K
|
44.5K
$4.58M
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-372- 4.54% |
$29.4K - $35.6K
|
7.83K
$806K
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-375- 0.25% |
$29.7K - $35.9K
|
151K
$15.5M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-384- 14.14% |
$30.4K - $36.7K
|
2.33K
$240K
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-390- 4.29% |
$30.8K - $37.3K
|
8.71K
$896K
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-392- 1.31% |
$31K - $37.5K
|
29.6K
$3.04M
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-396- 4.91% |
$31.3K - $37.9K
|
7.68K
$790K
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-396- 4.87% |
$31.3K - $37.9K
|
7.74K
$796K
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-398- 3.28% |
$31.5K - $38.1K
|
11.7K
$1.21M
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-400- 6.49% |
$31.6K - $38.3K
|
5.77K
$593K
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-400- 4.47% |
$31.6K - $38.3K
|
8.56K
$880K
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-400- 2.21% |
$31.6K - $38.3K
|
17.7K
$1.82M
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-402- 0.08% |
$31.8K - $38.5K
|
519K
$53.4M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-406- 4.22% |
$32.1K - $38.9K
|
9.21K
$948K
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-407- 5.3% |
$32.2K - $38.9K
|
7.28K
$749K
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-409- 7.13% |
$32.4K - $39.1K
|
5.33K
$548K
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-415- 0.94% |
$32.8K - $39.7K
|
44K
$4.52M
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-420- 2.3% |
$33.2K - $40.2K
|
17.8K
$1.83M
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-425- 5.67% |
$33.6K - $40.7K
|
7.07K
$728K
|