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 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
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-430- 0.67% |
$34K - $41.2K
|
64.1K
$6.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-431- 5.28% |
$34.1K - $41.2K
|
7.73K
$795K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-432- 0.22% |
$34.2K - $41.3K
|
192K
$19.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-433- 0.95% |
$34.3K - $41.4K
|
45.1K
$4.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-434- 5.23% |
$34.3K - $41.5K
|
7.86K
$809K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-435- 7.75% |
$34.4K - $41.6K
|
5.18K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-435- 9.5% |
$34.4K - $41.6K
|
4.14K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-440- 1.37% |
$34.8K - $42.1K
|
31.7K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-440- 1.62% |
$34.8K - $42.1K
|
26.6K
$2.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-441- 1.28% |
$34.9K - $42.2K
|
33.9K
$3.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-445- 1.77% |
$35.2K - $42.6K
|
24.6K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-449- 1.66% |
$35.5K - $43K
|
26.6K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-450- 68.18% |
$35.6K - $43.1K
|
210
$21.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-451- 0.48% |
$35.7K - $43.2K
|
94.1K
$9.69M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-453- 9.85% |
$35.8K - $43.4K
|
4.14K
$427K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-454- 6.2% |
$35.9K - $43.4K
|
6.87K
$707K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-455- 3.91% |
$36K - $43.5K
|
11.2K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-456- 7.64% |
$36.1K - $43.6K
|
5.51K
$567K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-459- 1.81% |
$36.3K - $43.9K
|
24.9K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-467- 3.1% |
$36.9K - $44.7K
|
14.6K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-468- 0.67% |
$37K - $44.8K
|
69.4K
$7.14M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-469- 14.86% |
$37.1K - $44.9K
|
2.69K
$277K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-473- 1.09% |
$37.4K - $45.3K
|
43K
$4.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-473- 15.53% |
$37.4K - $45.3K
|
2.57K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-474- 1.85% |
$37.5K - $45.4K
|
25.2K
$2.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-482- 9.47% |
$38.1K - $46.1K
|
4.61K
$474K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-482- 2.36% |
$38.1K - $46.1K
|
19.9K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-482- 7.26% |
$38.1K - $46.1K
|
6.16K
$633K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-485- 0.45% |
$38.4K - $46.4K
|
107K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-491- 4.44% |
$38.8K - $47K
|
10.6K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-492- 3.84% |
$38.9K - $47.1K
|
12.3K
$1.27M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-494- 5.06% |
$39.1K - $47.3K
|
9.27K
$954K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-497- 1.16% |
$39.3K - $47.6K
|
42.3K
$4.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-497- 1.91% |
$39.3K - $47.6K
|
25.5K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-498- 0.77% |
$39.4K - $47.7K
|
64.5K
$6.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-500- 2.94% |
$39.6K - $47.9K
|
16.5K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-500- 14.18% |
$39.6K - $47.9K
|
3.03K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-500- 15.74% |
$39.6K - $47.9K
|
2.68K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-500- 1.75% |
$39.6K - $47.9K
|
28K
$2.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-504- 13.56% |
$39.9K - $48.2K
|
3.21K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-505- 0.81% |
$39.9K - $48.3K
|
62.1K
$6.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-508- 14.76% |
$40.2K - $48.6K
|
2.93K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-510- 0.24% |
$40.3K - $48.8K
|
208K
$21.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-510- 11.95% |
$40.3K - $48.8K
|
3.76K
$387K
|