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
|
Papp L Roy & Associates
|
SELL
|
- |
-1K- 5.55% |
$79.1K - $95.7K
|
17K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1K- 1.98% |
$79.2K - $95.8K
|
49.7K
$5.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1K- 7.18% |
$79.4K - $96.1K
|
13K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.01K- 4.99% |
$79.5K - $96.2K
|
19.1K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.01K- 0.98% |
$79.7K - $96.4K
|
102K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.01K- 3.77% |
$79.9K - $96.7K
|
25.8K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.03K- 1.13% |
$81.8K - $99K
|
90.1K
$9.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.04K- 4.22% |
$82.4K - $99.7K
|
23.6K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.05K- 4.63% |
$83.1K - $101K
|
21.7K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.05K- 1.31% |
$83.4K - $101K
|
79.6K
$8.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.06K- 4.61% |
$83.5K - $101K
|
21.8K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.06K- 6.86% |
$83.8K - $101K
|
14.4K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-1.07K- 16.29% |
$84.2K - $102K
|
5.47K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 13.43% |
$84.4K - $102K
|
6.88K
$708K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.08K- 22.28% |
$85.4K - $103K
|
3.77K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.08K- 12.59% |
$85.5K - $103K
|
7.51K
$772K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.09K- 2.06% |
$85.8K - $104K
|
51.7K
$5.32M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.09K- 2.35% |
$86.1K - $104K
|
45.2K
$4.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.09K- 1.36% |
$86.5K - $105K
|
79.3K
$8.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.1K- 1.61% |
$86.6K - $105K
|
66.8K
$6.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.1K- 10.66% |
$86.9K - $105K
|
9.21K
$948K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.1K- 2.64% |
$87.1K - $105K
|
40.6K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.11K- 3.15% |
$87.4K - $106K
|
33.9K
$3.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.12K- 5.98% |
$88.4K - $107K
|
17.6K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.12K- 2.77% |
$88.6K - $107K
|
39.4K
$4.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.12K- 4.46% |
$88.7K - $107K
|
24K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.13K- 1.35% |
$89.5K - $108K
|
82.8K
$8.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.14K- 3.12% |
$90.3K - $109K
|
35.5K
$3.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.14K- 1.26% |
$90.3K - $109K
|
89.7K
$9.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.15K- 2.25% |
$90.6K - $110K
|
49.7K
$5.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.16K- 12.91% |
$92K - $111K
|
7.84K
$807K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-1.18K- 0.31% |
$93K - $113K
|
381K
$39.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.19K- 5.73% |
$93.9K - $114K
|
19.5K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.2K- 1.17% |
$94.9K - $115K
|
102K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-1.2K- 12.67% |
$94.9K - $115K
|
8.27K
$851K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-1.21K- 4.75% |
$95.9K - $116K
|
24.3K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-1.25K- 11.47% |
$98.5K - $119K
|
9.61K
$989K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.25K- 6.42% |
$98.6K - $119K
|
18.2K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.25K- 1.95% |
$98.9K - $120K
|
62.9K
$6.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.25K- 3.19% |
$99.1K - $120K
|
38K
$3.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.29K- 3.01% |
$102K - $123K
|
41.4K
$4.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-1.29K- 10.98% |
$102K - $123K
|
10.4K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.29K- 3.02% |
$102K - $124K
|
41.6K
$4.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.31K- 4.28% |
$103K - $125K
|
29.3K
$3.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.33K- 0.47% |
$105K - $127K
|
283K
$29.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.34K- 2.15% |
$106K - $128K
|
61.1K
$6.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-1.34K- 11.33% |
$106K - $128K
|
10.5K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.36K- 3.45% |
$107K - $130K
|
37.9K
$3.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.36K- 3.18% |
$107K - $130K
|
41.3K
$4.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.36K- 11.01% |
$108K - $130K
|
11K
$1.13M
|