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 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-482- 2.36% |
$38.1K - $46.1K
|
19.9K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-482- 7.26% |
$38.1K - $46.1K
|
6.16K
$647K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-485- 0.45% |
$38.4K - $46.4K
|
107K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-491- 4.44% |
$38.8K - $47K
|
10.6K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-492- 3.84% |
$38.9K - $47.1K
|
12.3K
$1.29M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-494- 5.06% |
$39.1K - $47.3K
|
9.27K
$973K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-497- 1.16% |
$39.3K - $47.6K
|
42.3K
$4.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-497- 1.91% |
$39.3K - $47.6K
|
25.5K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-498- 0.77% |
$39.4K - $47.7K
|
64.5K
$6.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-500- 2.94% |
$39.6K - $47.9K
|
16.5K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-500- 14.18% |
$39.6K - $47.9K
|
3.03K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-500- 15.74% |
$39.6K - $47.9K
|
2.68K
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-500- 1.75% |
$39.6K - $47.9K
|
28K
$2.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-503- 2.41% |
$39.8K - $48.1K
|
20.3K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-504- 13.56% |
$39.9K - $48.2K
|
3.21K
$338K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-505- 0.81% |
$39.9K - $48.3K
|
62.1K
$6.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-508- 14.76% |
$40.2K - $48.6K
|
2.93K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-510- 0.24% |
$40.3K - $48.8K
|
208K
$21.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-510- 11.95% |
$40.3K - $48.8K
|
3.76K
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-512- 3.11% |
$40.5K - $49K
|
15.9K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-512- 1.13% |
$40.5K - $49K
|
44.8K
$4.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-512- 0.8% |
$40.5K - $49K
|
63.5K
$6.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-518- 2.17% |
$41K - $49.6K
|
23.3K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-518- 0.67% |
$41K - $49.6K
|
77.2K
$8.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-520- 0.22% |
$41.1K - $49.8K
|
240K
$25.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-523- 3.75% |
$41.4K - $50.1K
|
13.4K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-526- 0.47% |
$41.6K - $50.3K
|
112K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-529- 2.16% |
$41.8K - $50.6K
|
24K
$2.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-531- 6.83% |
$42K - $50.8K
|
7.25K
$761K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-532- 5.86% |
$42.1K - $50.9K
|
8.55K
$898K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-540- 19.5% |
$42.7K - $51.7K
|
2.23K
$234K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-550- 7.96% |
$43.5K - $52.6K
|
6.36K
$668K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-550- 4.17% |
$43.5K - $52.6K
|
12.6K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-554- 1.06% |
$43.8K - $53K
|
51.9K
$5.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-555- 10.07% |
$43.9K - $53.1K
|
4.96K
$521K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-558- 5.61% |
$44.1K - $53.4K
|
9.38K
$985K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-564- 0.71% |
$44.6K - $54K
|
78.7K
$8.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-564- 9.33% |
$44.6K - $54K
|
5.48K
$576K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-569- 3.84% |
$45K - $54.5K
|
14.2K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-570- 1.19% |
$45.1K - $54.5K
|
47.5K
$4.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-573- 8.95% |
$45.3K - $54.8K
|
5.83K
$612K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-576- 0.65% |
$45.6K - $55.1K
|
88.3K
$9.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-577- 1.22% |
$45.6K - $55.2K
|
46.8K
$4.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-585- 17.01% |
$46.3K - $56K
|
2.85K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-593- 2.44% |
$46.9K - $56.8K
|
23.7K
$2.49M
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-600- 0.65% |
$47.5K - $57.4K
|
91.4K
$9.6M
|
|
|
Jan 31, 2025
Q4 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-600- 12.9% |
$47.5K - $57.4K
|
4.05K
$425K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-600- 6.56% |
$47.5K - $57.4K
|
8.54K
$897K
|
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
SELL
|
- |
-600- 4.21% |
$47.5K - $57.4K
|
13.6K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-600- 1.63% |
$47.5K - $57.4K
|
36.1K
$3.79M
|