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 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.55K- 15.96% |
$123K - $148K
|
8.17K
$858K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.56K- 2.37% |
$123K - $149K
|
64K
$6.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.56K- 5.6% |
$124K - $149K
|
26.3K
$2.77M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.56K- 0.91% |
$124K - $150K
|
170K
$17.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.57K- 11.7% |
$124K - $150K
|
11.8K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.59K- 5.48% |
$126K - $152K
|
27.4K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.6K- 5.97% |
$126K - $153K
|
25.1K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.6K- 7.26% |
$127K - $153K
|
20.4K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.61K- 26.01% |
$127K - $154K
|
4.57K
$480K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.62K- 9.77% |
$128K - $155K
|
14.9K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.62K- 0.57% |
$128K - $155K
|
282K
$29.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-1.63K- 26.0% |
$129K - $156K
|
4.63K
$486K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.66K- 1.75% |
$131K - $159K
|
93K
$9.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.66K- 3.33% |
$132K - $159K
|
48.3K
$5.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.73K- 12.46% |
$137K - $166K
|
12.2K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.73K- 1.33% |
$137K - $166K
|
129K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.77K- 12.23% |
$140K - $169K
|
12.7K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.77K- 95.88% |
$140K - $169K
|
76
$7.98K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.8K- 2.48% |
$142K - $172K
|
70.6K
$7.42M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 0.86% |
$142K - $172K
|
207K
$21.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.81K- 0.49% |
$143K - $173K
|
370K
$38.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.84K- 13.01% |
$145K - $176K
|
12.3K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.84K- 2.99% |
$146K - $176K
|
59.8K
$6.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.84K- 3.84% |
$146K - $176K
|
46.1K
$4.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.85K- 3.56% |
$147K - $177K
|
50.1K
$5.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-1.87K- 6.68% |
$148K - $178K
|
26.1K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.87K- 1.27% |
$148K - $179K
|
145K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.87K- 1.96% |
$148K - $179K
|
93.3K
$9.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.87K- 14.53% |
$148K - $179K
|
11K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.87K- 2.01% |
$148K - $179K
|
91.1K
$9.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.88K- 1.34% |
$148K - $180K
|
138K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.88K- 1.43% |
$149K - $180K
|
129K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.93K- 2.7% |
$152K - $184K
|
69.5K
$7.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.93K- 1.71% |
$153K - $185K
|
111K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-1.94K- 0.74% |
$153K - $185K
|
261K
$27.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.94K- 2.36% |
$154K - $186K
|
80.5K
$8.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-1.95K- 0.83% |
$154K - $187K
|
234K
$24.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.96K- 4.65% |
$155K - $188K
|
40.2K
$4.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.98K- 4.21% |
$157K - $189K
|
45.1K
$4.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-2K- 0.86% |
$158K - $191K
|
231K
$24.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-2K- 1.58% |
$158K - $191K
|
124K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2K- 1.64% |
$158K - $191K
|
120K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-2.01K- 6.18% |
$159K - $192K
|
30.5K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.02K- 1.43% |
$160K - $193K
|
139K
$14.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.06K- 30.83% |
$163K - $197K
|
4.61K
$484K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.06K- 9.41% |
$163K - $197K
|
19.8K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.06K- 7.59% |
$163K - $197K
|
25.1K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.07K- 38.85% |
$163K - $198K
|
3.25K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.07K- 1.26% |
$164K - $198K
|
162K
$17.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-2.1K- 3.56% |
$166K - $201K
|
56.9K
$5.97M
|