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 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
11.5K+ 13.69% |
$912K - $1.1M
|
95.8K
$9.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
11.5K+ 17.11% |
$912K - $1.1M
|
78.9K
$8.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.5KNew |
$911K - $1.1M
|
11.5K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
11.5K+ 12.0% |
$910K - $1.1M
|
107K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
11.4K+ 13.8% |
$903K - $1.09M
|
94.1K
$9.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
11.4K+ 4.22% |
$902K - $1.09M
|
282K
$29M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11.4K+ 139.57% |
$900K - $1.09M
|
19.5K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11.3K+ 231.64% |
$895K - $1.08M
|
16.2K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
11.2K+ 30.39% |
$887K - $1.07M
|
48.1K
$4.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
11.2KNew |
$886K - $1.07M
|
11.2K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
11K+ 40.98% |
$870K - $1.05M
|
37.9K
$3.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
11K+ 9.09% |
$870K - $1.05M
|
132K
$13.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.9K+ 3.96% |
$863K - $1.04M
|
287K
$29.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.9K+ 15.38% |
$863K - $1.04M
|
81.9K
$8.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
10.9KNew |
$862K - $1.04M
|
10.9K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
10.8K+ 5.57% |
$853K - $1.03M
|
204K
$21M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.8K+ 19.47% |
$852K - $1.03M
|
66.1K
$6.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10.7K+ 8.39% |
$850K - $1.03M
|
139K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
10.7KNew |
$848K - $1.03M
|
10.7K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
10.7K+ 182.24% |
$843K - $1.02M
|
16.5K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
10.6K+ 102.52% |
$836K - $1.01M
|
20.9K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10.5K+ 20.33% |
$828K - $1M
|
61.9K
$6.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
10.4K+ 277.49% |
$821K - $993K
|
14.1K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
10.3K+ 49.79% |
$816K - $988K
|
31.1K
$3.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
10.1K+ 6.73% |
$798K - $966K
|
160K
$16.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
10K+ 66.67% |
$791K - $957K
|
25K
$2.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
10KNew |
$791K - $957K
|
10K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
9.9KNew |
$783K - $948K
|
9.9K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
9.83K+ 6.18% |
$777K - $941K
|
169K
$17.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
9.8K+ 0.86% |
$775K - $938K
|
1.15M
$118M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.79K+ 3.49% |
$775K - $937K
|
291K
$29.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.67KNew |
$765K - $925K
|
9.67K
$995K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.64KNew |
$762K - $922K
|
9.64K
$992K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
9.55K+ 9.96% |
$755K - $914K
|
105K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
9.52KNew |
$753K - $911K
|
9.52K
$979K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
9.51KNew |
$752K - $910K
|
9.51K
$979K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9.49K+ 80.45% |
$751K - $908K
|
21.3K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
9.39K+ 19.45% |
$743K - $899K
|
57.7K
$5.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.34K+ 4.81% |
$738K - $893K
|
204K
$20.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.3K+ 13.59% |
$736K - $890K
|
77.8K
$8M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.29K+ 4.79% |
$735K - $889K
|
203K
$20.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
9.22K+ 2.66% |
$730K - $883K
|
356K
$36.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9.2K+ 29.66% |
$728K - $881K
|
40.2K
$4.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
9.17K+ 19.19% |
$725K - $877K
|
56.9K
$5.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
9.16K+ 11.01% |
$725K - $877K
|
92.4K
$9.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
9.14KNew |
$723K - $875K
|
9.14K
$941K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
9.05K+ 27.5% |
$716K - $866K
|
42K
$4.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.03KNew |
$714K - $864K
|
9.03K
$929K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
9.01K+ 10.54% |
$712K - $862K
|
94.5K
$9.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8.97K+ 6.52% |
$709K - $858K
|
146K
$15.1M
|