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 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
8.86KNew |
$701K - $848K
|
8.86K
$912K
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
8.85K+ 31.77% |
$700K - $847K
|
36.7K
$3.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.69K+ 1.04% |
$687K - $831K
|
845K
$86.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.68K+ 2.16% |
$687K - $831K
|
410K
$42.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
8.67K+ 29.55% |
$685K - $829K
|
38K
$3.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
8.66K+ 5.75% |
$685K - $829K
|
159K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8.6K+ 52.33% |
$680K - $823K
|
25K
$2.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.57KNew |
$678K - $820K
|
8.57K
$882K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8.52KNew |
$674K - $815K
|
8.52K
$877K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
8.4KNew |
$665K - $804K
|
8.4K
$865K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
8.35KNew |
$660K - $799K
|
8.35K
$859K
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
8.32KNew |
$658K - $796K
|
8.32K
$856K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
8.32KNew |
$658K - $796K
|
8.32K
$856K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
8.22KNew |
$650K - $786K
|
8.22K
$846K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8.13K+ 3.78% |
$643K - $778K
|
223K
$22.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8.08K+ 2.03% |
$639K - $774K
|
407K
$41.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
8.08K+ 14.47% |
$639K - $774K
|
63.9K
$6.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
8.06K+ 137.94% |
$638K - $771K
|
13.9K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7.97KNew |
$630K - $762K
|
7.97K
$820K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
7.92KNew |
$627K - $758K
|
7.92K
$815K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.89KNew |
$624K - $755K
|
7.89K
$812K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
7.86KNew |
$622K - $752K
|
7.86K
$809K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.82K+ 23.66% |
$619K - $748K
|
40.9K
$4.21M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
7.8KNew |
$617K - $746K
|
7.8K
$802K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.74K+ 10.79% |
$612K - $741K
|
79.4K
$8.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7.73KNew |
$612K - $740K
|
7.73K
$796K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
7.73K+ 293.47% |
$611K - $740K
|
10.4K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.69K+ 9.63% |
$608K - $736K
|
87.5K
$9.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
7.65K+ 34.44% |
$605K - $732K
|
29.9K
$3.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
7.62KNew |
$603K - $729K
|
7.62K
$784K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.53K+ 672.32% |
$596K - $721K
|
8.65K
$890K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.51KNew |
$594K - $719K
|
7.51K
$773K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
7.49KNew |
$592K - $717K
|
7.49K
$771K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.45K+ 21.05% |
$589K - $712K
|
42.8K
$4.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
7.29KNew |
$577K - $698K
|
7.29K
$750K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
7.27K+ 0.84% |
$575K - $696K
|
873K
$89.9M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.24K+ 5.0% |
$573K - $693K
|
152K
$15.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.2K+ 11.32% |
$569K - $689K
|
70.8K
$7.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.17K+ 222.42% |
$567K - $686K
|
10.4K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
7.13KNew |
$564K - $683K
|
7.13K
$734K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
7.12K+ 3.47% |
$563K - $681K
|
212K
$21.8M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
7.09K+ 2.77% |
$561K - $678K
|
263K
$27M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
6.96KNew |
$551K - $666K
|
6.96K
$717K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
6.93KNew |
$548K - $663K
|
6.93K
$713K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.91K+ 1.75% |
$547K - $661K
|
403K
$41.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
6.91K+ 7.02% |
$546K - $661K
|
105K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.86K+ 8.07% |
$542K - $656K
|
91.8K
$9.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.78K+ 4.69% |
$536K - $649K
|
151K
$15.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
6.76KNew |
$534K - $647K
|
6.76K
$695K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.72KNew |
$531K - $643K
|
6.72K
$692K
|