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 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5.2K- 2.89% |
$411K - $498K
|
175K
$17.3M
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-5.2K- 7.68% |
$412K - $498K
|
62.6K
$6.18M
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-5.21K- 3.45% |
$412K - $499K
|
146K
$14.4M
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-5.28K- 45.82% |
$418K - $505K
|
6.24K
$616K
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-5.33K- 4.41% |
$422K - $510K
|
115K
$11.4M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.37K- 1.38% |
$425K - $514K
|
384K
$38M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-5.38K- 43.48% |
$425K - $515K
|
6.99K
$690K
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-5.42K- 7.46% |
$429K - $519K
|
67.2K
$6.63M
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5.49K- 39.05% |
$434K - $525K
|
8.57K
$846K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.49K- 5.36% |
$434K - $525K
|
96.9K
$9.57M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.53K- 9.48% |
$438K - $530K
|
52.8K
$5.22M
|
|
Feb 11, 2025
Q4 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-5.6K- 1.36% |
$443K - $536K
|
407K
$40.2M
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-5.61K- 24.27% |
$444K - $537K
|
17.5K
$1.73M
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5.69K- 7.86% |
$450K - $544K
|
66.7K
$6.59M
|
|
Feb 14, 2025
Q4 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-5.7K- 16.15% |
$451K - $545K
|
29.6K
$2.92M
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-5.72K- 2.6% |
$452K - $547K
|
214K
$21.2M
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-5.77K- 18.71% |
$456K - $552K
|
25.1K
$2.47M
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-5.79K- 7.67% |
$458K - $554K
|
69.7K
$6.88M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-5.87K- 7.44% |
$465K - $562K
|
73.1K
$7.21M
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.91K- 10.82% |
$467K - $566K
|
48.7K
$4.81M
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-5.92K- 9.99% |
$468K - $566K
|
53.3K
$5.27M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.96K- 13.06% |
$472K - $571K
|
39.7K
$3.92M
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-6.03K- 16.5% |
$477K - $577K
|
30.5K
$3.01M
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-6.09K- 1.11% |
$481K - $582K
|
542K
$53.5M
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.17K- 36.33% |
$488K - $591K
|
10.8K
$1.07M
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-6.2K- 9.41% |
$490K - $593K
|
59.7K
$5.89M
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-6.24K- 17.23% |
$494K - $597K
|
30K
$2.96M
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-6.26K- 32.96% |
$495K - $599K
|
12.7K
$1.26M
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.29K- 1.29% |
$497K - $601K
|
482K
$47.5M
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-6.36K- 3.58% |
$503K - $609K
|
171K
$16.9M
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-6.49K- 9.14% |
$513K - $621K
|
64.5K
$6.37M
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-6.54K- 3.74% |
$517K - $625K
|
168K
$16.6M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.54K- 12.77% |
$517K - $626K
|
44.7K
$4.41M
|
|
Feb 13, 2025
Q4 2024
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-6.58K- 12.17% |
$520K - $630K
|
47.5K
$4.69M
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-6.59K- 4.33% |
$521K - $630K
|
146K
$14.4M
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-6.64K- 7.53% |
$526K - $636K
|
81.5K
$8.05M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-6.66K- 2.2% |
$527K - $637K
|
295K
$29.2M
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-6.67K- 55.07% |
$527K - $638K
|
5.44K
$537K
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-6.69K- 5.85% |
$529K - $640K
|
108K
$10.6M
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-6.69K- 9.22% |
$529K - $641K
|
65.9K
$6.51M
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-6.8K- 14.03% |
$538K - $651K
|
41.7K
$4.11M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-6.92K- 6.47% |
$547K - $662K
|
99.9K
$9.86M
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-6.94K- 2.89% |
$549K - $664K
|
233K
$23M
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-6.97K- 1.37% |
$551K - $667K
|
502K
$49.6M
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-7.02K- 50.04% |
$555K - $672K
|
7.01K
$692K
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-7.05K- 3.49% |
$558K - $675K
|
195K
$19.3M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-7.06K- 5.3% |
$558K - $676K
|
126K
$12.5M
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-7.28K- 1.35% |
$576K - $697K
|
531K
$52.4M
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
SELL
|
- |
-7.31K- 13.48% |
$578K - $699K
|
46.9K
$4.63M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.34K- 12.13% |
$580K - $702K
|
53.1K
$5.25M
|