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 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-7.36K- 2.73% |
$582K - $704K
|
262K
$25.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-7.38K- 12.25% |
$584K - $706K
|
52.9K
$5.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-7.39K- 4.39% |
$585K - $707K
|
161K
$15.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-7.42K- 5.73% |
$587K - $710K
|
122K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.42K- 1.83% |
$587K - $710K
|
398K
$39.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.44K- 3.59% |
$589K - $712K
|
200K
$19.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-7.47K- 10.96% |
$591K - $715K
|
60.7K
$5.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7.51K- 0.81% |
$594K - $718K
|
924K
$91.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.53K- 4.24% |
$596K - $721K
|
170K
$16.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-7.55K- 10.56% |
$597K - $723K
|
63.9K
$6.31M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-7.56K- 56.8% |
$598K - $723K
|
5.75K
$567K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-7.59K- 2.85% |
$600K - $726K
|
259K
$25.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-7.63K- 14.63% |
$604K - $730K
|
44.5K
$4.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-7.7K- 10.04% |
$609K - $737K
|
69K
$6.81M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-7.78K- 48.42% |
$615K - $744K
|
8.29K
$818K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-7.88K- 4.7% |
$623K - $754K
|
160K
$15.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-7.96K- 1.6% |
$629K - $761K
|
489K
$48.3M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-8.23K- 13.23% |
$651K - $788K
|
54K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-8.24K- 4.91% |
$652K - $789K
|
160K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-8.5K- 74.52% |
$673K - $814K
|
2.91K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.75K- 12.45% |
$692K - $837K
|
61.6K
$6.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-8.76K- 14.69% |
$693K - $839K
|
50.9K
$5.02M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.77K- 0.11% |
$694K - $839K
|
7.92M
$782M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.84K- 4.47% |
$699K - $846K
|
189K
$18.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-8.92K- 12.82% |
$705K - $853K
|
60.7K
$5.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.93K- 1.48% |
$707K - $855K
|
596K
$58.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9K- 12.99% |
$712K - $861K
|
60.3K
$5.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-9.15K- 12.73% |
$724K - $876K
|
62.8K
$6.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-9.35K- 17.15% |
$739K - $895K
|
45.2K
$4.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-9.39K- 3.01% |
$743K - $899K
|
303K
$29.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-9.42K- 71.78% |
$745K - $901K
|
3.7K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-9.43K- 0.8% |
$746K - $902K
|
1.17M
$115M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-9.64K- 21.8% |
$763K - $923K
|
34.6K
$3.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-9.65K- 3.06% |
$764K - $924K
|
306K
$30.2M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-9.76K- 4.77% |
$772K - $934K
|
195K
$19.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-9.94K- 3.33% |
$786K - $951K
|
289K
$28.5M
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-9.96K- 42.01% |
$788K - $953K
|
13.8K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-9.97K- 19.27% |
$789K - $954K
|
41.8K
$4.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10.1K- 41.19% |
$797K - $964K
|
14.4K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-10.1K- 11.42% |
$800K - $968K
|
78.5K
$7.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-10.2K- 12.23% |
$803K - $972K
|
72.9K
$7.19M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-10.2K- 10.41% |
$805K - $974K
|
87.6K
$8.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-10.3K- 1.34% |
$813K - $984K
|
758K
$74.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-10.4K- 9.73% |
$819K - $991K
|
96K
$9.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-10.4K- 8.08% |
$821K - $993K
|
118K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-10.4K- 11.05% |
$826K - $999K
|
84.1K
$8.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-10.5K- 10.37% |
$828K - $1M
|
90.5K
$8.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-10.5K- 23.66% |
$834K - $1.01M
|
34K
$3.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-10.6K- 4.96% |
$839K - $1.02M
|
203K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10.9K- 4.37% |
$859K - $1.04M
|
237K
$23.4M
|