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 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
13.1K+ 29.18% |
$1.04M - $1.26M
|
58.2K
$6.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
13KNew |
$1.02M - $1.24M
|
13K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
12.9KNew |
$1.02M - $1.23M
|
12.9K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.7K+ 32.55% |
$1.01M - $1.22M
|
51.9K
$5.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
12.7K+ 6.38% |
$1.01M - $1.22M
|
212K
$22.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
12.7K+ 366.07% |
$1M - $1.21M
|
16.1K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
12.6K+ 31.96% |
$993K - $1.2M
|
51.9K
$5.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
12.6K+ 90.4% |
$993K - $1.2M
|
26.4K
$2.78M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
12.5K+ 73.86% |
$988K - $1.2M
|
29.4K
$3.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
12.4KNew |
$982K - $1.19M
|
12.4K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.4K+ 13.59% |
$979K - $1.18M
|
103K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$976K - $1.18M
|
12.3K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
12.3K+ 6.62% |
$974K - $1.18M
|
198K
$20.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
12.3K+ 36.17% |
$973K - $1.18M
|
46.3K
$4.86M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
12.2KNew |
$967K - $1.17M
|
12.2K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
12.2K+ 24.7% |
$966K - $1.17M
|
61.7K
$6.48M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 72.45% |
$957K - $1.16M
|
28.8K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
12.1KNew |
$953K - $1.15M
|
12.1K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
12KNew |
$948K - $1.15M
|
12K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
11.9K+ 13.53% |
$945K - $1.14M
|
100K
$10.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.9K+ 4.87% |
$944K - $1.14M
|
257K
$27M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
11.9K+ 14.49% |
$941K - $1.14M
|
94K
$9.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
11.9K+ 15.8% |
$941K - $1.14M
|
87.2K
$9.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
11.9K+ 6.54% |
$938K - $1.14M
|
193K
$20.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.8K+ 22.88% |
$930K - $1.13M
|
63.1K
$6.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
11.6KNew |
$921K - $1.11M
|
11.6K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
11.6KNew |
$919K - $1.11M
|
11.6K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
11.5K+ 13.69% |
$912K - $1.1M
|
95.8K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
11.5K+ 17.11% |
$912K - $1.1M
|
78.9K
$8.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
11.5KNew |
$912K - $1.1M
|
11.5K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.5KNew |
$911K - $1.1M
|
11.5K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
11.5K+ 12.0% |
$910K - $1.1M
|
107K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
11.4K+ 13.8% |
$903K - $1.09M
|
94.1K
$9.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
11.4K+ 4.22% |
$902K - $1.09M
|
282K
$29.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11.4K+ 139.57% |
$900K - $1.09M
|
19.5K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11.3K+ 86.4% |
$895K - $1.08M
|
24.4K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11.3K+ 231.64% |
$895K - $1.08M
|
16.2K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
11.3K+ 149.79% |
$894K - $1.08M
|
18.8K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
11.3KNew |
$893K - $1.08M
|
11.3K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
11.2K+ 30.39% |
$887K - $1.07M
|
48.1K
$5.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
11.2KNew |
$886K - $1.07M
|
11.2K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
11K+ 40.98% |
$870K - $1.05M
|
37.9K
$3.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
11K+ 9.09% |
$870K - $1.05M
|
132K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.9K+ 3.96% |
$863K - $1.04M
|
287K
$30.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.9K+ 15.38% |
$863K - $1.04M
|
81.9K
$8.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
10.9KNew |
$862K - $1.04M
|
10.9K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.9K+ 247.01% |
$859K - $1.04M
|
15.3K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
10.8K+ 5.57% |
$853K - $1.03M
|
204K
$21.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.8K+ 19.47% |
$852K - $1.03M
|
66.1K
$6.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10.7K+ 8.39% |
$850K - $1.03M
|
139K
$14.6M
|