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 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
22.6K+ 11.51% |
$1.78M - $2.16M
|
219K
$21.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22.4K+ 27.4% |
$1.77M - $2.14M
|
104K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
22.1KNew |
$1.75M - $2.12M
|
22.1K
$2.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
22.1KNew |
$1.75M - $2.11M
|
22.1K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
21.9K+ 28.79% |
$1.74M - $2.1M
|
98.2K
$9.69M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
21.9K+ 28.79% |
$1.74M - $2.1M
|
98.2K
$9.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
21.6K+ 69.11% |
$1.71M - $2.07M
|
52.8K
$5.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
21.4K+ 12.73% |
$1.7M - $2.05M
|
190K
$18.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
21.4KNew |
$1.69M - $2.04M
|
21.4K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
21.3K+ 1.33% |
$1.68M - $2.04M
|
1.63M
$161M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
21.2K+ 96.27% |
$1.68M - $2.03M
|
43.2K
$4.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
20.9KNew |
$1.65M - $2M
|
20.9K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
20.9KNew |
$1.65M - $2M
|
20.9K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
20.8K+ 102.56% |
$1.65M - $1.99M
|
41.1K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
20.7KNew |
$1.64M - $1.98M
|
20.7K
$2.05M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
20.4KNew |
$1.61M - $1.95M
|
20.4K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
20.4KNew |
$1.61M - $1.95M
|
20.4K
$2.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
20.3K+ 89.68% |
$1.61M - $1.94M
|
42.9K
$4.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
20K+ 37.26% |
$1.58M - $1.91M
|
73.5K
$7.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
19.9KNew |
$1.57M - $1.9M
|
19.9K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
19.7K+ 18.57% |
$1.56M - $1.89M
|
126K
$12.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
19.7K+ 11.7% |
$1.56M - $1.89M
|
188K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
19.5K+ 1.73% |
$1.54M - $1.87M
|
1.15M
$113M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
19.3K+ 733.08% |
$1.53M - $1.85M
|
22K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.2K+ 7.62% |
$1.52M - $1.84M
|
272K
$26.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
19.1K+ 629.71% |
$1.51M - $1.83M
|
22.2K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
19.1K+ 83.56% |
$1.51M - $1.83M
|
41.9K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
19KNew |
$1.5M - $1.82M
|
19K
$1.88M
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
18.9KNew |
$1.5M - $1.81M
|
18.9K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
18.9K+ 2.63% |
$1.49M - $1.81M
|
737K
$72.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.9K+ 19.14% |
$1.49M - $1.81M
|
118K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
18.7KNew |
$1.48M - $1.79M
|
18.7K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
18.6KNew |
$1.47M - $1.78M
|
18.6K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Kennondale Capital Management LLC
Richmond, VA |
BUY
|
- |
18.4KNew |
$1.45M - $1.76M
|
18.4K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
18.4K+ 167.82% |
$1.45M - $1.76M
|
29.3K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
18.3K+ 182.66% |
$1.45M - $1.76M
|
28.4K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
18.3KNew |
$1.45M - $1.75M
|
18.3K
$1.81M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
18.3K+ 213.75% |
$1.44M - $1.75M
|
26.8K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
18.1K+ 20.21% |
$1.43M - $1.73M
|
108K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
18.1K+ 107.1% |
$1.43M - $1.73M
|
35K
$3.46M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
18.1K+ 330.07% |
$1.43M - $1.73M
|
23.5K
$2.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18K+ 167.04% |
$1.42M - $1.72M
|
28.8K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.8K+ 18.9% |
$1.41M - $1.7M
|
112K
$11.1M
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
17.8K+ 101.49% |
$1.4M - $1.7M
|
35.3K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
17.6KNew |
$1.39M - $1.69M
|
17.6K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.4K+ 8.55% |
$1.38M - $1.67M
|
221K
$21.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.4K+ 2.36% |
$1.38M - $1.67M
|
756K
$74.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
17.4K+ 0.63% |
$1.38M - $1.66M
|
2.77M
$273M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
17.3K+ 0.85% |
$1.37M - $1.66M
|
2.06M
$203M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
17.3K+ 11.13% |
$1.37M - $1.66M
|
173K
$17.1M
|