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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
594K+ 25.63% |
$47M - $56.8M
|
2.91M
$271M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
18.3K+ 213.75% |
$1.44M - $1.75M
|
26.8K
$2.49M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
15K+ 42.86% |
$1.19M - $1.44M
|
50K
$4.65M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
13.7KNew |
$1.08M - $1.31M
|
13.7K
$1.27M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.74K+ 10.79% |
$612K - $741K
|
79.4K
$7.39M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.53K+ 672.32% |
$596K - $721K
|
8.65K
$804K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
5.79K+ 13.72% |
$458K - $554K
|
47.9K
$4.46M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.81K+ 24.7% |
$380K - $460K
|
24.3K
$2.26M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.2K+ 17.92% |
$332K - $402K
|
27.6K
$2.57M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
3.9KNew |
$308K - $373K
|
3.9K
$363K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.74K+ 3.03% |
$296K - $358K
|
127K
$11.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.2KNew |
$253K - $306K
|
3.2K
$298K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.39K+ 1.32% |
$189K - $229K
|
183K
$17M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.22K+ 8.02% |
$175K - $212K
|
29.8K
$2.77M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.16K+ 18.74% |
$171K - $207K
|
13.7K
$1.27M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.24K+ 41.71% |
$98.1K - $119K
|
4.21K
$392K
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.2K+ 15.46% |
$94.9K - $115K
|
8.96K
$833K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.1K+ 0.35% |
$87K - $105K
|
312K
$29M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
856+ 3.76% |
$67.7K - $81.9K
|
23.6K
$2.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
855+ 3.13% |
$67.6K - $81.8K
|
28.2K
$2.62M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
508+ 3.13% |
$40.2K - $48.6K
|
16.8K
$1.56M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
488+ 6.58% |
$38.6K - $46.7K
|
7.91K
$736K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
450+ 4.21% |
$35.6K - $43.1K
|
11.2K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
360+ 4.26% |
$28.5K - $34.5K
|
8.81K
$819K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
325+ 0.45% |
$25.7K - $31.1K
|
73.2K
$6.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
272+ 45.33% |
$21.5K - $26K
|
872
$81.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
271+ 0.45% |
$21.4K - $25.9K
|
60.1K
$5.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
235+ 1.2% |
$18.6K - $22.5K
|
19.8K
$1.84M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
226+ 1.32% |
$17.9K - $21.6K
|
17.3K
$1.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
200+ 5.03% |
$15.8K - $19.1K
|
4.18K
$389K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
155+ 0.59% |
$12.3K - $14.8K
|
26.5K
$2.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
121+ 13.49% |
$9.57K - $11.6K
|
1.02K
$94.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
113+ 22.33% |
$8.94K - $10.8K
|
619
$57.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
64+ 0.79% |
$5.06K - $6.12K
|
8.12K
$755K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
52+ 0.45% |
$4.11K - $4.98K
|
11.5K
$1.07M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6+ 0.08% |
$475 - $574
|
7.45K
$693K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1- 0.01% |
$79.1 - $95.7
|
9.46K
$880K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.02% |
$396 - $479
|
28.9K
$2.69M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-15- 0.15% |
$1.19K - $1.44K
|
10.2K
$949K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-40- 0.2% |
$3.16K - $3.83K
|
20.1K
$1.87M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-114- 3.03% |
$9.02K - $10.9K
|
3.65K
$340K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-125- 0.51% |
$9.89K - $12K
|
24.3K
$2.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-128- 2.56% |
$10.1K - $12.2K
|
4.88K
$454K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-128- 0.39% |
$10.1K - $12.2K
|
32.3K
$3M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-131- 2.06% |
$10.4K - $12.5K
|
6.23K
$579K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-133- 5.78% |
$10.5K - $12.7K
|
2.17K
$202K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-165- 3.17% |
$13.1K - $15.8K
|
5.04K
$468K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-182- 4.55% |
$14.4K - $17.4K
|
3.82K
$355K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-220- 8.49% |
$17.4K - $21.1K
|
2.37K
$221K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-254- 1.18% |
$20.1K - $24.3K
|
21.2K
$1.97M
|