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
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7.97KNew |
$630K - $762K
|
7.97K
$837K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
7.92KNew |
$627K - $758K
|
7.92K
$832K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.89KNew |
$624K - $755K
|
7.89K
$829K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
7.86KNew |
$622K - $752K
|
7.86K
$826K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.82K+ 23.66% |
$619K - $748K
|
40.9K
$4.29M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
7.8KNew |
$617K - $746K
|
7.8K
$819K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.74K+ 10.79% |
$612K - $741K
|
79.4K
$8.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7.73KNew |
$612K - $740K
|
7.73K
$812K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
7.73K+ 293.47% |
$611K - $740K
|
10.4K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.69K+ 9.63% |
$608K - $736K
|
87.5K
$9.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
7.65K+ 34.44% |
$605K - $732K
|
29.9K
$3.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
7.62KNew |
$603K - $729K
|
7.62K
$800K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
7.62K+ 2.3% |
$602K - $729K
|
338K
$35.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.53K+ 672.32% |
$596K - $721K
|
8.65K
$909K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.51KNew |
$594K - $719K
|
7.51K
$789K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
7.49KNew |
$592K - $717K
|
7.49K
$787K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7.49K+ 7.53% |
$592K - $717K
|
107K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
7.45KNew |
$589K - $713K
|
7.45K
$783K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.45K+ 21.05% |
$589K - $712K
|
42.8K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
7.31K+ 20.68% |
$578K - $700K
|
42.7K
$4.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
7.29KNew |
$577K - $698K
|
7.29K
$766K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
7.27K+ 0.84% |
$575K - $696K
|
873K
$91.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.27K+ 8.05% |
$575K - $695K
|
97.5K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.24K+ 5.0% |
$573K - $693K
|
152K
$16M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.2K+ 11.32% |
$569K - $689K
|
70.8K
$7.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.17K+ 222.42% |
$567K - $686K
|
10.4K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
7.13KNew |
$564K - $683K
|
7.13K
$749K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
7.12K+ 3.47% |
$563K - $681K
|
212K
$22.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
7.1KNew |
$562K - $680K
|
7.1K
$746K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
7.09K+ 2.77% |
$561K - $678K
|
263K
$27.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
6.96KNew |
$551K - $666K
|
6.96K
$731K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
6.93KNew |
$548K - $663K
|
6.93K
$728K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.91K+ 1.75% |
$547K - $661K
|
403K
$42.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
6.91K+ 7.02% |
$546K - $661K
|
105K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.86K+ 8.07% |
$542K - $656K
|
91.8K
$9.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.78K+ 4.69% |
$536K - $649K
|
151K
$15.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
6.76KNew |
$534K - $647K
|
6.76K
$710K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.72KNew |
$531K - $643K
|
6.72K
$706K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
6.68K+ 5.55% |
$528K - $639K
|
127K
$13.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
6.64KNew |
$525K - $636K
|
6.64K
$698K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.61K+ 5.4% |
$523K - $632K
|
129K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
6.6KNew |
$522K - $632K
|
6.6K
$694K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
6.59KNew |
$522K - $631K
|
6.59K
$693K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
6.56KNew |
$519K - $628K
|
6.56K
$689K
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
6.55K+ 45.17% |
$518K - $627K
|
21.1K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.54K+ 11.51% |
$517K - $626K
|
63.3K
$6.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
6.51KNew |
$515K - $623K
|
6.51K
$684K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
6.45K+ 8.41% |
$510K - $617K
|
83.1K
$8.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.44KNew |
$510K - $617K
|
6.44K
$677K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.42K+ 3.71% |
$508K - $614K
|
180K
$18.9M
|