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
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
9.05K+ 27.5% |
$716K - $866K
|
42K
$3.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.03KNew |
$714K - $864K
|
9.03K
$842K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
9.01K+ 10.54% |
$712K - $862K
|
94.5K
$8.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
9KNew |
$712K - $861K
|
9K
$839K
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
8.98KNew |
$710K - $859K
|
8.98K
$837K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8.97K+ 6.52% |
$709K - $858K
|
146K
$13.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
8.9KNew |
$704K - $851K
|
8.9K
$829K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
8.86KNew |
$701K - $848K
|
8.86K
$826K
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
8.85K+ 31.77% |
$700K - $847K
|
36.7K
$3.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.78K+ 6.05% |
$694K - $840K
|
154K
$14.4M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8.7KNew |
$688K - $832K
|
8.7K
$811K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.69K+ 1.04% |
$687K - $831K
|
845K
$78.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.68K+ 2.16% |
$687K - $831K
|
410K
$38.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
8.67K+ 29.55% |
$685K - $829K
|
38K
$3.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
8.66K+ 5.75% |
$685K - $829K
|
159K
$14.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
8.66K+ 3.37% |
$685K - $828K
|
266K
$24.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8.6K+ 52.33% |
$680K - $823K
|
25K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
8.6K+ 3.44% |
$680K - $823K
|
258K
$24.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.57KNew |
$678K - $820K
|
8.57K
$799K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8.52KNew |
$674K - $815K
|
8.52K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
8.49K+ 593.36% |
$672K - $813K
|
9.92K
$925K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
8.4KNew |
$665K - $804K
|
8.4K
$783K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
8.36KNew |
$662K - $800K
|
8.36K
$780K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
8.35KNew |
$660K - $799K
|
8.35K
$778K
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
8.32KNew |
$658K - $796K
|
8.32K
$776K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
8.32KNew |
$658K - $796K
|
8.32K
$775K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
8.26KNew |
$653K - $790K
|
8.26K
$770K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.26K+ 32.57% |
$653K - $790K
|
33.6K
$3.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
8.22KNew |
$650K - $786K
|
8.22K
$766K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.18K+ 13.01% |
$647K - $783K
|
71K
$6.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8.13K+ 3.78% |
$643K - $778K
|
223K
$20.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
8.11KNew |
$641K - $776K
|
8.11K
$756K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8.08K+ 2.03% |
$639K - $774K
|
407K
$37.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
8.08K+ 14.47% |
$639K - $774K
|
63.9K
$5.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
8.06K+ 137.94% |
$638K - $771K
|
13.9K
$1.3M
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
8.04KNew |
$636K - $770K
|
8.04K
$750K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7.97KNew |
$630K - $762K
|
7.97K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
7.94KNew |
$628K - $760K
|
7.94K
$740K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
7.92KNew |
$627K - $758K
|
7.92K
$739K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.89KNew |
$624K - $755K
|
7.89K
$736K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
7.86KNew |
$622K - $752K
|
7.86K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
7.85KNew |
$621K - $751K
|
7.85K
$731K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.82K+ 23.66% |
$619K - $748K
|
40.9K
$3.81M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
7.8KNew |
$617K - $746K
|
7.8K
$727K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
7.76KNew |
$614K - $743K
|
7.76K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
7.74K+ 83.65% |
$612K - $741K
|
17K
$1.58M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.74K+ 10.79% |
$612K - $741K
|
79.4K
$7.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7.73KNew |
$612K - $740K
|
7.73K
$721K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
7.73K+ 293.47% |
$611K - $740K
|
10.4K
$966K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.69K+ 9.63% |
$608K - $736K
|
87.5K
$8.16M
|