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 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
7.65K+ 34.44% |
$605K - $732K
|
29.9K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
7.62KNew |
$603K - $729K
|
7.62K
$710K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
7.62K+ 2.3% |
$602K - $729K
|
338K
$31.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.53K+ 672.32% |
$596K - $721K
|
8.65K
$806K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.51KNew |
$594K - $719K
|
7.51K
$700K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
7.49KNew |
$592K - $717K
|
7.49K
$698K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7.49K+ 7.53% |
$592K - $717K
|
107K
$9.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
7.45KNew |
$589K - $713K
|
7.45K
$694K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.45K+ 21.05% |
$589K - $712K
|
42.8K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
7.31K+ 20.68% |
$578K - $700K
|
42.7K
$3.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
7.29KNew |
$577K - $698K
|
7.29K
$680K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
7.27K+ 0.84% |
$575K - $696K
|
873K
$81.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.27K+ 8.05% |
$575K - $695K
|
97.5K
$9.09M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.24K+ 5.0% |
$573K - $693K
|
152K
$14.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.2K+ 11.32% |
$569K - $689K
|
70.8K
$6.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7.18KNew |
$568K - $687K
|
7.18K
$669K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.17K+ 222.42% |
$567K - $686K
|
10.4K
$969K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
7.13KNew |
$564K - $683K
|
7.13K
$665K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
7.12K+ 3.47% |
$563K - $681K
|
212K
$19.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
7.1KNew |
$562K - $680K
|
7.1K
$662K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
7.09K+ 2.77% |
$561K - $678K
|
263K
$24.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
6.96KNew |
$551K - $666K
|
6.96K
$649K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
6.93KNew |
$548K - $663K
|
6.93K
$646K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.91K+ 1.75% |
$547K - $661K
|
403K
$37.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
6.91K+ 7.02% |
$546K - $661K
|
105K
$9.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.86K+ 8.07% |
$542K - $656K
|
91.8K
$8.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.78K+ 4.69% |
$536K - $649K
|
151K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.78K+ 47.1% |
$536K - $648K
|
21.2K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
6.76KNew |
$534K - $647K
|
6.76K
$630K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.72KNew |
$531K - $643K
|
6.72K
$626K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
6.68K+ 5.55% |
$528K - $639K
|
127K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
6.64KNew |
$525K - $636K
|
6.64K
$619K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.61K+ 5.4% |
$523K - $632K
|
129K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
6.6KNew |
$522K - $632K
|
6.6K
$616K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
6.59KNew |
$522K - $631K
|
6.59K
$615K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
6.56KNew |
$519K - $628K
|
6.56K
$611K
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
6.55K+ 45.17% |
$518K - $627K
|
21.1K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.54K+ 11.51% |
$517K - $626K
|
63.3K
$5.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
6.51KNew |
$515K - $623K
|
6.51K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
6.49KNew |
$513K - $621K
|
6.49K
$605K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
6.45K+ 8.41% |
$510K - $617K
|
83.1K
$7.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.44KNew |
$510K - $617K
|
6.44K
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.42K+ 3.71% |
$508K - $614K
|
180K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.41K+ 23.34% |
$507K - $614K
|
33.9K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
6.37KNew |
$504K - $610K
|
6.37K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.37K+ 6.62% |
$504K - $610K
|
103K
$9.56M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
6.27KNew |
$496K - $600K
|
6.27K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
6.16KNew |
$487K - $590K
|
6.16K
$575K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.15K+ 30.72% |
$487K - $589K
|
26.2K
$2.44M
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
6.14KNew |
$485K - $587K
|
6.14K
$572K
|