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 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
3.9KNew |
$308K - $373K
|
3.9K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.88K+ 10.6% |
$307K - $372K
|
40.5K
$4.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.88K+ 13.9% |
$307K - $371K
|
31.7K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.86K+ 2.11% |
$305K - $370K
|
186K
$19.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.84K+ 4.99% |
$303K - $367K
|
80.8K
$8.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
3.8KNew |
$301K - $364K
|
3.8K
$399K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.8K+ 1.4% |
$301K - $364K
|
274K
$28.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.79KNew |
$300K - $363K
|
3.79K
$398K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.78K+ 2.86% |
$299K - $362K
|
136K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
3.78KNew |
$299K - $362K
|
3.78K
$397K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.75K+ 7.37% |
$297K - $359K
|
54.7K
$5.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.75K+ 7.79% |
$297K - $359K
|
51.8K
$5.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.75KNew |
$296K - $358K
|
3.75K
$394K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.74K+ 3.03% |
$296K - $358K
|
127K
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
3.74K+ 9.45% |
$296K - $358K
|
43.3K
$4.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.7KNew |
$293K - $354K
|
3.7K
$389K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3.7K+ 18.41% |
$293K - $354K
|
23.8K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.68KNew |
$291K - $353K
|
3.68K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
3.6KNew |
$285K - $345K
|
3.6K
$379K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.59K+ 16.88% |
$284K - $344K
|
24.9K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.57K+ 6.23% |
$282K - $342K
|
60.9K
$6.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.55K+ 8.07% |
$281K - $340K
|
47.6K
$5M
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
3.55K+ 15.76% |
$281K - $340K
|
26.1K
$2.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
3.53KNew |
$279K - $337K
|
3.53K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
3.51K+ 4.16% |
$278K - $336K
|
88K
$9.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
3.51KNew |
$277K - $335K
|
3.51K
$368K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
3.5K+ 19.41% |
$277K - $335K
|
21.5K
$2.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3.5KNew |
$276K - $334K
|
3.5K
$367K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.48K+ 4.99% |
$275K - $333K
|
73.3K
$7.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.47KNew |
$275K - $332K
|
3.47K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.47K+ 1.78% |
$274K - $332K
|
199K
$20.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.45K+ 73.11% |
$273K - $330K
|
8.18K
$859K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.45K+ 15.03% |
$273K - $330K
|
26.4K
$2.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.45K+ 116.83% |
$273K - $330K
|
6.4K
$673K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.45KNew |
$272K - $330K
|
3.45K
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.43K+ 113.33% |
$271K - $328K
|
6.45K
$678K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.41KNew |
$269K - $326K
|
3.41K
$358K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.4KNew |
$269K - $326K
|
3.4K
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.4K+ 22.37% |
$269K - $325K
|
18.6K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3.38K+ 10.47% |
$268K - $324K
|
35.7K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3.35KNew |
$265K - $320K
|
3.35K
$352K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.35KNew |
$265K - $320K
|
3.35K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.33KNew |
$263K - $319K
|
3.33K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3.33KNew |
$263K - $318K
|
3.33K
$350K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.31K+ 15.81% |
$262K - $316K
|
24.2K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.27KNew |
$258K - $312K
|
3.27K
$343K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.26K+ 3.36% |
$257K - $312K
|
100K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.25K+ 24.77% |
$257K - $311K
|
16.4K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
3.24KNew |
$256K - $310K
|
3.24K
$340K
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
3.23KNew |
$255K - $309K
|
3.23K
$339K
|