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 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.24K+ 41.71% |
$98.1K - $119K
|
4.21K
$432K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.23K+ 10.11% |
$97.6K - $118K
|
13.4K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.23K+ 2.52% |
$97.1K - $118K
|
50K
$5.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.23K+ 1.65% |
$97.1K - $117K
|
75.5K
$7.73M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.23K+ 11.44% |
$96.9K - $117K
|
11.9K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.21K+ 4.1% |
$96K - $116K
|
30.9K
$3.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.21K+ 10.29% |
$95.6K - $116K
|
13K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.21K+ 27.48% |
$95.4K - $115K
|
5.6K
$573K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.21KNew |
$95.4K - $115K
|
1.21K
$124K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.2K+ 0.2% |
$95K - $115K
|
614K
$63M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.2K+ 15.46% |
$94.9K - $115K
|
8.96K
$918K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.2KNew |
$94.9K - $115K
|
1.2K
$123K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.2K+ 36.11% |
$94.9K - $115K
|
4.52K
$463K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.19K+ 0.8% |
$93.9K - $114K
|
150K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.18K+ 20.89% |
$93.6K - $113K
|
6.85K
$701K
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
1.17K+ 24.77% |
$92.2K - $112K
|
5.87K
$602K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.16K+ 5.35% |
$91.8K - $111K
|
22.9K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 28.28% |
$91.7K - $111K
|
5.26K
$539K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.15K+ 6.01% |
$91.1K - $110K
|
20.3K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.15K+ 14.43% |
$91.1K - $110K
|
9.13K
$936K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.15K+ 6.41% |
$91K - $110K
|
19.1K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
1.12K+ 3.57% |
$88.8K - $107K
|
32.5K
$3.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 0.78% |
$88.6K - $107K
|
144K
$14.8M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
1.1K+ 13.9% |
$87.1K - $105K
|
9.02K
$925K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.1K+ 0.35% |
$87K - $105K
|
312K
$32M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.09K+ 23.15% |
$86.3K - $104K
|
5.8K
$595K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.08K+ 8.33% |
$85.3K - $103K
|
14K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.07K+ 3.94% |
$84.4K - $102K
|
28.1K
$2.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.07K+ 0.65% |
$84.3K - $102K
|
165K
$16.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.05K+ 11.77% |
$83.4K - $101K
|
10K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
1.05K+ 0.79% |
$83.2K - $101K
|
134K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.05K+ 22.04% |
$83.1K - $100K
|
5.81K
$596K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.05K+ 5.86% |
$82.7K - $100K
|
18.9K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.04K+ 2.63% |
$82.3K - $99.5K
|
40.6K
$4.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.04K+ 0.68% |
$81.9K - $99.1K
|
152K
$15.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.03K+ 7.01% |
$81.8K - $99K
|
15.8K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.03K+ 1.61% |
$81.1K - $98.1K
|
64.6K
$6.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
1.02K+ 1.2% |
$80.5K - $97.4K
|
85.6K
$8.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
1.01K+ 7.01% |
$79.7K - $96.5K
|
15.4K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1K+ 5.52% |
$79.3K - $96K
|
19.2K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
996+ 5.04% |
$78.8K - $95.3K
|
20.8K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
992+ 3.42% |
$78.5K - $94.9K
|
30K
$3.08M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
992+ 1.45% |
$78.5K - $94.9K
|
69.5K
$7.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
988+ 3.48% |
$78.2K - $94.6K
|
29.4K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
985+ 2.88% |
$77.9K - $94.3K
|
35.1K
$3.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
976+ 27.86% |
$77.2K - $93.4K
|
4.48K
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
972+ 1.41% |
$76.9K - $93K
|
70.1K
$7.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
972+ 1.21% |
$76.9K - $93K
|
81.3K
$8.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
970+ 3.05% |
$76.7K - $92.8K
|
32.7K
$3.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
970+ 1.84% |
$76.7K - $92.8K
|
53.6K
$5.49M
|