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 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
964+ 0.45% |
$76.3K - $92.3K
|
215K
$22M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
961+ 35.57% |
$76K - $92K
|
3.66K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
959+ 24.26% |
$75.9K - $91.8K
|
4.91K
$503K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
954New |
$75.5K - $91.3K
|
954
$97.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
953+ 14.53% |
$75.4K - $91.2K
|
7.51K
$770K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
952+ 5.01% |
$75.3K - $91.1K
|
20K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
948+ 0.85% |
$75K - $90.7K
|
112K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
945+ 11.67% |
$74.7K - $90.4K
|
9.04K
$927K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
939+ 5.86% |
$74.3K - $89.9K
|
17K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
938+ 24.76% |
$74.2K - $89.8K
|
4.73K
$484K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
935+ 0.72% |
$74K - $89.5K
|
130K
$13.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
931+ 7.06% |
$73.6K - $89.1K
|
14.1K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
923+ 2.84% |
$73K - $88.3K
|
33.4K
$3.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
908+ 11.59% |
$71.8K - $86.9K
|
8.74K
$895K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
903+ 4.38% |
$71.4K - $86.4K
|
21.5K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
902+ 12.93% |
$71.3K - $86.3K
|
7.88K
$807K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
902+ 1.43% |
$71.3K - $86.3K
|
64K
$6.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
901+ 7.61% |
$71.3K - $86.2K
|
12.7K
$1.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
900+ 6.79% |
$71.2K - $86.1K
|
14.2K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
900+ 3000.0% |
$71.2K - $86.1K
|
930
$95.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
898+ 12.89% |
$71K - $85.9K
|
7.87K
$806K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
895+ 17.14% |
$70.8K - $85.7K
|
6.12K
$627K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
891+ 7.69% |
$70.5K - $85.3K
|
12.5K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
890+ 0.67% |
$70.4K - $85.2K
|
133K
$13.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
886+ 1.61% |
$70.1K - $84.8K
|
55.8K
$5.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
873+ 1.25% |
$69.1K - $83.5K
|
70.4K
$7.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
868+ 7.31% |
$68.7K - $83.1K
|
12.7K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
868+ 4.6% |
$68.7K - $83.1K
|
19.7K
$2.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
867+ 13.68% |
$68.6K - $83K
|
7.21K
$738K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
856+ 3.76% |
$67.7K - $81.9K
|
23.6K
$2.42M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
855+ 3.13% |
$67.6K - $81.8K
|
28.2K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
854+ 1.04% |
$67.6K - $81.7K
|
83K
$8.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
848+ 1.25% |
$67.1K - $81.2K
|
68.6K
$7.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
848+ 1.77% |
$67.1K - $81.2K
|
48.6K
$4.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
846+ 5.77% |
$66.9K - $81K
|
15.5K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
845+ 9.25% |
$66.8K - $80.9K
|
9.98K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
842+ 1.72% |
$66.6K - $80.6K
|
49.9K
$5.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
837+ 11.84% |
$66.2K - $80.1K
|
7.91K
$810K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
834+ 18.36% |
$66K - $79.8K
|
5.38K
$551K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
833+ 3.81% |
$65.9K - $79.7K
|
22.7K
$2.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
827+ 10.34% |
$65.4K - $79.1K
|
8.83K
$905K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
825+ 77.9% |
$65.3K - $79K
|
1.88K
$193K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
810+ 8.08% |
$64.1K - $77.5K
|
10.8K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
801+ 23.83% |
$63.4K - $76.7K
|
4.16K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
800+ 3.21% |
$63.3K - $76.6K
|
25.7K
$2.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
800+ 2.98% |
$63.3K - $76.6K
|
27.6K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
791+ 0.31% |
$62.6K - $75.7K
|
254K
$26M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
791+ 1.77% |
$62.6K - $75.7K
|
45.5K
$4.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
790+ 1.4% |
$62.5K - $75.6K
|
57.1K
$5.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
789+ 0.74% |
$62.4K - $75.5K
|
108K
$11.1M
|