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 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
677+ 10.88% |
$53.6K - $64.8K
|
6.9K
$707K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
676New |
$53.5K - $64.7K
|
676
$69.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
676+ 3.29% |
$53.5K - $64.7K
|
21.2K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
671+ 1.06% |
$53.1K - $64.2K
|
64.1K
$6.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
667+ 1.21% |
$52.8K - $63.8K
|
55.8K
$5.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
665+ 5.62% |
$52.6K - $63.6K
|
12.5K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
662+ 2.13% |
$52.4K - $63.4K
|
31.7K
$3.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
660+ 4.01% |
$52.2K - $63.2K
|
17.1K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
641+ 8.56% |
$50.7K - $61.3K
|
8.13K
$833K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
636+ 14.42% |
$50.3K - $60.9K
|
5.05K
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
633+ 10.69% |
$50.1K - $60.6K
|
6.55K
$671K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
630+ 1.41% |
$49.8K - $60.3K
|
45.3K
$4.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
615+ 0.62% |
$48.6K - $58.9K
|
100K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
610+ 2.07% |
$48.3K - $58.4K
|
30.1K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
609New |
$48.2K - $58.3K
|
609
$62.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
605+ 22.74% |
$47.9K - $57.9K
|
3.27K
$335K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
600New |
$47.5K - $57.4K
|
600
$61.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
600+ 25.61% |
$47.5K - $57.4K
|
2.94K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
596+ 17.41% |
$47.1K - $57K
|
4.02K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
588+ 6.3% |
$46.5K - $56.3K
|
9.93K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
586+ 6.13% |
$46.4K - $56.1K
|
10.1K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
585+ 1.73% |
$46.3K - $56K
|
34.4K
$3.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
584+ 7.74% |
$46.2K - $55.9K
|
8.13K
$833K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
582+ 8.77% |
$46K - $55.7K
|
7.22K
$739K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
582+ 21.32% |
$46K - $55.7K
|
3.31K
$339K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
577New |
$45.6K - $55.2K
|
577
$59.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
569+ 14.64% |
$45K - $54.5K
|
4.46K
$457K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
564+ 15.73% |
$44.6K - $54K
|
4.15K
$425K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
560+ 1.02% |
$44.3K - $53.6K
|
55.3K
$5.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
557+ 3.08% |
$44.1K - $53.3K
|
18.7K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
555+ 2.61% |
$43.9K - $53.1K
|
21.9K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
548+ 11.3% |
$43.3K - $52.4K
|
5.4K
$553K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
540+ 1.6% |
$42.7K - $51.7K
|
34.3K
$3.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
536New |
$42.4K - $51.3K
|
536
$54.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
526+ 1.91% |
$41.6K - $50.3K
|
28.1K
$2.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
524+ 16.46% |
$41.4K - $50.1K
|
3.71K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
516+ 2.26% |
$40.8K - $49.4K
|
23.4K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
515+ 4.95% |
$40.7K - $49.3K
|
10.9K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
510New |
$40.3K - $48.8K
|
510
$52.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
509+ 0.59% |
$40.3K - $48.7K
|
86.4K
$8.85M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
508+ 3.13% |
$40.2K - $48.6K
|
16.8K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
504+ 7.21% |
$39.9K - $48.2K
|
7.49K
$768K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
501+ 16.68% |
$39.6K - $47.9K
|
3.5K
$359K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
500+ 4.35% |
$39.6K - $47.9K
|
12K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
500+ 9.88% |
$39.6K - $47.9K
|
5.56K
$570K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
496+ 4.02% |
$39.2K - $47.5K
|
12.8K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
495+ 7.96% |
$39.2K - $47.4K
|
6.72K
$688K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
493+ 6.27% |
$39K - $47.2K
|
8.36K
$856K
|
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
BUY
|
- |
492+ 0.31% |
$38.9K - $47.1K
|
159K
$16.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
492+ 2.16% |
$38.9K - $47.1K
|
23.3K
$2.39M
|