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 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.69K+ 5.66% |
$134K - $162K
|
31.6K
$3.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.69K+ 5.58% |
$133K - $161K
|
31.9K
$3.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.68K+ 3.37% |
$133K - $161K
|
51.5K
$5.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.68K+ 1.65% |
$132K - $160K
|
103K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.67K+ 1.32% |
$132K - $160K
|
128K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.67KNew |
$132K - $160K
|
1.67K
$175K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.65K+ 9.24% |
$131K - $158K
|
19.5K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.65K+ 27.5% |
$131K - $158K
|
7.65K
$804K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.65K+ 27.26% |
$130K - $158K
|
7.69K
$808K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.64K+ 4.74% |
$130K - $157K
|
36.3K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.64K+ 12.88% |
$129K - $157K
|
14.3K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.64K+ 1.77% |
$129K - $156K
|
94.1K
$9.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.63K+ 15.08% |
$129K - $156K
|
12.4K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.63K+ 2.65% |
$129K - $156K
|
63.1K
$6.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 9.28% |
$128K - $155K
|
19.1K
$2M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.61K+ 3.71% |
$127K - $154K
|
44.8K
$4.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.58K+ 1.59% |
$125K - $151K
|
101K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 12.19% |
$125K - $151K
|
14.5K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 12.89% |
$125K - $151K
|
13.8K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
1.57K+ 0.78% |
$124K - $150K
|
203K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.56K+ 30.57% |
$124K - $149K
|
6.67K
$701K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.53K+ 15.73% |
$121K - $147K
|
11.3K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.52K+ 14.46% |
$121K - $146K
|
12.1K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.52K+ 1.67% |
$120K - $146K
|
92.5K
$9.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
1.52K+ 2.07% |
$120K - $146K
|
75.2K
$7.9M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.52KNew |
$120K - $145K
|
1.52K
$159K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.52K+ 4.78% |
$120K - $145K
|
33.2K
$3.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.51KNew |
$120K - $145K
|
1.51K
$159K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.5K+ 18.73% |
$119K - $144K
|
9.54K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.5K+ 4.72% |
$119K - $144K
|
33.3K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.5K+ 2.4% |
$119K - $144K
|
64.1K
$6.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.49K+ 6.47% |
$117K - $142K
|
24.4K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
1.48K+ 17.02% |
$117K - $142K
|
10.2K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.45K+ 36.42% |
$115K - $139K
|
5.44K
$571K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.45K+ 0.82% |
$114K - $138K
|
177K
$18.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.44K+ 5.08% |
$114K - $138K
|
29.9K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 45.61% |
$114K - $138K
|
4.61K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 1.04% |
$114K - $138K
|
139K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.44K+ 24.97% |
$114K - $137K
|
7.18K
$754K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.43K+ 5.96% |
$113K - $137K
|
25.5K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.4K+ 17.52% |
$111K - $134K
|
9.39K
$986K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.4K+ 46.65% |
$111K - $134K
|
4.4K
$462K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.4K+ 5.33% |
$111K - $134K
|
27.6K
$2.9M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 13.21% |
$108K - $131K
|
11.8K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.36KNew |
$108K - $131K
|
1.36K
$143K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
1.36K+ 0.9% |
$108K - $130K
|
152K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.36K+ 13.05% |
$107K - $130K
|
11.7K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.35K+ 2.68% |
$106K - $129K
|
51.5K
$5.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.34K+ 29.02% |
$106K - $129K
|
5.98K
$628K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.33K+ 27.89% |
$105K - $127K
|
6.1K
$641K
|