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 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
205+ 2.52% |
$16.2K - $19.6K
|
8.34K
$855K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
203+ 4.67% |
$16.1K - $19.4K
|
4.55K
$466K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
202+ 2.07% |
$16K - $19.3K
|
9.94K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
202+ 2.64% |
$16K - $19.3K
|
7.86K
$805K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
201+ 0.35% |
$15.9K - $19.2K
|
57K
$5.84M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
200+ 5.03% |
$15.8K - $19.1K
|
4.18K
$428K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
200+ 2.6% |
$15.8K - $19.1K
|
7.88K
$808K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
200+ 2.67% |
$15.8K - $19.1K
|
7.69K
$788K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
200+ 0.9% |
$15.8K - $19.1K
|
22.3K
$2.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.05% |
$15.8K - $19.1K
|
372K
$38.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
197+ 1.33% |
$15.6K - $18.9K
|
15K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
196+ 34.39% |
$15.5K - $18.8K
|
766
$78.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
193+ 2.98% |
$15.3K - $18.5K
|
6.67K
$684K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
188+ 1.53% |
$14.9K - $18K
|
12.4K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
188+ 4.8% |
$14.9K - $18K
|
4.1K
$421K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
186+ 23.13% |
$14.7K - $17.8K
|
990
$101K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
181+ 16.05% |
$14.3K - $17.3K
|
1.31K
$134K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
180New |
$14.2K - $17.2K
|
180
$18.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
178+ 4.22% |
$14.1K - $17K
|
4.4K
$450K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
177+ 1.87% |
$14K - $16.9K
|
9.65K
$989K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
175+ 0.88% |
$13.8K - $16.7K
|
20K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
171+ 3.27% |
$13.5K - $16.4K
|
5.41K
$554K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
170+ 0.51% |
$13.4K - $16.3K
|
33.2K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
170+ 0.56% |
$13.4K - $16.3K
|
30.7K
$3.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
168+ 1.82% |
$13.3K - $16.1K
|
9.42K
$965K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
168+ 0.43% |
$13.3K - $16.1K
|
39.1K
$4.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
163+ 0.49% |
$12.9K - $15.6K
|
33.6K
$3.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
163+ 2.09% |
$12.9K - $15.6K
|
7.95K
$814K
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
163+ 0.08% |
$12.9K - $15.6K
|
194K
$19.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
162+ 5.08% |
$12.8K - $15.5K
|
3.35K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
160+ 2.43% |
$12.7K - $15.3K
|
6.75K
$691K
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
158+ 1.27% |
$12.5K - $15.1K
|
12.6K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
158+ 0.11% |
$12.5K - $15.1K
|
138K
$14.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
157+ 18.43% |
$12.4K - $15K
|
1.01K
$103K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
156+ 1.27% |
$12.3K - $14.9K
|
12.5K
$1.28M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
155+ 0.59% |
$12.3K - $14.8K
|
26.5K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
155+ 2.29% |
$12.3K - $14.8K
|
6.92K
$709K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
154+ 0.15% |
$12.2K - $14.7K
|
99.7K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
154+ 0.18% |
$12.2K - $14.7K
|
87.2K
$8.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
151+ 3.35% |
$11.9K - $14.5K
|
4.66K
$477K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
150+ 2.38% |
$11.9K - $14.4K
|
6.45K
$661K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150+ 40.0% |
$11.9K - $14.4K
|
525
$53.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
149+ 3.47% |
$11.8K - $14.3K
|
4.44K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
147+ 0.38% |
$11.6K - $14.1K
|
39K
$4M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
147+ 5.29% |
$11.6K - $14.1K
|
2.92K
$300K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
146+ 1.99% |
$11.5K - $14K
|
7.5K
$769K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
144+ 0.49% |
$11.4K - $13.8K
|
29.3K
$3M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
142+ 1.57% |
$11.2K - $13.6K
|
9.19K
$942K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
142+ 10.73% |
$11.2K - $13.6K
|
1.47K
$150K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
142+ 0.48% |
$11.2K - $13.6K
|
29.5K
$3.03M
|