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 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
92+ 0.41% |
$7.28K - $8.8K
|
22.8K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
92+ 1.55% |
$7.28K - $8.8K
|
6.02K
$617K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
91+ 0.6% |
$7.2K - $8.71K
|
15.2K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 0.39% |
$7.12K - $8.61K
|
23.2K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
89+ 3.19% |
$7.04K - $8.52K
|
2.88K
$295K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
87New |
$6.88K - $8.33K
|
87
$8.91K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
86+ 0.43% |
$6.8K - $8.23K
|
20.1K
$2.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
86+ 0.35% |
$6.8K - $8.23K
|
24.4K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
82+ 0.81% |
$6.49K - $7.85K
|
10.2K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
81+ 1.67% |
$6.41K - $7.75K
|
4.92K
$504K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
81+ 0.27% |
$6.41K - $7.75K
|
30.3K
$3.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
80+ 0.34% |
$6.33K - $7.66K
|
23.7K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
78+ 0.35% |
$6.17K - $7.46K
|
22.5K
$2.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
76+ 1.62% |
$6.01K - $7.27K
|
4.77K
$488K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
75+ 1.21% |
$5.93K - $7.18K
|
6.26K
$642K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
75New |
$5.93K - $7.18K
|
75
$7.69K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
75+ 2.3% |
$5.93K - $7.18K
|
3.33K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
75+ 0.01% |
$5.93K - $7.18K
|
705K
$72.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
75+ 0.4% |
$5.93K - $7.18K
|
18.9K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
75+ 0.54% |
$5.93K - $7.18K
|
14.1K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
75+ 0.8% |
$5.93K - $7.18K
|
9.49K
$972K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
74+ 1.46% |
$5.85K - $7.08K
|
5.14K
$526K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
74+ 2.69% |
$5.85K - $7.08K
|
2.83K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
73+ 1.86% |
$5.77K - $6.99K
|
3.99K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
72+ 0.47% |
$5.7K - $6.89K
|
15.4K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
72+ 1.06% |
$5.7K - $6.89K
|
6.89K
$706K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
72+ 0.2% |
$5.7K - $6.89K
|
36K
$3.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
72+ 0.55% |
$5.7K - $6.89K
|
13.2K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
71+ 0.54% |
$5.62K - $6.79K
|
13.2K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
71+ 0.35% |
$5.62K - $6.79K
|
20.3K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
70+ 1.04% |
$5.54K - $6.7K
|
6.83K
$700K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
68+ 0.52% |
$5.38K - $6.51K
|
13.3K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
68New |
$5.38K - $6.51K
|
68
$6.97K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
67+ 0.65% |
$5.3K - $6.41K
|
10.4K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
66+ 1.54% |
$5.22K - $6.32K
|
4.36K
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
66+ 0.97% |
$5.22K - $6.32K
|
6.86K
$703K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
64+ 0.79% |
$5.06K - $6.12K
|
8.12K
$832K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
63+ 0.6% |
$4.98K - $6.03K
|
10.5K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
63+ 0.17% |
$4.98K - $6.03K
|
36.4K
$3.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
63+ 1.41% |
$4.98K - $6.03K
|
4.53K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
63New |
$4.98K - $6.03K
|
63
$6.46K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
61+ 0.3% |
$4.83K - $5.84K
|
20.7K
$2.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
60+ 0.17% |
$4.75K - $5.74K
|
36.4K
$3.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
60+ 1.3% |
$4.75K - $5.74K
|
4.69K
$481K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
59+ 1.34% |
$4.67K - $5.65K
|
4.46K
$457K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
57+ 0.94% |
$4.51K - $5.45K
|
6.1K
$625K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.54% |
$4.19K - $5.07K
|
9.92K
$1.02M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
52+ 0.45% |
$4.11K - $4.98K
|
11.5K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
52+ 0.23% |
$4.11K - $4.98K
|
22.2K
$2.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
52+ 3.3% |
$4.11K - $4.98K
|
1.63K
$167K
|