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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
17+ 0.04% |
$1.34K - $1.63K
|
40.1K
$4.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
16+ 0.09% |
$1.27K - $1.53K
|
18.7K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
16+ 0.11% |
$1.27K - $1.53K
|
14.4K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
15+ 0.28% |
$1.19K - $1.44K
|
5.43K
$556K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
15+ 0.31% |
$1.19K - $1.44K
|
4.83K
$495K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
14+ 0.22% |
$1.11K - $1.34K
|
6.48K
$664K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 0.23% |
$949 - $1.15K
|
5.24K
$537K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12+ 0.38% |
$949 - $1.15K
|
3.19K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
12+ 0.18% |
$949 - $1.15K
|
6.69K
$685K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
12New |
$949 - $1.15K
|
12
$1.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
11+ 0.08% |
$870 - $1.05K
|
13.1K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10+ 0.07% |
$791 - $957
|
14.1K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
10+ 0.29% |
$791 - $957
|
3.51K
$360K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
9+ 2.44% |
$712 - $861
|
378
$38.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
9+ 0.31% |
$712 - $861
|
2.88K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
9+ 0.13% |
$712 - $861
|
7.15K
$732K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7+ 0.25% |
$554 - $670
|
2.83K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7+ 0.87% |
$554 - $670
|
812
$83.2K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6+ 0.08% |
$475 - $574
|
7.45K
$764K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
6+ 0.1% |
$475 - $574
|
5.79K
$594K
|
|
|
Jan 23, 2025
Q4 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
6+ 0.05% |
$475 - $574
|
11.6K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
6+ 0.18% |
$475 - $574
|
3.34K
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
6+ 600.0% |
$475 - $574
|
7
$717
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5+ 0.13% |
$396 - $479
|
3.87K
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.25% |
$396 - $479
|
2K
$205K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5+ 0.02% |
$396 - $479
|
23.7K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
4+ 0.02% |
$316 - $383
|
21.6K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 1.47% |
$237 - $287
|
207
$21.2K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2+ 0.02% |
$158 - $191
|
9.82K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1+ 0.03% |
$79.1 - $95.7
|
2.94K
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1+ 0.01% |
$79.1 - $95.7
|
8.39K
$860K
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1+ 0.01% |
$79.1 - $95.7
|
7.27K
$745K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1- 0.01% |
$79.1 - $95.7
|
9.46K
$970K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1- -0.0% |
$79.1 - $95.7
|
24.7K
$2.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1- 0.02% |
$79.1 - $95.7
|
6.21K
$636K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1- 0.03% |
$79.1 - $95.7
|
2.94K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-1- -0.0% |
$79.1 - $95.7
|
46.2K
$4.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1- 0.02% |
$79.1 - $95.7
|
4.13K
$423K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1- -0.0% |
$79.1 - $95.7
|
24.3K
$2.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1- 0.01% |
$79.1 - $95.7
|
8.79K
$901K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-2- 0.02% |
$158 - $191
|
11.3K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2- 0.05% |
$158 - $191
|
3.72K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-2- 0.05% |
$158 - $191
|
3.64K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3- 0.07% |
$237 - $287
|
4.5K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-4- 0.01% |
$316 - $383
|
37.9K
$3.88M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.02% |
$396 - $479
|
28.9K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-5- 0.09% |
$396 - $479
|
5.61K
$575K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-5- 0.05% |
$396 - $479
|
9.81K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5- 0.08% |
$396 - $479
|
6.56K
$672K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-5- 0.01% |
$396 - $479
|
40.7K
$4.17M
|