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 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
777+ 3.39% |
$61.5K - $74.4K
|
23.7K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
770+ 2.53% |
$60.9K - $73.7K
|
31.2K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
756+ 28.52% |
$59.8K - $72.3K
|
3.41K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
752+ 3.94% |
$59.5K - $72K
|
19.9K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
750+ 13.31% |
$59.3K - $71.8K
|
6.39K
$595K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
750+ 8.84% |
$59.3K - $71.8K
|
9.23K
$861K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
750+ 14.66% |
$59.3K - $71.8K
|
5.87K
$547K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
750+ 35.71% |
$59.3K - $71.8K
|
2.85K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
750+ 15.67% |
$59.3K - $71.8K
|
5.54K
$516K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
746+ 25.46% |
$59K - $71.4K
|
3.68K
$343K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
745+ 3.43% |
$58.9K - $71.3K
|
22.5K
$2.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
744+ 2.78% |
$58.9K - $71.2K
|
27.5K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
742+ 1.64% |
$58.7K - $71K
|
46.1K
$4.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
741+ 5.65% |
$58.6K - $70.9K
|
13.9K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
738+ 12.83% |
$58.4K - $70.6K
|
6.49K
$605K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
733New |
$58K - $70.1K
|
733
$68.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
732+ 0.4% |
$57.9K - $70.1K
|
182K
$17M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
729+ 3.78% |
$57.7K - $69.8K
|
20K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
728+ 0.77% |
$57.6K - $69.7K
|
95.5K
$8.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
727+ 11.52% |
$57.5K - $69.6K
|
7.04K
$656K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
724+ 0.96% |
$57.3K - $69.3K
|
75.8K
$7.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
723+ 10.02% |
$57.2K - $69.2K
|
7.94K
$740K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
715+ 1.51% |
$56.6K - $68.4K
|
48.2K
$4.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
713+ 7.46% |
$56.4K - $68.2K
|
10.3K
$958K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
701+ 2.9% |
$55.4K - $67.1K
|
24.9K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
697+ 0.21% |
$55.1K - $66.7K
|
328K
$30.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
689+ 1.39% |
$54.5K - $65.9K
|
50.3K
$4.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
684+ 8.73% |
$54.1K - $65.5K
|
8.52K
$794K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
682+ 7.53% |
$53.9K - $65.3K
|
9.75K
$908K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
680+ 3.53% |
$53.8K - $65.1K
|
20K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
679+ 2.01% |
$53.7K - $65K
|
34.5K
$3.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
677+ 10.88% |
$53.6K - $64.8K
|
6.9K
$643K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
677New |
$53.6K - $64.8K
|
677
$63.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
676New |
$53.5K - $64.7K
|
676
$63K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
676+ 3.29% |
$53.5K - $64.7K
|
21.2K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
671+ 1.06% |
$53.1K - $64.2K
|
64.1K
$5.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
667+ 1.21% |
$52.8K - $63.8K
|
55.8K
$5.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
665+ 5.62% |
$52.6K - $63.6K
|
12.5K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
663+ 4.66% |
$52.4K - $63.4K
|
14.9K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
662+ 2.13% |
$52.4K - $63.4K
|
31.7K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
660+ 4.01% |
$52.2K - $63.2K
|
17.1K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
659+ 2.49% |
$52.1K - $63.1K
|
27.2K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
648+ 3.67% |
$51.3K - $62K
|
18.3K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
643+ 1.82% |
$50.9K - $61.5K
|
35.9K
$3.35M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
641+ 8.56% |
$50.7K - $61.3K
|
8.13K
$758K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
636+ 14.42% |
$50.3K - $60.9K
|
5.05K
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
633+ 10.69% |
$50.1K - $60.6K
|
6.55K
$611K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
630+ 1.41% |
$49.8K - $60.3K
|
45.3K
$4.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
615+ 0.62% |
$48.6K - $58.9K
|
100K
$9.34M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
612New |
$48.4K - $58.6K
|
612
$57.1K
|