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 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-1.53K- 1.85% |
$121K - $146K
|
81.2K
$8.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.54K- 2.08% |
$122K - $147K
|
72.3K
$7.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.55K- 2.91% |
$122K - $148K
|
51.5K
$5.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.55K- 0.93% |
$123K - $148K
|
165K
$17M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.56K- 2.37% |
$123K - $149K
|
64K
$6.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.56K- 5.6% |
$124K - $149K
|
26.3K
$2.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.57K- 11.7% |
$124K - $150K
|
11.8K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.59K- 5.48% |
$126K - $152K
|
27.4K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.6K- 7.26% |
$127K - $153K
|
20.4K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.61K- 26.01% |
$127K - $154K
|
4.57K
$471K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.62K- 9.77% |
$128K - $155K
|
14.9K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.62K- 0.57% |
$128K - $155K
|
282K
$29M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.66K- 1.75% |
$131K - $159K
|
93K
$9.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.66K- 3.33% |
$132K - $159K
|
48.3K
$4.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.73K- 12.46% |
$137K - $166K
|
12.2K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.73K- 1.33% |
$137K - $166K
|
129K
$13.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.77K- 12.23% |
$140K - $169K
|
12.7K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.8K- 2.48% |
$142K - $172K
|
70.6K
$7.26M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 0.86% |
$142K - $172K
|
207K
$21.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.84K- 13.01% |
$145K - $176K
|
12.3K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.84K- 2.99% |
$146K - $176K
|
59.8K
$6.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.84K- 3.84% |
$146K - $176K
|
46.1K
$4.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.85K- 3.56% |
$147K - $177K
|
50.1K
$5.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-1.87K- 6.68% |
$148K - $178K
|
26.1K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.87K- 1.27% |
$148K - $179K
|
145K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.87K- 14.53% |
$148K - $179K
|
11K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.87K- 2.01% |
$148K - $179K
|
91.1K
$9.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.88K- 1.34% |
$148K - $180K
|
138K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.93K- 1.71% |
$153K - $185K
|
111K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-1.94K- 0.74% |
$153K - $185K
|
261K
$26.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.94K- 2.36% |
$154K - $186K
|
80.5K
$8.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-1.95K- 0.83% |
$154K - $187K
|
234K
$24.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.96K- 4.65% |
$155K - $188K
|
40.2K
$4.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.98K- 4.21% |
$157K - $189K
|
45.1K
$4.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-2K- 0.86% |
$158K - $191K
|
231K
$23.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-2K- 1.58% |
$158K - $191K
|
124K
$12.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2K- 1.64% |
$158K - $191K
|
120K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-2.01K- 6.18% |
$159K - $192K
|
30.5K
$3.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.06K- 30.83% |
$163K - $197K
|
4.61K
$475K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.06K- 9.41% |
$163K - $197K
|
19.8K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.06K- 7.59% |
$163K - $197K
|
25.1K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.1K- 24.96% |
$166K - $201K
|
6.31K
$650K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.1K- 2.03% |
$166K - $201K
|
101K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.1K- 54.98% |
$166K - $201K
|
1.72K
$177K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.11K- 1.06% |
$167K - $202K
|
196K
$20.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.13K- 7.1% |
$168K - $204K
|
27.8K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.13K- 7.1% |
$169K - $204K
|
27.9K
$2.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-2.13K- 3.8% |
$169K - $204K
|
54K
$5.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2.17K- 1.37% |
$172K - $208K
|
156K
$16.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-2.18K- 42.44% |
$172K - $208K
|
2.95K
$304K
|