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 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
41KNew |
$3.24M - $3.93M
|
41K
$4.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
40.7K+ 13.04% |
$3.22M - $3.89M
|
353K
$37.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
40.5KNew |
$3.2M - $3.87M
|
40.5K
$4.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
40.4K+ 13.63% |
$3.2M - $3.87M
|
337K
$35.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
40.3KNew |
$3.18M - $3.85M
|
40.3K
$4.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
39.9K+ 42.34% |
$3.16M - $3.82M
|
134K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
39.8K+ 16.7% |
$3.15M - $3.81M
|
278K
$29.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
39.4KNew |
$3.12M - $3.77M
|
39.4K
$4.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
39.2KNew |
$3.1M - $3.75M
|
39.2K
$4.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
39.2K+ 347.8% |
$3.1M - $3.75M
|
50.4K
$5.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
39KNew |
$3.09M - $3.73M
|
39K
$4.1M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
38.9K+ 137.33% |
$3.08M - $3.72M
|
67.2K
$7.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
38.9K+ 217.87% |
$3.07M - $3.72M
|
56.7K
$5.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
38.3KNew |
$3.03M - $3.67M
|
38.3K
$4.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
38.3K+ 35.73% |
$3.03M - $3.66M
|
145K
$15.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
37.9KNew |
$2.99M - $3.62M
|
37.9K
$3.98M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
37.9K+ 8.44% |
$2.99M - $3.62M
|
487K
$51.1M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
37.1K+ 1006.65% |
$2.93M - $3.55M
|
40.8K
$4.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.5K+ 5.28% |
$2.89M - $3.49M
|
728K
$76.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
36.5K+ 92.56% |
$2.89M - $3.49M
|
75.9K
$7.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Infusive Asset Management Inc.
New York, NY |
BUY
|
- |
36.1K+ 38.19% |
$2.86M - $3.46M
|
131K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
35.8K+ 19.82% |
$2.83M - $3.43M
|
216K
$22.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
35.4K+ 739.44% |
$2.8M - $3.39M
|
40.2K
$4.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35.4K+ 26.41% |
$2.8M - $3.39M
|
169K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
35.2K+ 171.59% |
$2.78M - $3.37M
|
55.7K
$5.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
34.9K+ 5.33% |
$2.76M - $3.34M
|
690K
$72.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
34.9K+ 7.16% |
$2.76M - $3.34M
|
522K
$54.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
34.6K+ 355.02% |
$2.74M - $3.31M
|
44.4K
$4.66M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
34.4K+ 98.42% |
$2.72M - $3.29M
|
69.3K
$7.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
34.3KNew |
$2.71M - $3.28M
|
34.3K
$3.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.2K+ 9.94% |
$2.71M - $3.28M
|
379K
$39.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.8K+ 1.95% |
$2.68M - $3.24M
|
1.77M
$186M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
33.3KNew |
$2.64M - $3.19M
|
33.3K
$3.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
33.1K+ 1.71% |
$2.62M - $3.17M
|
1.97M
$207M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
32.7K+ 53.68% |
$2.59M - $3.13M
|
93.7K
$9.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
32.5KNew |
$2.57M - $3.11M
|
32.5K
$3.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
31.7K+ 16.65% |
$2.5M - $3.03M
|
222K
$23.3M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
31.7K+ 107.85% |
$2.5M - $3.03M
|
61K
$6.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
31.6KNew |
$2.5M - $3.03M
|
31.6K
$3.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.8K+ 1.1% |
$2.43M - $2.95M
|
2.83M
$297M
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
30.5K+ 1.58% |
$2.42M - $2.92M
|
1.97M
$207M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
30.4K+ 5.56% |
$2.41M - $2.91M
|
577K
$60.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
30.4K+ 5.54% |
$2.4M - $2.91M
|
579K
$60.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Scalar Gauge Management, LLC
Dallas, TX |
BUY
|
- |
30K+ 76.92% |
$2.37M - $2.87M
|
69K
$7.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
29.2K+ 1.07% |
$2.31M - $2.79M
|
2.76M
$290M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
29.1K+ 66.31% |
$2.3M - $2.79M
|
73K
$7.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
28.8K+ 12.94% |
$2.28M - $2.76M
|
251K
$26.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
28.6KNew |
$2.27M - $2.74M
|
28.6K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
27.4KNew |
$2.17M - $2.63M
|
27.4K
$2.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
26.9K+ 26.38% |
$2.13M - $2.57M
|
129K
$13.5M
|