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 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-372- 4.54% |
$29.4K - $35.6K
|
7.83K
$822K
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-375- 0.25% |
$29.7K - $35.9K
|
151K
$15.8M
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-375- 0.68% |
$29.7K - $35.9K
|
54.9K
$5.76M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-384- 14.14% |
$30.4K - $36.7K
|
2.33K
$245K
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-390- 4.29% |
$30.8K - $37.3K
|
8.71K
$915K
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-392- 1.31% |
$31K - $37.5K
|
29.6K
$3.1M
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-393- 2.93% |
$31.1K - $37.6K
|
13K
$1.37M
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-396- 4.91% |
$31.3K - $37.9K
|
7.68K
$806K
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-396- 4.87% |
$31.3K - $37.9K
|
7.74K
$813K
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-398- 3.28% |
$31.5K - $38.1K
|
11.7K
$1.23M
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-400- 6.49% |
$31.6K - $38.3K
|
5.77K
$606K
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-400- 4.47% |
$31.6K - $38.3K
|
8.56K
$899K
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-400- 2.21% |
$31.6K - $38.3K
|
17.7K
$1.86M
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-402- 0.08% |
$31.8K - $38.5K
|
519K
$54.5M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-406- 4.22% |
$32.1K - $38.9K
|
9.21K
$968K
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-407- 5.3% |
$32.2K - $38.9K
|
7.28K
$764K
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-409- 7.13% |
$32.4K - $39.1K
|
5.33K
$560K
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-415- 0.94% |
$32.8K - $39.7K
|
44K
$4.62M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-419- 0.59% |
$33.1K - $40.1K
|
70.1K
$7.37M
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-420- 2.3% |
$33.2K - $40.2K
|
17.8K
$1.87M
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-425- 5.67% |
$33.6K - $40.7K
|
7.07K
$743K
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-425- 5.67% |
$33.6K - $40.7K
|
7.08K
$743K
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-427- 3.43% |
$33.8K - $40.9K
|
12K
$1.26M
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-430- 0.67% |
$34K - $41.2K
|
64.1K
$6.73M
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-431- 5.28% |
$34.1K - $41.2K
|
7.73K
$812K
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-432- 0.22% |
$34.2K - $41.3K
|
192K
$20.1M
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-433- 0.95% |
$34.3K - $41.4K
|
45.1K
$4.73M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-434- 5.23% |
$34.3K - $41.5K
|
7.86K
$825K
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-435- 7.75% |
$34.4K - $41.6K
|
5.18K
$544K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-435- 9.5% |
$34.4K - $41.6K
|
4.14K
$435K
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-438- 4.41% |
$34.6K - $41.9K
|
9.5K
$998K
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-440- 1.37% |
$34.8K - $42.1K
|
31.7K
$3.33M
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-440- 1.62% |
$34.8K - $42.1K
|
26.6K
$2.8M
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-441- 1.28% |
$34.9K - $42.2K
|
33.9K
$3.56M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-443- 7.91% |
$35K - $42.4K
|
5.15K
$541K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-445- 1.77% |
$35.2K - $42.6K
|
24.6K
$2.59M
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-449- 1.66% |
$35.5K - $43K
|
26.6K
$2.8M
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-450- 68.18% |
$35.6K - $43.1K
|
210
$22.1K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-451- 0.48% |
$35.7K - $43.2K
|
94.1K
$9.89M
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-453- 9.85% |
$35.8K - $43.4K
|
4.14K
$435K
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-454- 6.2% |
$35.9K - $43.4K
|
6.87K
$722K
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-455- 3.91% |
$36K - $43.5K
|
11.2K
$1.17M
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-456- 7.64% |
$36.1K - $43.6K
|
5.51K
$579K
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-458- 6.82% |
$36.2K - $43.8K
|
6.26K
$657K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-459- 1.81% |
$36.3K - $43.9K
|
24.9K
$2.61M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-467- 3.1% |
$36.9K - $44.7K
|
14.6K
$1.54M
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-468- 0.67% |
$37K - $44.8K
|
69.4K
$7.29M
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-469- 14.86% |
$37.1K - $44.9K
|
2.69K
$282K
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-473- 1.09% |
$37.4K - $45.3K
|
43K
$4.51M
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-473- 15.53% |
$37.4K - $45.3K
|
2.57K
$270K
|