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 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-31- 0.36% |
$2.45K - $2.97K
|
8.6K
$802K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-31- 0.38% |
$2.45K - $2.97K
|
8.07K
$752K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-32- 0.36% |
$2.53K - $3.06K
|
8.79K
$820K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-36- 0.29% |
$2.85K - $3.45K
|
12.5K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-37- 0.81% |
$2.93K - $3.54K
|
4.54K
$423K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-39- 1.47% |
$3.08K - $3.73K
|
2.62K
$244K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-40- 0.2% |
$3.16K - $3.83K
|
20.1K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-41- 2.97% |
$3.24K - $3.92K
|
1.34K
$125K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-42- 0.29% |
$3.32K - $4.02K
|
14.6K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-43- 2.55% |
$3.4K - $4.12K
|
1.64K
$153K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-43- 0.45% |
$3.4K - $4.12K
|
9.53K
$888K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-43- 0.38% |
$3.4K - $4.12K
|
11.2K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-44- 0.47% |
$3.48K - $4.21K
|
9.39K
$875K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-45- 0.44% |
$3.56K - $4.31K
|
10.2K
$950K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-45- 0.53% |
$3.56K - $4.31K
|
8.47K
$789K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-47- 0.42% |
$3.72K - $4.5K
|
11K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-47- 0.15% |
$3.72K - $4.5K
|
31.6K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-48- 0.96% |
$3.8K - $4.59K
|
4.94K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-48- 1.14% |
$3.8K - $4.59K
|
4.16K
$388K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-48- 0.71% |
$3.8K - $4.59K
|
6.67K
$622K
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-49- 0.3% |
$3.88K - $4.69K
|
16.1K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-50- 0.78% |
$3.95K - $4.79K
|
6.36K
$593K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-50- 0.38% |
$3.95K - $4.79K
|
13.2K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-50- 0.42% |
$3.95K - $4.79K
|
11.9K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-51- 0.24% |
$4.03K - $4.88K
|
21.2K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-52- 0.36% |
$4.11K - $4.98K
|
14.2K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-53- 0.3% |
$4.19K - $5.07K
|
17.6K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-53- 1.49% |
$4.19K - $5.07K
|
3.5K
$326K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-54- 0.81% |
$4.27K - $5.17K
|
6.58K
$613K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-55- 1.03% |
$4.35K - $5.26K
|
5.31K
$495K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-55- 0.48% |
$4.35K - $5.26K
|
11.3K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-55- 0.27% |
$4.35K - $5.26K
|
20.6K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-55- 1.07% |
$4.35K - $5.26K
|
5.08K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-55- 1.23% |
$4.35K - $5.26K
|
4.42K
$412K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-56- 0.37% |
$4.43K - $5.36K
|
15K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-57- 2.02% |
$4.51K - $5.45K
|
2.76K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-58- 0.87% |
$4.59K - $5.55K
|
6.6K
$615K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-59- 0.52% |
$4.67K - $5.65K
|
11.3K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-59- 0.83% |
$4.67K - $5.65K
|
7.01K
$653K
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-60- 0.53% |
$4.75K - $5.74K
|
11.2K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-60- 0.98% |
$4.75K - $5.74K
|
6.05K
$564K
|
|
|
Feb 12, 2025
Q4 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-60- 0.58% |
$4.75K - $5.74K
|
10.3K
$961K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-60- 0.14% |
$4.75K - $5.74K
|
42.7K
$3.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-62- 0.37% |
$4.9K - $5.93K
|
16.6K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-62- 1.08% |
$4.9K - $5.93K
|
5.7K
$531K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-62- 0.47% |
$4.9K - $5.93K
|
13.3K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-63- 0.09% |
$4.98K - $6.03K
|
72.7K
$6.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-64- 0.06% |
$5.06K - $6.12K
|
110K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-64- 2.18% |
$5.06K - $6.12K
|
2.87K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-64- 0.75% |
$5.06K - $6.12K
|
8.51K
$793K
|