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 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.36K- 6.06% |
$108K - $130K
|
21.1K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.37K- 3.48% |
$108K - $131K
|
37.9K
$3.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.38K- 2.25% |
$109K - $132K
|
59.8K
$6.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.4K- 0.34% |
$110K - $134K
|
412K
$42.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.41K- 4.15% |
$111K - $135K
|
32.5K
$3.38M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.41K- 3.48% |
$111K - $135K
|
39.1K
$4.07M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.41K- 4.15% |
$112K - $135K
|
32.6K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.42K- 5.14% |
$112K - $136K
|
26.2K
$2.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.42K- 3.17% |
$112K - $136K
|
43.4K
$4.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.43K- 3.35% |
$113K - $136K
|
41.1K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.43K- 52.21% |
$113K - $137K
|
1.31K
$136K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.47K- 2.12% |
$116K - $140K
|
67.6K
$7.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1.48K- 6.73% |
$117K - $141K
|
20.4K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.48K- 3.97% |
$117K - $141K
|
35.7K
$3.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-1.48K- 1.82% |
$117K - $142K
|
79.7K
$8.29M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-1.48K- 18.27% |
$117K - $142K
|
6.63K
$690K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-1.48K- 2.29% |
$117K - $142K
|
63.3K
$6.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.49K- 0.98% |
$117K - $142K
|
150K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.5K- 8.1% |
$119K - $143K
|
17K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Grace & White Inc
|
SELL
|
- |
-1.5K- 6.67% |
$119K - $144K
|
21K
$2.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.5K- 2.05% |
$119K - $144K
|
72K
$7.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.5K- 18.76% |
$119K - $144K
|
6.51K
$677K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 5.9% |
$119K - $144K
|
24K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.52K- 1.23% |
$120K - $145K
|
122K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.52K- 4.38% |
$120K - $145K
|
33.2K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-1.52K- 24.04% |
$120K - $146K
|
4.81K
$500K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.53K- 15.79% |
$121K - $146K
|
8.14K
$846K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-1.53K- 1.85% |
$121K - $146K
|
81.2K
$8.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.54K- 2.08% |
$122K - $147K
|
72.3K
$7.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.55K- 2.91% |
$122K - $148K
|
51.5K
$5.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.55K- 0.93% |
$123K - $148K
|
165K
$17.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.55K- 15.96% |
$123K - $148K
|
8.17K
$850K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.56K- 2.37% |
$123K - $149K
|
64K
$6.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.56K- 5.6% |
$124K - $149K
|
26.3K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.56K- 0.91% |
$124K - $150K
|
170K
$17.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.57K- 11.7% |
$124K - $150K
|
11.8K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.59K- 5.48% |
$126K - $152K
|
27.4K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.6K- 5.97% |
$126K - $153K
|
25.1K
$2.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.6K- 7.26% |
$127K - $153K
|
20.4K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.61K- 26.01% |
$127K - $154K
|
4.57K
$476K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.62K- 9.77% |
$128K - $155K
|
14.9K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.62K- 0.57% |
$128K - $155K
|
282K
$29.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-1.63K- 26.0% |
$129K - $156K
|
4.63K
$481K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.66K- 1.75% |
$131K - $159K
|
93K
$9.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.66K- 3.33% |
$132K - $159K
|
48.3K
$5.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.73K- 12.46% |
$137K - $166K
|
12.2K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.73K- 1.33% |
$137K - $166K
|
129K
$13.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.77K- 12.23% |
$140K - $169K
|
12.7K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.77K- 95.88% |
$140K - $169K
|
76
$7.91K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.8K- 2.48% |
$142K - $172K
|
70.6K
$7.34M
|