Latest Institutional Transactions on Walmart Inc. (WMT)
This table provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.2K- 39.18% |
$253K - $306K
|
4.96K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
12.6K+ 31.96% |
$993K - $1.2M
|
51.9K
$4.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-384- 14.14% |
$30.4K - $36.7K
|
2.33K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
14KNew |
$1.11M - $1.34M
|
14K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-114- 1.16% |
$9.02K - $10.9K
|
9.72K
$921K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.79K- 4.56% |
$220K - $267K
|
58.2K
$5.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.61K+ 5.4% |
$523K - $632K
|
129K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-6.59K- 4.33% |
$521K - $630K
|
146K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-4.29K- 10.84% |
$340K - $411K
|
35.3K
$3.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-900- 8.11% |
$71.2K - $86.1K
|
10.2K
$967K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-244- 2.02% |
$19.3K - $23.4K
|
11.8K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-130- 0.01% |
$10.3K - $12.4K
|
1.36M
$129M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
3.5K+ 19.41% |
$277K - $335K
|
21.5K
$2.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-875- 9.93% |
$69.2K - $83.7K
|
7.93K
$752K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
5.31KNew |
$420K - $508K
|
5.31K
$503K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
82+ 0.81% |
$6.49K - $7.85K
|
10.2K
$967K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
170+ 0.56% |
$13.4K - $16.3K
|
30.7K
$2.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
9.83K+ 6.18% |
$777K - $941K
|
169K
$16M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-375- 0.25% |
$29.7K - $35.9K
|
151K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-2.98K- 7.25% |
$236K - $285K
|
38.1K
$3.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-459- 1.81% |
$36.3K - $43.9K
|
24.9K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
219+ 3.09% |
$17.3K - $21K
|
7.3K
$691K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.37K+ 111.0% |
$346K - $418K
|
8.31K
$787K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
2.3KNew |
$182K - $220K
|
2.3K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
959+ 24.26% |
$75.9K - $91.8K
|
4.91K
$465K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-2- 0.02% |
$158 - $191
|
11.3K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-398- 3.28% |
$31.5K - $38.1K
|
11.7K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
39.2K+ 347.8% |
$3.1M - $3.75M
|
50.4K
$4.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-2.19K- 3.5% |
$174K - $210K
|
60.6K
$5.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.48KNew |
$354K - $429K
|
4.48K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1+ 0.01% |
$79.1 - $95.7
|
8.39K
$795K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.5K- 4.47% |
$909K - $1.1M
|
246K
$23.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
467+ 0.34% |
$36.9K - $44.7K
|
139K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-337- 15.96% |
$26.7K - $32.3K
|
1.78K
$168K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-193- 1.63% |
$15.3K - $18.5K
|
11.7K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-14K- 2.44% |
$1.1M - $1.34M
|
558K
$52.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.39K- 19.97% |
$189K - $228K
|
9.56K
$906K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-125- 1.84% |
$9.89K - $12K
|
6.66K
$631K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
427+ 0.57% |
$33.8K - $40.9K
|
75.3K
$7.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.55K+ 8.07% |
$281K - $340K
|
47.6K
$4.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-191- 1.46% |
$15.1K - $18.3K
|
12.9K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-497- 1.91% |
$39.3K - $47.6K
|
25.5K
$2.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
135+ 0.67% |
$10.7K - $12.9K
|
20.3K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-48- 0.96% |
$3.8K - $4.59K
|
4.94K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
50+ 0.01% |
$3.95K - $4.79K
|
385K
$36.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
500+ 9.88% |
$39.6K - $47.9K
|
5.56K
$527K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-15.1K- 14.42% |
$1.19M - $1.44M
|
89.5K
$8.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.99K- 1.15% |
$316K - $382K
|
344K
$32.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.12K+ 38.37% |
$405K - $490K
|
18.5K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 28.28% |
$91.7K - $111K
|
5.26K
$498K
|