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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
36+ 0.48% |
$2.85K - $3.45K
|
7.47K
$756K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.05K+ 40.94% |
$162K - $196K
|
7.06K
$714K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.8K+ 69.51% |
$221K - $268K
|
6.83K
$690K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
10.7KNew |
$848K - $1.03M
|
10.7K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-204- 5.57% |
$16.1K - $19.5K
|
3.46K
$350K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-244- 8.02% |
$19.3K - $23.4K
|
2.8K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
801+ 23.83% |
$63.4K - $76.7K
|
4.16K
$421K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-2K- 0.86% |
$158K - $191K
|
231K
$23.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
1.36K+ 0.9% |
$108K - $130K
|
152K
$15.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-169- 6.29% |
$13.4K - $16.2K
|
2.52K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-510- 0.24% |
$40.3K - $48.8K
|
208K
$21M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.4K+ 5.33% |
$111K - $134K
|
27.6K
$2.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
777+ 6.84% |
$61.5K - $74.4K
|
12.1K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
262+ 1.96% |
$20.7K - $25.1K
|
13.6K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-485- 0.45% |
$38.4K - $46.4K
|
107K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-7.88K- 4.7% |
$623K - $754K
|
160K
$16.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-4.08K- 5.83% |
$322K - $390K
|
65.9K
$6.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
188+ 4.8% |
$14.9K - $18K
|
4.1K
$415K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.25K+ 24.77% |
$257K - $311K
|
16.4K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.9K+ 15.38% |
$863K - $1.04M
|
81.9K
$8.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
110New |
$8.7K - $10.5K
|
110
$11.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
48+ 1.86% |
$3.8K - $4.59K
|
2.63K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-31- 0.38% |
$2.45K - $2.97K
|
8.07K
$816K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-10- 0.23% |
$791 - $957
|
4.42K
$447K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
259New |
$20.5K - $24.8K
|
259
$26.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
2.8KNew |
$221K - $268K
|
2.8K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
32.5KNew |
$2.57M - $3.11M
|
32.5K
$3.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
891+ 7.69% |
$70.5K - $85.3K
|
12.5K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.18K+ 20.89% |
$93.6K - $113K
|
6.85K
$692K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-173- 2.8% |
$13.7K - $16.6K
|
6.01K
$608K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
350K+ 1890.58% |
$27.7M - $33.5M
|
368K
$37.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.1MNew |
$483M - $584M
|
6.1M
$618M
|
|
|
Jan 31, 2025
Q4 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-600- 12.9% |
$47.5K - $57.4K
|
4.05K
$410K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-902- 3.04% |
$71.3K - $86.3K
|
28.8K
$2.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
14.8K+ 378.34% |
$1.17M - $1.42M
|
18.8K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.95K+ 22.28% |
$154K - $187K
|
10.7K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-13.8K- 37.53% |
$1.09M - $1.32M
|
23K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.94K+ 3.35% |
$154K - $186K
|
59.9K
$6.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-9.43K- 0.8% |
$746K - $902K
|
1.17M
$118M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-4.74K- 1.91% |
$375K - $454K
|
243K
$24.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.72K+ 4.88% |
$136K - $165K
|
36.9K
$3.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
733New |
$58K - $70.1K
|
733
$74.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.54K- 8.87% |
$280K - $339K
|
36.4K
$3.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.13K- 7.1% |
$168K - $204K
|
27.8K
$2.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-526- 0.47% |
$41.6K - $50.3K
|
112K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2.63KNew |
$208K - $251K
|
2.63K
$266K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
12.9KNew |
$1.02M - $1.23M
|
12.9K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-159- 0.34% |
$12.6K - $15.2K
|
46.2K
$4.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.92K+ 2.66% |
$310K - $375K
|
151K
$15.3M
|