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 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
2.39KNew |
$189K - $229K
|
2.39K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
13.4KNew |
$1.06M - $1.28M
|
13.4K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.57KNew |
$678K - $820K
|
8.57K
$867K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
510New |
$40.3K - $48.8K
|
510
$51.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
11.5K+ 13.69% |
$912K - $1.1M
|
95.8K
$9.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-84- 1.54% |
$6.64K - $8.04K
|
5.36K
$542K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.9K+ 19.14% |
$1.49M - $1.81M
|
118K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-345- 3.41% |
$27.3K - $33K
|
9.79K
$990K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.6K+ 3.67% |
$2.1M - $2.54M
|
750K
$75.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
660+ 4.01% |
$52.2K - $63.2K
|
17.1K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.38K- 2.25% |
$109K - $132K
|
59.8K
$6.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-3.52K- 6.04% |
$279K - $337K
|
54.8K
$5.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-3.2K- 7.57% |
$253K - $306K
|
39.1K
$3.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-153- 3.51% |
$12.1K - $14.6K
|
4.2K
$425K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
65.3K+ 23.51% |
$5.16M - $6.25M
|
343K
$34.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
11.4K+ 13.8% |
$903K - $1.09M
|
94.1K
$9.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.12K- 2.77% |
$88.6K - $107K
|
39.4K
$3.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-1.95K- 0.83% |
$154K - $187K
|
234K
$23.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
2.39KNew |
$189K - $228K
|
2.39K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.29K- 3.02% |
$102K - $124K
|
41.6K
$4.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
2.27KNew |
$179K - $217K
|
2.27K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-3.24K- 6.73% |
$256K - $310K
|
44.9K
$4.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5+ 0.02% |
$396 - $479
|
23.7K
$2.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10.5K+ 20.33% |
$828K - $1M
|
61.9K
$6.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3.7K+ 18.41% |
$293K - $354K
|
23.8K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
138+ 4.78% |
$10.9K - $13.2K
|
3.03K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
29+ 0.81% |
$2.29K - $2.78K
|
3.59K
$363K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
63+ 1.41% |
$4.98K - $6.03K
|
4.53K
$459K
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1+ 0.01% |
$79.1 - $95.7
|
7.27K
$735K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
2.51KNew |
$199K - $240K
|
2.51K
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.45KNew |
$272K - $330K
|
3.45K
$348K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
26+ 29.89% |
$2.06K - $2.49K
|
113
$11.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-11.1K- 0.53% |
$876K - $1.06M
|
2.06M
$209M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-4.4K- 7.66% |
$348K - $421K
|
53.1K
$5.37M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-26.9K- 11.73% |
$2.13M - $2.57M
|
202K
$20.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-27- 0.65% |
$2.14K - $2.58K
|
4.15K
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.3K- 1.59% |
$261K - $316K
|
205K
$20.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
110+ 2.6% |
$8.7K - $10.5K
|
4.34K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.65KNew |
$447K - $540K
|
5.65K
$571K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.06K- 4.61% |
$83.5K - $101K
|
21.8K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.1K- 10.66% |
$86.9K - $105K
|
9.21K
$931K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.84K- 13.01% |
$145K - $176K
|
12.3K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-5- 0.01% |
$396 - $479
|
40.7K
$4.12M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.73K- 14.77% |
$216K - $262K
|
15.8K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-758- 23.75% |
$60K - $72.5K
|
2.43K
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
4+ 0.02% |
$316 - $383
|
21.6K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.98KNew |
$315K - $381K
|
3.98K
$402K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.16K- 12.91% |
$92K - $111K
|
7.84K
$793K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3.5KNew |
$276K - $334K
|
3.5K
$354K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-6.2K- 9.41% |
$490K - $593K
|
59.7K
$6.04M
|