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
|
Arcadia Investment Management Corp
|
BUY
|
- |
3.74K+ 9.45% |
$296K - $358K
|
43.3K
$4.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-782- 23.68% |
$61.9K - $74.8K
|
2.52K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
123+ 0.48% |
$9.73K - $11.8K
|
25.6K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
20.9KNew |
$1.65M - $2M
|
20.9K
$2.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
106+ 0.68% |
$8.38K - $10.1K
|
15.7K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
2.99KNew |
$236K - $286K
|
2.99K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-6.54K- 3.74% |
$517K - $625K
|
168K
$16.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.33K+ 27.89% |
$105K - $127K
|
6.1K
$607K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
117+ 2.24% |
$9.25K - $11.2K
|
5.35K
$532K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
385+ 4.73% |
$30.5K - $36.8K
|
8.52K
$848K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-630- 1.29% |
$49.8K - $60.3K
|
48.3K
$4.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-300- 5.86% |
$23.7K - $28.7K
|
4.82K
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-407- 5.3% |
$32.2K - $38.9K
|
7.28K
$724K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
2.43K+ 28.44% |
$192K - $233K
|
11K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
2.26KNew |
$179K - $216K
|
2.26K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
320+ 2.09% |
$25.3K - $30.6K
|
15.6K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.19K- 5.73% |
$93.9K - $114K
|
19.5K
$1.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-1.2K- 12.67% |
$94.9K - $115K
|
8.27K
$823K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
1.02K+ 1.2% |
$80.5K - $97.4K
|
85.6K
$8.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-762- 0.53% |
$60.3K - $72.9K
|
142K
$14.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-450- 68.18% |
$35.6K - $43.1K
|
210
$20.9K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14.8K- 3.13% |
$1.17M - $1.41M
|
456K
$45.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.3K- 16.4% |
$1.68M - $2.04M
|
108K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.44K+ 5.08% |
$114K - $138K
|
29.9K
$2.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
22.7KNew |
$1.79M - $2.17M
|
22.7K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.73K- 12.46% |
$137K - $166K
|
12.2K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-163- 0.64% |
$12.9K - $15.6K
|
25.2K
$2.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
36+ 0.48% |
$2.85K - $3.45K
|
7.47K
$744K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.05K+ 40.94% |
$162K - $196K
|
7.06K
$702K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.8K+ 69.51% |
$221K - $268K
|
6.83K
$679K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
10.7KNew |
$848K - $1.03M
|
10.7K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-204- 5.57% |
$16.1K - $19.5K
|
3.46K
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-244- 8.02% |
$19.3K - $23.4K
|
2.8K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
801+ 23.83% |
$63.4K - $76.7K
|
4.16K
$414K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-2K- 0.86% |
$158K - $191K
|
231K
$23M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
1.36K+ 0.9% |
$108K - $130K
|
152K
$15.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-169- 6.29% |
$13.4K - $16.2K
|
2.52K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-510- 0.24% |
$40.3K - $48.8K
|
208K
$20.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.4K+ 5.33% |
$111K - $134K
|
27.6K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
777+ 6.84% |
$61.5K - $74.4K
|
12.1K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
262+ 1.96% |
$20.7K - $25.1K
|
13.6K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-485- 0.45% |
$38.4K - $46.4K
|
107K
$10.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-7.88K- 4.7% |
$623K - $754K
|
160K
$15.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-4.08K- 5.83% |
$322K - $390K
|
65.9K
$6.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
188+ 4.8% |
$14.9K - $18K
|
4.1K
$409K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.25K+ 24.77% |
$257K - $311K
|
16.4K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.9K+ 15.38% |
$863K - $1.04M
|
81.9K
$8.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
110New |
$8.7K - $10.5K
|
110
$10.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
48+ 1.86% |
$3.8K - $4.59K
|
2.63K
$261K
|