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 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.4K+ 2.36% |
$1.38M - $1.67M
|
756K
$77.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.31K+ 0.02% |
$183K - $221K
|
11.4M
$1.17B
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
149+ 3.47% |
$11.8K - $14.3K
|
4.44K
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
58.5K+ 172.81% |
$4.63M - $5.6M
|
92.4K
$9.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
560+ 1.02% |
$44.3K - $53.6K
|
55.3K
$5.69M
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
SELL
|
- |
-27- 0.03% |
$2.14K - $2.58K
|
82.9K
$8.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
242New |
$19.1K - $23.2K
|
242
$24.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.36K- 6.06% |
$108K - $130K
|
21.1K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-65- 0.68% |
$5.14K - $6.22K
|
9.45K
$973K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
62KNew |
$4.91M - $5.94M
|
62K
$6.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-139- 0.62% |
$11K - $13.3K
|
22.4K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.36KNew |
$187K - $226K
|
2.36K
$243K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
42+ 0.14% |
$3.32K - $4.02K
|
29K
$2.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-276- 0.22% |
$21.8K - $26.4K
|
124K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
288+ 4.82% |
$22.8K - $27.6K
|
6.26K
$645K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
19.1K+ 629.71% |
$1.51M - $1.83M
|
22.2K
$2.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.49K- 42.48% |
$197K - $238K
|
3.37K
$347K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-9- 6.52% |
$712 - $861
|
129
$13.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11.3K+ 231.64% |
$895K - $1.08M
|
16.2K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-512- 0.8% |
$40.5K - $49K
|
63.5K
$6.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
142+ 1.57% |
$11.2K - $13.6K
|
9.19K
$946K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-1.21K- 4.75% |
$95.9K - $116K
|
24.3K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-65- 0.99% |
$5.14K - $6.22K
|
6.51K
$670K
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-85- 0.71% |
$6.72K - $8.13K
|
11.9K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-55K- 36.6% |
$4.35M - $5.27M
|
95.3K
$9.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
22+ 0.27% |
$1.74K - $2.11K
|
8.21K
$845K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
340+ 1.16% |
$26.9K - $32.5K
|
29.7K
$3.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.87K- 14.53% |
$148K - $179K
|
11K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-10.2K- 12.23% |
$803K - $972K
|
72.9K
$7.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-6.26K- 32.96% |
$495K - $599K
|
12.7K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.36K- 6.09% |
$186K - $225K
|
36.3K
$3.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
103+ 1.02% |
$8.15K - $9.86K
|
10.2K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
308+ 1.76% |
$24.4K - $29.5K
|
17.8K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
372+ 0.77% |
$29.4K - $35.6K
|
48.7K
$5.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.28KNew |
$180K - $218K
|
2.28K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.26K+ 3.36% |
$257K - $312K
|
100K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-160- 1.37% |
$12.7K - $15.3K
|
11.5K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
282+ 9.62% |
$22.3K - $27K
|
3.21K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-610- 3.05% |
$48.3K - $58.4K
|
19.4K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-455- 3.91% |
$36K - $43.5K
|
11.2K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-699- 2.63% |
$55.3K - $66.9K
|
25.8K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-116- 1.38% |
$9.18K - $11.1K
|
8.27K
$851K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
262+ 5.93% |
$20.7K - $25.1K
|
4.68K
$482K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
60K+ 32.43% |
$4.74M - $5.74M
|
245K
$25.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
75+ 0.01% |
$5.93K - $7.18K
|
705K
$72.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
435+ 2.42% |
$34.4K - $41.6K
|
18.4K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
14.3K+ 207.01% |
$1.13M - $1.37M
|
21.3K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
111+ 1.63% |
$8.78K - $10.6K
|
6.93K
$713K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.11K- 3.15% |
$87.4K - $106K
|
33.9K
$3.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-52.3K- 22.68% |
$4.13M - $5M
|
178K
$18.3M
|