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 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-7.06K- 5.3% |
$558K - $676K
|
126K
$12M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
515+ 4.95% |
$40.7K - $49.3K
|
10.9K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.22KNew |
$255K - $308K
|
3.22K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-835- 0.69% |
$66K - $79.9K
|
121K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.47K- 1.74% |
$195K - $236K
|
139K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.1K- 1.61% |
$86.6K - $105K
|
66.8K
$6.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.72K- 6.64% |
$294K - $356K
|
52.3K
$4.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
615+ 0.62% |
$48.6K - $58.9K
|
100K
$9.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
52+ 0.23% |
$4.11K - $4.98K
|
22.2K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.14K- 1.26% |
$90.3K - $109K
|
89.7K
$8.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
120+ 0.96% |
$9.49K - $11.5K
|
12.6K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-10.4K- 9.73% |
$819K - $991K
|
96K
$9.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7.73KNew |
$612K - $740K
|
7.73K
$733K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
124+ 1.15% |
$9.81K - $11.9K
|
11K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
76+ 1.62% |
$6.01K - $7.27K
|
4.77K
$452K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
5.35MNew |
$423M - $512M
|
5.35M
$507M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
1.1K+ 13.9% |
$87.1K - $105K
|
9.02K
$855K
|
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
BUY
|
- |
492+ 0.31% |
$38.9K - $47.1K
|
159K
$15.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-70.1K- 21.11% |
$5.55M - $6.71M
|
262K
$24.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
PUT |
-173K- 45.77% |
$13.7M - $16.6M
|
205K
$19.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9.49K+ 80.45% |
$751K - $908K
|
21.3K
$2.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-1K- 6.02% |
$79.1K - $95.7K
|
15.6K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-47- 0.42% |
$3.72K - $4.5K
|
11K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
78.2K+ 274.29% |
$6.19M - $7.49M
|
107K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-124- 2.84% |
$9.81K - $11.9K
|
4.24K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
130+ 1.57% |
$10.3K - $12.4K
|
8.39K
$795K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.37K+ 1.37% |
$187K - $226K
|
175K
$16.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.6KNew |
$206K - $249K
|
2.6K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-800- 17.31% |
$63.3K - $76.6K
|
3.82K
$362K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.66K- 1.75% |
$131K - $159K
|
93K
$8.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-400- 2.21% |
$31.6K - $38.3K
|
17.7K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-4.63K- 6.34% |
$366K - $443K
|
68.4K
$6.48M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-2.24K- 23.58% |
$177K - $214K
|
7.24K
$686K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.89KNew |
$624K - $755K
|
7.89K
$748K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
50+ 0.97% |
$3.95K - $4.79K
|
5.21K
$494K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-60- 0.98% |
$4.75K - $5.74K
|
6.05K
$573K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.97K+ 4.03% |
$156K - $189K
|
50.9K
$4.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-10.1K- 11.42% |
$800K - $968K
|
78.5K
$7.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-3.6K- 7.97% |
$285K - $345K
|
41.6K
$3.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-17.5K- 13.7% |
$1.39M - $1.68M
|
110K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
74+ 1.46% |
$5.85K - $7.08K
|
5.14K
$487K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-13.3K- 46.81% |
$1.05M - $1.27M
|
15.1K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-252- 1.49% |
$19.9K - $24.1K
|
16.7K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.12K- 4.46% |
$88.7K - $107K
|
24K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
29+ 0.98% |
$2.29K - $2.78K
|
2.99K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-5.77K- 18.71% |
$456K - $552K
|
25.1K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
15.5KNew |
$1.23M - $1.48M
|
15.5K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.4K- 73.76% |
$1.06M - $1.29M
|
4.78K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-512- 1.13% |
$40.5K - $49K
|
44.8K
$4.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
6+ 0.05% |
$475 - $574
|
11.6K
$1.1M
|