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 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
50+ 0.2% |
$3.95K - $4.79K
|
25K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-69- 0.81% |
$5.46K - $6.6K
|
8.45K
$887K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1- 0.02% |
$79.1 - $95.7
|
4.13K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.47K- 0.97% |
$195K - $236K
|
253K
$26.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.69K+ 5.66% |
$134K - $162K
|
31.6K
$3.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
24.2KNew |
$1.91M - $2.31M
|
24.2K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
789+ 0.74% |
$62.4K - $75.5K
|
108K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
15.4K+ 3.11% |
$1.22M - $1.47M
|
510K
$53.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
60+ 1.3% |
$4.75K - $5.74K
|
4.69K
$493K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
3.16K+ 51.82% |
$250K - $303K
|
9.26K
$973K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-131- 1.61% |
$10.4K - $12.5K
|
8K
$840K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
5.77KNew |
$456K - $552K
|
5.77K
$606K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
7.8KNew |
$617K - $746K
|
7.8K
$819K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
22.1KNew |
$1.75M - $2.12M
|
22.1K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
7.92KNew |
$627K - $758K
|
7.92K
$832K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-115- 4.22% |
$9.1K - $11K
|
2.61K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
117+ 2.74% |
$9.25K - $11.2K
|
4.39K
$461K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-306- 0.64% |
$24.2K - $29.3K
|
47.6K
$5M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.04K+ 21.6% |
$162K - $195K
|
11.5K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.29K+ 40.17% |
$102K - $124K
|
4.51K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-9.76K- 4.77% |
$772K - $934K
|
195K
$20.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-225- 0.28% |
$17.8K - $21.5K
|
79.5K
$8.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10+ 0.07% |
$791 - $957
|
14.1K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
35.8K+ 19.82% |
$2.83M - $3.43M
|
216K
$22.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-900- 1.06% |
$71.2K - $86.1K
|
84.1K
$8.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.77M- 98.53% |
$140M - $169M
|
26.4K
$2.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.4K+ 13.59% |
$979K - $1.18M
|
103K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.59KNew |
$205K - $248K
|
2.59K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-4.04K- 3.29% |
$319K - $386K
|
118K
$12.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.54K+ 11.51% |
$517K - $626K
|
63.3K
$6.65M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-3.06K- 9.8% |
$242K - $292K
|
28.1K
$2.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
223+ 7.91% |
$17.6K - $21.3K
|
3.04K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-164- 4.79% |
$13K - $15.7K
|
3.26K
$343K
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
41KNew |
$3.24M - $3.93M
|
41K
$4.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-269- 1.07% |
$21.3K - $25.7K
|
25K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-29- 0.1% |
$2.29K - $2.78K
|
28.3K
$2.97M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.78K+ 2.86% |
$299K - $362K
|
136K
$14.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.73K- 1.33% |
$137K - $166K
|
129K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-43.4K- 83.91% |
$3.44M - $4.16M
|
8.33K
$875K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
3.07KNew |
$243K - $294K
|
3.07K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
361+ 9.08% |
$28.6K - $34.5K
|
4.34K
$456K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.98KNew |
$236K - $286K
|
2.98K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-11.6K- 31.4% |
$920K - $1.11M
|
25.4K
$2.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
46+ 2.01% |
$3.64K - $4.4K
|
2.33K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.07K+ 17.63% |
$163K - $198K
|
13.8K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-1- -0.0% |
$79.1 - $95.7
|
46.2K
$4.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
154+ 0.18% |
$12.2K - $14.7K
|
87.2K
$9.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
5.25K+ 8.43% |
$415K - $502K
|
67.5K
$7.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
SELL
|
- |
-7.31K- 13.48% |
$578K - $699K
|
46.9K
$4.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.37K- 3.7% |
$188K - $227K
|
61.8K
$6.49M
|