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 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
36+ 1.17% |
$2.85K - $3.45K
|
3.12K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1K- 1.98% |
$79.2K - $95.8K
|
49.7K
$5.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-121K- 20.67% |
$9.61M - $11.6M
|
466K
$48M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-208- 5.19% |
$16.5K - $19.9K
|
3.8K
$391K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.36KNew |
$187K - $226K
|
2.36K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.96K- 2.88% |
$234K - $283K
|
99.7K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.73KNew |
$216K - $261K
|
2.73K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.4KNew |
$269K - $326K
|
3.4K
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
412+ 9.29% |
$32.6K - $39.4K
|
4.85K
$499K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
11.6KNew |
$921K - $1.11M
|
11.6K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
810+ 8.08% |
$64.1K - $77.5K
|
10.8K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
39.9K+ 42.34% |
$3.16M - $3.82M
|
134K
$13.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
10.4K+ 277.49% |
$821K - $993K
|
14.1K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
80+ 0.34% |
$6.33K - $7.66K
|
23.7K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-13.1K- 72.37% |
$1.04M - $1.25M
|
5K
$514K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
89.6K+ 63.12% |
$7.09M - $8.58M
|
232K
$23.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
24.5K+ 14.94% |
$1.94M - $2.35M
|
189K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
6.45K+ 8.41% |
$510K - $617K
|
83.1K
$8.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.4KNew |
$190K - $229K
|
2.4K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
305+ 2.29% |
$24.1K - $29.2K
|
13.6K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.37K- 3.48% |
$108K - $131K
|
37.9K
$3.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4KNew |
$317K - $383K
|
4K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-24- 0.5% |
$1.9K - $2.3K
|
4.81K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.09K+ 23.15% |
$86.3K - $104K
|
5.8K
$597K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
2.21KNew |
$175K - $212K
|
2.21K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
636+ 14.42% |
$50.3K - $60.9K
|
5.05K
$520K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12+ 0.38% |
$949 - $1.15K
|
3.19K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-37.2K- 9.46% |
$2.94M - $3.56M
|
356K
$36.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9- 0.12% |
$712 - $861
|
7.67K
$789K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
548+ 11.3% |
$43.3K - $52.4K
|
5.4K
$555K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
126+ 4.51% |
$9.97K - $12.1K
|
2.92K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.04K+ 0.68% |
$81.9K - $99.1K
|
152K
$15.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
200+ 0.9% |
$15.8K - $19.1K
|
22.3K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
495+ 7.96% |
$39.2K - $47.4K
|
6.72K
$691K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-36.6K- 30.45% |
$2.9M - $3.5M
|
83.6K
$8.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
7.73K+ 293.47% |
$611K - $740K
|
10.4K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
301+ 2.98% |
$23.8K - $28.8K
|
10.4K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
677+ 10.88% |
$53.6K - $64.8K
|
6.9K
$710K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
72+ 1.06% |
$5.7K - $6.89K
|
6.89K
$709K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.36K- 11.01% |
$108K - $130K
|
11K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.75K- 12.45% |
$692K - $837K
|
61.6K
$6.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.8K+ 14.31% |
$222K - $268K
|
22.4K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-278- 4.53% |
$22K - $26.6K
|
5.86K
$603K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-796- 3.11% |
$63K - $76.2K
|
24.8K
$2.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
5.03K+ 14.41% |
$398K - $481K
|
39.9K
$4.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-63.1K- 10.86% |
$4.99M - $6.04M
|
518K
$53.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
311+ 3.26% |
$24.6K - $29.8K
|
9.85K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
23K+ 0.91% |
$1.82M - $2.2M
|
2.55M
$262M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
127+ 2.88% |
$10K - $12.2K
|
4.54K
$468K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.24K+ 8.26% |
$98.3K - $119K
|
16.3K
$1.68M
|