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
|
West End Advisors, LLC
|
SELL
|
- |
-128K- 19.53% |
$10.1M - $12.3M
|
528K
$55.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
8.06K+ 137.94% |
$638K - $771K
|
13.9K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-2.63K- 1.34% |
$208K - $251K
|
194K
$20.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
9.22K+ 2.66% |
$730K - $883K
|
356K
$37.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
45+ 0.04% |
$3.56K - $4.31K
|
104K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.27KNew |
$180K - $217K
|
2.27K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.18K+ 0.39% |
$410K - $496K
|
1.34M
$141M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
309+ 7.0% |
$24.4K - $29.6K
|
4.72K
$496K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-737- 0.21% |
$58.3K - $70.5K
|
351K
$36.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-245- 0.98% |
$19.4K - $23.4K
|
24.7K
$2.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.84KNew |
$224K - $271K
|
2.84K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.2K+ 9.94% |
$2.71M - $3.28M
|
379K
$39.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.03K- 1.13% |
$81.8K - $99K
|
90.1K
$9.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-655- 2.78% |
$51.8K - $62.7K
|
22.9K
$2.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-69- 0.45% |
$5.46K - $6.6K
|
15.4K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
5.25K+ 101.86% |
$416K - $503K
|
10.4K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-363- 5.12% |
$28.7K - $34.7K
|
6.73K
$707K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.59KNew |
$205K - $248K
|
2.59K
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
24+ 1.49% |
$1.9K - $2.3K
|
1.63K
$172K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9.2K+ 29.66% |
$728K - $881K
|
40.2K
$4.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
1.12K+ 3.57% |
$88.8K - $107K
|
32.5K
$3.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
260+ 1.5% |
$20.6K - $24.9K
|
17.6K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.73K+ 14.2% |
$137K - $166K
|
13.9K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.25% |
$396 - $479
|
2K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
48.8K+ 4.81% |
$3.86M - $4.67M
|
1.06M
$112M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-12K- 4.47% |
$953K - $1.15M
|
257K
$27M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
15+ 0.28% |
$1.19K - $1.44K
|
5.43K
$570K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
202+ 2.64% |
$16K - $19.3K
|
7.86K
$825K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
475New |
$37.6K - $45.5K
|
475
$49.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
5.3KNew |
$419K - $507K
|
5.3K
$557K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150+ 40.0% |
$11.9K - $14.4K
|
525
$55.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-313- 2.44% |
$24.8K - $30K
|
12.5K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-137- 3.41% |
$10.8K - $13.1K
|
3.89K
$408K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.39KNew |
$189K - $228K
|
2.39K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.85KNew |
$384K - $464K
|
4.85K
$510K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
180New |
$14.2K - $17.2K
|
180
$18.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-18- 0.3% |
$1.42K - $1.72K
|
6.01K
$631K
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$1.08M - $1.31M
|
13.7K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-13.8K- 14.3% |
$1.09M - $1.32M
|
82.9K
$8.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-555- 10.07% |
$43.9K - $53.1K
|
4.96K
$521K
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-1.48K- 1.82% |
$117K - $142K
|
79.7K
$8.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.84K+ 4.99% |
$303K - $367K
|
80.8K
$8.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.07K+ 0.65% |
$84.3K - $102K
|
165K
$17.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-37- 0.81% |
$2.93K - $3.54K
|
4.54K
$477K
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
6.96KNew |
$551K - $666K
|
6.96K
$731K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-7- 0.06% |
$554 - $670
|
11K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.5KNew |
$911K - $1.1M
|
11.5K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-611- 9.33% |
$48.3K - $58.5K
|
5.94K
$624K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-473- 15.53% |
$37.4K - $45.3K
|
2.57K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 6.3% |
$279K - $337K
|
52.4K
$5.5M
|