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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
12.3K+ 36.17% |
$973K - $1.18M
|
46.3K
$4M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
71+ 0.35% |
$5.62K - $6.79K
|
20.3K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7.51K- 0.81% |
$594K - $718K
|
924K
$79.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
94+ 2.63% |
$7.44K - $9K
|
3.67K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.01K- 0.98% |
$79.7K - $96.4K
|
102K
$8.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-747- 0.83% |
$59.1K - $71.5K
|
88.9K
$7.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.34KNew |
$185K - $223K
|
2.34K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-126- 1.55% |
$9.97K - $12.1K
|
8.02K
$692K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-745- 0.25% |
$58.9K - $71.3K
|
296K
$25.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.3KNew |
$182K - $220K
|
2.3K
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
848+ 1.77% |
$67.1K - $81.2K
|
48.6K
$4.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7+ 0.25% |
$554 - $670
|
2.83K
$244K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
23KNew |
$1.82M - $2.2M
|
23K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
3.09K+ 15.77% |
$245K - $296K
|
22.7K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-15.9K- 1.45% |
$1.26M - $1.52M
|
1.08M
$93.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
177+ 1.87% |
$14K - $16.9K
|
9.65K
$833K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2- 0.05% |
$158 - $191
|
3.72K
$321K
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-9.97K- 19.27% |
$789K - $954K
|
41.8K
$3.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.34KNew |
$185K - $224K
|
2.34K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-11- 0.33% |
$870 - $1.05K
|
3.28K
$283K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
209+ 1.47% |
$16.5K - $20K
|
14.5K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
970+ 1.84% |
$76.7K - $92.8K
|
53.6K
$4.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-3.21K- 13.1% |
$254K - $307K
|
21.3K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-66- 0.28% |
$5.22K - $6.32K
|
23.3K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
102+ 3.06% |
$8.07K - $9.76K
|
3.43K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-4.14K- 5.26% |
$327K - $396K
|
74.6K
$6.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
19+ 0.04% |
$1.5K - $1.82K
|
53.8K
$4.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-630- 0.73% |
$49.8K - $60.3K
|
85.2K
$7.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-11.6K- 1.69% |
$921K - $1.11M
|
679K
$58.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
197K+ 24.22% |
$15.6M - $18.9M
|
1.01M
$87.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.66K- 3.33% |
$132K - $159K
|
48.3K
$4.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
292+ 1.0% |
$23.1K - $27.9K
|
29.5K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
50.8K+ 5.35% |
$4.02M - $4.86M
|
1M
$86.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-573- 8.95% |
$45.3K - $54.8K
|
5.83K
$503K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
60KNew |
$4.74M - $5.74M
|
60K
$5.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
330+ 10.77% |
$26.1K - $31.6K
|
3.39K
$293K
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
109K+ 83.64% |
$8.59M - $10.4M
|
238K
$20.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
350+ 1.09% |
$27.7K - $33.5K
|
32.4K
$2.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-228- 7.76% |
$18K - $21.8K
|
2.71K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
245+ 0.22% |
$19.4K - $23.4K
|
112K
$9.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.78KNew |
$220K - $266K
|
2.78K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Exor Capital LLP
London, X0 |
BUY
|
- |
92KNew |
$7.28M - $8.8M
|
92K
$7.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
249+ 8.27% |
$19.7K - $23.8K
|
3.26K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
196+ 34.39% |
$15.5K - $18.8K
|
766
$66.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
6.91K+ 7.02% |
$546K - $661K
|
105K
$9.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
34+ 0.11% |
$2.69K - $3.25K
|
31.7K
$2.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
82.6K+ 224.87% |
$6.53M - $7.9M
|
119K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-396- 4.87% |
$31.3K - $37.9K
|
7.74K
$668K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
682+ 7.53% |
$53.9K - $65.3K
|
9.75K
$841K
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-2.3K- 4.86% |
$182K - $220K
|
45K
$3.88M
|