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 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-2.18K- 42.44% |
$172K - $208K
|
2.95K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
200+ 2.6% |
$15.8K - $19.1K
|
7.88K
$811K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 1.18% |
$7.91K - $9.57K
|
8.41K
$866K
|
|
|
Jan 17, 2025
Q4 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-13.9K- 6.06% |
$1.1M - $1.33M
|
216K
$22.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
526+ 1.91% |
$41.6K - $50.3K
|
28.1K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-250- 0.58% |
$19.8K - $23.9K
|
42.9K
$4.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-53.9K- 22.03% |
$4.26M - $5.16M
|
191K
$19.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.5K+ 0.61% |
$1.15M - $1.39M
|
2.39M
$246M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.4K- 0.34% |
$110K - $134K
|
412K
$42.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-693- 2.74% |
$54.8K - $66.3K
|
24.6K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-25- 0.15% |
$1.98K - $2.39K
|
17.1K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-198K- 74.33% |
$15.7M - $19M
|
68.4K
$7.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
321+ 9.07% |
$25.4K - $30.7K
|
3.86K
$397K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-576- 0.65% |
$45.6K - $55.1K
|
88.3K
$9.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
222+ 4.15% |
$17.6K - $21.2K
|
5.57K
$573K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.49K+ 6.47% |
$117K - $142K
|
24.4K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.23K+ 11.44% |
$96.9K - $117K
|
11.9K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-9.15K- 12.73% |
$724K - $876K
|
62.8K
$6.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
154+ 0.15% |
$12.2K - $14.7K
|
99.7K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-172- 3.48% |
$13.6K - $16.5K
|
4.77K
$491K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-11- 0.04% |
$870 - $1.05K
|
24.6K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-3.1K- 8.47% |
$245K - $297K
|
33.5K
$3.45M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.41K- 4.15% |
$112K - $135K
|
32.6K
$3.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.1K- 18.52% |
$2.06M - $2.5M
|
115K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
741+ 5.65% |
$58.6K - $70.9K
|
13.9K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-415- 0.94% |
$32.8K - $39.7K
|
44K
$4.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.78K+ 4.41% |
$457K - $553K
|
137K
$14.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-150- 1.75% |
$11.9K - $14.4K
|
8.4K
$865K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
163+ 0.49% |
$12.9K - $15.6K
|
33.6K
$3.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
3.04K+ 15.62% |
$240K - $291K
|
22.5K
$2.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.77K+ 7.34% |
$377K - $456K
|
69.7K
$7.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
976+ 27.86% |
$77.2K - $93.4K
|
4.48K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-335- 7.83% |
$26.5K - $32.1K
|
3.94K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.71K+ 27.36% |
$135K - $164K
|
7.98K
$821K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-152- 0.72% |
$12K - $14.5K
|
21K
$2.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
224+ 4.33% |
$17.7K - $21.4K
|
5.4K
$556K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.54% |
$4.19K - $5.07K
|
9.92K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 13.43% |
$84.4K - $102K
|
6.88K
$708K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
200+ 2.67% |
$15.8K - $19.1K
|
7.69K
$792K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-370- 1.94% |
$29.3K - $35.4K
|
18.7K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-75- 2.81% |
$5.93K - $7.18K
|
2.59K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
413+ 1.1% |
$32.7K - $39.5K
|
38K
$3.91M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-346- 2.44% |
$27.4K - $33.1K
|
13.9K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.42K+ 7.37% |
$191K - $231K
|
35.2K
$3.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.2KNew |
$94.9K - $115K
|
1.2K
$124K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-294- 2.06% |
$23.3K - $28.1K
|
13.9K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.88K+ 10.6% |
$307K - $372K
|
40.5K
$4.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-491- 4.44% |
$38.8K - $47K
|
10.6K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.78K+ 7.21% |
$141K - $171K
|
26.5K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.57K- 11.7% |
$124K - $150K
|
11.8K
$1.22M
|