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 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.15K+ 6.01% |
$91.1K - $110K
|
20.3K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.2K+ 11.32% |
$569K - $689K
|
70.8K
$7.26M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.42KNew |
$429K - $519K
|
5.42K
$555K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-270- 1.19% |
$21.4K - $25.8K
|
22.3K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-115K- 14.99% |
$9.1M - $11M
|
652K
$66.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
992+ 3.42% |
$78.5K - $94.9K
|
30K
$3.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-835- 9.6% |
$66K - $79.9K
|
7.86K
$806K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.42K- 1.83% |
$587K - $710K
|
398K
$40.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
2.72KNew |
$215K - $260K
|
2.72K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
10.6K+ 102.52% |
$836K - $1.01M
|
20.9K
$2.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-300- 4.25% |
$23.7K - $28.7K
|
6.75K
$692K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
4.71K+ 47.34% |
$373K - $451K
|
14.7K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-8.76K- 14.69% |
$693K - $839K
|
50.9K
$5.21M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
992+ 1.45% |
$78.5K - $94.9K
|
69.5K
$7.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-435- 7.75% |
$34.4K - $41.6K
|
5.18K
$530K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-975- 4.21% |
$77.1K - $93.3K
|
22.2K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
222+ 2.25% |
$17.6K - $21.2K
|
10.1K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.75K+ 7.79% |
$297K - $359K
|
51.8K
$5.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1- 0.02% |
$79.1 - $95.7
|
6.21K
$636K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-6.03K- 16.5% |
$477K - $577K
|
30.5K
$3.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.88K+ 13.9% |
$307K - $371K
|
31.7K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.83K+ 29.32% |
$145K - $175K
|
8.07K
$827K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
220+ 0.27% |
$17.4K - $21.1K
|
81.4K
$8.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-94- 2.84% |
$7.44K - $9K
|
3.21K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
276+ 0.57% |
$21.8K - $26.4K
|
48.9K
$5.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-29K- 23.34% |
$2.29M - $2.77M
|
95.1K
$9.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-2.42K- 0.86% |
$191K - $231K
|
279K
$28.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.07K+ 3.94% |
$84.4K - $102K
|
28.1K
$2.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.4KNew |
$190K - $230K
|
2.4K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-474- 1.85% |
$37.5K - $45.4K
|
25.2K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.97K+ 1.35% |
$156K - $188K
|
147K
$15.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-27.4K- 4.66% |
$2.16M - $2.62M
|
560K
$57.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.11K+ 2.69% |
$167K - $202K
|
80.8K
$8.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
536New |
$42.4K - $51.3K
|
536
$54.9K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
412+ 4.82% |
$32.6K - $39.4K
|
8.97K
$919K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1K+ 5.52% |
$79.3K - $96K
|
19.2K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.96K+ 13.56% |
$155K - $187K
|
16.4K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
94+ 0.39% |
$7.44K - $9K
|
24.2K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-62.5K- 31.81% |
$4.94M - $5.98M
|
134K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.6K- 7.26% |
$127K - $153K
|
20.4K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
435+ 10.09% |
$34.4K - $41.6K
|
4.75K
$487K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-620- 10.26% |
$49K - $59.3K
|
5.42K
$555K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
22.6K+ 11.51% |
$1.78M - $2.16M
|
219K
$22.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
22+ 0.66% |
$1.74K - $2.11K
|
3.38K
$346K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-96- 1.38% |
$7.59K - $9.19K
|
6.84K
$701K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-794- 0.31% |
$62.8K - $76K
|
258K
$26.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
610+ 2.07% |
$48.3K - $58.4K
|
30.1K
$3.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-84- 1.58% |
$6.64K - $8.04K
|
5.24K
$536K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.56K- 2.37% |
$123K - $149K
|
64K
$6.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-605- 13.81% |
$47.9K - $57.9K
|
3.78K
$387K
|