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 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.29K+ 26.58% |
$181K - $219K
|
10.9K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-266- 0.61% |
$21K - $25.5K
|
43.4K
$4.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
264+ 5.91% |
$20.9K - $25.3K
|
4.73K
$485K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
12.6K+ 90.4% |
$993K - $1.2M
|
26.4K
$2.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
3.51K+ 4.16% |
$278K - $336K
|
88K
$9.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
10.1K+ 6.73% |
$798K - $966K
|
160K
$16.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-69.9K- 57.82% |
$5.53M - $6.69M
|
51K
$5.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.34K- 12.13% |
$580K - $702K
|
53.1K
$5.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.25K+ 8.98% |
$178K - $216K
|
27.3K
$2.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.59K+ 1.33% |
$363K - $439K
|
350K
$35.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2K+ 1.17% |
$158K - $191K
|
174K
$17.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.8K+ 18.9% |
$1.41M - $1.7M
|
112K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-310- 2.98% |
$24.5K - $29.7K
|
10.1K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-179- 5.94% |
$14.2K - $17.1K
|
2.84K
$291K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-10.4K- 11.05% |
$826K - $999K
|
84.1K
$8.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-225- 1.62% |
$17.8K - $21.5K
|
13.7K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 0.23% |
$949 - $1.15K
|
5.24K
$537K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
15.2K+ 29.3% |
$1.2M - $1.45M
|
67K
$6.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
923+ 2.84% |
$73K - $88.3K
|
33.4K
$3.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
107+ 11.97% |
$8.46K - $10.2K
|
1K
$103K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.36K- 3.45% |
$107K - $130K
|
37.9K
$3.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-5.21K- 3.45% |
$412K - $499K
|
146K
$14.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.38K+ 3.77% |
$188K - $228K
|
65.4K
$6.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-473- 1.09% |
$37.4K - $45.3K
|
43K
$4.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-53- 1.49% |
$4.19K - $5.07K
|
3.5K
$358K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.99KNew |
$395K - $478K
|
4.99K
$512K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-290- 1.13% |
$22.9K - $27.8K
|
25.4K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.05K+ 5.86% |
$82.7K - $100K
|
18.9K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
2.35KNew |
$186K - $225K
|
2.35K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-123- 2.43% |
$9.73K - $11.8K
|
4.93K
$505K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-607- 0.87% |
$48K - $58.1K
|
69.5K
$7.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-114- 1.41% |
$9.02K - $10.9K
|
7.96K
$816K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.28KNew |
$181K - $219K
|
2.28K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2K+ 0.79% |
$158K - $191K
|
254K
$26M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-17- 0.09% |
$1.34K - $1.63K
|
18.8K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
203K+ 1451.82% |
$16M - $19.4M
|
217K
$22.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.95K+ 5.36% |
$154K - $187K
|
38.4K
$3.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-62- 0.37% |
$4.9K - $5.93K
|
16.6K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
379+ 2.96% |
$30K - $36.3K
|
13.2K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.84K+ 30.84% |
$146K - $176K
|
7.82K
$801K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.04K+ 6.87% |
$161K - $195K
|
31.7K
$3.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.8K+ 19.47% |
$852K - $1.03M
|
66.1K
$6.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-252- 3.16% |
$19.9K - $24.1K
|
7.72K
$791K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
902+ 12.93% |
$71.3K - $86.3K
|
7.88K
$807K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
222+ 0.81% |
$17.6K - $21.2K
|
27.6K
$2.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
68.2KNew |
$5.39M - $6.52M
|
68.2K
$6.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
53.2KNew |
$4.21M - $5.09M
|
53.2K
$5.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-512- 3.11% |
$40.5K - $49K
|
15.9K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-38K- 10.43% |
$3.01M - $3.64M
|
327K
$33.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-5.33K- 4.41% |
$422K - $510K
|
115K
$11.8M
|