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 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
121+ 13.49% |
$9.57K - $11.6K
|
1.02K
$104K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-369- 0.94% |
$29.2K - $35.3K
|
38.9K
$3.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
325+ 0.45% |
$25.7K - $31.1K
|
73.2K
$7.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-3.85K- 1.82% |
$305K - $368K
|
207K
$21.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.22K+ 8.02% |
$175K - $212K
|
29.8K
$3.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
900+ 6.79% |
$71.2K - $86.1K
|
14.2K
$1.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
9+ 2.44% |
$712 - $861
|
378
$38.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
155+ 0.59% |
$12.3K - $14.8K
|
26.5K
$2.71M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.88M- 98.81% |
$544M - $658M
|
82.9K
$8.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-15.1K- 20.73% |
$1.2M - $1.45M
|
57.9K
$5.93M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-469- 14.86% |
$37.1K - $44.9K
|
2.69K
$275K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6+ 0.08% |
$475 - $574
|
7.45K
$764K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
856+ 3.76% |
$67.7K - $81.9K
|
23.6K
$2.42M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
488+ 6.58% |
$38.6K - $46.7K
|
7.91K
$810K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
13.7KNew |
$1.08M - $1.31M
|
13.7K
$1.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-3.79K- 2.76% |
$300K - $363K
|
134K
$13.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.74K+ 3.03% |
$296K - $358K
|
127K
$13M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-131- 2.06% |
$10.4K - $12.5K
|
6.23K
$638K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.54K- 12.77% |
$517K - $626K
|
44.7K
$4.58M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.41K- 3.48% |
$111K - $135K
|
39.1K
$4.01M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
64+ 0.79% |
$5.06K - $6.12K
|
8.12K
$832K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.81K+ 24.7% |
$380K - $460K
|
24.3K
$2.49M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-15.9K- 35.23% |
$1.26M - $1.52M
|
29.3K
$3M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
5.79K+ 13.72% |
$458K - $554K
|
47.9K
$4.91M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
855+ 3.13% |
$67.6K - $81.8K
|
28.2K
$2.89M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-7.42K- 5.73% |
$587K - $710K
|
122K
$12.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-128- 0.39% |
$10.1K - $12.2K
|
32.3K
$3.31M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
226+ 1.32% |
$17.9K - $21.6K
|
17.3K
$1.78M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-182- 4.55% |
$14.4K - $17.4K
|
3.82K
$391K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.53K+ 672.32% |
$596K - $721K
|
8.65K
$886K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.24K- 17.24% |
$178K - $215K
|
10.8K
$1.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.2KNew |
$253K - $306K
|
3.2K
$328K
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-600- 0.65% |
$47.5K - $57.4K
|
91.4K
$9.36M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-165- 3.17% |
$13.1K - $15.8K
|
5.04K
$516K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
3.9KNew |
$308K - $373K
|
3.9K
$400K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.02% |
$396 - $479
|
28.9K
$2.96M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-580K- 18.72% |
$45.9M - $55.5M
|
2.52M
$258M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
15K+ 42.86% |
$1.19M - $1.44M
|
50K
$5.12M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-3.34K- 3.91% |
$264K - $320K
|
82.1K
$8.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
271+ 0.45% |
$21.4K - $25.9K
|
60.1K
$6.16M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-40- 0.2% |
$3.16K - $3.83K
|
20.1K
$2.06M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-655- 3.19% |
$51.8K - $62.7K
|
19.8K
$2.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1- 0.01% |
$79.1 - $95.7
|
9.46K
$970K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
200+ 5.03% |
$15.8K - $19.1K
|
4.18K
$428K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-862- 1.66% |
$68.2K - $82.5K
|
51K
$5.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.1K+ 0.35% |
$87K - $105K
|
312K
$32M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
18.3K+ 213.75% |
$1.44M - $1.75M
|
26.8K
$2.75M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
113+ 22.33% |
$8.94K - $10.8K
|
619
$63.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-5.12K- 17.14% |
$405K - $490K
|
24.7K
$2.54M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.6K- 14.08% |
$285K - $345K
|
22K
$2.25M
|