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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.68KNew |
$246K - $300K
|
3.68K
$381K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-153- 3.95% |
$10.2K - $12.5K
|
3.72K
$385K
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.75KNew |
$184K - $223K
|
2.75K
$284K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2K- 20.15% |
$133K - $162K
|
7.91K
$819K
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
1.71K+ 41.77% |
$115K - $139K
|
5.81K
$602K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-679- 2.33% |
$45.4K - $55.3K
|
28.4K
$2.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-51- 0.25% |
$3.41K - $4.15K
|
20.3K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
458+ 9.33% |
$30.6K - $37.3K
|
5.37K
$556K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
265+ 20.17% |
$17.7K - $21.6K
|
1.58K
$164K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
16+ 0.03% |
$1.07K - $1.3K
|
53.8K
$5.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-42- 1.34% |
$2.81K - $3.42K
|
3.09K
$320K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.86KNew |
$191K - $233K
|
2.86K
$296K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-624- 13.21% |
$41.8K - $50.8K
|
4.1K
$425K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
SELL
|
- |
-67- 1.9% |
$4.48K - $5.45K
|
3.47K
$359K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.45K- 1.57% |
$164K - $200K
|
154K
$16M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
95+ 1.62% |
$6.36K - $7.73K
|
5.97K
$619K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-152- 0.98% |
$10.2K - $12.4K
|
15.4K
$1.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-2.23K- 16.02% |
$149K - $181K
|
11.7K
$1.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
10+ 0.27% |
$669 - $814
|
3.76K
$390K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
72+ 0.35% |
$4.82K - $5.86K
|
20.7K
$2.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
20+ 6.67% |
$1.34K - $1.63K
|
320
$33.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-601- 6.76% |
$40.2K - $48.9K
|
8.29K
$859K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
278+ 3.72% |
$18.6K - $22.6K
|
7.75K
$803K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.42K+ 5.88% |
$95.2K - $116K
|
25.6K
$2.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
600+ 6.19% |
$40.1K - $48.8K
|
10.3K
$1.07M
|
|
|
Oct 03, 2024
Q3 2024
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-60K- 37.74% |
$4.01M - $4.88M
|
99K
$10.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5+ 0.12% |
$335 - $407
|
4.27K
$442K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-2- 0.03% |
$134 - $163
|
6.71K
$695K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.8KNew |
$188K - $228K
|
2.8K
$291K
|
|
|
Oct 02, 2024
Q3 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 4.76% |
$66.9K - $81.4K
|
20K
$2.08M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-5.64K- 71.5% |
$377K - $459K
|
2.25K
$233K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-31- 1.04% |
$2.07K - $2.52K
|
2.94K
$305K
|
|
| Q2 2024 | |||||||
|
Jan 29, 2025
Q2 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-6.1K- 26.24% |
$359K - $420K
|
17.2K
$1.78M
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
32+ 0.45% |
$1.88K - $2.2K
|
7.11K
$736K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.48K- 27.58% |
$87.3K - $102K
|
3.89K
$403K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.7KNew |
$335K - $393K
|
5.7K
$591K
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-720- 13.51% |
$42.4K - $49.6K
|
4.61K
$478K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.07K+ 18.49% |
$62.9K - $73.7K
|
6.85K
$710K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-250K- 39.31% |
$14.7M - $17.2M
|
386K
$40M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
627New |
$36.9K - $43.2K
|
627
$65K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
895New |
$52.7K - $61.7K
|
895
$92.7K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-211- 4.81% |
$12.4K - $14.5K
|
4.18K
$433K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
668KNew |
$39.3M - $46.1M
|
668K
$69.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-117- 2.48% |
$6.89K - $8.06K
|
4.6K
$477K
|
|
|
Aug 15, 2024
Q2 2024
|
Empirical Capital Management, LLC
Hendersonville, TN |
SELL
|
- |
-22K- 11.46% |
$1.29M - $1.52M
|
170K
$17.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
12.6KNew |
$742K - $868K
|
12.6K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
4.4K+ 24.31% |
$259K - $303K
|
22.5K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-915- 7.17% |
$53.8K - $63K
|
11.8K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Anomaly Capital Management, LP
New York, NY |
SELL
|
- |
-719K- 34.22% |
$42.3M - $49.5M
|
1.38M
$143M
|
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-131K- 74.36% |
$7.73M - $9.05M
|
45.3K
$4.69M
|
|