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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-15- 0.43% |
$1.27K - $1.58K
|
3.46K
$356K
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
173KNew |
$14.6M - $18.1M
|
173K
$17.8M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-125- 9.43% |
$10.6K - $13.1K
|
1.2K
$124K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1+ 0.04% |
$84.5 - $105
|
2.49K
$257K
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
12+ 0.16% |
$1.01K - $1.26K
|
7.51K
$773K
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-772- 23.67% |
$65.2K - $81.1K
|
2.49K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-566K- 98.46% |
$47.8M - $59.4M
|
8.85K
$911K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
PUT |
-142K- 69.17% |
$12M - $14.9M
|
63.2K
$6.51M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
327+ 17.09% |
$27.6K - $34.4K
|
2.24K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-22- 0.65% |
$1.86K - $2.31K
|
3.36K
$346K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-60- 4.15% |
$5.07K - $6.3K
|
1.39K
$143K
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-30.2K- 15.58% |
$2.55M - $3.17M
|
163K
$16.8M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5.43K+ 11.4% |
$458K - $570K
|
53K
$5.46M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-14.5K- 21.01% |
$1.22M - $1.52M
|
54.5K
$5.61M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-570- 7.83% |
$48.2K - $59.9K
|
6.71K
$690K
|
|
|
May 07, 2025
Q1 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-848- 14.44% |
$71.7K - $89.1K
|
5.03K
$517K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-834- 27.04% |
$70.5K - $87.6K
|
2.25K
$232K
|
|
|
May 06, 2025
Q1 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
2.57KNew |
$217K - $269K
|
2.57K
$264K
|
|
|
May 06, 2025
Q1 2025
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
100+ 3.25% |
$8.45K - $10.5K
|
3.18K
$327K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
15KNew |
$1.27M - $1.58M
|
15K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
4.9K+ 14.76% |
$414K - $515K
|
38.1K
$3.92M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-2.25K- 9.86% |
$190K - $237K
|
20.6K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
28.2KNew |
$2.38M - $2.96M
|
28.2K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
16.7KNew |
$1.41M - $1.76M
|
16.7K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
329+ 4.71% |
$27.8K - $34.6K
|
7.32K
$753K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.64KNew |
$223K - $277K
|
2.64K
$271K
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
BUY
|
- |
200+ 95.24% |
$16.9K - $21K
|
410
$42.2K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
3.41K+ 22.74% |
$288K - $358K
|
18.4K
$1.9M
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-100- 3.35% |
$8.45K - $10.5K
|
2.88K
$297K
|
|
|
May 05, 2025
Q1 2025
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-134K- 28.32% |
$11.3M - $14.1M
|
339K
$34.9M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.04K+ 6.3% |
$172K - $214K
|
34.4K
$3.54M
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
1K+ 24.9% |
$84.5K - $105K
|
5.02K
$516K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-600- 10.54% |
$50.7K - $63K
|
5.09K
$524K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-108- 1.58% |
$9.13K - $11.3K
|
6.74K
$694K
|
|
|
May 05, 2025
Q1 2025
|
Kennondale Capital Management LLC
Richmond, VA |
SELL
|
- |
-9.19K- 50.0% |
$776K - $965K
|
9.19K
$946K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.33K+ 42.92% |
$113K - $140K
|
4.44K
$457K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-207- 3.36% |
$17.5K - $21.7K
|
5.95K
$612K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-453- 11.55% |
$38.3K - $47.6K
|
3.47K
$357K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.28K+ 21.09% |
$108K - $135K
|
7.36K
$758K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
714+ 4.4% |
$60.3K - $75K
|
16.9K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.12% |
$338 - $420
|
3.22K
$331K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
239+ 1.93% |
$20.2K - $25.1K
|
12.6K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100New |
$8.45K - $10.5K
|
100
$10.3K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
53+ 0.85% |
$4.48K - $5.57K
|
6.3K
$648K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.46KNew |
$208K - $258K
|
2.46K
$253K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
15New |
$1.27K - $1.58K
|
15
$1.54K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.6K- 13.29% |
$389K - $483K
|
30K
$3.09M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
35+ 2.36% |
$2.96K - $3.68K
|
1.52K
$156K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
307+ 4.37% |
$25.9K - $32.3K
|
7.34K
$755K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
10.8KNew |
$910K - $1.13M
|
10.8K
$1.11M
|
|