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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
SELL
|
- |
-69- 2.22% |
$5.83K - $7.25K
|
3.04K
$313K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
500New |
$42.3K - $52.5K
|
500
$51.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
653New |
$55.2K - $68.6K
|
653
$67.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
8.1KNew |
$684K - $851K
|
8.1K
$834K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1K+ 4.35% |
$84.5K - $105K
|
24K
$2.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.18KNew |
$99.4K - $124K
|
1.18K
$121K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-150- 0.28% |
$12.7K - $15.8K
|
53.8K
$5.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-251- 5.63% |
$21.2K - $26.4K
|
4.21K
$433K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-33.3K- 3.69% |
$2.82M - $3.5M
|
869K
$89.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
30+ 47.62% |
$2.54K - $3.15K
|
93
$9.57K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
674+ 2.68% |
$57K - $70.8K
|
25.8K
$2.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
13KNew |
$1.1M - $1.37M
|
13K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
26+ 0.28% |
$2.2K - $2.73K
|
9.17K
$944K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.32KNew |
$112K - $139K
|
1.32K
$136K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-118- 8.65% |
$9.97K - $12.4K
|
1.25K
$128K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-10.7K- 71.39% |
$903K - $1.12M
|
4.28K
$441K
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.15K+ 9.96% |
$97K - $121K
|
12.7K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
6.11KNew |
$516K - $641K
|
6.11K
$629K
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-48.4K- 95.25% |
$4.09M - $5.09M
|
2.41K
$248K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-200- 4.75% |
$16.9K - $21K
|
4.01K
$413K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$507 - $630
|
2.61K
$269K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
600+ 25.45% |
$50.7K - $63K
|
2.96K
$305K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-3.4K- 25.37% |
$287K - $357K
|
10K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-10- 0.09% |
$845 - $1.05K
|
11.6K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-4.86K- 47.65% |
$411K - $511K
|
5.34K
$550K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 26.85% |
$16.9K - $21K
|
545
$56.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
207+ 8.26% |
$17.5K - $21.7K
|
2.71K
$279K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-773- 20.46% |
$65.3K - $81.2K
|
3.01K
$309K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.14% |
$169 - $210
|
1.46K
$150K
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
142KNew |
$12M - $14.9M
|
142K
$14.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-240- 8.15% |
$20.3K - $25.2K
|
2.7K
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1.54K- 15.79% |
$130K - $162K
|
8.21K
$845K
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-1.76K- 39.11% |
$148K - $184K
|
2.73K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
11New |
$930 - $1.16K
|
11
$1.13K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
469+ 3.32% |
$39.6K - $49.3K
|
14.6K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-300- 33.33% |
$25.4K - $31.5K
|
600
$61.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
65New |
$5.49K - $6.83K
|
65
$6.69K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.07KNew |
$175K - $218K
|
2.07K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
404New |
$34.1K - $42.4K
|
404
$41.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
75+ 58.14% |
$6.34K - $7.88K
|
204
$21K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1.5K+ 42.86% |
$127K - $158K
|
5K
$515K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
10+ 0.37% |
$845 - $1.05K
|
2.75K
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
4.8KNew |
$406K - $504K
|
4.8K
$494K
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-3.22K- 10.56% |
$272K - $338K
|
27.2K
$2.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-75K- 34.78% |
$6.34M - $7.88M
|
141K
$14.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
900+ 40.27% |
$76.1K - $94.5K
|
3.14K
$323K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
108+ 1.83% |
$9.13K - $11.3K
|
6.02K
$620K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.14KNew |
$434K - $540K
|
5.14K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.32KNew |
$280K - $348K
|
3.32K
$341K
|
|