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 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.32KNew |
$280K - $348K
|
3.32K
$341K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.66K- 35.03% |
$140K - $174K
|
3.07K
$316K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
576+ 6.76% |
$48.7K - $60.5K
|
9.09K
$936K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.52K- 22.77% |
$128K - $159K
|
5.14K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.08KNew |
$260K - $323K
|
3.08K
$317K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-105- 0.61% |
$8.87K - $11K
|
17K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
PUT |
16.9KNew |
$1.43M - $1.78M
|
16.9K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
255New |
$21.5K - $26.8K
|
255
$26.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
2.14K+ 0.98% |
$181K - $225K
|
221K
$22.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-600- 5.88% |
$50.7K - $63K
|
9.6K
$988K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-933- 21.46% |
$78.8K - $98K
|
3.42K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-256- 14.83% |
$21.6K - $26.9K
|
1.47K
$151K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
255+ 3.41% |
$21.5K - $26.8K
|
7.74K
$797K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
452+ 14.94% |
$38.2K - $47.5K
|
3.48K
$358K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
190+ 1.45% |
$16.1K - $20K
|
13.3K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
265+ 0.91% |
$22.4K - $27.8K
|
29.4K
$3.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
3.08KNew |
$260K - $323K
|
3.08K
$317K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
300+ 38.22% |
$25.4K - $31.5K
|
1.09K
$112K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-105- 1.34% |
$8.87K - $11K
|
7.76K
$798K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
70.1K+ 120.49% |
$5.92M - $7.37M
|
128K
$13.2M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
3+ 0.04% |
$254 - $315
|
7.7K
$793K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-67- 0.86% |
$5.66K - $7.04K
|
7.75K
$798K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1- 0.02% |
$84.5 - $105
|
5.46K
$562K
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4.5KNew |
$380K - $473K
|
4.5K
$463K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-50- 0.91% |
$4.23K - $5.25K
|
5.45K
$561K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-103- 10.12% |
$8.7K - $10.8K
|
915
$94.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.36K- 32.42% |
$114K - $142K
|
2.83K
$291K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.05K+ 4.55% |
$88.9K - $111K
|
24.2K
$2.49M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.01K- 15.16% |
$254K - $316K
|
16.8K
$1.73M
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
82New |
$6.49K - $7.85K
|
82
$8.44K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-665- 54.11% |
$52.6K - $63.6K
|
564
$58.1K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-2.03K- 20.87% |
$160K - $194K
|
7.69K
$792K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
23.8K+ 9.56% |
$1.88M - $2.27M
|
272K
$28M
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
1.55KNew |
$123K - $149K
|
1.55K
$160K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
45New |
$3.56K - $4.31K
|
45
$4.63K
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3+ 0.04% |
$237 - $287
|
6.71K
$691K
|
|
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
2.85KNew |
$225K - $273K
|
2.85K
$293K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
27.7KNew |
$2.19M - $2.65M
|
27.7K
$2.85M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.04K- 19.08% |
$82.4K - $99.7K
|
4.42K
$455K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
5.91KNew |
$468K - $566K
|
5.91K
$609K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3.61KNew |
$286K - $346K
|
3.61K
$372K
|
|
|
Feb 19, 2025
Q4 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
12K+ 343.63% |
$951K - $1.15M
|
15.5K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
233K+ 0.79% |
$18.4M - $22.3M
|
29.8M
$3.07B
|
|
|
Feb 14, 2025
Q4 2024
|
Woodson Capital Management, LP
Greenwich, CT |
SELL
|
- |
-400- 0.49% |
$31.6K - $38.3K
|
81K
$8.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-3K- 2.01% |
$237K - $287K
|
146K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.47KNew |
$275K - $332K
|
3.47K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.92KNew |
$389K - $471K
|
4.92K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
17KNew |
$1.34M - $1.63M
|
17K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
675KNew |
$53.4M - $64.6M
|
675K
$69.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
2.42KNew |
$191K - $231K
|
2.42K
$249K
|
|