Latest Institutional Purchases of Walmart Inc. (WMT)
This list provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
4.3KNew |
$340K - $411K
|
4.3K
$418K
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
4.1KNew |
$324K - $392K
|
4.1K
$399K
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
4KNew |
$316K - $383K
|
4K
$389K
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.98KNew |
$315K - $381K
|
3.98K
$387K
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
3.93KNew |
$311K - $376K
|
3.93K
$382K
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
3.9KNew |
$308K - $373K
|
3.9K
$379K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.79KNew |
$300K - $363K
|
3.79K
$369K
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.75KNew |
$296K - $358K
|
3.75K
$364K
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
3.7KNew |
$293K - $354K
|
3.7K
$360K
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.7KNew |
$293K - $354K
|
3.7K
$360K
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3.61KNew |
$286K - $346K
|
3.61K
$351K
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
3.55K+ 15.76% |
$281K - $340K
|
26.1K
$2.54M
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
3.51KNew |
$277K - $335K
|
3.51K
$341K
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.47KNew |
$275K - $332K
|
3.47K
$338K
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3.38K+ 10.47% |
$268K - $324K
|
35.7K
$3.47M
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.31K+ 15.81% |
$262K - $316K
|
24.2K
$2.36M
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
3.26KNew |
$258K - $312K
|
3.26K
$317K
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
3.24KNew |
$256K - $310K
|
3.24K
$315K
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.23K+ 206.19% |
$256K - $309K
|
4.8K
$467K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.22KNew |
$255K - $308K
|
3.22K
$313K
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.21K+ 18.96% |
$254K - $307K
|
20.1K
$1.96M
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.2KNew |
$253K - $306K
|
3.2K
$311K
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3.19KNew |
$252K - $305K
|
3.19K
$310K
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
BUY
|
- |
3.09K+ 66.45% |
$244K - $296K
|
7.74K
$753K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3.07KNew |
$243K - $294K
|
3.07K
$299K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
3.02K+ 12.46% |
$239K - $289K
|
27.3K
$2.65M
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
3KNew |
$238K - $287K
|
3K
$292K
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3KNew |
$237K - $287K
|
3K
$292K
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
3K+ 200.0% |
$237K - $287K
|
4.5K
$438K
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
2.92KNew |
$231K - $279K
|
2.92K
$284K
|
|
Feb 07, 2025
Q4 2024
|
Saybrook Capital
|
BUY
|
- |
2.88KNew |
$227K - $275K
|
2.88K
$280K
|
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
2.85KNew |
$225K - $273K
|
2.85K
$277K
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 26.07% |
$222K - $268K
|
13.6K
$1.32M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.8K+ 14.31% |
$222K - $268K
|
22.4K
$2.18M
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.8KNew |
$221K - $268K
|
2.8K
$272K
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.79KNew |
$220K - $267K
|
2.79K
$271K
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.78KNew |
$220K - $266K
|
2.78K
$271K
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.74KNew |
$217K - $262K
|
2.74K
$267K
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
2.72KNew |
$215K - $260K
|
2.72K
$265K
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
2.7KNew |
$213K - $258K
|
2.7K
$262K
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
2.68KNew |
$212K - $256K
|
2.68K
$260K
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2.63KNew |
$208K - $251K
|
2.63K
$256K
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.61KNew |
$207K - $250K
|
2.61K
$254K
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
2.61KNew |
$206K - $249K
|
2.61K
$253K
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
2.56KNew |
$202K - $245K
|
2.56K
$249K
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.51KNew |
$198K - $240K
|
2.51K
$244K
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.51KNew |
$198K - $240K
|
2.51K
$244K
|
|
Feb 14, 2025
Q4 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
2.5KNew |
$198K - $239K
|
2.5K
$243K
|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
2.5KNew |
$198K - $239K
|
2.5K
$243K
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
2.48KNew |
$196K - $237K
|
2.48K
$241K
|