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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.47KNew |
$196K - $237K
|
2.47K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.46KNew |
$195K - $236K
|
2.46K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
2.44KNew |
$193K - $234K
|
2.44K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.44KNew |
$193K - $233K
|
2.44K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.43KNew |
$192K - $232K
|
2.43K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
2.42KNew |
$192K - $232K
|
2.42K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
2.42KNew |
$191K - $231K
|
2.42K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.4KNew |
$190K - $230K
|
2.4K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
2.39KNew |
$189K - $229K
|
2.39K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
2.39KNew |
$189K - $228K
|
2.39K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.36KNew |
$187K - $226K
|
2.36K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
2.36KNew |
$187K - $226K
|
2.36K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.34KNew |
$185K - $224K
|
2.34K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2.31KNew |
$183K - $221K
|
2.31K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
2.3KNew |
$182K - $220K
|
2.3K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.28KNew |
$180K - $218K
|
2.28K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
2.27KNew |
$179K - $217K
|
2.27K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.27KNew |
$179K - $217K
|
2.27K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
2.26KNew |
$179K - $216K
|
2.26K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.25KNew |
$178K - $216K
|
2.25K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2.25KNew |
$178K - $215K
|
2.25K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.25KNew |
$178K - $215K
|
2.25K
$219K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.25KNew |
$178K - $215K
|
2.25K
$218K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2.24KNew |
$177K - $215K
|
2.24K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.23KNew |
$177K - $214K
|
2.23K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
2.23KNew |
$176K - $213K
|
2.23K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
2.22KNew |
$176K - $212K
|
2.22K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
2.21KNew |
$175K - $212K
|
2.21K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
2.12KNew |
$167K - $202K
|
2.12K
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.08KNew |
$165K - $199K
|
2.08K
$203K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.98K+ 16.62% |
$156K - $189K
|
13.9K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1.95KNew |
$154K - $187K
|
1.95K
$190K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.93K+ 3.39% |
$153K - $185K
|
58.9K
$5.73M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.84K+ 7.19% |
$146K - $176K
|
27.5K
$2.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.82K+ 39.18% |
$144K - $174K
|
6.47K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.76KNew |
$139K - $168K
|
1.76K
$171K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.75K+ 10.81% |
$138K - $167K
|
17.9K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.65K+ 27.5% |
$131K - $158K
|
7.65K
$744K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.52KNew |
$120K - $145K
|
1.52K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.51K+ 7.41% |
$119K - $144K
|
21.9K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.4K+ 46.65% |
$111K - $134K
|
4.4K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.37KNew |
$108K - $131K
|
1.37K
$133K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.25K+ 4.25% |
$98.5K - $119K
|
30.5K
$2.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.21KNew |
$95.4K - $115K
|
1.21K
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.2KNew |
$94.9K - $115K
|
1.2K
$117K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.2K+ 36.11% |
$94.9K - $115K
|
4.52K
$440K
|