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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
186New |
$14.7K - $17.8K
|
186
$18.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
180New |
$14.2K - $17.2K
|
180
$17.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
178+ 4.22% |
$14.1K - $17K
|
4.4K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
177+ 1.87% |
$14K - $16.9K
|
9.65K
$939K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150+ 40.0% |
$11.9K - $14.4K
|
525
$51.1K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
138New |
$10.9K - $13.2K
|
138
$13.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
128+ 1.08% |
$10.1K - $12.2K
|
11.9K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
126+ 4.51% |
$9.97K - $12.1K
|
2.92K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
125+ 1.3% |
$9.89K - $12K
|
9.76K
$949K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
117+ 2.24% |
$9.25K - $11.2K
|
5.35K
$520K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
110+ 3.97% |
$8.7K - $10.5K
|
2.88K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
107+ 11.97% |
$8.46K - $10.2K
|
1K
$97.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
106+ 2.43% |
$8.38K - $10.1K
|
4.47K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
105+ 3.86% |
$8.31K - $10K
|
2.83K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
103+ 1.02% |
$8.15K - $9.86K
|
10.2K
$995K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
87New |
$6.88K - $8.33K
|
87
$8.46K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
75+ 0.4% |
$5.93K - $7.18K
|
18.9K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
75New |
$5.93K - $7.18K
|
75
$7.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
66New |
$5.22K - $6.32K
|
66
$6.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
52+ 0.12% |
$4.11K - $4.98K
|
43.9K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
50+ 0.7% |
$3.95K - $4.79K
|
7.21K
$701K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
49+ 4.79% |
$3.88K - $4.69K
|
1.07K
$104K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
45New |
$3.56K - $4.31K
|
45
$4.38K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
38+ 0.98% |
$3.01K - $3.64K
|
3.9K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
36New |
$2.85K - $3.45K
|
36
$3.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
35+ 233.33% |
$2.77K - $3.35K
|
50
$4.86K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
34+ 0.11% |
$2.69K - $3.25K
|
31.7K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
33New |
$2.61K - $3.16K
|
33
$3.21K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
31+ 0.77% |
$2.45K - $2.97K
|
4.08K
$397K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
29+ 0.98% |
$2.29K - $2.78K
|
2.99K
$291K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
23+ 0.02% |
$1.82K - $2.2K
|
97.3K
$9.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
15+ 0.15% |
$1.19K - $1.44K
|
10.2K
$995K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
12New |
$949 - $1.15K
|
12
$1.17K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
10+ 0.29% |
$791 - $957
|
3.51K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
9New |
$712 - $861
|
9
$875
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7+ 0.25% |
$554 - $670
|
2.83K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
6+ 600.0% |
$475 - $574
|
7
$681
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
6+ 0.18% |
$475 - $574
|
3.34K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4+ 0.1% |
$316 - $383
|
3.96K
$385K
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3+ 0.04% |
$237 - $287
|
6.71K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3+ 0.08% |
$237 - $287
|
3.89K
$379K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Public Investment Fund
Riyadh, T0 |
BUY
|
- |
1.91MNew |
$127M - $155M
|
1.91M
$185M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
PUT |
1.5MNew |
$100M - $122M
|
1.5M
$146M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
484K+ 2.97% |
$32.4M - $39.4M
|
16.8M
$1.63B
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
PUT |
371KNew |
$24.8M - $30.2M
|
371K
$36.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
279K+ 21.45% |
$18.7M - $22.7M
|
1.58M
$154M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
226K+ 621.82% |
$15.1M - $18.4M
|
262K
$25.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
167K+ 28.98% |
$11.2M - $13.6M
|
744K
$72.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
164KNew |
$11M - $13.3M
|
164K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
116KNew |
$7.75M - $9.42M
|
116K
$11.3M
|
|