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 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
4.1KNew |
$324K - $392K
|
4.1K
$425K
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.98KNew |
$315K - $381K
|
3.98K
$412K
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
3.93KNew |
$311K - $376K
|
3.93K
$407K
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.7KNew |
$293K - $354K
|
3.7K
$383K
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3.61KNew |
$286K - $346K
|
3.61K
$374K
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
3.55K+ 15.76% |
$281K - $340K
|
26.1K
$2.7M
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.47KNew |
$275K - $332K
|
3.47K
$360K
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3.38K+ 10.47% |
$268K - $324K
|
35.7K
$3.7M
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
3.26KNew |
$258K - $312K
|
3.26K
$338K
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
3.24KNew |
$256K - $310K
|
3.24K
$336K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3.07KNew |
$243K - $294K
|
3.07K
$318K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
3.02K+ 12.46% |
$239K - $289K
|
27.3K
$2.83M
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3KNew |
$237K - $287K
|
3K
$311K
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
3K+ 200.0% |
$237K - $287K
|
4.5K
$466K
|
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
2.85KNew |
$225K - $273K
|
2.85K
$295K
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.8K+ 14.31% |
$222K - $268K
|
22.4K
$2.32M
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.8KNew |
$221K - $268K
|
2.8K
$290K
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.79KNew |
$220K - $267K
|
2.79K
$289K
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.78KNew |
$220K - $266K
|
2.78K
$288K
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
2.72KNew |
$215K - $260K
|
2.72K
$282K
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
2.7KNew |
$213K - $258K
|
2.7K
$279K
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
2.68KNew |
$212K - $256K
|
2.68K
$277K
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.61KNew |
$207K - $250K
|
2.61K
$271K
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
2.61KNew |
$206K - $249K
|
2.61K
$270K
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
2.56KNew |
$202K - $245K
|
2.56K
$265K
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.51KNew |
$198K - $240K
|
2.51K
$260K
|
|
Feb 14, 2025
Q4 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
2.5KNew |
$198K - $239K
|
2.5K
$259K
|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
2.5KNew |
$198K - $239K
|
2.5K
$259K
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
2.48KNew |
$196K - $237K
|
2.48K
$256K
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.47KNew |
$196K - $237K
|
2.47K
$256K
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.46KNew |
$195K - $236K
|
2.46K
$255K
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
2.44KNew |
$193K - $234K
|
2.44K
$253K
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.44KNew |
$193K - $233K
|
2.44K
$252K
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.43KNew |
$192K - $232K
|
2.43K
$252K
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
2.42KNew |
$191K - $231K
|
2.42K
$250K
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.4KNew |
$190K - $230K
|
2.4K
$249K
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
2.39KNew |
$189K - $229K
|
2.39K
$248K
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
2.39KNew |
$189K - $228K
|
2.39K
$247K
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$246K
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$246K
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$246K
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
2.36KNew |
$187K - $226K
|
2.36K
$244K
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2.31KNew |
$183K - $221K
|
2.31K
$240K
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.27KNew |
$179K - $217K
|
2.27K
$235K
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
2.26KNew |
$179K - $216K
|
2.26K
$234K
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2.25KNew |
$178K - $215K
|
2.25K
$233K
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
2.23KNew |
$176K - $213K
|
2.23K
$231K
|
|
Feb 14, 2025
Q4 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
2.22KNew |
$176K - $212K
|
2.22K
$230K
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
2.12KNew |
$167K - $202K
|
2.12K
$219K
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1.95KNew |
$154K - $187K
|
1.95K
$202K
|