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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
52+ 0.45% |
$4.11K - $4.98K
|
11.5K
$1.04M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-11K- 8.25% |
$866K - $1.05M
|
122K
$11.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.2K+ 17.92% |
$332K - $402K
|
27.6K
$2.51M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-125- 0.51% |
$9.89K - $12K
|
24.3K
$2.21M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.2K+ 15.46% |
$94.9K - $115K
|
8.96K
$813K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-669- 2.61% |
$52.9K - $64K
|
25K
$2.27M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-254- 1.18% |
$20.1K - $24.3K
|
21.2K
$1.92M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-494- 5.06% |
$39.1K - $47.3K
|
9.27K
$841K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.74K+ 10.79% |
$612K - $741K
|
79.4K
$7.21M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.01M- 3.0% |
$67.4M - $82M
|
32.6M
$2.96B
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.26K- 14.44% |
$218K - $266K
|
19.3K
$1.76M
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
12+ 0.06% |
$803 - $977
|
18.9K
$1.71M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
15New |
$1K - $1.22K
|
15
$1.36K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-29.6K- 11.47% |
$1.98M - $2.41M
|
229K
$20.8M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
45+ 1.5% |
$3.01K - $3.66K
|
3.04K
$276K
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.91K+ 2.28% |
$128K - $155K
|
85.4K
$7.75M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
998+ 1.56% |
$66.8K - $81.2K
|
65.1K
$5.91M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
3.93KNew |
$263K - $320K
|
3.93K
$357K
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
PUT |
-297- 99.0% |
$19.9K - $24.2K
|
3
$272
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.05K+ 18.44% |
$204K - $248K
|
19.6K
$1.78M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-100- 0.39% |
$6.69K - $8.14K
|
25.4K
$2.31M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3.75KNew |
$251K - $305K
|
3.75K
$340K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
161K+ 9.08% |
$10.8M - $13.1M
|
1.94M
$176M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
330+ 5.58% |
$22.1K - $26.9K
|
6.24K
$567K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
188+ 0.77% |
$12.6K - $15.3K
|
24.6K
$2.23M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
294+ 10.69% |
$19.7K - $23.9K
|
3.04K
$276K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
154+ 8.0% |
$10.3K - $12.5K
|
2.08K
$189K
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
7.76KNew |
$519K - $631K
|
7.76K
$704K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.55K+ 56.93% |
$104K - $126K
|
4.28K
$388K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.98K- 37.94% |
$133K - $161K
|
3.24K
$294K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
252+ 1.82% |
$16.9K - $20.5K
|
14.1K
$1.28M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
252+ 2.33% |
$16.9K - $20.5K
|
11.1K
$1.01M
|
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.29M- 11.31% |
$354M - $431M
|
41.5M
$3.77B
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.38K- 0.78% |
$226K - $275K
|
429K
$38.9M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
381+ 0.12% |
$25.5K - $31K
|
316K
$28.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.35K- 2.74% |
$90K - $109K
|
47.8K
$4.34M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-141K- 35.93% |
$9.47M - $11.5M
|
252K
$22.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.18MNew |
$78.8M - $95.8M
|
1.18M
$107M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
68+ 0.06% |
$4.55K - $5.54K
|
118K
$10.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
124K+ 160.8% |
$8.29M - $10.1M
|
201K
$18.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-11K- 3.04% |
$734K - $893K
|
350K
$31.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
79.2K+ 162.04% |
$5.3M - $6.44M
|
128K
$11.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-295- 1.73% |
$19.7K - $24K
|
16.7K
$1.52M
|
|
|
Nov 25, 2024
Q3 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$1.06M - $1.29M
|
15.9K
$1.44M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
100+ 0.45% |
$6.69K - $8.14K
|
22.5K
$2.04M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.74K+ 25.92% |
$116K - $142K
|
8.45K
$767K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.99K- 7.92% |
$602K - $732K
|
105K
$9.49M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
2.19K+ 10.92% |
$147K - $178K
|
22.3K
$2.02M
|
|
|
Nov 21, 2024
Q3 2024
|
Tri Ri Asset Management Corp
Toronto, A6 |
BUY
|
- |
18KNew |
$1.2M - $1.46M
|
18K
$1.63M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
6.24KNew |
$418K - $508K
|
6.24K
$567K
|
|