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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.65K- 2.83% |
$139K - $173K
|
56.6K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-9.29K- 8.62% |
$785K - $975K
|
98.4K
$9.35M
|
|
|
May 15, 2025
Q1 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
5K+ 20.0% |
$423K - $525K
|
30K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-197- 2.91% |
$16.6K - $20.7K
|
6.57K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-32.3K- 62.28% |
$2.73M - $3.39M
|
19.5K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.29K+ 2.93% |
$109K - $136K
|
45.4K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.2K- 3.83% |
$270K - $336K
|
80.4K
$7.64M
|
|
|
May 15, 2025
Q1 2025
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-84.4K- 24.97% |
$7.13M - $8.87M
|
254K
$24.1M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3.63K+ 24.32% |
$306K - $381K
|
18.5K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
111New |
$9.38K - $11.7K
|
111
$10.6K
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-753- 1.12% |
$63.6K - $79.1K
|
66.4K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.53M+ 202.87% |
$383M - $476M
|
6.77M
$644M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-120K- 11.14% |
$10.2M - $12.6M
|
959K
$91.2M
|
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
BUY
|
- |
5KNew |
$423K - $525K
|
5K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
5KNew |
$423K - $525K
|
5K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-51K- 14.54% |
$4.31M - $5.36M
|
300K
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-113K- 92.09% |
$9.54M - $11.9M
|
9.7K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-987- 0.14% |
$83.4K - $104K
|
719K
$68.4M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
99+ 0.27% |
$8.37K - $10.4K
|
36.7K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.64K+ 8.53% |
$477K - $593K
|
71.8K
$6.83M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-130K- 25.54% |
$11M - $13.7M
|
379K
$36M
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-103- 1.16% |
$8.7K - $10.8K
|
8.78K
$835K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
849+ 7.38% |
$71.7K - $89.2K
|
12.4K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.24K+ 1.68% |
$696K - $866K
|
500K
$47.5M
|
|
|
May 15, 2025
Q1 2025
|
Delta Global Management LP
New York, NY |
SELL
|
- |
-330K- 29.53% |
$27.9M - $34.7M
|
787K
$74.9M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-633- 10.05% |
$53.5K - $66.5K
|
5.67K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
25.8KNew |
$2.18M - $2.71M
|
25.8K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
43.7KNew |
$3.69M - $4.59M
|
43.7K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
5.8K+ 25.92% |
$490K - $609K
|
28.2K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
35.8K+ 6.18% |
$3.02M - $3.76M
|
615K
$58.4M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10.8K+ 26.89% |
$914K - $1.14M
|
51.1K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-181- 3.11% |
$15.3K - $19K
|
5.65K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
672+ 4.75% |
$56.8K - $70.6K
|
14.8K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-6- 0.07% |
$507 - $630
|
8.5K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-35.3K- 12.67% |
$2.98M - $3.7M
|
243K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-143- 3.1% |
$12.1K - $15K
|
4.46K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
18.8K+ 7.48% |
$1.58M - $1.97M
|
269K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.96K+ 1.34% |
$250K - $311K
|
224K
$21.3M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.89K- 2.84% |
$836K - $1.04M
|
339K
$32.2M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-20.6K- 5.52% |
$1.74M - $2.16M
|
353K
$33.5M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
511+ 9.15% |
$43.2K - $53.7K
|
6.1K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
963+ 33.73% |
$81.4K - $101K
|
3.82K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
1.15MNew |
$97.4M - $121M
|
1.15M
$110M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-603- 9.64% |
$51K - $63.3K
|
5.66K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-5.11K- 9.81% |
$431K - $536K
|
46.9K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
511+ 0.19% |
$43.2K - $53.7K
|
275K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.96K- 14.54% |
$419K - $521K
|
29.1K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-6.36K- 1.05% |
$537K - $668K
|
601K
$57.2M
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
6.2K+ 2.55% |
$524K - $651K
|
250K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
144+ 0.99% |
$12.2K - $15.1K
|
14.7K
$1.4M
|