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 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
46.3K+ 112.02% |
$3.91M - $4.86M
|
87.6K
$8.33M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.82K+ 1.95% |
$154K - $191K
|
95.1K
$9.04M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
42+ 1.48% |
$3.55K - $4.41K
|
2.88K
$274K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
162KNew |
$13.7M - $17M
|
162K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
31+ 1.32% |
$2.62K - $3.26K
|
2.39K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-9.7K- 9.7% |
$819K - $1.02M
|
90.3K
$8.59M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
88.2K+ 107.69% |
$7.45M - $9.26M
|
170K
$16.2M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
119+ 0.27% |
$10.1K - $12.5K
|
43.9K
$4.17M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-67- 1.13% |
$5.66K - $7.04K
|
5.87K
$558K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-4.74K- 93.96% |
$401K - $498K
|
305
$29K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-79- 10.53% |
$6.68K - $8.3K
|
671
$63.8K
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2+ 0.0% |
$169 - $210
|
45.8K
$4.35M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
729+ 6.28% |
$61.6K - $76.6K
|
12.3K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
151+ 11.1% |
$12.8K - $15.9K
|
1.51K
$144K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-1.82K- 9.79% |
$153K - $191K
|
16.7K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 0.08% |
$169 - $210
|
2.56K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
931+ 3.42% |
$78.7K - $97.8K
|
28.1K
$2.67M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.22M+ 0.76% |
$272M - $339M
|
426M
$40.5B
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.92K+ 5.7% |
$162K - $201K
|
35.5K
$3.38M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
271+ 5.26% |
$22.9K - $28.5K
|
5.42K
$516K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-242- 3.18% |
$20.4K - $25.4K
|
7.36K
$700K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-3.69K- 9.18% |
$312K - $388K
|
36.5K
$3.47M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
46.1K+ 87.32% |
$3.9M - $4.85M
|
99K
$9.41M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
753+ 18.53% |
$63.6K - $79.1K
|
4.82K
$458K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-15- 0.43% |
$1.27K - $1.58K
|
3.46K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.81K+ 1.49% |
$237K - $295K
|
191K
$18.2M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
28.1K+ 41.74% |
$2.37M - $2.95M
|
95.3K
$9.06M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-42.1K- 11.68% |
$3.56M - $4.42M
|
318K
$30.3M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
173KNew |
$14.6M - $18.1M
|
173K
$16.4M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
80+ 0.51% |
$6.76K - $8.4K
|
15.8K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-74- 1.28% |
$6.25K - $7.77K
|
5.7K
$542K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2+ 0.02% |
$169 - $210
|
13K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-125- 9.43% |
$10.6K - $13.1K
|
1.2K
$114K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.21M+ 28684.82% |
$356M - $443M
|
4.23M
$402M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-56.1K- 75.24% |
$4.74M - $5.89M
|
18.5K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-748- 11.68% |
$63.2K - $78.6K
|
5.66K
$538K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-32- 0.16% |
$2.7K - $3.36K
|
20K
$1.9M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6+ 0.0% |
$507 - $630
|
150K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-214K- 0.68% |
$18.1M - $22.5M
|
31.4M
$2.98B
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
68+ 1.04% |
$5.75K - $7.14K
|
6.63K
$630K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-278- 3.73% |
$23.5K - $29.2K
|
7.17K
$682K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.2K+ 27.96% |
$950K - $1.18M
|
51.4K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1+ 0.04% |
$84.5 - $105
|
2.49K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-449- 1.89% |
$37.9K - $47.2K
|
23.4K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-923- 3.62% |
$78K - $97K
|
24.5K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
PUT |
12.4KNew |
$1.05M - $1.3M
|
12.4K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
50+ 1.14% |
$4.23K - $5.25K
|
4.44K
$422K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-392- 1.57% |
$33.1K - $41.2K
|
24.6K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-820- 3.11% |
$69.3K - $86.1K
|
25.5K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-31.2K- 13.3% |
$2.63M - $3.27M
|
203K
$19.3M
|