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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
154+ 0.46% |
$13K - $16.2K
|
33.4K
$2.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
260+ 10.12% |
$22K - $27.3K
|
2.83K
$248K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-92- 1.67% |
$7.77K - $9.66K
|
5.43K
$476K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.84K+ 35.85% |
$240K - $298K
|
10.7K
$943K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-753- 6.89% |
$63.6K - $79.1K
|
10.2K
$894K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-3.2K- 37.04% |
$271K - $337K
|
5.45K
$478K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.13K- 3.52% |
$264K - $329K
|
85.7K
$7.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
24.2K+ 232.72% |
$2.05M - $2.54M
|
34.6K
$3.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
81+ 1.61% |
$6.84K - $8.51K
|
5.11K
$448K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.51K- 22.13% |
$550K - $684K
|
22.9K
$2.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
822+ 3.32% |
$69.5K - $86.4K
|
25.6K
$2.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
2.36K+ 3.11% |
$199K - $248K
|
78.3K
$6.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.14K+ 2.75% |
$519K - $645K
|
230K
$20.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
93+ 0.94% |
$7.86K - $9.77K
|
9.94K
$872K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-482- 2.44% |
$40.7K - $50.6K
|
19.3K
$1.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-251- 1.02% |
$21.2K - $26.4K
|
24.4K
$2.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
96+ 0.73% |
$8.11K - $10.1K
|
13.3K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-25- 0.54% |
$2.11K - $2.63K
|
4.58K
$402K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
2.93K+ 31.42% |
$248K - $308K
|
12.3K
$1.08M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-4.86K- 9.94% |
$411K - $511K
|
44.1K
$3.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-4.52K- 0.59% |
$382K - $474K
|
755K
$66.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-3.41K- 24.3% |
$288K - $358K
|
10.6K
$933K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.03K+ 9.64% |
$172K - $213K
|
23.1K
$2.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.32K- 2.48% |
$112K - $139K
|
52K
$4.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
234+ 5.39% |
$19.8K - $24.6K
|
4.58K
$402K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-679- 2.9% |
$57.4K - $71.3K
|
22.7K
$2M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4.5KNew |
$380K - $473K
|
4.5K
$395K
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.08K+ 0.52% |
$91.3K - $113K
|
207K
$18.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
161+ 0.85% |
$13.6K - $16.9K
|
19.2K
$1.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
1.59K+ 3.7% |
$134K - $167K
|
44.6K
$3.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-388- 10.96% |
$32.8K - $40.8K
|
3.15K
$277K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
568+ 12.15% |
$48K - $59.7K
|
5.24K
$460K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-148- 0.71% |
$12.5K - $15.5K
|
20.8K
$1.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-26- 0.06% |
$2.2K - $2.73K
|
44.8K
$3.93M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
33K+ 26.16% |
$2.79M - $3.46M
|
159K
$14M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
445+ 1.54% |
$37.6K - $46.7K
|
29.3K
$2.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
99+ 2.71% |
$8.37K - $10.4K
|
3.75K
$329K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-84- 1.45% |
$7.1K - $8.82K
|
5.71K
$501K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
8.77K+ 0.11% |
$741K - $921K
|
7.93M
$696M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-903- 1.3% |
$76.3K - $94.9K
|
68.7K
$6.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-5.83K- 13.28% |
$493K - $612K
|
38.1K
$3.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
9.04K+ 10.92% |
$764K - $950K
|
91.9K
$8.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-200- 4.31% |
$16.9K - $21K
|
4.44K
$390K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-5.63K- 4.32% |
$476K - $592K
|
125K
$10.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
685+ 11.46% |
$57.9K - $72K
|
6.66K
$585K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-600- 5.83% |
$50.7K - $63K
|
9.7K
$851K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-50- 0.91% |
$4.23K - $5.25K
|
5.45K
$478K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
555New |
$46.9K - $58.3K
|
555
$48.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
309+ 3.58% |
$26.1K - $32.5K
|
8.95K
$785K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
368+ 3.38% |
$31.1K - $38.7K
|
11.3K
$989K
|