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 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-2.63K- 1.12% |
$222K - $276K
|
231K
$22M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
525+ 2.62% |
$44.4K - $55.2K
|
20.6K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-23.9K- 5.12% |
$2.02M - $2.51M
|
442K
$42.1M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$507 - $630
|
5.85K
$557K
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
6.45KNew |
$545K - $677K
|
6.45K
$613K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-1.36K- 3.03% |
$115K - $143K
|
43.6K
$4.15M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.01K+ 21.79% |
$84.9K - $106K
|
5.62K
$534K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
7.82K+ 1.52% |
$660K - $821K
|
520K
$49.5M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-110- 1.47% |
$9.3K - $11.6K
|
7.37K
$701K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-7.11K- 3.65% |
$601K - $747K
|
188K
$17.9M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-40- 0.47% |
$3.38K - $4.2K
|
8.43K
$801K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.96KNew |
$504K - $626K
|
5.96K
$567K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-409- 1.08% |
$34.6K - $43K
|
37.4K
$3.56M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-207- 3.36% |
$17.5K - $21.7K
|
5.95K
$566K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.16K- 6.47% |
$183K - $227K
|
31.3K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
411+ 5.49% |
$34.7K - $43.2K
|
7.9K
$751K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
88+ 0.69% |
$7.44K - $9.24K
|
12.8K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
394+ 1.14% |
$33.3K - $41.4K
|
35.1K
$3.33M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
5.18K+ 4.17% |
$438K - $544K
|
129K
$12.3M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-453- 11.55% |
$38.3K - $47.6K
|
3.47K
$330K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.81K+ 1.14% |
$491K - $610K
|
516K
$49.1M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.28K+ 21.09% |
$108K - $135K
|
7.36K
$700K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-1.88K- 1.06% |
$159K - $198K
|
175K
$16.6M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
714+ 4.4% |
$60.3K - $75K
|
16.9K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-24K- 28.86% |
$2.03M - $2.52M
|
59.1K
$5.62M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
24+ 0.18% |
$2.03K - $2.52K
|
13.3K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-16K- 37.03% |
$1.35M - $1.68M
|
27.2K
$2.59M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.12K- 2.12% |
$179K - $223K
|
98K
$9.32M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
BUY
|
- |
368+ 1.08% |
$31.1K - $38.7K
|
34.4K
$3.27M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-448- 1.42% |
$37.9K - $47.1K
|
31K
$2.95M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-746- 0.24% |
$63K - $78.4K
|
306K
$29.1M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.93K+ 8.09% |
$416K - $517K
|
65.8K
$6.26M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.03K- 1.37% |
$87K - $108K
|
74.1K
$7.04M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-13.2K- 39.8% |
$1.12M - $1.39M
|
20K
$1.9M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
167+ 98.24% |
$14.1K - $17.5K
|
337
$32K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-28- 0.22% |
$2.37K - $2.94K
|
12.6K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
323+ 0.17% |
$27.3K - $33.9K
|
194K
$18.5M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-100- 2.4% |
$8.45K - $10.5K
|
4.06K
$386K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
64+ 0.61% |
$5.41K - $6.72K
|
10.6K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-314- 2.43% |
$26.5K - $33K
|
12.6K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-416- 2.41% |
$35.2K - $43.7K
|
16.8K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-8- 0.25% |
$676 - $840
|
3.19K
$303K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.7K- 6.97% |
$143K - $178K
|
22.6K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-462K- 1.83% |
$39.1M - $48.6M
|
24.9M
$2.37B
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
814+ 2.42% |
$68.8K - $85.5K
|
34.4K
$3.27M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
8.06K+ 8.04% |
$681K - $847K
|
108K
$10.3M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
295+ 9.27% |
$24.9K - $31K
|
3.48K
$331K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-5.01K- 44.34% |
$423K - $526K
|
6.29K
$598K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.84K- 4.43% |
$324K - $403K
|
82.8K
$7.88M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-3.2K- 19.1% |
$271K - $336K
|
13.6K
$1.29M
|