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 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-100- 0.87% |
$8.45K - $10.5K
|
11.5K
$1.09M
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
687+ 1.37% |
$58.1K - $72.2K
|
51K
$4.85M
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
82+ 3.18% |
$6.93K - $8.61K
|
2.66K
$253K
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.32K- 15.19% |
$280K - $348K
|
18.5K
$1.76M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
862+ 0.35% |
$72.8K - $90.6K
|
249K
$23.7M
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1K+ 4.35% |
$84.5K - $105K
|
24K
$2.28M
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-12.1K- 19.6% |
$1.02M - $1.27M
|
49.7K
$4.72M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
467+ 0.16% |
$39.5K - $49.1K
|
284K
$27M
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-202- 0.91% |
$17.1K - $21.2K
|
22K
$2.09M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.39K+ 2.74% |
$118K - $146K
|
52.3K
$4.97M
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
95+ 2.36% |
$8.03K - $9.98K
|
4.11K
$391K
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-603- 8.07% |
$51K - $63.3K
|
6.87K
$653K
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 1.02% |
$8.45K - $10.5K
|
9.71K
$923K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.33K- 3.33% |
$282K - $350K
|
96.8K
$9.21M
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-33- 1.0% |
$2.79K - $3.47K
|
3.28K
$312K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.18KNew |
$99.4K - $124K
|
1.18K
$112K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.8K+ 5.07% |
$1.16M - $1.45M
|
285K
$27.1M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.14K- 18.3% |
$181K - $225K
|
9.55K
$908K
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-356- 0.77% |
$30.1K - $37.4K
|
45.8K
$4.35M
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
768+ 17.7% |
$64.9K - $80.7K
|
5.11K
$486K
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-177- 2.42% |
$15K - $18.6K
|
7.13K
$678K
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-23.2K- 6.16% |
$1.96M - $2.44M
|
354K
$33.7M
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-712- 14.5% |
$60.2K - $74.8K
|
4.2K
$399K
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
506+ 6.42% |
$42.8K - $53.2K
|
8.39K
$798K
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5.06K+ 3.18% |
$428K - $532K
|
164K
$15.6M
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-33.7K- 20.59% |
$2.84M - $3.54M
|
130K
$12.3M
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
708+ 10.24% |
$59.8K - $74.4K
|
7.62K
$725K
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5.88K+ 7.81% |
$497K - $618K
|
81.2K
$7.72M
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-498- 1.9% |
$42.1K - $52.3K
|
25.7K
$2.44M
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-2.23K- 3.5% |
$188K - $234K
|
61.4K
$5.84M
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
243+ 8.14% |
$20.5K - $25.5K
|
3.23K
$307K
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
485+ 16.17% |
$41K - $50.9K
|
3.48K
$331K
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-370- 0.8% |
$31.3K - $38.9K
|
45.8K
$4.36M
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.19K- 33.49% |
$439K - $546K
|
10.3K
$981K
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-19.2K- 16.1% |
$1.62M - $2.02M
|
100K
$9.51M
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.03K+ 2.36% |
$86.7K - $108K
|
44.4K
$4.23M
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.08% |
$507 - $630
|
7.91K
$752K
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
926+ 6.44% |
$78.2K - $97.3K
|
15.3K
$1.45M
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-150- 0.28% |
$12.7K - $15.8K
|
53.8K
$5.12M
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-251- 5.63% |
$21.2K - $26.4K
|
4.21K
$400K
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-428- 2.18% |
$36.2K - $45K
|
19.2K
$1.83M
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-2.94K- 2.65% |
$248K - $308K
|
108K
$10.3M
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.39K- 32.1% |
$118K - $146K
|
2.95K
$280K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.48KNew |
$125K - $155K
|
1.48K
$141K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.15K- 0.14% |
$267K - $331K
|
2.31M
$220M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-551K- 9.08% |
$46.6M - $57.9M
|
5.52M
$525M
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
859+ 15.7% |
$72.6K - $90.2K
|
6.33K
$602K
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.11K- 8.42% |
$93.6K - $116K
|
12.1K
$1.15M
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
970+ 3.49% |
$82K - $102K
|
28.8K
$2.74M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.82K- 15.65% |
$323K - $402K
|
20.6K
$1.96M
|