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
|
One Day In July LLC
|
BUY
|
- |
708+ 10.24% |
$59.8K - $74.4K
|
7.62K
$729K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5.88K+ 7.81% |
$497K - $618K
|
81.2K
$7.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-498- 1.9% |
$42.1K - $52.3K
|
25.7K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-2.23K- 3.5% |
$188K - $234K
|
61.4K
$5.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
243+ 8.14% |
$20.5K - $25.5K
|
3.23K
$309K
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
485+ 16.17% |
$41K - $50.9K
|
3.48K
$333K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-370- 0.8% |
$31.3K - $38.9K
|
45.8K
$4.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.19K- 33.49% |
$439K - $546K
|
10.3K
$987K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-19.2K- 16.1% |
$1.62M - $2.02M
|
100K
$9.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.03K+ 2.36% |
$86.7K - $108K
|
44.4K
$4.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.08% |
$507 - $630
|
7.91K
$757K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-150- 0.28% |
$12.7K - $15.8K
|
53.8K
$5.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-251- 5.63% |
$21.2K - $26.4K
|
4.21K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-428- 2.18% |
$36.2K - $45K
|
19.2K
$1.84M
|
|
|
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
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.48KNew |
$125K - $155K
|
1.48K
$142K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.15K- 0.14% |
$267K - $331K
|
2.31M
$221M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-551K- 9.08% |
$46.6M - $57.9M
|
5.52M
$528M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
859+ 15.7% |
$72.6K - $90.2K
|
6.33K
$606K
|
|
|
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
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.82K- 15.65% |
$323K - $402K
|
20.6K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
378K+ 1514.65% |
$31.9M - $39.7M
|
403K
$38.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-928- 15.53% |
$78.4K - $97.5K
|
5.05K
$483K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-33.3K- 3.69% |
$2.82M - $3.5M
|
869K
$83.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4.32K- 3.62% |
$365K - $454K
|
115K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-801- 1.67% |
$67.7K - $84.1K
|
47.2K
$4.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
30+ 47.62% |
$2.54K - $3.15K
|
93
$8.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
130+ 1.91% |
$11K - $13.7K
|
6.94K
$663K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-70- 1.12% |
$5.92K - $7.35K
|
6.2K
$593K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-380- 0.63% |
$32.1K - $39.9K
|
59.6K
$5.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.9K+ 4.69% |
$245K - $305K
|
64.8K
$6.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
674+ 2.68% |
$57K - $70.8K
|
25.8K
$2.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
13KNew |
$1.1M - $1.37M
|
13K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.8K- 3.52% |
$237K - $294K
|
76.6K
$7.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
26+ 0.28% |
$2.2K - $2.73K
|
9.17K
$877K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
304+ 2.02% |
$25.7K - $31.9K
|
15.3K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-658- 15.81% |
$55.6K - $69.1K
|
3.5K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
2.74KNew |
$231K - $288K
|
2.74K
$262K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
47.3K+ 125.24% |
$4M - $4.97M
|
85.1K
$8.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
17.5K+ 58.29% |
$1.48M - $1.84M
|
47.6K
$4.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-1.72K- 0.31% |
$145K - $180K
|
551K
$52.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
720+ 5.22% |
$60.8K - $75.6K
|
14.5K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-779- 2.83% |
$65.8K - $81.8K
|
26.7K
$2.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
23.2K+ 4.14% |
$1.96M - $2.44M
|
583K
$55.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
181+ 3.67% |
$15.3K - $19K
|
5.12K
$489K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.48K- 0.88% |
$294K - $366K
|
394K
$37.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
2K+ 21.23% |
$169K - $210K
|
11.4K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
1.64K+ 15.03% |
$139K - $172K
|
12.6K
$1.2M
|