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
|
Interchange Capital Partners, LLC
|
BUY
|
- |
144+ 2.03% |
$12.2K - $15.1K
|
7.22K
$691K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
11+ 0.05% |
$930 - $1.16K
|
23K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-446- 0.68% |
$37.7K - $46.9K
|
65.5K
$6.26M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-10.8K- 24.86% |
$915K - $1.14M
|
32.7K
$3.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.91K- 5.57% |
$162K - $201K
|
32.5K
$3.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.93K+ 91.25% |
$248K - $308K
|
6.14K
$588K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.93K- 1.56% |
$163K - $202K
|
122K
$11.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
12+ 0.06% |
$1.01K - $1.26K
|
20.5K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.32KNew |
$112K - $139K
|
1.32K
$126K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-118- 8.65% |
$9.97K - $12.4K
|
1.25K
$119K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
4.69KNew |
$397K - $493K
|
4.69K
$449K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-300- 5.51% |
$25.4K - $31.5K
|
5.14K
$492K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-18.3K- 1.95% |
$1.55M - $1.93M
|
923K
$88.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-261K- 19.19% |
$22M - $27.4M
|
1.1M
$105M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.19K+ 7.67% |
$101K - $125K
|
16.7K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
4.12KNew |
$348K - $433K
|
4.12K
$394K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.4K+ 25.24% |
$119K - $147K
|
6.97K
$667K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
639+ 5.11% |
$54K - $67.1K
|
13.1K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.84K+ 6.71% |
$155K - $193K
|
29.2K
$2.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
29+ 0.1% |
$2.45K - $3.05K
|
30.3K
$2.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-19- 0.53% |
$1.61K - $2K
|
3.57K
$341K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.09% |
$338 - $420
|
4.54K
$435K
|
|
|
Apr 28, 2025
Q1 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
2.08K+ 1.31% |
$176K - $219K
|
161K
$15.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
675+ 12.84% |
$57K - $70.9K
|
5.93K
$568K
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-4.2K- 44.84% |
$355K - $441K
|
5.17K
$494K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.44K+ 4.23% |
$206K - $257K
|
60.1K
$5.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.87KNew |
$242K - $301K
|
2.87K
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.43K- 6.7% |
$121K - $151K
|
19.9K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
164+ 1.11% |
$13.9K - $17.2K
|
15K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
70+ 1.01% |
$5.92K - $7.35K
|
6.97K
$667K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.12K+ 4.3% |
$517K - $642K
|
148K
$14.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.45K- 0.74% |
$122K - $152K
|
195K
$18.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.15K- 2.24% |
$97.5K - $121K
|
50.3K
$4.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
8+ 0.08% |
$676 - $840
|
9.6K
$918K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-225K- 49.21% |
$19M - $23.6M
|
232K
$22.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
264+ 6.18% |
$22.3K - $27.7K
|
4.54K
$434K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
759+ 2.87% |
$64.1K - $79.7K
|
27.2K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-538K- 25.32% |
$45.5M - $56.5M
|
1.59M
$152M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6+ 0.24% |
$507 - $630
|
2.52K
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
17.5K+ 5.82% |
$1.48M - $1.84M
|
319K
$30.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
237+ 3.67% |
$20K - $24.9K
|
6.7K
$641K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
454+ 3.64% |
$38.4K - $47.7K
|
12.9K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-1.2K- 12.89% |
$101K - $126K
|
8.08K
$773K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-10.7K- 71.39% |
$903K - $1.12M
|
4.28K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-3.07K- 10.5% |
$259K - $322K
|
26.1K
$2.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
720+ 0.19% |
$60.8K - $75.6K
|
373K
$35.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-6.56K- 35.39% |
$555K - $689K
|
12K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.15K+ 9.96% |
$97K - $121K
|
12.7K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
362+ 11.61% |
$30.6K - $38K
|
3.48K
$333K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
56+ 0.53% |
$4.73K - $5.88K
|
10.5K
$1.01M
|