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 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10.5K+ 33.8% |
$885K - $1.1M
|
41.5K
$3.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7.81K- 8.67% |
$660K - $820K
|
82.3K
$7.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-438- 1.72% |
$37K - $46K
|
25K
$2.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
76.7K+ 9.69% |
$6.48M - $8.05M
|
867K
$83M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.28K+ 8.27% |
$277K - $345K
|
43K
$4.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-22.5K- 3.32% |
$1.9M - $2.37M
|
656K
$62.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.14K+ 14.78% |
$434K - $540K
|
39.9K
$3.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
1.22K+ 8.28% |
$103K - $129K
|
16K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-33.9K- 3.95% |
$2.86M - $3.56M
|
823K
$78.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
151+ 0.86% |
$12.8K - $15.9K
|
17.7K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-4.86K- 47.65% |
$411K - $511K
|
5.34K
$511K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
611+ 0.74% |
$51.6K - $64.2K
|
83.6K
$7.99M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
680+ 2.06% |
$57.5K - $71.4K
|
33.7K
$3.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 26.85% |
$16.9K - $21K
|
545
$52.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-22- 0.23% |
$1.86K - $2.31K
|
9.47K
$906K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
207+ 8.26% |
$17.5K - $21.7K
|
2.71K
$260K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.12K+ 9.78% |
$94.9K - $118K
|
12.6K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$84.5 - $105
|
2.57K
$246K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.91K+ 14.22% |
$499K - $621K
|
47.5K
$4.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-4.96K- 4.65% |
$419K - $521K
|
102K
$9.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
38.3K+ 2.88% |
$3.24M - $4.02M
|
1.37M
$131M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-353- 4.27% |
$29.8K - $37.1K
|
7.91K
$756K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
230+ 2.76% |
$19.4K - $24.2K
|
8.58K
$820K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
899+ 1.72% |
$76K - $94.4K
|
53.3K
$5.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
13.9K+ 22.26% |
$1.17M - $1.46M
|
76.4K
$7.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
8+ 6.06% |
$676 - $840
|
140
$13.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-224- 2.28% |
$18.9K - $23.5K
|
9.59K
$918K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.3K- 54.5% |
$1.72M - $2.14M
|
17K
$1.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
606+ 1.34% |
$51.2K - $63.7K
|
45.7K
$4.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.78K+ 5.83% |
$235K - $292K
|
50.4K
$4.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.48K+ 4.97% |
$125K - $155K
|
31.2K
$2.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-300- 3.35% |
$25.4K - $31.5K
|
8.66K
$829K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-26- 0.04% |
$2.2K - $2.73K
|
64.1K
$6.13M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-17.1K- 3.24% |
$1.45M - $1.8M
|
511K
$48.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
739+ 12.86% |
$62.4K - $77.6K
|
6.49K
$621K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
105+ 1.37% |
$8.87K - $11K
|
7.79K
$746K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-233- 4.98% |
$19.7K - $24.5K
|
4.45K
$426K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
55+ 1.4% |
$4.65K - $5.78K
|
3.99K
$382K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.65K+ 40.73% |
$139K - $173K
|
5.7K
$545K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.71K+ 8.48% |
$229K - $284K
|
34.6K
$3.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.49K+ 15.83% |
$125K - $156K
|
10.9K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-773- 20.46% |
$65.3K - $81.2K
|
3.01K
$288K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-14.3K- 1.4% |
$1.21M - $1.5M
|
1M
$96M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
121K+ 5.87% |
$10.2M - $12.7M
|
2.19M
$209M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.98K- 1.14% |
$168K - $208K
|
172K
$16.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-2.97K- 4.43% |
$251K - $312K
|
64.2K
$6.14M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-23- 0.06% |
$1.94K - $2.42K
|
37.9K
$3.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.88K- 0.21% |
$413K - $513K
|
2.29M
$219M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
143+ 9.45% |
$12.1K - $15K
|
1.66K
$159K
|