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 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-28K- 92.32% |
$2.37M - $2.94M
|
2.33K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.36K- 15.02% |
$115K - $143K
|
7.7K
$736K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-2.07K- 3.42% |
$175K - $217K
|
58.5K
$5.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.63K+ 5.93% |
$306K - $381K
|
64.8K
$6.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-574- 0.58% |
$48.5K - $60.3K
|
99.1K
$9.48M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.28K- 1.55% |
$108K - $135K
|
81.6K
$7.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-232- 0.14% |
$19.6K - $24.4K
|
161K
$15.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-4- 0.06% |
$338 - $420
|
7.18K
$686K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-46- 0.07% |
$3.89K - $4.83K
|
69.6K
$6.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
733+ 4.46% |
$61.9K - $77K
|
17.2K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.5K+ 23.33% |
$211K - $263K
|
13.2K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-8- 1.28% |
$676 - $840
|
619
$59.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.14% |
$169 - $210
|
1.46K
$139K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-1.32K- 1.09% |
$111K - $138K
|
119K
$11.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
27.3K+ 200.67% |
$2.31M - $2.87M
|
40.9K
$3.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-46.6K- 11.45% |
$3.94M - $4.9M
|
360K
$34.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
220+ 1.85% |
$18.6K - $23.1K
|
12.1K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.96KNew |
$250K - $311K
|
2.96K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-393- 0.87% |
$33.2K - $41.3K
|
44.9K
$4.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-807- 22.06% |
$68.2K - $84.8K
|
2.85K
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-174- 1.44% |
$14.7K - $18.3K
|
11.9K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.28% |
$1.01K - $1.26K
|
4.33K
$414K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
635+ 1.55% |
$53.7K - $66.7K
|
41.7K
$3.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-19.9K- 11.8% |
$1.69M - $2.09M
|
149K
$14.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.26M- 19.28% |
$106M - $132M
|
5.27M
$504M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-34- 0.61% |
$2.87K - $3.57K
|
5.56K
$532K
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
6+ 0.08% |
$507 - $630
|
7.27K
$696K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-742- 3.84% |
$62.7K - $77.9K
|
18.6K
$1.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-723- 19.02% |
$61.1K - $76K
|
3.08K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.74K+ 2.7% |
$147K - $183K
|
66.2K
$6.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
142KNew |
$12M - $14.9M
|
142K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.32K+ 28.73% |
$111K - $139K
|
5.91K
$565K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-240- 8.15% |
$20.3K - $25.2K
|
2.7K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-8.25K- 8.73% |
$697K - $867K
|
86.2K
$8.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-66- 0.99% |
$5.58K - $6.93K
|
6.58K
$629K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-36- 0.67% |
$3.04K - $3.78K
|
5.32K
$509K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
725+ 10.57% |
$61.3K - $76.2K
|
7.58K
$725K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4+ 0.31% |
$338 - $420
|
1.31K
$125K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-250- 1.65% |
$21.1K - $26.3K
|
14.9K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.58K- 0.35% |
$218K - $271K
|
726K
$69.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
754+ 9.18% |
$63.7K - $79.2K
|
8.97K
$858K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-870- 2.45% |
$73.5K - $91.4K
|
34.6K
$3.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
498+ 5.84% |
$42.1K - $52.3K
|
9.02K
$863K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-2.93K- 4.82% |
$247K - $307K
|
57.7K
$5.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-3.49K- 12.1% |
$295K - $367K
|
25.4K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1.54K- 15.79% |
$130K - $162K
|
8.21K
$785K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.81K+ 4.68% |
$237K - $295K
|
62.8K
$6.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-483- 7.19% |
$40.8K - $50.7K
|
6.23K
$596K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.29K+ 4.78% |
$278K - $346K
|
72.2K
$6.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
304+ 6.79% |
$25.7K - $31.9K
|
4.78K
$458K
|