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
|
Nadler Financial Group, Inc.
|
BUY
|
- |
293+ 4.02% |
$24.8K - $30.8K
|
7.59K
$727K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-270- 3.96% |
$22.8K - $28.4K
|
6.54K
$627K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.44K+ 32.16% |
$544K - $676K
|
26.5K
$2.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.25K- 25.74% |
$106K - $131K
|
3.6K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.89K- 1.57% |
$160K - $199K
|
118K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-197K- 48.31% |
$16.6M - $20.6M
|
210K
$20.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
794+ 3.52% |
$67.1K - $83.4K
|
23.4K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-3.16K- 37.09% |
$267K - $332K
|
5.36K
$514K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
341+ 6.49% |
$28.8K - $35.8K
|
5.6K
$536K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-72- 0.56% |
$6.08K - $7.56K
|
12.8K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
1.38K+ 42.8% |
$117K - $145K
|
4.61K
$442K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3.59K+ 7.67% |
$303K - $377K
|
50.4K
$4.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
98+ 1.42% |
$8.28K - $10.3K
|
7.02K
$673K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
30+ 0.11% |
$2.54K - $3.15K
|
28.1K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.42K+ 11.69% |
$374K - $465K
|
42.3K
$4.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
8+ 0.25% |
$676 - $840
|
3.19K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
3.6K+ 20.34% |
$304K - $378K
|
21.3K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
11New |
$930 - $1.16K
|
11
$1.05K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
2.45K+ 10.2% |
$207K - $257K
|
26.4K
$2.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
672+ 3.17% |
$56.8K - $70.6K
|
21.9K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-600- 12.39% |
$50.7K - $63K
|
4.24K
$406K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4+ 0.08% |
$338 - $420
|
4.89K
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
469+ 3.32% |
$39.6K - $49.3K
|
14.6K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.12K+ 55.63% |
$433K - $538K
|
14.3K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-394- 9.81% |
$33.3K - $41.4K
|
3.62K
$347K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-300- 33.33% |
$25.4K - $31.5K
|
600
$57.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
53+ 1.41% |
$4.48K - $5.57K
|
3.81K
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-209- 0.2% |
$17.7K - $22K
|
105K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.04K- 0.68% |
$172K - $214K
|
296K
$28.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
69K+ 120.38% |
$5.83M - $7.25M
|
126K
$12.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
771+ 7.62% |
$65.1K - $81K
|
10.9K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4+ 0.13% |
$338 - $420
|
2.99K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
18+ 0.15% |
$1.52K - $1.89K
|
11.7K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.7K+ 2.06% |
$2.17M - $2.7M
|
1.27M
$122M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-569- 0.84% |
$48.1K - $59.8K
|
67K
$6.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-225- 1.0% |
$19K - $23.6K
|
22.2K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-410- 0.83% |
$34.6K - $43.1K
|
49K
$4.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
706+ 1.1% |
$59.7K - $74.2K
|
64.8K
$6.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.82K- 8.05% |
$238K - $296K
|
32.1K
$3.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-24.4K- 84.48% |
$2.06M - $2.56M
|
4.48K
$429K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-29- 0.31% |
$2.45K - $3.05K
|
9.42K
$903K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
41+ 1.36% |
$3.46K - $4.31K
|
3.05K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
65New |
$5.49K - $6.83K
|
65
$6.23K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.07KNew |
$175K - $218K
|
2.07K
$199K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
122+ 3.64% |
$10.3K - $12.8K
|
3.48K
$333K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-822- 10.71% |
$69.5K - $86.4K
|
6.86K
$657K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-208- 3.61% |
$17.6K - $21.9K
|
5.56K
$533K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-3- 0.02% |
$254 - $315
|
12.9K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-647- 2.58% |
$54.7K - $68K
|
24.4K
$2.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-69- 0.14% |
$5.83K - $7.25K
|
49.2K
$4.72M
|