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 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-822- 10.71% |
$69.5K - $86.4K
|
6.86K
$656K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-208- 3.61% |
$17.6K - $21.9K
|
5.56K
$532K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-3- 0.02% |
$254 - $315
|
12.9K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-647- 2.58% |
$54.7K - $68K
|
24.4K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-69- 0.14% |
$5.83K - $7.25K
|
49.2K
$4.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.59K- 1.08% |
$134K - $167K
|
146K
$13.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-6.03K- 23.14% |
$510K - $634K
|
20K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
497+ 0.26% |
$42K - $52.2K
|
193K
$18.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
9.23K+ 44.17% |
$780K - $969K
|
30.1K
$2.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-164- 0.26% |
$13.9K - $17.2K
|
63.2K
$6.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.09% |
$592 - $735
|
7.87K
$752K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
517+ 10.16% |
$43.7K - $54.3K
|
5.6K
$536K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.37K- 34.67% |
$285K - $354K
|
6.35K
$608K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2.22K- 3.62% |
$187K - $233K
|
59K
$5.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.74K- 1.17% |
$485K - $603K
|
485K
$46.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-16.5K- 6.42% |
$1.4M - $1.73M
|
241K
$23M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
391+ 7.79% |
$33K - $41.1K
|
5.41K
$518K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.02K+ 3.23% |
$171K - $212K
|
64.6K
$6.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
104+ 4.11% |
$8.79K - $10.9K
|
2.64K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
404New |
$34.1K - $42.4K
|
404
$38.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
283+ 5.46% |
$23.9K - $29.7K
|
5.47K
$523K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
89+ 0.42% |
$7.52K - $9.35K
|
21.4K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
54+ 0.54% |
$4.56K - $5.67K
|
10.1K
$964K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1+ 0.03% |
$84.5 - $105
|
3.02K
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
138K+ 247.92% |
$11.6M - $14.5M
|
193K
$18.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
450+ 2.88% |
$38K - $47.3K
|
16.1K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
75+ 58.14% |
$6.34K - $7.88K
|
204
$19.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-546- 32.68% |
$46.1K - $57.4K
|
1.13K
$108K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-2.95K- 17.98% |
$249K - $310K
|
13.5K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-3.82K- 6.7% |
$322K - $401K
|
53.1K
$5.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1.31K- 20.96% |
$111K - $138K
|
4.95K
$474K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-2.1K- 1.92% |
$177K - $221K
|
107K
$10.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-23.6K- 2.92% |
$1.99M - $2.48M
|
784K
$75M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.03K- 28.13% |
$87.4K - $109K
|
2.64K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
57+ 0.32% |
$4.82K - $5.99K
|
17.9K
$1.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1+ 0.02% |
$84.5 - $105
|
6.01K
$575K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-87.6K- 30.59% |
$7.41M - $9.21M
|
199K
$19M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-200- 2.27% |
$16.9K - $21K
|
8.61K
$824K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-447- 1.63% |
$37.8K - $47K
|
26.9K
$2.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-562- 1.07% |
$47.5K - $59K
|
52.1K
$4.98M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.65K- 14.01% |
$393K - $488K
|
28.5K
$2.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
202+ 0.16% |
$17.1K - $21.2K
|
128K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-470- 5.2% |
$39.7K - $49.4K
|
8.57K
$820K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-860- 4.36% |
$72.7K - $90.3K
|
18.9K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-693- 3.31% |
$58.6K - $72.8K
|
20.2K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-257- 5.45% |
$21.7K - $27K
|
4.46K
$427K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1.5K+ 42.86% |
$127K - $158K
|
5K
$478K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.23K+ 3.35% |
$188K - $234K
|
68.7K
$6.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
10+ 0.37% |
$845 - $1.05K
|
2.75K
$263K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-375- 9.27% |
$31.7K - $39.4K
|
3.67K
$351K
|