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
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.91K+ 14.22% |
$499K - $621K
|
47.5K
$4.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-353- 4.27% |
$29.8K - $37.1K
|
7.91K
$764K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
230+ 2.76% |
$19.4K - $24.2K
|
8.58K
$828K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
899+ 1.72% |
$76K - $94.4K
|
53.3K
$5.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
8+ 6.06% |
$676 - $840
|
140
$13.5K
|
|
|
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
$927K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.3K- 54.5% |
$1.72M - $2.14M
|
17K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
606+ 1.34% |
$51.2K - $63.7K
|
45.7K
$4.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-300- 3.35% |
$25.4K - $31.5K
|
8.66K
$837K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-26- 0.04% |
$2.2K - $2.73K
|
64.1K
$6.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
105+ 1.37% |
$8.87K - $11K
|
7.79K
$753K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
55+ 1.4% |
$4.65K - $5.78K
|
3.99K
$386K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.65K+ 40.73% |
$139K - $173K
|
5.7K
$551K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.71K+ 8.48% |
$229K - $284K
|
34.6K
$3.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.49K+ 15.83% |
$125K - $156K
|
10.9K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-773- 20.46% |
$65.3K - $81.2K
|
3.01K
$290K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-14.3K- 1.4% |
$1.21M - $1.5M
|
1M
$96.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
121K+ 5.87% |
$10.2M - $12.7M
|
2.19M
$211M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.98K- 1.14% |
$168K - $208K
|
172K
$16.6M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-23- 0.06% |
$1.94K - $2.42K
|
37.9K
$3.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.88K- 0.21% |
$413K - $513K
|
2.29M
$221M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
143+ 9.45% |
$12.1K - $15K
|
1.66K
$160K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-28K- 92.32% |
$2.37M - $2.94M
|
2.33K
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.36K- 15.02% |
$115K - $143K
|
7.7K
$743K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-2.07K- 3.42% |
$175K - $217K
|
58.5K
$5.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.63K+ 5.93% |
$306K - $381K
|
64.8K
$6.26M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.28K- 1.55% |
$108K - $135K
|
81.6K
$7.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-232- 0.14% |
$19.6K - $24.4K
|
161K
$15.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-4- 0.06% |
$338 - $420
|
7.18K
$693K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-46- 0.07% |
$3.89K - $4.83K
|
69.6K
$6.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
733+ 4.46% |
$61.9K - $77K
|
17.2K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.5K+ 23.33% |
$211K - $263K
|
13.2K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.14% |
$169 - $210
|
1.46K
$141K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-1.32K- 1.09% |
$111K - $138K
|
119K
$11.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-46.6K- 11.45% |
$3.94M - $4.9M
|
360K
$34.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
220+ 1.85% |
$18.6K - $23.1K
|
12.1K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-393- 0.87% |
$33.2K - $41.3K
|
44.9K
$4.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-807- 22.06% |
$68.2K - $84.8K
|
2.85K
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-174- 1.44% |
$14.7K - $18.3K
|
11.9K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.28% |
$1.01K - $1.26K
|
4.33K
$418K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-19.9K- 11.8% |
$1.69M - $2.09M
|
149K
$14.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.26M- 19.28% |
$106M - $132M
|
5.27M
$509M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
6+ 0.08% |
$507 - $630
|
7.27K
$702K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-723- 19.02% |
$61.1K - $76K
|
3.08K
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.74K+ 2.7% |
$147K - $183K
|
66.2K
$6.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
142KNew |
$12M - $14.9M
|
142K
$13.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.32K+ 28.73% |
$111K - $139K
|
5.91K
$571K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-240- 8.15% |
$20.3K - $25.2K
|
2.7K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-66- 0.99% |
$5.58K - $6.93K
|
6.58K
$635K
|