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 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3+ 0.04% |
$254 - $315
|
7.28K
$696K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-415- 10.59% |
$35.1K - $43.6K
|
3.5K
$335K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.56K+ 16.17% |
$132K - $164K
|
11.2K
$1.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
26+ 0.22% |
$2.2K - $2.73K
|
11.6K
$1.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
291+ 5.33% |
$24.6K - $30.6K
|
5.75K
$550K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.46K- 24.15% |
$124K - $154K
|
4.6K
$440K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
108+ 1.83% |
$9.13K - $11.3K
|
6.02K
$576K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-366- 8.07% |
$30.9K - $38.4K
|
4.17K
$399K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.71K- 4.69% |
$144K - $180K
|
34.7K
$3.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.57K+ 28.13% |
$133K - $165K
|
7.17K
$686K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.14KNew |
$434K - $540K
|
5.14K
$492K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.93K+ 3.5% |
$501K - $623K
|
175K
$16.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.07% |
$592 - $735
|
10.2K
$976K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.39K+ 2.84% |
$117K - $145K
|
50.1K
$4.79M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
1.42K+ 11.44% |
$120K - $149K
|
13.8K
$1.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
542+ 0.91% |
$45.8K - $56.9K
|
60.2K
$5.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
156+ 0.38% |
$13.2K - $16.4K
|
41.7K
$3.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
89+ 2.9% |
$7.52K - $9.35K
|
3.16K
$302K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
55+ 0.48% |
$4.65K - $5.78K
|
11.5K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-168- 2.3% |
$14.2K - $17.6K
|
7.12K
$682K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
393+ 0.66% |
$33.2K - $41.3K
|
60.2K
$5.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Compass Capital Management, Inc
|
SELL
|
- |
-62.9K- 8.75% |
$5.32M - $6.61M
|
656K
$62.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-94K- 10.64% |
$7.94M - $9.87M
|
790K
$75.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
22.2K+ 94.14% |
$1.88M - $2.33M
|
45.8K
$4.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
744+ 10.8% |
$62.9K - $78.2K
|
7.63K
$730K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-43- 0.17% |
$3.63K - $4.52K
|
25.7K
$2.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.32KNew |
$280K - $348K
|
3.32K
$317K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
4+ 3.54% |
$338 - $420
|
117
$11.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-365- 8.25% |
$30.8K - $38.3K
|
4.06K
$388K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
14.5K+ 102.09% |
$1.23M - $1.52M
|
28.7K
$2.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.1K- 4.18% |
$346K - $430K
|
94.1K
$9M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
429+ 2.4% |
$36.3K - $45.1K
|
18.3K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.66K- 35.03% |
$140K - $174K
|
3.07K
$294K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
34.7K+ 139.81% |
$2.93M - $3.65M
|
59.5K
$5.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-230- 1.69% |
$19.4K - $24.2K
|
13.4K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-13.7K- 16.68% |
$1.16M - $1.44M
|
68.3K
$6.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.46K+ 6.91% |
$292K - $363K
|
53.5K
$5.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
23.2K+ 20.67% |
$1.96M - $2.44M
|
135K
$13M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
388+ 7.16% |
$32.8K - $40.8K
|
5.81K
$555K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
826+ 13.08% |
$69.8K - $86.8K
|
7.14K
$683K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.34K+ 6.71% |
$113K - $141K
|
21.3K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.66K+ 3.01% |
$309K - $384K
|
125K
$12M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
159+ 0.59% |
$13.4K - $16.7K
|
27K
$2.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
576+ 6.76% |
$48.7K - $60.5K
|
9.09K
$870K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-65- 0.29% |
$5.49K - $6.83K
|
22.3K
$2.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.52K- 22.77% |
$128K - $159K
|
5.14K
$492K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.69K- 9.54% |
$143K - $177K
|
16K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.08KNew |
$260K - $323K
|
3.08K
$294K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-5- 0.15% |
$423 - $525
|
3.26K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.8K+ 2.63% |
$152K - $189K
|
70.2K
$6.72M
|