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 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
54+ 1.17% |
$4.56K - $5.67K
|
4.67K
$451K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.52K+ 8.98% |
$213K - $265K
|
30.6K
$2.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-3.22K- 10.56% |
$272K - $338K
|
27.2K
$2.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
165+ 4.46% |
$13.9K - $17.3K
|
3.86K
$373K
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-75K- 34.78% |
$6.34M - $7.88M
|
141K
$13.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
31.9KNew |
$2.7M - $3.35M
|
31.9K
$3.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
135+ 0.72% |
$11.4K - $14.2K
|
18.8K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.55K+ 3.29% |
$131K - $163K
|
48.7K
$4.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-74- 0.36% |
$6.25K - $7.77K
|
20.4K
$1.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
900+ 40.27% |
$76.1K - $94.5K
|
3.14K
$303K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-87- 8.45% |
$7.35K - $9.14K
|
942
$91K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-850- 18.24% |
$71.8K - $89.3K
|
3.81K
$368K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.12% |
$423 - $525
|
4.02K
$389K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
1.01K+ 1.15% |
$85.6K - $106K
|
89.3K
$8.63M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.19K+ 41.02% |
$270K - $335K
|
11K
$1.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.92K- 1.78% |
$838K - $1.04M
|
548K
$53M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3+ 0.04% |
$254 - $315
|
7.28K
$703K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.56K+ 16.17% |
$132K - $164K
|
11.2K
$1.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
26+ 0.22% |
$2.2K - $2.73K
|
11.6K
$1.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
291+ 5.33% |
$24.6K - $30.6K
|
5.75K
$555K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.46K- 24.15% |
$124K - $154K
|
4.6K
$444K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
108+ 1.83% |
$9.13K - $11.3K
|
6.02K
$581K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-366- 8.07% |
$30.9K - $38.4K
|
4.17K
$403K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.14KNew |
$434K - $540K
|
5.14K
$497K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.93K+ 3.5% |
$501K - $623K
|
175K
$16.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.07% |
$592 - $735
|
10.2K
$985K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.39K+ 2.84% |
$117K - $145K
|
50.1K
$4.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
1.42K+ 11.44% |
$120K - $149K
|
13.8K
$1.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
542+ 0.91% |
$45.8K - $56.9K
|
60.2K
$5.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
89+ 2.9% |
$7.52K - $9.35K
|
3.16K
$305K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
55+ 0.48% |
$4.65K - $5.78K
|
11.5K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-168- 2.3% |
$14.2K - $17.6K
|
7.12K
$688K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
393+ 0.66% |
$33.2K - $41.3K
|
60.2K
$5.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Compass Capital Management, Inc
|
SELL
|
- |
-62.9K- 8.75% |
$5.32M - $6.61M
|
656K
$63.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-94K- 10.64% |
$7.94M - $9.87M
|
790K
$76.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
744+ 10.8% |
$62.9K - $78.2K
|
7.63K
$737K
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.32KNew |
$280K - $348K
|
3.32K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-365- 8.25% |
$30.8K - $38.3K
|
4.06K
$392K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.1K- 4.18% |
$346K - $430K
|
94.1K
$9.09M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
429+ 2.4% |
$36.3K - $45.1K
|
18.3K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.66K- 35.03% |
$140K - $174K
|
3.07K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.46K+ 6.91% |
$292K - $363K
|
53.5K
$5.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.34K+ 6.71% |
$113K - $141K
|
21.3K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.66K+ 3.01% |
$309K - $384K
|
125K
$12.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
159+ 0.59% |
$13.4K - $16.7K
|
27K
$2.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
576+ 6.76% |
$48.7K - $60.5K
|
9.09K
$878K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-65- 0.29% |
$5.49K - $6.83K
|
22.3K
$2.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.52K- 22.77% |
$128K - $159K
|
5.14K
$497K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.69K- 9.54% |
$143K - $177K
|
16K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.08KNew |
$260K - $323K
|
3.08K
$297K
|