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 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
3+ 0.04% |
$254 - $315
|
8.08K
$773K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-6.75K- 4.21% |
$570K - $709K
|
154K
$14.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-84- 0.36% |
$7.1K - $8.82K
|
23.4K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-100- 12.32% |
$8.45K - $10.5K
|
712
$68.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.01% |
$84.5 - $105
|
18.7K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
187+ 2.34% |
$15.8K - $19.6K
|
8.19K
$783K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.13K- 1.04% |
$180K - $224K
|
202K
$19.3M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-165- 2.73% |
$13.9K - $17.3K
|
5.89K
$563K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-312- 0.56% |
$26.4K - $32.8K
|
55.5K
$5.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.79KNew |
$236K - $293K
|
2.79K
$267K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.4K- 8.95% |
$118K - $147K
|
14.2K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-10- 0.04% |
$845 - $1.05K
|
27.6K
$2.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1+ 0.02% |
$84.5 - $105
|
4.51K
$432K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-1.27K- 10.9% |
$107K - $133K
|
10.4K
$992K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-78- 0.38% |
$6.59K - $8.19K
|
20.3K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-14K- 25.28% |
$1.18M - $1.47M
|
41.3K
$3.95M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-5.05K- 4.6% |
$426K - $530K
|
105K
$10M
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
255New |
$21.5K - $26.8K
|
255
$24.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-4.45K- 9.22% |
$376K - $468K
|
43.9K
$4.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.92KNew |
$247K - $307K
|
2.92K
$280K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
82.5K+ 120.54% |
$6.97M - $8.66M
|
151K
$14.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
80+ 0.66% |
$6.76K - $8.4K
|
12.2K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.09K- 3.14% |
$176K - $219K
|
64.2K
$6.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
41+ 0.22% |
$3.46K - $4.31K
|
18.9K
$1.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.03K+ 40.5% |
$509K - $633K
|
20.9K
$2M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-538- 4.43% |
$45.5K - $56.5K
|
11.6K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-49.9K- 2.95% |
$4.22M - $5.24M
|
1.64M
$157M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.69K+ 27.55% |
$142K - $177K
|
7.81K
$747K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
11.8K+ 7.37% |
$997K - $1.24M
|
172K
$16.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-6.63K- 4.55% |
$560K - $696K
|
139K
$13.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.15K+ 1.98% |
$97.1K - $121K
|
59.1K
$5.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
300+ 2.09% |
$25.4K - $31.5K
|
14.7K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
378+ 3.0% |
$31.9K - $39.7K
|
13K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
315+ 1.87% |
$26.6K - $33.1K
|
17.1K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
8.63K+ 2.43% |
$730K - $907K
|
364K
$34.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.25K- 7.86% |
$106K - $132K
|
14.7K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
2.14K+ 0.98% |
$181K - $225K
|
221K
$21.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
38+ 0.42% |
$3.21K - $3.99K
|
9.09K
$869K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.33K- 1.94% |
$197K - $245K
|
118K
$11.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
12.7K+ 86.62% |
$1.07M - $1.33M
|
27.4K
$2.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-600- 5.88% |
$50.7K - $63K
|
9.6K
$918K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1+ 0.13% |
$84.5 - $105
|
745
$71.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
3.2K+ 776.7% |
$270K - $336K
|
3.61K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
198+ 4.15% |
$16.7K - $20.8K
|
4.97K
$476K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.0% |
$169 - $210
|
50.7K
$4.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
65+ 1.56% |
$5.49K - $6.83K
|
4.22K
$404K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6.5K+ 28.96% |
$550K - $683K
|
29K
$2.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-4.48K- 9.98% |
$379K - $471K
|
40.5K
$3.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-516- 2.02% |
$43.6K - $54.2K
|
25K
$2.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-243- 4.94% |
$20.5K - $25.5K
|
4.68K
$448K
|