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 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.79K+ 1.07% |
$152K - $188K
|
170K
$16.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.79K+ 2.31% |
$151K - $188K
|
79.4K
$7.6M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
888+ 89.7% |
$75K - $93.3K
|
1.88K
$180K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.4K- 33.35% |
$710K - $882K
|
16.8K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2+ 0.09% |
$169 - $210
|
2.3K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
317+ 17.86% |
$26.8K - $33.3K
|
2.09K
$200K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-525- 1.22% |
$44.4K - $55.2K
|
42.4K
$4.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-200- 1.83% |
$16.9K - $21K
|
10.7K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-97- 0.07% |
$8.2K - $10.2K
|
146K
$13.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
29+ 0.63% |
$2.45K - $3.05K
|
4.6K
$440K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-30.4K- 4.99% |
$2.57M - $3.19M
|
579K
$55.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.12K- 3.38% |
$95K - $118K
|
32.1K
$3.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
2.29KNew |
$193K - $240K
|
2.29K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
44.1K+ 348.14% |
$3.73M - $4.63M
|
56.8K
$5.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
250+ 0.52% |
$21.1K - $26.3K
|
48.1K
$4.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-16- -0.0% |
$1.35K - $1.68K
|
519K
$49.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-737- 1.02% |
$62.3K - $77.4K
|
71.2K
$6.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
5.43K+ 47.91% |
$459K - $571K
|
16.8K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-5.65K- 19.72% |
$477K - $593K
|
23K
$2.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
5.63KNew |
$476K - $592K
|
5.63K
$539K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8- 0.05% |
$676 - $840
|
17.3K
$1.65M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-71- 0.54% |
$6K - $7.46K
|
13.1K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-297- 0.47% |
$25.1K - $31.2K
|
62.5K
$5.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
108+ 2.32% |
$9.13K - $11.3K
|
4.76K
$456K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
536+ 8.18% |
$45.3K - $56.3K
|
7.09K
$678K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
387+ 12.3% |
$32.7K - $40.7K
|
3.53K
$338K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11.1K+ 55.62% |
$938K - $1.17M
|
31K
$2.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.04K+ 1.1% |
$87.5K - $109K
|
95.2K
$9.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-508- 2.15% |
$42.9K - $53.4K
|
23.1K
$2.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-286- 5.62% |
$24.2K - $30K
|
4.8K
$459K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-13.1K- 16.67% |
$1.11M - $1.38M
|
65.5K
$6.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.13K- 4.86% |
$95.8K - $119K
|
22.2K
$2.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
452+ 14.94% |
$38.2K - $47.5K
|
3.48K
$333K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
140+ 2.28% |
$11.8K - $14.7K
|
6.28K
$601K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-234- 2.36% |
$19.8K - $24.6K
|
9.66K
$924K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-274- 3.48% |
$23.2K - $28.8K
|
7.61K
$728K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-3.88K- 6.29% |
$328K - $407K
|
57.8K
$5.53M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
186+ 2.57% |
$15.7K - $19.5K
|
7.43K
$711K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
190+ 1.45% |
$16.1K - $20K
|
13.3K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-75- 2.9% |
$6.34K - $7.88K
|
2.51K
$241K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-715- 43.97% |
$60.4K - $75.1K
|
911
$87.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-10- 0.42% |
$845 - $1.05K
|
2.34K
$224K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
265+ 0.91% |
$22.4K - $27.8K
|
29.4K
$2.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
3.08KNew |
$260K - $323K
|
3.08K
$294K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-467- 29.58% |
$39.5K - $49.1K
|
1.11K
$106K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
300+ 38.22% |
$25.4K - $31.5K
|
1.09K
$104K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-918- 40.78% |
$77.6K - $96.4K
|
1.33K
$128K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.2K+ 19.4% |
$102K - $126K
|
7.41K
$709K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-105- 1.34% |
$8.87K - $11K
|
7.76K
$742K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-76- 7.97% |
$6.42K - $7.98K
|
878
$84K
|