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 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
49+ 0.29% |
$4.14K - $5.15K
|
16.7K
$1.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
70.1K+ 120.49% |
$5.92M - $7.37M
|
128K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.98K+ 4.4% |
$336K - $418K
|
94.5K
$9.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-63.1K- 12.18% |
$5.33M - $6.63M
|
455K
$43.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 29.04% |
$127K - $158K
|
3.67K
$351K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
740+ 12.64% |
$62.5K - $77.7K
|
6.6K
$631K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-498- 4.43% |
$42.1K - $52.3K
|
10.7K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
296+ 2.02% |
$25K - $31.1K
|
14.9K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
196+ 1.01% |
$16.6K - $20.6K
|
19.5K
$1.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
689+ 6.61% |
$58.2K - $72.4K
|
11.1K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-54.5K- 27.42% |
$4.61M - $5.73M
|
144K
$13.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
211+ 4.49% |
$17.8K - $22.2K
|
4.92K
$470K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-114- 1.86% |
$9.63K - $12K
|
6.01K
$575K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
19+ 0.11% |
$1.61K - $2K
|
17K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.93K+ 15.51% |
$163K - $202K
|
14.3K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-10K- 20.23% |
$846K - $1.05M
|
39.5K
$3.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-833- 2.53% |
$70.4K - $87.5K
|
32.1K
$3.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-70- 2.93% |
$5.92K - $7.35K
|
2.32K
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
31+ 0.22% |
$2.62K - $3.26K
|
14.1K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-21.6K- 16.11% |
$1.82M - $2.27M
|
112K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
200+ 4.55% |
$16.9K - $21K
|
4.6K
$440K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
3+ 0.04% |
$254 - $315
|
7.7K
$736K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
100+ 0.86% |
$8.45K - $10.5K
|
11.8K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-67- 0.86% |
$5.66K - $7.04K
|
7.75K
$742K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-160- 1.87% |
$13.5K - $16.8K
|
8.41K
$805K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-100K- 14.24% |
$8.48M - $10.5M
|
604K
$57.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
109+ 0.41% |
$9.21K - $11.5K
|
26.9K
$2.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1- 0.02% |
$84.5 - $105
|
5.46K
$522K
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
34+ 0.73% |
$2.87K - $3.57K
|
4.69K
$448K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-500- 1.66% |
$42.3K - $52.5K
|
29.5K
$2.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-204- 5.42% |
$17.2K - $21.4K
|
3.56K
$340K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
300+ 5.2% |
$25.4K - $31.5K
|
6.07K
$580K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
33.4K+ 156.75% |
$2.82M - $3.51M
|
54.7K
$5.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.9K+ 9.55% |
$1.17M - $1.46M
|
159K
$15.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-800- 5.84% |
$67.6K - $84K
|
12.9K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-5.22K- 23.0% |
$441K - $548K
|
17.5K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-32.2K- 23.95% |
$2.72M - $3.38M
|
102K
$9.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
2+ 0.04% |
$169 - $210
|
5.42K
$519K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-6- 0.22% |
$507 - $630
|
2.72K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
260+ 10.12% |
$22K - $27.3K
|
2.83K
$271K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.13K- 3.52% |
$264K - $329K
|
85.7K
$8.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-251- 1.02% |
$21.2K - $26.4K
|
24.4K
$2.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
96+ 0.73% |
$8.11K - $10.1K
|
13.3K
$1.27M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-4.86K- 9.94% |
$411K - $511K
|
44.1K
$4.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.03K+ 9.64% |
$172K - $213K
|
23.1K
$2.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4.5KNew |
$380K - $473K
|
4.5K
$431K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
161+ 0.85% |
$13.6K - $16.9K
|
19.2K
$1.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-148- 0.71% |
$12.5K - $15.5K
|
20.8K
$1.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-26- 0.06% |
$2.2K - $2.73K
|
44.8K
$4.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
33K+ 26.16% |
$2.79M - $3.46M
|
159K
$15.2M
|