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 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
445+ 1.54% |
$37.6K - $46.7K
|
29.3K
$2.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-84- 1.45% |
$7.1K - $8.82K
|
5.71K
$546K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-903- 1.3% |
$76.3K - $94.9K
|
68.7K
$6.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-5.83K- 13.28% |
$493K - $612K
|
38.1K
$3.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-5.63K- 4.32% |
$476K - $592K
|
125K
$11.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-50- 0.91% |
$4.23K - $5.25K
|
5.45K
$521K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
555New |
$46.9K - $58.3K
|
555
$53.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.34K- 9.51% |
$198K - $246K
|
22.3K
$2.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
149+ 0.98% |
$12.6K - $15.7K
|
15.4K
$1.47M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-22.4K- 33.98% |
$1.89M - $2.35M
|
43.4K
$4.16M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-103- 10.12% |
$8.7K - $10.8K
|
915
$87.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
390+ 0.83% |
$33K - $41K
|
47.1K
$4.51M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.36K- 32.42% |
$114K - $142K
|
2.83K
$270K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-7.25K- 26.24% |
$613K - $762K
|
20.4K
$1.95M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-20.2K- 9.32% |
$1.7M - $2.12M
|
196K
$18.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.05K+ 4.55% |
$88.9K - $111K
|
24.2K
$2.31M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.01K- 15.16% |
$254K - $316K
|
16.8K
$1.61M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-315- 4.55% |
$26.6K - $33.1K
|
6.61K
$632K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.43M- 25.05% |
$271M - $328M
|
10.3M
$981M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-902- 3.04% |
$71.3K - $86.3K
|
28.8K
$2.75M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
3.93KNew |
$311K - $376K
|
3.93K
$376K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.2K- 2.42% |
$2.95M - $3.56M
|
1.5M
$144M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
73.1K+ 43.05% |
$5.78M - $6.99M
|
243K
$23.2M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.77K- 0.11% |
$694K - $839K
|
7.92M
$758M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
35.6K+ 2.11% |
$2.81M - $3.4M
|
1.72M
$164M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 5.85% |
$82.3K - $99.6K
|
18.8K
$1.8M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-631- 1.61% |
$49.9K - $60.4K
|
38.6K
$3.69M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
78KNew |
$6.17M - $7.47M
|
78K
$7.47M
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
9.37K+ 11.1% |
$741K - $897K
|
93.8K
$8.97M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
45New |
$3.56K - $4.31K
|
45
$4.31K
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3+ 0.04% |
$237 - $287
|
6.71K
$642K
|
|
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
2.85KNew |
$225K - $273K
|
2.85K
$273K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
27.7KNew |
$2.19M - $2.65M
|
27.7K
$2.65M
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
8.04KNew |
$636K - $770K
|
8.04K
$769K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.84K+ 7.19% |
$146K - $176K
|
27.5K
$2.63M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.04K- 19.08% |
$82.4K - $99.7K
|
4.42K
$423K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
5.16KNew |
$408K - $494K
|
5.16K
$494K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.54K- 2.73% |
$121K - $147K
|
54.6K
$5.23M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-155- 1.1% |
$12.3K - $14.8K
|
14K
$1.34M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
5.91KNew |
$468K - $566K
|
5.91K
$566K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3.61KNew |
$286K - $346K
|
3.61K
$346K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
186New |
$14.7K - $17.8K
|
186
$17.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6- 0.13% |
$475 - $574
|
4.49K
$430K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.7K- 9.47% |
$1.71M - $2.07M
|
207K
$19.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
10.2KNew |
$810K - $979K
|
10.2K
$979K
|
|
|
Feb 19, 2025
Q4 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
12K+ 343.63% |
$951K - $1.15M
|
15.5K
$1.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-405- 0.63% |
$32K - $38.8K
|
63.4K
$6.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
32.7K+ 30.84% |
$2.58M - $3.13M
|
139K
$13.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.83KNew |
$461K - $558K
|
5.83K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-8.5K- 74.52% |
$673K - $814K
|
2.91K
$278K
|
|