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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
87New |
$6.88K - $8.33K
|
87
$8.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
6.93KNew |
$548K - $663K
|
6.93K
$659K
|
|
|
Feb 06, 2025
Q4 2024
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
CALL |
-316- 10.31% |
$25K - $30.2K
|
2.75K
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.75KNew |
$296K - $358K
|
3.75K
$356K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.06K- 7.59% |
$163K - $197K
|
25.1K
$2.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
221KNew |
$17.5M - $21.1M
|
221K
$21M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.31K- 4.28% |
$103K - $125K
|
29.3K
$2.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
10+ 0.29% |
$791 - $957
|
3.51K
$334K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-745- 0.25% |
$58.9K - $71.3K
|
296K
$28.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
848+ 1.77% |
$67.1K - $81.2K
|
48.6K
$4.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7+ 0.25% |
$554 - $670
|
2.83K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
177+ 1.87% |
$14K - $16.9K
|
9.65K
$918K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.34KNew |
$185K - $224K
|
2.34K
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
350+ 1.09% |
$27.7K - $33.5K
|
32.4K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.78KNew |
$220K - $266K
|
2.78K
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Exor Capital LLP
London, X0 |
BUY
|
- |
92KNew |
$7.28M - $8.8M
|
92K
$8.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
34+ 0.11% |
$2.69K - $3.25K
|
31.7K
$3.01M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.08K- 22.28% |
$85.4K - $103K
|
3.77K
$358K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2.31KNew |
$183K - $221K
|
2.31K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
6+ 0.18% |
$475 - $574
|
3.34K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-510- 11.95% |
$40.3K - $48.8K
|
3.76K
$357K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
16.4KNew |
$1.3M - $1.57M
|
16.4K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.25K+ 4.25% |
$98.5K - $119K
|
30.5K
$2.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
128+ 1.08% |
$10.1K - $12.2K
|
11.9K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-761- 12.37% |
$60.2K - $72.8K
|
5.39K
$512K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
20.3K+ 89.68% |
$1.61M - $1.94M
|
42.9K
$4.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
2.26KNew |
$179K - $216K
|
2.26K
$215K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-7.88K- 4.7% |
$623K - $754K
|
160K
$15.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-10- 0.23% |
$791 - $957
|
4.42K
$420K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
259New |
$20.5K - $24.8K
|
259
$24.6K
|
|
|
Jan 31, 2025
Q4 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-600- 12.9% |
$47.5K - $57.4K
|
4.05K
$385K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-9.43K- 0.8% |
$746K - $902K
|
1.17M
$111M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
733New |
$58K - $70.1K
|
733
$69.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
SELL
|
- |
-43.4K- 39.17% |
$3.43M - $4.16M
|
67.4K
$6.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
60KNew |
$4.75M - $5.74M
|
60K
$5.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-435- 9.5% |
$34.4K - $41.6K
|
4.14K
$394K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.5K- 18.76% |
$119K - $144K
|
6.51K
$619K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.2K+ 36.11% |
$94.9K - $115K
|
4.52K
$430K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
CALL |
300New |
$23.7K - $28.7K
|
300
$28.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
2.39KNew |
$189K - $229K
|
2.39K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
510New |
$40.3K - $48.8K
|
510
$48.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-84- 1.54% |
$6.64K - $8.04K
|
5.36K
$509K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.9K+ 19.14% |
$1.49M - $1.81M
|
118K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-3.52K- 6.04% |
$279K - $337K
|
54.8K
$5.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
2.39KNew |
$189K - $228K
|
2.39K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
2.27KNew |
$179K - $217K
|
2.27K
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.98KNew |
$315K - $381K
|
3.98K
$378K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
7.8KNew |
$617K - $746K
|
7.8K
$741K
|