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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-819- 8.87% |
$64.8K - $78.4K
|
8.42K
$800K
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.79KNew |
$220K - $267K
|
2.79K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.52KNew |
$120K - $145K
|
1.52K
$144K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
2.48KNew |
$196K - $237K
|
2.48K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
33New |
$2.61K - $3.16K
|
33
$3.14K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
609New |
$48.2K - $58.3K
|
609
$57.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-239- 9.39% |
$18.9K - $22.9K
|
2.31K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 1.18% |
$7.91K - $9.57K
|
8.41K
$800K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
2.72KNew |
$215K - $260K
|
2.72K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-300- 4.25% |
$23.7K - $28.7K
|
6.75K
$642K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.4KNew |
$190K - $230K
|
2.4K
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
536New |
$42.4K - $51.3K
|
536
$51K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
PUT |
13.1KNew |
$1.04M - $1.25M
|
13.1K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-12.5K- 83.35% |
$989K - $1.2M
|
2.5K
$238K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
110+ 3.97% |
$8.7K - $10.5K
|
2.88K
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
264+ 5.91% |
$20.9K - $25.3K
|
4.73K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-69.9K- 57.82% |
$5.53M - $6.69M
|
51K
$4.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
107+ 11.97% |
$8.46K - $10.2K
|
1K
$95.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.99KNew |
$395K - $478K
|
4.99K
$475K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-252- 3.16% |
$19.9K - $24.1K
|
7.72K
$734K
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
68.2KNew |
$5.39M - $6.52M
|
68.2K
$6.48M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-84- 1.36% |
$6.64K - $8.04K
|
6.08K
$579K
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-500- 2.94% |
$39.6K - $47.9K
|
16.5K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
8.85K+ 31.77% |
$700K - $847K
|
36.7K
$3.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
300+ 4.91% |
$23.7K - $28.7K
|
6.41K
$609K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-540- 19.5% |
$42.7K - $51.7K
|
2.23K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
23+ 0.02% |
$1.82K - $2.2K
|
97.3K
$9.26M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
138New |
$10.9K - $13.2K
|
138
$13.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
900+ 3000.0% |
$71.2K - $86.1K
|
930
$88.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
75New |
$5.93K - $7.18K
|
75
$7.13K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.8KNew |
$221K - $268K
|
2.8K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
353New |
$27.9K - $33.8K
|
353
$33.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
3K+ 200.0% |
$237K - $287K
|
4.5K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.2K- 1.17% |
$94.9K - $115K
|
102K
$9.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.47KNew |
$196K - $237K
|
2.47K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.53K- 15.79% |
$121K - $146K
|
8.14K
$774K
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-50- 0.78% |
$3.95K - $4.79K
|
6.36K
$605K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.44KNew |
$193K - $233K
|
2.44K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.51KNew |
$198K - $240K
|
2.51K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
8.4KNew |
$665K - $804K
|
8.4K
$799K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-105- 1.97% |
$8.31K - $10K
|
5.23K
$498K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-750- 20.0% |
$59.3K - $71.8K
|
3K
$285K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-445- 1.77% |
$35.2K - $42.6K
|
24.6K
$2.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-13K- 18.49% |
$1.03M - $1.24M
|
57.3K
$5.45M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-469- 14.86% |
$37.1K - $44.9K
|
2.69K
$256K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-11K- 8.25% |
$866K - $1.05M
|
122K
$11.6M
|
|
| Q3 2024 | |||||||
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
88.4K+ 119.67% |
$5.92M - $7.2M
|
162K
$15.4M
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
480+ 12.45% |
$32.1K - $39.1K
|
4.34K
$412K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.73KNew |
$183K - $222K
|
2.73K
$260K
|
|
|
Feb 05, 2025
Q3 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-3.47K- 55.84% |
$232K - $282K
|
2.74K
$261K
|
|