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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
728+ 3.39% |
$42.8K - $50.2K
|
22.2K
$2.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
300New |
$17.7K - $20.7K
|
300
$28.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-35- 0.05% |
$2.06K - $2.41K
|
70.6K
$6.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
3.99K+ 200.0% |
$235K - $275K
|
5.98K
$569K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
4.9K+ 202.39% |
$289K - $338K
|
7.33K
$697K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
10.9K+ 2.38% |
$640K - $749K
|
468K
$44.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
115K+ 60.08% |
$6.77M - $7.92M
|
306K
$29.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.41KNew |
$83.2K - $97.4K
|
1.41K
$134K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
26+ 0.13% |
$1.53K - $1.79K
|
19.5K
$1.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
13.7KNew |
$805K - $942K
|
13.7K
$1.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
34+ 0.93% |
$2K - $2.34K
|
3.69K
$351K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.98KNew |
$176K - $206K
|
2.98K
$284K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
431New |
$25.4K - $29.7K
|
431
$41K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
300+ 1.39% |
$17.7K - $20.7K
|
21.9K
$2.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.52K+ 15.23% |
$89.5K - $105K
|
11.5K
$1.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
33+ 22.0% |
$1.94K - $2.27K
|
183
$17.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-441- 1.6% |
$26K - $30.4K
|
27.1K
$2.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$285K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
24.8KNew |
$1.46M - $1.71M
|
24.8K
$2.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.89KNew |
$229K - $268K
|
3.89K
$370K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 20.11% |
$71.6K - $83.9K
|
7.27K
$691K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.3KNew |
$194K - $227K
|
3.3K
$314K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-20- 0.43% |
$1.18K - $1.38K
|
4.68K
$445K
|
|
|
Jul 16, 2024
Q2 2024
|
James Hambro & Partners
|
SELL
|
- |
-231- 2.41% |
$13.6K - $15.9K
|
9.37K
$891K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
111+ 1.33% |
$6.53K - $7.65K
|
8.45K
$803K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
4.16K+ 18.28% |
$245K - $287K
|
26.9K
$2.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
3.06KNew |
$180K - $211K
|
3.06K
$291K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
195New |
$11.5K - $13.4K
|
195
$18.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
60+ 0.5% |
$3.53K - $4.13K
|
12.2K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
21K+ 448.19% |
$1.23M - $1.45M
|
25.7K
$2.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
40KNew |
$2.35M - $2.76M
|
40K
$3.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
64+ 0.96% |
$3.77K - $4.41K
|
6.75K
$642K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-334- 4.88% |
$19.7K - $23K
|
6.51K
$619K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.23% |
$58.9 - $68.9
|
441
$41.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-3- 0.09% |
$177 - $207
|
3.35K
$319K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.57K- 3.64% |
$151K - $177K
|
68.1K
$6.47M
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
284K+ 457.56% |
$16.7M - $50M
|
346K
$32.9M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-10.9K- 14.28% |
$641K - $1.92M
|
65.6K
$6.24M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
69.6MNew |
$4.08B - $12.2B
|
69.6M
$6.62B
|
|
|
Feb 05, 2025
Q1 2024
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
SELL
|
- |
-20.1KClosed |
$1.18M - $3.54M
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-128- 35.16% |
$7.5K - $22.5K
|
236
$22.4K
|
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
25.9K+ 247.77% |
$1.52M - $4.55M
|
36.3K
$3.46M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.52K+ 225.38% |
$206K - $618K
|
5.08K
$483K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
58K+ 2909.42% |
$3.4M - $10.2M
|
60K
$5.71M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.95KNew |
$114K - $342K
|
1.95K
$185K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
3.34K+ 189.46% |
$196K - $588K
|
5.11K
$486K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
554K+ 283.93% |
$32.5M - $97.4M
|
749K
$71.2M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.79K+ 200.0% |
$105K - $315K
|
2.69K
$256K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
20.3K+ 202.5% |
$1.19M - $3.56M
|
30.3K
$2.88M
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
156+ 200.0% |
$9.14K - $27.4K
|
234
$22.3K
|
|