Latest Institutional Purchases of Walmart Inc. (WMT)
This list provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
3.82KNew |
$302K - $366K
|
3.82K
$329K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.8K+ 1.75% |
$301K - $364K
|
221K
$19M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
3.8KNew |
$301K - $364K
|
3.8K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.8K+ 1.4% |
$301K - $364K
|
274K
$23.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.79KNew |
$300K - $363K
|
3.79K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.79K+ 5.62% |
$300K - $363K
|
71.3K
$6.13M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.78K+ 2.86% |
$299K - $362K
|
136K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
3.78KNew |
$299K - $362K
|
3.78K
$325K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.75K+ 7.37% |
$297K - $359K
|
54.7K
$4.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.75K+ 7.79% |
$297K - $359K
|
51.8K
$4.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.75KNew |
$296K - $358K
|
3.75K
$322K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.74KNew |
$296K - $358K
|
3.74K
$322K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.74K+ 3.03% |
$296K - $358K
|
127K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
3.74K+ 9.45% |
$296K - $358K
|
43.3K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.71K+ 48.24% |
$293K - $355K
|
11.4K
$980K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
3.7KNew |
$293K - $354K
|
3.7K
$318K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3.7K+ 18.41% |
$293K - $354K
|
23.8K
$2.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.7KNew |
$293K - $354K
|
3.7K
$318K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3.61KNew |
$286K - $346K
|
3.61K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
3.6KNew |
$285K - $345K
|
3.6K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.59K+ 16.88% |
$284K - $344K
|
24.9K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.57K+ 6.23% |
$282K - $342K
|
60.9K
$5.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
3.55K+ 15.76% |
$281K - $340K
|
26.1K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.55K+ 8.07% |
$281K - $340K
|
47.6K
$4.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
3.53KNew |
$279K - $337K
|
3.53K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.51K+ 0.89% |
$278K - $336K
|
397K
$34.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
3.51K+ 4.16% |
$278K - $336K
|
88K
$7.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
3.51KNew |
$277K - $335K
|
3.51K
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
3.5K+ 19.41% |
$277K - $335K
|
21.5K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3.5KNew |
$276K - $334K
|
3.5K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.48K+ 4.99% |
$275K - $333K
|
73.3K
$6.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.47KNew |
$275K - $332K
|
3.47K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.47K+ 1.78% |
$274K - $332K
|
199K
$17.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.45K+ 73.11% |
$273K - $330K
|
8.18K
$703K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.45K+ 15.03% |
$273K - $330K
|
26.4K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.45K+ 116.83% |
$273K - $330K
|
6.4K
$551K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.45KNew |
$272K - $330K
|
3.45K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
3.44K+ 100.03% |
$272K - $329K
|
6.88K
$591K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.43K+ 113.33% |
$271K - $328K
|
6.45K
$555K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.41KNew |
$269K - $326K
|
3.41K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.4KNew |
$269K - $326K
|
3.4K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.4K+ 22.37% |
$269K - $325K
|
18.6K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3.38K+ 10.47% |
$268K - $324K
|
35.7K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3.35KNew |
$265K - $320K
|
3.35K
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.35KNew |
$265K - $320K
|
3.35K
$288K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.33KNew |
$263K - $319K
|
3.33K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3.33KNew |
$263K - $318K
|
3.33K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
3.31K+ 0.14% |
$262K - $317K
|
2.32M
$200M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.31K+ 15.81% |
$262K - $316K
|
24.2K
$2.08M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.3K+ 158.75% |
$261K - $316K
|
5.38K
$463K
|