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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
370+ 6.08% |
$29.3K - $35.4K
|
6.45K
$671K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
368+ 2.23% |
$29.1K - $35.2K
|
16.9K
$1.75M
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
366+ 3.23% |
$29K - $35K
|
11.7K
$1.22M
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
365+ 1.11% |
$28.9K - $34.9K
|
33.3K
$3.47M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
363+ 1.18% |
$28.7K - $34.7K
|
31K
$3.23M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
363+ 0.19% |
$28.7K - $34.7K
|
191K
$19.8M
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
361+ 9.08% |
$28.6K - $34.5K
|
4.34K
$451K
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
360+ 10.12% |
$28.5K - $34.5K
|
3.92K
$408K
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
360+ 4.26% |
$28.5K - $34.5K
|
8.81K
$916K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
357+ 1.12% |
$28.2K - $34.2K
|
32.3K
$3.36M
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
357+ 8.84% |
$28.2K - $34.2K
|
4.4K
$457K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
356+ 7.42% |
$28.2K - $34.1K
|
5.15K
$536K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
353New |
$27.9K - $33.8K
|
353
$36.7K
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
350+ 1.09% |
$27.7K - $33.5K
|
32.4K
$3.37M
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
350+ 10.62% |
$27.7K - $33.5K
|
3.65K
$379K
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
347+ 11.11% |
$27.4K - $33.2K
|
3.47K
$361K
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
340+ 2.36% |
$26.9K - $32.5K
|
14.7K
$1.53M
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
340+ 1.16% |
$26.9K - $32.5K
|
29.7K
$3.09M
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
339+ 1.04% |
$26.8K - $32.4K
|
33K
$3.43M
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
339+ 0.13% |
$26.8K - $32.4K
|
269K
$28M
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
334+ 6.05% |
$26.4K - $32K
|
5.85K
$609K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
333+ 15.25% |
$26.3K - $31.9K
|
2.52K
$262K
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
332+ 4.65% |
$26.3K - $31.8K
|
7.47K
$777K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
330+ 10.77% |
$26.1K - $31.6K
|
3.39K
$353K
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
328+ 2.06% |
$25.9K - $31.4K
|
16.3K
$1.69M
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
327+ 2.87% |
$25.9K - $31.3K
|
11.7K
$1.22M
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
326+ 4.83% |
$25.8K - $31.2K
|
7.08K
$736K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
325+ 0.45% |
$25.7K - $31.1K
|
73.2K
$7.62M
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
323+ 2.93% |
$25.5K - $30.9K
|
11.3K
$1.18M
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
321+ 9.07% |
$25.4K - $30.7K
|
3.86K
$402K
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
320+ 2.09% |
$25.3K - $30.6K
|
15.6K
$1.62M
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
319+ 4.64% |
$25.2K - $30.5K
|
7.2K
$749K
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
317+ 0.35% |
$25.1K - $30.3K
|
92K
$9.57M
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
316+ 2.84% |
$25K - $30.2K
|
11.4K
$1.19M
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
311+ 3.26% |
$24.6K - $29.8K
|
9.85K
$1.02M
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
310+ 2.34% |
$24.5K - $29.7K
|
13.5K
$1.41M
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
310+ 2.84% |
$24.5K - $29.7K
|
11.2K
$1.17M
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
310+ 0.68% |
$24.5K - $29.7K
|
45.8K
$4.76M
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
309+ 7.0% |
$24.4K - $29.6K
|
4.72K
$491K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
308+ 1.76% |
$24.4K - $29.5K
|
17.8K
$1.86M
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
307+ 2.31% |
$24.3K - $29.4K
|
13.6K
$1.42M
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
306+ 4.01% |
$24.2K - $29.3K
|
7.95K
$827K
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
305+ 2.36% |
$24.1K - $29.2K
|
13.3K
$1.38M
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
305+ 2.29% |
$24.1K - $29.2K
|
13.6K
$1.42M
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
303+ 10.14% |
$24K - $29K
|
3.29K
$342K
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
303New |
$24K - $29K
|
303
$31.5K
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
301+ 10.55% |
$23.8K - $28.8K
|
3.16K
$328K
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
301+ 2.98% |
$23.8K - $28.8K
|
10.4K
$1.08M
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
300New |
$23.7K - $28.7K
|
300
$31.2K
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
300+ 8.06% |
$23.7K - $28.7K
|
4.02K
$418K
|