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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
170+ 0.51% |
$13.4K - $16.3K
|
33.2K
$3.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
168+ 0.43% |
$13.3K - $16.1K
|
39.1K
$4.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
168+ 1.82% |
$13.3K - $16.1K
|
9.42K
$980K
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
163+ 0.08% |
$12.9K - $15.6K
|
194K
$20.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
163+ 2.09% |
$12.9K - $15.6K
|
7.95K
$827K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
163+ 0.49% |
$12.9K - $15.6K
|
33.6K
$3.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
162+ 5.08% |
$12.8K - $15.5K
|
3.35K
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
160+ 2.43% |
$12.7K - $15.3K
|
6.75K
$702K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
158+ 0.11% |
$12.5K - $15.1K
|
138K
$14.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
158+ 1.27% |
$12.5K - $15.1K
|
12.6K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
157+ 18.43% |
$12.4K - $15K
|
1.01K
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
156+ 1.27% |
$12.3K - $14.9K
|
12.5K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
155+ 2.48% |
$12.3K - $14.8K
|
6.4K
$666K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
155+ 2.29% |
$12.3K - $14.8K
|
6.92K
$720K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
155+ 0.59% |
$12.3K - $14.8K
|
26.5K
$2.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
154+ 0.18% |
$12.2K - $14.7K
|
87.2K
$9.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
154+ 0.15% |
$12.2K - $14.7K
|
99.7K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
153+ 3.35% |
$12.1K - $14.6K
|
4.72K
$491K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
151+ 3.35% |
$11.9K - $14.5K
|
4.66K
$484K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150+ 40.0% |
$11.9K - $14.4K
|
525
$54.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
150+ 2.38% |
$11.9K - $14.4K
|
6.45K
$671K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
149+ 3.47% |
$11.8K - $14.3K
|
4.44K
$462K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
147+ 2.36% |
$11.6K - $14.1K
|
6.39K
$665K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
147+ 5.29% |
$11.6K - $14.1K
|
2.92K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
147+ 0.38% |
$11.6K - $14.1K
|
39K
$4.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
146+ 1.5% |
$11.5K - $14K
|
9.88K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
146+ 1.99% |
$11.5K - $14K
|
7.5K
$780K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
144+ 0.49% |
$11.4K - $13.8K
|
29.3K
$3.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
142+ 0.48% |
$11.2K - $13.6K
|
29.5K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
142+ 10.73% |
$11.2K - $13.6K
|
1.47K
$153K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
142+ 1.57% |
$11.2K - $13.6K
|
9.19K
$957K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
141+ 3.14% |
$11.2K - $13.5K
|
4.63K
$482K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
140+ 1.39% |
$11.1K - $13.4K
|
10.2K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
139+ 6.43% |
$11K - $13.3K
|
2.3K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
138+ 4.78% |
$10.9K - $13.2K
|
3.03K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
138New |
$10.9K - $13.2K
|
138
$14.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
136+ 2.42% |
$10.8K - $13K
|
5.75K
$598K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
136+ 1.52% |
$10.8K - $13K
|
9.07K
$944K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
135+ 0.67% |
$10.7K - $12.9K
|
20.3K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
132+ 0.73% |
$10.4K - $12.6K
|
18.1K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
131+ 1.64% |
$10.4K - $12.5K
|
8.13K
$846K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
130+ 1.57% |
$10.3K - $12.4K
|
8.39K
$873K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
128+ 1.08% |
$10.1K - $12.2K
|
11.9K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
127+ 0.47% |
$10K - $12.2K
|
27.4K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
127+ 2.88% |
$10K - $12.2K
|
4.54K
$473K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
126+ 4.51% |
$9.97K - $12.1K
|
2.92K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
125+ 0.99% |
$9.89K - $12K
|
12.7K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
125+ 0.43% |
$9.89K - $12K
|
29.5K
$3.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
124+ 3.47% |
$9.81K - $11.9K
|
3.7K
$385K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
124+ 1.15% |
$9.81K - $11.9K
|
11K
$1.14M
|