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 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.25K+ 4.25% |
$98.5K - $119K
|
30.5K
$2.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.21KNew |
$95.4K - $115K
|
1.21K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.2KNew |
$94.9K - $115K
|
1.2K
$114K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.2K+ 36.11% |
$94.9K - $115K
|
4.52K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
1.1KNew |
$87K - $105K
|
1.1K
$105K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.07K+ 0.65% |
$84.3K - $102K
|
165K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.05K+ 11.77% |
$83.4K - $101K
|
10K
$952K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.05K+ 22.04% |
$83.1K - $100K
|
5.81K
$553K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 5.85% |
$82.3K - $99.6K
|
18.8K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
990New |
$78.3K - $94.7K
|
990
$94.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
900+ 3000.0% |
$71.2K - $86.1K
|
930
$88.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
898+ 7.47% |
$71K - $85.9K
|
12.9K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
864+ 2.88% |
$68.3K - $82.7K
|
30.8K
$2.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
848+ 1.77% |
$67.1K - $81.2K
|
48.6K
$4.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
825+ 77.9% |
$65.3K - $79K
|
1.88K
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
806New |
$63.8K - $77.1K
|
806
$76.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
750+ 35.71% |
$59.3K - $71.8K
|
2.85K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
733New |
$58K - $70.1K
|
733
$69.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
609New |
$48.2K - $58.3K
|
609
$57.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
605+ 22.74% |
$47.9K - $57.9K
|
3.27K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
596+ 88.17% |
$47.1K - $57K
|
1.27K
$121K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
591+ 11.3% |
$46.7K - $56.6K
|
5.82K
$553K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
588+ 6.3% |
$46.5K - $56.3K
|
9.93K
$944K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
577New |
$45.6K - $55.2K
|
577
$54.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
542+ 15.41% |
$42.9K - $51.9K
|
4.06K
$386K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
536New |
$42.4K - $51.3K
|
536
$51K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
510New |
$40.3K - $48.8K
|
510
$48.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
489+ 4.19% |
$38.7K - $46.8K
|
12.2K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
475New |
$37.6K - $45.5K
|
475
$45.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
450New |
$35.6K - $43.1K
|
450
$42.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
401+ 14.23% |
$31.7K - $38.4K
|
3.22K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
360+ 10.12% |
$28.5K - $34.5K
|
3.92K
$373K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
353New |
$27.9K - $33.8K
|
353
$33.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
350+ 1.09% |
$27.7K - $33.5K
|
32.4K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
347+ 11.11% |
$27.4K - $33.2K
|
3.47K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
334+ 6.05% |
$26.4K - $32K
|
5.85K
$556K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
333+ 15.25% |
$26.3K - $31.9K
|
2.52K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
318+ 6.33% |
$25.2K - $30.4K
|
5.34K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
300+ 8.06% |
$23.7K - $28.7K
|
4.02K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
CALL |
300New |
$23.7K - $28.7K
|
300
$28.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
300+ 4.91% |
$23.7K - $28.7K
|
6.41K
$609K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
298+ 7.14% |
$23.6K - $28.5K
|
4.47K
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
264+ 5.91% |
$20.9K - $25.3K
|
4.73K
$450K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
259New |
$20.5K - $24.8K
|
259
$24.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
242New |
$19.1K - $23.2K
|
242
$23K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
220+ 4.05% |
$17.4K - $21.1K
|
5.66K
$538K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
186New |
$14.7K - $17.8K
|
186
$17.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
180New |
$14.2K - $17.2K
|
180
$17.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
178+ 4.22% |
$14.1K - $17K
|
4.4K
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
177+ 1.87% |
$14K - $16.9K
|
9.65K
$918K
|