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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
BUY
|
- |
7.12K+ 142.67% |
$417K - $1.25M
|
12.1K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.93KNew |
$406K - $1.22M
|
6.93K
$674K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.43KNew |
$377K - $1.13M
|
6.43K
$625K
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
6.42K+ 200.0% |
$376K - $1.13M
|
9.63K
$937K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
6.32KNew |
$371K - $1.11M
|
6.32K
$615K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
6.32K+ 200.0% |
$370K - $1.11M
|
9.48K
$922K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5.95K+ 200.03% |
$349K - $1.05M
|
8.92K
$868K
|
|
|
May 15, 2024
Q1 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
5.89KNew |
$345K - $1.04M
|
5.89K
$573K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
5.76K+ 200.0% |
$337K - $1.01M
|
8.63K
$840K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5.27KNew |
$309K - $926K
|
5.27K
$512K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
5.13K+ 200.0% |
$300K - $901K
|
7.69K
$748K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
5.1K+ 197.41% |
$299K - $897K
|
7.69K
$748K
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
5K+ 200.0% |
$293K - $879K
|
7.5K
$730K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
4.94K+ 210.21% |
$290K - $869K
|
7.29K
$709K
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
4.79K+ 200.0% |
$281K - $842K
|
7.19K
$699K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.76K+ 184.97% |
$279K - $838K
|
7.34K
$714K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
4.75K+ 200.0% |
$279K - $836K
|
7.13K
$693K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.54K+ 162.72% |
$266K - $798K
|
7.32K
$712K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
4.04K+ 200.0% |
$237K - $710K
|
6.06K
$589K
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
4K+ 200.0% |
$234K - $703K
|
6K
$584K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
CALL |
3.9KNew |
$229K - $686K
|
3.9K
$379K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.76KNew |
$220K - $662K
|
3.76K
$366K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3.76KNew |
$220K - $662K
|
3.76K
$366K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
3.7KNew |
$217K - $650K
|
3.7K
$360K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
3.61KNew |
$211K - $634K
|
3.61K
$351K
|
|
|
May 15, 2024
Q1 2024
|
Avenir Corp
Washington, DC |
BUY
|
- |
3.59KNew |
$210K - $631K
|
3.59K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.52KNew |
$206K - $620K
|
3.52K
$343K
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.52K+ 225.38% |
$206K - $618K
|
5.08K
$494K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
3.51K+ 200.0% |
$206K - $617K
|
5.27K
$512K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.46K+ 267.67% |
$203K - $609K
|
4.75K
$462K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
3.34K+ 189.46% |
$196K - $588K
|
5.11K
$497K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3.23K+ 200.0% |
$189K - $568K
|
4.85K
$471K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
3.2K+ 200.0% |
$188K - $563K
|
4.8K
$467K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.13K+ 200.0% |
$183K - $550K
|
4.69K
$456K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.1K+ 190.77% |
$182K - $545K
|
4.73K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.02K+ 205.72% |
$177K - $531K
|
4.49K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
3K+ 200.0% |
$176K - $528K
|
4.5K
$438K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
3KNew |
$176K - $528K
|
3K
$292K
|
|
|
May 01, 2024
Q1 2024
|
Members Capital Advisors Inc
|
BUY
|
- |
2.98K+ 200.0% |
$175K - $525K
|
4.48K
$435K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
2.93K+ 200.0% |
$172K - $516K
|
4.4K
$428K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.9K+ 200.0% |
$170K - $510K
|
4.35K
$423K
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
2.85K+ 200.0% |
$167K - $502K
|
4.28K
$416K
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
2.8K+ 200.0% |
$164K - $492K
|
4.2K
$409K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.79K+ 201.44% |
$164K - $491K
|
4.18K
$406K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.65K+ 189.61% |
$155K - $465K
|
4.04K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.6K+ 200.0% |
$152K - $457K
|
3.9K
$379K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.6K+ 35.14% |
$152K - $457K
|
10K
$973K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2.33K+ 200.0% |
$137K - $410K
|
3.5K
$340K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
2.2K+ 200.0% |
$129K - $387K
|
3.3K
$321K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2.18K+ 159.88% |
$128K - $383K
|
3.54K
$344K
|