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 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
59+ 0.3% |
$7.59K - $9.06K
|
19.9K
$1.94M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
49New |
$6.3K - $7.52K
|
49
$4.77K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
47New |
$6.04K - $7.21K
|
47
$4.57K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
33New |
$4.24K - $5.06K
|
33
$3.21K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
20New |
$2.57K - $3.07K
|
20
$1.95K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
16New |
$2.06K - $2.46K
|
16
$1.56K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
89K+ 99.64% |
$10.9M - $12.4M
|
178K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
75KNew |
$9.15M - $10.5M
|
75K
$7.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Kehrs Ridge Capital,Llc
|
BUY
|
- |
70K+ 70.0% |
$8.54M - $9.77M
|
170K
$16.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearline Capital LP
New York, NY |
BUY
|
- |
51KNew |
$6.23M - $7.12M
|
51K
$4.96M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
21.8KNew |
$2.65M - $3.04M
|
21.8K
$2.12M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
14.1KNew |
$1.72M - $1.97M
|
14.1K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.6K+ 128.78% |
$1.53M - $1.75M
|
22.3K
$2.17M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
11.5KNew |
$1.4M - $1.6M
|
11.5K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
7.15KNew |
$872K - $997K
|
7.15K
$695K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
5K+ 13.16% |
$610K - $698K
|
43K
$4.18M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
4.37K+ 13.48% |
$533K - $610K
|
36.8K
$3.58M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
2KNew |
$244K - $279K
|
2K
$195K
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.54KNew |
$188K - $215K
|
1.54K
$150K
|
|
|
Oct 28, 2022
Q3 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.54KNew |
$188K - $215K
|
1.54K
$150K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.35K+ 6.04% |
$164K - $188K
|
23.6K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.16KNew |
$141K - $162K
|
1.16K
$113K
|
|
|
Oct 17, 2022
Q3 2022
|
Oppenheimer & Close, LLC
|
BUY
|
- |
650+ 29.48% |
$79.3K - $90.7K
|
2.86K
$278K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
597+ 0.31% |
$72.8K - $83.3K
|
194K
$18.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
484+ 0.73% |
$59K - $67.5K
|
66.6K
$6.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
423New |
$51.6K - $59K
|
423
$41.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
318+ 1.48% |
$38.8K - $44.4K
|
21.8K
$2.12M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
317+ 9.69% |
$38.7K - $44.2K
|
3.59K
$349K
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
300+ 7.94% |
$36.6K - $41.9K
|
4.08K
$397K
|
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
300New |
$36.6K - $41.9K
|
300
$29.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
190New |
$23.2K - $26.5K
|
190
$18.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
181+ 8.15% |
$22.1K - $25.3K
|
2.4K
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
148+ 0.27% |
$18.1K - $20.6K
|
55.7K
$5.42M
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
114+ 6.61% |
$13.9K - $15.9K
|
1.84K
$179K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
102New |
$12.4K - $14.2K
|
102
$9.92K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
100+ 2.92% |
$12.2K - $14K
|
3.53K
$343K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
67+ 0.47% |
$8.17K - $9.35K
|
14.3K
$1.39M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
39+ 390.0% |
$4.76K - $5.44K
|
49
$4.77K
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
30+ 0.13% |
$3.66K - $4.19K
|
23.6K
$2.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
17+ 0.31% |
$2.07K - $2.37K
|
5.51K
$536K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
12New |
$1.46K - $1.67K
|
12
$1.17K
|
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
8+ 0.28% |
$976 - $1.12K
|
2.84K
$276K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
110KNew |
$13M - $17.6M
|
110K
$10.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
75KNew |
$8.87M - $12M
|
75K
$7.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Artha Asset Management LLC
Hoboken, NJ |
BUY
|
- |
68.3K+ 341.58% |
$8.08M - $10.9M
|
88.3K
$8.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Hs Management Partners, LLC
New York, NY |
BUY
|
- |
57.2K+ 11.42% |
$6.77M - $9.14M
|
558K
$54.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
42.7KNew |
$5.05M - $6.82M
|
42.7K
$4.15M
|
|
|
Jul 21, 2022
Q2 2022
|
Junson Asset Management (Hong Kong) LTD
|
BUY
|
- |
25KNew |
$2.96M - $4M
|
25K
$2.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
22.9K+ 55.29% |
$2.71M - $3.66M
|
64.3K
$6.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
10.5KNew |
$1.24M - $1.67M
|
10.5K
$1.02M
|
|