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 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
825+ 6.59% |
$106K - $127K
|
13.3K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
656+ 381.4% |
$84.3K - $101K
|
828
$85.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
300+ 0.68% |
$38.6K - $46K
|
44.7K
$4.64M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
300+ 5.12% |
$38.6K - $46K
|
6.16K
$638K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
297+ 7.66% |
$38.2K - $45.6K
|
4.17K
$433K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
295New |
$37.9K - $45.3K
|
295
$30.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
244New |
$31.4K - $37.4K
|
244
$25.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
225New |
$28.9K - $34.5K
|
225
$23.3K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
200+ 7.79% |
$25.7K - $30.7K
|
2.77K
$287K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
185New |
$23.8K - $28.4K
|
185
$19.2K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
174New |
$22.4K - $26.7K
|
174
$18K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
160+ 7.63% |
$20.6K - $24.6K
|
2.26K
$234K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
103+ 1.74% |
$13.2K - $15.8K
|
6.04K
$625K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
100New |
$12.9K - $15.3K
|
100
$10.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
CALL |
100New |
$12.9K - $15.3K
|
100
$10.4K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
59+ 0.3% |
$7.59K - $9.06K
|
19.9K
$2.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
49New |
$6.3K - $7.52K
|
49
$5.08K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
47New |
$6.04K - $7.21K
|
47
$4.87K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
33New |
$4.24K - $5.06K
|
33
$3.42K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
20New |
$2.57K - $3.07K
|
20
$2.07K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
16New |
$2.06K - $2.46K
|
16
$1.66K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
89K+ 99.64% |
$10.9M - $12.4M
|
178K
$18.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
75KNew |
$9.15M - $10.5M
|
75K
$7.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Kehrs Ridge Capital,Llc
|
BUY
|
- |
70K+ 70.0% |
$8.54M - $9.77M
|
170K
$17.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearline Capital LP
New York, NY |
BUY
|
- |
51KNew |
$6.23M - $7.12M
|
51K
$5.29M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
21.8KNew |
$2.65M - $3.04M
|
21.8K
$2.25M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
14.1KNew |
$1.72M - $1.97M
|
14.1K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.6K+ 128.78% |
$1.53M - $1.75M
|
22.3K
$2.31M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
11.5KNew |
$1.4M - $1.6M
|
11.5K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
7.15KNew |
$872K - $997K
|
7.15K
$741K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
5K+ 13.16% |
$610K - $698K
|
43K
$4.46M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
4.37K+ 13.48% |
$533K - $610K
|
36.8K
$3.82M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
2KNew |
$244K - $279K
|
2K
$207K
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.54KNew |
$188K - $215K
|
1.54K
$160K
|
|
|
Oct 28, 2022
Q3 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.54KNew |
$188K - $215K
|
1.54K
$159K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.35K+ 6.04% |
$164K - $188K
|
23.6K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.16KNew |
$141K - $162K
|
1.16K
$120K
|
|
|
Oct 17, 2022
Q3 2022
|
Oppenheimer & Close, LLC
|
BUY
|
- |
650+ 29.48% |
$79.3K - $90.7K
|
2.86K
$296K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
597+ 0.31% |
$72.8K - $83.3K
|
194K
$20.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
484+ 0.73% |
$59K - $67.5K
|
66.6K
$6.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
423New |
$51.6K - $59K
|
423
$43.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
318+ 1.48% |
$38.8K - $44.4K
|
21.8K
$2.26M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
317+ 9.69% |
$38.7K - $44.2K
|
3.59K
$372K
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
300+ 7.94% |
$36.6K - $41.9K
|
4.08K
$423K
|
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
300New |
$36.6K - $41.9K
|
300
$31.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
190New |
$23.2K - $26.5K
|
190
$19.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
181+ 8.15% |
$22.1K - $25.3K
|
2.4K
$249K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
148+ 0.27% |
$18.1K - $20.6K
|
55.7K
$5.77M
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
114+ 6.61% |
$13.9K - $15.9K
|
1.84K
$191K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
102New |
$12.4K - $14.2K
|
102
$10.6K
|
|