Latest Institutional Transactions on Walmart Inc. (WMT)
This table provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
294+ 10.69% |
$19.7K - $23.9K
|
3.04K
$282K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.55K+ 56.93% |
$104K - $126K
|
4.28K
$396K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.98K- 37.94% |
$133K - $161K
|
3.24K
$300K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
252+ 1.82% |
$16.9K - $20.5K
|
14.1K
$1.31M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
252+ 2.33% |
$16.9K - $20.5K
|
11.1K
$1.03M
|
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.29M- 11.31% |
$354M - $431M
|
41.5M
$3.84B
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.38K- 0.78% |
$226K - $275K
|
429K
$39.7M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
381+ 0.12% |
$25.5K - $31K
|
316K
$29.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.35K- 2.74% |
$90K - $109K
|
47.8K
$4.43M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-141K- 35.93% |
$9.47M - $11.5M
|
252K
$23.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.18MNew |
$78.8M - $95.8M
|
1.18M
$109M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
68+ 0.06% |
$4.55K - $5.54K
|
118K
$10.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
124K+ 160.8% |
$8.29M - $10.1M
|
201K
$18.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-11K- 3.04% |
$734K - $893K
|
350K
$32.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
79.2K+ 162.04% |
$5.3M - $6.44M
|
128K
$11.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-295- 1.73% |
$19.7K - $24K
|
16.7K
$1.55M
|
|
|
Nov 25, 2024
Q3 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$1.06M - $1.29M
|
15.9K
$1.47M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
100+ 0.45% |
$6.69K - $8.14K
|
22.5K
$2.09M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.74K+ 25.92% |
$116K - $142K
|
8.45K
$783K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.99K- 7.92% |
$602K - $732K
|
105K
$9.69M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
2.19K+ 10.92% |
$147K - $178K
|
22.3K
$2.06M
|
|
|
Nov 21, 2024
Q3 2024
|
Tri Ri Asset Management Corp
Toronto, A6 |
BUY
|
- |
18KNew |
$1.2M - $1.46M
|
18K
$1.66M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
6.24KNew |
$418K - $508K
|
6.24K
$578K
|
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-28.4K- 19.93% |
$1.9M - $2.31M
|
114K
$10.6M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.04K+ 3.57% |
$204K - $248K
|
88.2K
$8.17M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
37+ 0.24% |
$2.48K - $3.01K
|
15.3K
$1.42M
|
|
|
Nov 21, 2024
Q3 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-262K- 34.83% |
$17.5M - $21.3M
|
489K
$45.3M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
8.1K
$750K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
153K+ 96.98% |
$10.2M - $12.5M
|
311K
$28.8M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.7KNew |
$448K - $545K
|
6.7K
$621K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
8.51K
$788K
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-650- 2.4% |
$43.5K - $52.9K
|
26.4K
$2.45M
|
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-98.8K- 31.51% |
$6.61M - $8.04M
|
215K
$19.9M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-821- 1.38% |
$54.9K - $66.8K
|
58.7K
$5.43M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 0.3% |
$937 - $1.14K
|
4.67K
$432K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.47K- 3.55% |
$98.6K - $120K
|
40.1K
$3.71M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-916- 2.23% |
$61.3K - $74.6K
|
40.1K
$3.71M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-16.8K- 4.88% |
$1.12M - $1.36M
|
326K
$30.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.2K- 9.28% |
$80.4K - $97.8K
|
11.8K
$1.09M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
30+ 0.31% |
$2.01K - $2.44K
|
9.75K
$903K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-17.5K- 15.85% |
$1.17M - $1.42M
|
92.7K
$8.59M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.83K+ 31.86% |
$189K - $230K
|
11.7K
$1.09M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
2.61K+ 5.96% |
$175K - $213K
|
46.5K
$4.3M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
11K+ 1.57% |
$737K - $897K
|
714K
$66.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.1K+ 1.19% |
$810K - $985K
|
1.03M
$95.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-170- 0.18% |
$11.4K - $13.8K
|
94.8K
$8.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
514K+ 25.39% |
$34.4M - $41.9M
|
2.54M
$235M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-312- 4.94% |
$20.9K - $25.4K
|
6K
$556K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
65K+ 18.51% |
$4.35M - $5.29M
|
416K
$38.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Luxor Capital Group, LP
New York, NY |
BUY
|
PUT |
72.5KNew |
$4.85M - $5.9M
|
72.5K
$6.72M
|