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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.16KNew |
$212K - $258K
|
3.16K
$300K
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
64.2K+ 10.86% |
$4.3M - $5.23M
|
655K
$62.2M
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.79K+ 16.61% |
$186K - $227K
|
19.6K
$1.86M
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-8.39K- 1.5% |
$561K - $683K
|
551K
$52.4M
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.44K- 13.22% |
$230K - $280K
|
22.6K
$2.14M
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
171+ 7.14% |
$11.4K - $13.9K
|
2.57K
$244K
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
476+ 2.4% |
$31.8K - $38.7K
|
20.3K
$1.93M
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
132+ 1.41% |
$8.83K - $10.7K
|
9.48K
$900K
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-131K- 2.85% |
$8.75M - $10.7M
|
4.46M
$424M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-895K- 17.66% |
$59.9M - $72.9M
|
4.17M
$396M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
132K+ 14.64% |
$8.83M - $10.7M
|
1.03M
$98.1M
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-13.9K- 1.63% |
$933K - $1.13M
|
842K
$80M
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
4.27KNew |
$286K - $348K
|
4.27K
$406K
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
67.8K+ 14.67% |
$4.53M - $5.52M
|
530K
$50.3M
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-3.7K- 0.83% |
$248K - $301K
|
440K
$41.8M
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
PUT |
1.5MNew |
$100M - $122M
|
1.5M
$142M
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-127K- 3.92% |
$8.5M - $10.3M
|
3.12M
$296M
|
|
Nov 12, 2024
Q3 2024
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-47.5K- 7.48% |
$3.18M - $3.87M
|
588K
$55.8M
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.95K- 1.76% |
$198K - $240K
|
165K
$15.7M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.43K+ 6.05% |
$163K - $198K
|
42.6K
$4.05M
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.17K+ 4.22% |
$145K - $176K
|
53.5K
$5.08M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
21K+ 0.83% |
$1.41M - $1.71M
|
2.55M
$242M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
47.9K+ 16.09% |
$3.2M - $3.9M
|
345K
$32.8M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-131- 0.57% |
$8.77K - $10.7K
|
22.7K
$2.16M
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
5+ 0.11% |
$335 - $407
|
4.74K
$450K
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-165- 0.3% |
$11K - $13.4K
|
54.7K
$5.19M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.86K- 39.43% |
$191K - $233K
|
4.4K
$418K
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-789- 2.64% |
$52.8K - $64.2K
|
29.1K
$2.76M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.74K+ 4.02% |
$183K - $223K
|
71K
$6.74M
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.12K+ 1.37% |
$142K - $173K
|
157K
$14.9M
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
25.6K+ 27.83% |
$1.71M - $2.09M
|
118K
$11.2M
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.89K- 41.76% |
$193K - $235K
|
4.03K
$382K
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.13K+ 1.08% |
$276K - $336K
|
388K
$36.8M
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
379KNew |
$25.4M - $30.9M
|
379K
$36M
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
351K+ 1.14% |
$23.5M - $28.6M
|
31.2M
$2.97B
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-68- 0.28% |
$4.55K - $5.54K
|
23.9K
$2.27M
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.94K+ 32.09% |
$130K - $158K
|
7.99K
$758K
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.1K- 7.77% |
$73.3K - $89.1K
|
13K
$1.23M
|
|
Nov 12, 2024
Q3 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-10K- 1.97% |
$669K - $814K
|
497K
$47.2M
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
63.6K+ 4.13% |
$4.26M - $5.18M
|
1.61M
$152M
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.06K+ 2.68% |
$71.1K - $86.4K
|
40.7K
$3.87M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-48.2K- 49.3% |
$3.23M - $3.93M
|
49.6K
$4.71M
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.07K+ 2.55% |
$71.9K - $87.4K
|
43.2K
$4.11M
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
2+ 0.02% |
$134 - $163
|
8.58K
$815K
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-7.66K- 14.76% |
$513K - $624K
|
44.2K
$4.2M
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.04K- 12.54% |
$337K - $411K
|
35.2K
$3.34M
|
|
Nov 12, 2024
Q3 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
58.7K+ 82.61% |
$3.93M - $4.78M
|
130K
$12.3M
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
190+ 1.48% |
$12.7K - $15.5K
|
13K
$1.24M
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4+ 0.13% |
$268 - $326
|
3.12K
$296K
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
43+ 0.91% |
$2.88K - $3.5K
|
4.79K
$454K
|