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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-4.6K- 13.34% |
$308K - $374K
|
29.9K
$2.84M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
650+ 2.68% |
$43.5K - $52.9K
|
24.9K
$2.37M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-219- 4.31% |
$14.7K - $17.8K
|
4.86K
$462K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
507+ 3.18% |
$33.9K - $41.3K
|
16.5K
$1.56M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
33+ 0.01% |
$2.21K - $2.69K
|
256K
$24.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.8KNew |
$188K - $228K
|
2.8K
$266K
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-19- 0.5% |
$1.27K - $1.55K
|
3.77K
$358K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
165+ 22.54% |
$11K - $13.4K
|
897
$85.2K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-610- 2.94% |
$40.8K - $49.7K
|
20.1K
$1.91M
|
|
|
Oct 02, 2024
Q3 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 4.76% |
$66.9K - $81.4K
|
20K
$1.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
36+ 0.37% |
$2.41K - $2.93K
|
9.66K
$917K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7K+ 1.76% |
$468K - $569K
|
405K
$38.5M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
138+ 0.54% |
$9.23K - $11.2K
|
25.6K
$2.44M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-910- 4.07% |
$60.9K - $74.1K
|
21.4K
$2.04M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
356+ 1.77% |
$23.8K - $29K
|
20.5K
$1.95M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-5.64K- 71.5% |
$377K - $459K
|
2.25K
$213K
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-1K- 7.13% |
$66.9K - $81.4K
|
13K
$1.24M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-492- 2.02% |
$32.9K - $40K
|
23.9K
$2.27M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-3.56K- 5.27% |
$238K - $290K
|
64K
$6.08M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-5.53K- 6.19% |
$370K - $450K
|
83.8K
$7.96M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-78- 0.3% |
$5.22K - $6.35K
|
26.3K
$2.5M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-31- 1.04% |
$2.07K - $2.52K
|
2.94K
$280K
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
11.1K+ 2.02% |
$651K - $762K
|
560K
$53.2M
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.09K+ 44.11% |
$123K - $144K
|
6.83K
$648K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
890+ 0.89% |
$52.4K - $61.3K
|
100K
$9.53M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.07K+ 18.49% |
$62.9K - $73.7K
|
6.85K
$650K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-7.67K- 6.03% |
$451K - $529K
|
120K
$11.4M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.44K+ 10.39% |
$84.9K - $99.4K
|
15.3K
$1.46M
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-642- 5.58% |
$37.8K - $44.2K
|
10.9K
$1.03M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.07K+ 8.02% |
$62.9K - $73.7K
|
14.4K
$1.37M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-250K- 39.31% |
$14.7M - $17.2M
|
386K
$36.7M
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
6.99K+ 162.19% |
$411K - $481K
|
11.3K
$1.07M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
627New |
$36.9K - $43.2K
|
627
$59.5K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
80+ 0.82% |
$4.71K - $5.51K
|
9.88K
$938K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
895New |
$52.7K - $61.7K
|
895
$85K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-1.19K- 5.93% |
$69.9K - $81.9K
|
18.9K
$1.79M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
155K+ 149.26% |
$9.1M - $10.7M
|
258K
$24.5M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-211- 4.81% |
$12.4K - $14.5K
|
4.18K
$397K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
668KNew |
$39.3M - $46.1M
|
668K
$63.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-117- 2.48% |
$6.89K - $8.06K
|
4.6K
$437K
|
|
|
Aug 15, 2024
Q2 2024
|
Empirical Capital Management, LLC
Hendersonville, TN |
SELL
|
- |
-22K- 11.46% |
$1.29M - $1.52M
|
170K
$16.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
12.6KNew |
$742K - $868K
|
12.6K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
4.4K+ 24.31% |
$259K - $303K
|
22.5K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-915- 7.17% |
$53.8K - $63K
|
11.8K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Anomaly Capital Management, LP
New York, NY |
SELL
|
- |
-719K- 34.22% |
$42.3M - $49.5M
|
1.38M
$131M
|
|
|
Aug 14, 2024
Q2 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
3.05KNew |
$180K - $210K
|
3.05K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
505+ 1.15% |
$29.7K - $34.8K
|
44.6K
$4.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-131K- 74.36% |
$7.73M - $9.05M
|
45.3K
$4.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
20KNew |
$1.18M - $1.38M
|
20K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
35.3K+ 287.89% |
$2.08M - $2.43M
|
47.5K
$4.52M
|
|