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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
22.3K+ 3.74% |
$1.31M - $1.53M
|
618K
$58.7M
|
|
Aug 13, 2024
Q2 2024
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-80.2K- 11.13% |
$4.72M - $5.52M
|
640K
$60.8M
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 0.35% |
$177 - $207
|
852
$80.9K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
810+ 8.18% |
$47.7K - $55.8K
|
10.7K
$1.02M
|
|
Aug 13, 2024
Q2 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
10.1KNew |
$592K - $693K
|
10.1K
$955K
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-90- 2.52% |
$5.3K - $6.2K
|
3.48K
$330K
|
|
Aug 13, 2024
Q2 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.39KNew |
$494K - $578K
|
8.39K
$797K
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
130+ 1.35% |
$7.65K - $8.96K
|
9.73K
$924K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.55K+ 1.08% |
$150K - $176K
|
238K
$22.6M
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1+ 0.99% |
$58.9 - $68.9
|
102
$9.69K
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
3.9KNew |
$230K - $269K
|
3.9K
$370K
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
3.19KNew |
$188K - $220K
|
3.19K
$303K
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
22K+ 256.57% |
$1.3M - $1.52M
|
30.6K
$2.91M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-36.2K- 85.24% |
$2.13M - $2.49M
|
6.27K
$595K
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
PUT |
100+ 33.33% |
$5.89K - $6.89K
|
400
$38K
|
|
Aug 13, 2024
Q2 2024
|
Symmetry Investments LP
|
SELL
|
- |
-240K- 64.58% |
$14.1M - $16.6M
|
132K
$12.5M
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39New |
$2.3K - $2.69K
|
39
$3.7K
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-63.6K- 50.45% |
$3.74M - $4.38M
|
62.5K
$5.93M
|
|
Aug 13, 2024
Q2 2024
|
Forest Avenue Capital Management LP
Coconut Grove, FL |
BUY
|
- |
284K+ 74.63% |
$16.7M - $19.5M
|
663K
$63M
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
51+ 1.82% |
$3K - $3.51K
|
2.85K
$271K
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-441- 3.43% |
$26K - $30.4K
|
12.4K
$1.18M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2.81KNew |
$165K - $194K
|
2.81K
$267K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.01M+ 1.02% |
$177M - $207M
|
297M
$28.2B
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
CALL |
-18.6K- 2.06% |
$1.09M - $1.28M
|
882K
$83.8M
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
7.83KNew |
$461K - $540K
|
7.83K
$744K
|
|
Aug 13, 2024
Q2 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-5.4K- 31.22% |
$318K - $372K
|
11.9K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
13+ 0.32% |
$765 - $896
|
4.08K
$388K
|
|
Aug 13, 2024
Q2 2024
|
Maplelane Capital, LLC
New York, NY |
SELL
|
- |
-870K- 87.0% |
$51.2M - $59.9M
|
130K
$12.3M
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
14.2KNew |
$833K - $975K
|
14.2K
$1.34M
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
48+ 0.46% |
$2.82K - $3.31K
|
10.4K
$989K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.39K- 5.0% |
$141K - $165K
|
45.4K
$4.31M
|
|
Aug 12, 2024
Q2 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
652KNew |
$38.4M - $44.9M
|
652K
$61.9M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.7K- 7.81% |
$630K - $737K
|
126K
$12M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$5.89K - $6.89K
|
100
$9.5K
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.88K+ 1.23% |
$111K - $129K
|
154K
$14.7M
|
|
Aug 12, 2024
Q2 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-5.28M- 99.98% |
$311M - $364M
|
1.29K
$123K
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-106K- 91.51% |
$6.22M - $7.28M
|
9.81K
$931K
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6.08KNew |
$358K - $419K
|
6.08K
$578K
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-7.7K- 25.38% |
$453K - $531K
|
22.6K
$2.15M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-219K- 61.9% |
$12.9M - $15.1M
|
135K
$12.8M
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-51- 3.36% |
$3K - $3.51K
|
1.47K
$139K
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
3.35KNew |
$197K - $231K
|
3.35K
$318K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.2% |
$118 - $138
|
980
$93.1K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
115New |
$6.77K - $7.92K
|
115
$10.9K
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
3.26KNew |
$192K - $225K
|
3.26K
$310K
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-700- 25.0% |
$41.2K - $48.2K
|
2.1K
$199K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
366K+ 159.27% |
$21.5M - $25.2M
|
596K
$56.6M
|
|
Aug 12, 2024
Q2 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
2.96KNew |
$174K - $204K
|
2.96K
$281K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.37K- 21.19% |
$139K - $163K
|
8.81K
$836K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
800New |
$47.1K - $55.1K
|
800
$76K
|