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 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
200+ 1.09% |
$11.8K - $13.8K
|
18.6K
$1.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
4KNew |
$235K - $276K
|
4K
$380K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 1.22% |
$90.9K - $106K
|
128K
$12.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
49+ 2.32% |
$2.88K - $3.38K
|
2.16K
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
126+ 5.63% |
$7.42K - $8.68K
|
2.36K
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.33KNew |
$314K - $367K
|
5.33K
$506K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
14.1K+ 201.41% |
$830K - $972K
|
21.1K
$2M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-807- 4.77% |
$47.5K - $55.6K
|
16.1K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
201+ 5.75% |
$11.8K - $13.8K
|
3.7K
$351K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-264- 5.58% |
$15.5K - $18.2K
|
4.47K
$424K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.8K+ 94.35% |
$341K - $400K
|
11.9K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
285New |
$16.8K - $19.6K
|
285
$27.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1.15K+ 0.58% |
$67.9K - $79.4K
|
201K
$19.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
1.44K+ 29.39% |
$84.7K - $99.2K
|
6.34K
$602K
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$285K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-200- 0.05% |
$11.8K - $13.8K
|
373K
$35.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-765- 18.37% |
$45K - $52.7K
|
3.4K
$323K
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.2K- 20.13% |
$70.7K - $82.8K
|
4.77K
$453K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-958- 2.28% |
$56.4K - $66K
|
41.1K
$3.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$285K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-20- 1.21% |
$1.18K - $1.38K
|
1.64K
$156K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
525+ 16.16% |
$30.9K - $36.2K
|
3.77K
$358K
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
SELL
|
- |
-167- 2.71% |
$9.83K - $11.5K
|
5.99K
$569K
|
|
|
Aug 08, 2024
Q2 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-600- 9.31% |
$35.3K - $41.3K
|
5.84K
$555K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.84K- 36.49% |
$402K - $471K
|
11.9K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-147- 0.08% |
$8.65K - $10.1K
|
193K
$18.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-873- 1.45% |
$51.4K - $60.1K
|
59.4K
$5.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
15KNew |
$883K - $1.03M
|
15K
$1.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-15- 0.14% |
$883 - $1.03K
|
10.8K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-177K- 20.06% |
$10.4M - $12.2M
|
707K
$67.2M
|
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
237+ 2.6% |
$13.9K - $16.3K
|
9.36K
$889K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.84KNew |
$285K - $334K
|
4.84K
$460K
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-55- 1.41% |
$3.24K - $3.79K
|
3.85K
$366K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-500- 8.33% |
$29.4K - $34.5K
|
5.5K
$522K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-6K- 43.48% |
$353K - $413K
|
7.8K
$741K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-564- 0.95% |
$33.2K - $38.9K
|
58.9K
$5.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
3.2KNew |
$188K - $220K
|
3.2K
$304K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
7.96K+ 25.31% |
$469K - $549K
|
39.4K
$3.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
55+ 4.15% |
$3.24K - $3.79K
|
1.38K
$131K
|
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-4.56K- 49.53% |
$269K - $314K
|
4.65K
$442K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
66.3K+ 44.75% |
$3.9M - $4.57M
|
214K
$20.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11+ 0.27% |
$647 - $758
|
4.05K
$384K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
231New |
$13.6K - $15.9K
|
231
$21.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-35- 1.01% |
$2.06K - $2.41K
|
3.45K
$327K
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-600- 14.77% |
$35.3K - $41.3K
|
3.46K
$329K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
369+ 1.8% |
$21.7K - $25.4K
|
20.9K
$1.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24.2K+ 218.27% |
$1.43M - $1.67M
|
35.3K
$3.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.09KNew |
$182K - $213K
|
3.09K
$293K
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-3.68K- 37.98% |
$216K - $253K
|
6K
$570K
|
|
|
Aug 06, 2024
Q2 2024
|
Freemont Management S.A.
|
SELL
|
- |
-95.5K- 83.04% |
$5.62M - $6.58M
|
19.5K
$1.85M
|