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 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-355- 6.07% |
$20.9K - $24.5K
|
5.49K
$522K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
10New |
$589 - $689
|
10
$950
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.89K+ 192.17% |
$347K - $406K
|
8.96K
$850K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-900- 14.12% |
$53K - $62K
|
5.47K
$520K
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
2.55K+ 4.0% |
$150K - $175K
|
66.2K
$6.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
926KNew |
$54.5M - $63.8M
|
926K
$87.9M
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
178+ 2.26% |
$10.5K - $12.3K
|
8.06K
$765K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.02K+ 22.32% |
$60.1K - $70.4K
|
5.6K
$532K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
7.82KNew |
$460K - $539K
|
7.82K
$743K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-420- 6.37% |
$24.7K - $28.9K
|
6.17K
$586K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2- 0.04% |
$118 - $138
|
5.12K
$486K
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.3KNew |
$194K - $227K
|
3.3K
$313K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.4K+ 6.95% |
$141K - $165K
|
36.9K
$3.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4.68KNew |
$275K - $322K
|
4.68K
$444K
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-3K- 8.1% |
$177K - $207K
|
34K
$3.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-533- 3.2% |
$31.4K - $36.7K
|
16.1K
$1.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Canal Insurance CO
|
SELL
|
- |
-50K- 27.78% |
$2.94M - $3.45M
|
130K
$12.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-619- 16.21% |
$36.4K - $42.6K
|
3.2K
$304K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9- 1.48% |
$530 - $620
|
600
$57K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
36+ 0.32% |
$2.12K - $2.48K
|
11.3K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-80- 0.07% |
$4.71K - $5.51K
|
113K
$10.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.28KNew |
$193K - $226K
|
3.28K
$312K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
266+ 0.24% |
$15.7K - $18.3K
|
111K
$10.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
4.46K+ 16.66% |
$263K - $307K
|
31.2K
$2.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
3.32KNew |
$195K - $228K
|
3.32K
$315K
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
3.44KNew |
$203K - $237K
|
3.44K
$327K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
807+ 19.37% |
$47.5K - $55.6K
|
4.97K
$472K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 1.08% |
$58.9 - $68.9
|
94
$8.93K
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2+ 0.02% |
$118 - $138
|
9.06K
$860K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.08K+ 4.85% |
$123K - $143K
|
45.1K
$4.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-150- 0.24% |
$8.83K - $10.3K
|
62.2K
$5.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
4.02KNew |
$236K - $277K
|
4.02K
$381K
|
|
|
Jul 30, 2024
Q2 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
75+ 0.45% |
$4.41K - $5.17K
|
16.6K
$1.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Semanteon Capital Management, LP
Newton, MA |
SELL
|
- |
-2.06K- 36.71% |
$121K - $142K
|
3.55K
$337K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
135+ 1.41% |
$7.94K - $9.3K
|
9.71K
$922K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10K+ 23.46% |
$589K - $689K
|
52.7K
$5M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
42+ 0.52% |
$2.47K - $2.89K
|
8.17K
$775K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
621New |
$36.5K - $42.8K
|
621
$59K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-135- 1.19% |
$7.94K - $9.3K
|
11.2K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-50- 0.57% |
$2.94K - $3.45K
|
8.75K
$830K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-600- 2.5% |
$35.3K - $41.3K
|
23.4K
$2.23M
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-195- 4.4% |
$11.5K - $13.4K
|
4.24K
$402K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
253+ 13.74% |
$14.9K - $17.4K
|
2.09K
$199K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.62KNew |
$213K - $249K
|
3.62K
$343K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
408+ 1.95% |
$24K - $28.1K
|
21.4K
$2.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-537- 1.68% |
$31.6K - $37K
|
31.4K
$2.98M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
636New |
$37.4K - $43.8K
|
636
$60.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
2.81K+ 42.75% |
$165K - $193K
|
9.37K
$889K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
31+ 0.32% |
$1.82K - $2.14K
|
9.81K
$931K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.58KNew |
$93.2K - $109K
|
1.58K
$150K
|