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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
17+ 0.4% |
$1K - $1.17K
|
4.22K
$400K
|
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
3.17KNew |
$186K - $218K
|
3.17K
$301K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1- 0.07% |
$58.9 - $68.9
|
1.38K
$131K
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1- 0.05% |
$58.9 - $68.9
|
2.18K
$207K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-222- 3.3% |
$13.1K - $15.3K
|
6.5K
$617K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-3.94K- 5.22% |
$232K - $271K
|
71.5K
$6.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
63New |
$3.71K - $4.34K
|
63
$5.98K
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$285K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
166KNew |
$9.75M - $11.4M
|
166K
$15.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
728+ 3.39% |
$42.8K - $50.2K
|
22.2K
$2.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-25- 22.32% |
$1.47K - $1.72K
|
87
$8.26K
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-360- 7.56% |
$21.2K - $24.8K
|
4.4K
$418K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
300New |
$17.7K - $20.7K
|
300
$28.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-150- 3.79% |
$8.83K - $10.3K
|
3.81K
$362K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-35- 0.05% |
$2.06K - $2.41K
|
70.6K
$6.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-95- 1.21% |
$5.59K - $6.55K
|
7.74K
$735K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
3.99K+ 200.0% |
$235K - $275K
|
5.98K
$568K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
4.9K+ 202.39% |
$289K - $338K
|
7.33K
$696K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
10.9K+ 2.38% |
$640K - $749K
|
468K
$44.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
115K+ 60.08% |
$6.77M - $7.92M
|
306K
$29.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
3.3KNew |
$194K - $227K
|
3.3K
$313K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.41KNew |
$83.2K - $97.4K
|
1.41K
$134K
|
|
|
Jul 24, 2024
Q2 2024
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-82K- 33.33% |
$4.83M - $5.65M
|
164K
$15.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
BUY
|
- |
4.62KNew |
$272K - $318K
|
4.62K
$439K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
26+ 0.13% |
$1.53K - $1.79K
|
19.5K
$1.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
BUY
|
- |
4.28KNew |
$252K - $295K
|
4.28K
$406K
|
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
13.7KNew |
$805K - $942K
|
13.7K
$1.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-55.1K- 65.7% |
$3.24M - $3.79M
|
28.7K
$2.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
34+ 0.93% |
$2K - $2.34K
|
3.69K
$350K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-625- 3.6% |
$36.8K - $43.1K
|
16.7K
$1.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.98KNew |
$176K - $206K
|
2.98K
$283K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
431New |
$25.4K - $29.7K
|
431
$40.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
300+ 1.39% |
$17.7K - $20.7K
|
21.9K
$2.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-326- 3.98% |
$19.2K - $22.5K
|
7.86K
$747K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.52K+ 15.23% |
$89.5K - $105K
|
11.5K
$1.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
33+ 22.0% |
$1.94K - $2.27K
|
183
$17.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
268+ 1.72% |
$15.8K - $18.5K
|
15.8K
$1.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-54- 1.2% |
$3.18K - $3.72K
|
4.44K
$421K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.24K- 17.34% |
$191K - $223K
|
15.4K
$1.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-441- 1.6% |
$26K - $30.4K
|
27.1K
$2.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-1.62K- 0.5% |
$95.3K - $112K
|
323K
$30.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
96.8KNew |
$5.69M - $6.67M
|
96.8K
$9.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
SELL
|
- |
-135- 1.28% |
$7.94K - $9.3K
|
10.4K
$989K
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$285K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
24.8KNew |
$1.46M - $1.71M
|
24.8K
$2.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-115- 1.11% |
$6.77K - $7.92K
|
10.2K
$972K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.92K+ 111.54% |
$230K - $270K
|
7.43K
$705K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.89KNew |
$229K - $268K
|
3.89K
$369K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-100- 0.22% |
$5.89K - $6.89K
|
46.2K
$4.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
207+ 2.9% |
$12.2K - $14.3K
|
7.34K
$697K
|