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 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
207+ 2.9% |
$12.2K - $14.3K
|
7.34K
$691K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 20.11% |
$71.6K - $83.9K
|
7.27K
$684K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5.2K+ 468.47% |
$306K - $358K
|
6.31K
$594K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.3KNew |
$194K - $227K
|
3.3K
$310K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-20- 0.43% |
$1.18K - $1.38K
|
4.68K
$440K
|
|
|
Jul 16, 2024
Q2 2024
|
James Hambro & Partners
|
SELL
|
- |
-231- 2.41% |
$13.6K - $15.9K
|
9.37K
$882K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
225+ 4.62% |
$13.2K - $15.5K
|
5.09K
$479K
|
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-147- 3.99% |
$8.65K - $10.1K
|
3.54K
$333K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
900+ 12.35% |
$53K - $62K
|
8.19K
$771K
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-4- 0.06% |
$235 - $276
|
7.03K
$661K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
111+ 1.33% |
$6.53K - $7.65K
|
8.45K
$795K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
1.5KNew |
$88.3K - $103K
|
1.5K
$141K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-453- 10.35% |
$26.7K - $31.2K
|
3.92K
$369K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
4.16K+ 18.28% |
$245K - $287K
|
26.9K
$2.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
3.06KNew |
$180K - $211K
|
3.06K
$288K
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-775- 18.41% |
$45.6K - $53.4K
|
3.43K
$323K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
195New |
$11.5K - $13.4K
|
195
$18.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
75+ 0.49% |
$4.41K - $5.17K
|
15.3K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
60+ 0.5% |
$3.53K - $4.13K
|
12.2K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
21K+ 448.19% |
$1.23M - $1.45M
|
25.7K
$2.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
253+ 1.97% |
$14.9K - $17.4K
|
13.1K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7.56KNew |
$445K - $521K
|
7.56K
$712K
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-780- 4.39% |
$45.9K - $53.7K
|
17K
$1.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
684+ 4.89% |
$40.3K - $47.1K
|
14.7K
$1.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
40KNew |
$2.35M - $2.76M
|
40K
$3.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.06KNew |
$298K - $349K
|
5.06K
$476K
|
|
|
Jul 12, 2024
Q2 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-225- 0.86% |
$13.2K - $15.5K
|
26K
$2.45M
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-234- 6.85% |
$13.8K - $16.1K
|
3.18K
$300K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-174- 1.1% |
$10.2K - $12K
|
15.6K
$1.47M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
64+ 0.96% |
$3.77K - $4.41K
|
6.75K
$635K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-195- 8.61% |
$11.5K - $13.4K
|
2.07K
$195K
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-42- 0.88% |
$2.47K - $2.89K
|
4.71K
$443K
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-48- 0.26% |
$2.82K - $3.31K
|
18.2K
$1.72M
|
|
|
Jul 10, 2024
Q2 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-100- 0.51% |
$5.89K - $6.89K
|
19.5K
$1.84M
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
BUY
|
- |
150+ 2.49% |
$8.83K - $10.3K
|
6.17K
$580K
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$282K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-487- 1.32% |
$28.7K - $33.6K
|
36.4K
$3.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
5.5KNew |
$324K - $379K
|
5.5K
$517K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-334- 4.88% |
$19.7K - $23K
|
6.51K
$612K
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-6K- 5.51% |
$353K - $413K
|
103K
$9.68M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.23% |
$58.9 - $68.9
|
441
$41.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.02K- 73.05% |
$119K - $139K
|
744
$70K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
177+ 2.33% |
$10.4K - $12.2K
|
7.76K
$730K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-153- 53.68% |
$9K - $10.5K
|
132
$12.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
200+ 0.22% |
$11.8K - $13.8K
|
92K
$8.65M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-135- 26.47% |
$7.94K - $9.3K
|
375
$35.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-3- 0.09% |
$177 - $207
|
3.35K
$315K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.57K- 3.64% |
$151K - $177K
|
68.1K
$6.4M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
924+ 19.42% |
$54.4K - $63.7K
|
5.68K
$535K
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
562+ 9.6% |
$33.1K - $38.7K
|
6.41K
$603K
|