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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
19.7K+ 205.61% |
$1.15M - $3.46M
|
29.2K
$2.77M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.16M+ 211.01% |
$68M - $204M
|
1.71M
$162M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-19.1K- 99.28% |
$1.12M - $3.35M
|
138
$13.1K
|
|
May 10, 2024
Q1 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
7.8K+ 200.0% |
$457K - $1.37M
|
11.7K
$1.11M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
CALL |
500New |
$29.3K - $87.9K
|
500
$47.5K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
48.1K+ 616.73% |
$2.82M - $8.46M
|
55.9K
$5.31M
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
BUY
|
- |
33.3K+ 200.0% |
$1.95M - $5.86M
|
50K
$4.74M
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
590New |
$34.6K - $104K
|
590
$56K
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.13K+ 200.0% |
$183K - $550K
|
4.69K
$445K
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
12K+ 200.08% |
$706K - $2.12M
|
18.1K
$1.72M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.76KNew |
$220K - $662K
|
3.76K
$357K
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
2.85K+ 200.0% |
$167K - $502K
|
4.28K
$406K
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
5.76K+ 200.0% |
$337K - $1.01M
|
8.63K
$820K
|
|
May 10, 2024
Q1 2024
|
American Assets Investment Management, LLC
|
BUY
|
- |
108K+ 200.0% |
$6.33M - $19M
|
162K
$15.4M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.8M+ 193.32% |
$223M - $669M
|
5.77M
$548M
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
651+ 140.6% |
$38.2K - $114K
|
1.11K
$106K
|
|
May 10, 2024
Q1 2024
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
43.7K+ 200.0% |
$2.56M - $7.69M
|
65.6K
$6.22M
|
|
May 10, 2024
Q1 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
142K+ 102.46% |
$8.31M - $24.9M
|
280K
$26.6M
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
2.8K+ 200.0% |
$164K - $492K
|
4.2K
$399K
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
30.6K+ 269.03% |
$1.8M - $5.39M
|
42K
$3.99M
|
|
May 10, 2024
Q1 2024
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
29.4K+ 200.0% |
$1.72M - $5.17M
|
44.1K
$4.19M
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2.33K+ 200.0% |
$137K - $410K
|
3.5K
$332K
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
5K+ 200.0% |
$293K - $879K
|
7.5K
$712K
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
3.2K+ 200.0% |
$188K - $563K
|
4.8K
$456K
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
4.17KNew |
$244K - $733K
|
4.17K
$396K
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5.27KNew |
$309K - $926K
|
5.27K
$500K
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.68K+ 200.0% |
$98.3K - $295K
|
2.52K
$239K
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
20K+ 200.0% |
$1.17M - $3.52M
|
30K
$2.85M
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.67K+ 198.14% |
$156K - $469K
|
4.01K
$381K
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.4K+ 200.0% |
$82.1K - $246K
|
2.1K
$199K
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 200.0% |
$107K - $321K
|
2.74K
$260K
|
|
May 08, 2024
Q1 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
10K+ 200.0% |
$586K - $1.76M
|
15K
$1.42M
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
124+ 200.0% |
$7.27K - $21.8K
|
186
$17.7K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.46K+ 267.67% |
$203K - $609K
|
4.75K
$451K
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
6.32K+ 200.0% |
$370K - $1.11M
|
9.48K
$900K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.28K+ 200.16% |
$75.1K - $225K
|
1.92K
$182K
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
15.2K+ 200.0% |
$891K - $2.67M
|
22.8K
$2.17M
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.3K+ 200.0% |
$76.2K - $229K
|
1.95K
$185K
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
660New |
$38.7K - $116K
|
660
$62.7K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
201K+ 203.11% |
$11.8M - $35.4M
|
300K
$28.5M
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
3.12K+ 199.81% |
$183K - $549K
|
4.69K
$445K
|
|
May 07, 2024
Q1 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
39.9K+ 200.0% |
$2.34M - $7.02M
|
59.9K
$5.68M
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.1K+ 200.0% |
$299K - $897K
|
7.65K
$726K
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
180+ 200.0% |
$10.5K - $31.7K
|
270
$25.6K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$1.27M - $3.8M
|
21.6K
$2.05M
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
BUY
|
- |
7.12K+ 142.67% |
$417K - $1.25M
|
12.1K
$1.15M
|
|
May 07, 2024
Q1 2024
|
Comgest Global Investors S.A.S.
|
BUY
|
- |
36K+ 200.0% |
$2.11M - $6.34M
|
54K
$5.13M
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3.76KNew |
$220K - $662K
|
3.76K
$357K
|
|
May 07, 2024
Q1 2024
|
Paralel Advisors LLC
|
BUY
|
- |
330K+ 200.0% |
$19.3M - $58M
|
495K
$47M
|
|
May 06, 2024
Q1 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
9New |
$527 - $1.58K
|
9
$855
|