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 06, 2024
Q1 2024
|
Shelter Mutual Insurance CO
|
BUY
|
- |
110K+ 200.0% |
$6.47M - $19.4M
|
166K
$15.7M
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
244+ 200.0% |
$14.3K - $42.9K
|
366
$34.8K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
11.1KNew |
$650K - $1.95M
|
11.1K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
2.2K+ 200.0% |
$129K - $387K
|
3.3K
$313K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
3.7KNew |
$217K - $650K
|
3.7K
$351K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
21.7K+ 204.23% |
$1.27M - $3.82M
|
32.4K
$3.07M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.76K+ 184.97% |
$279K - $838K
|
7.34K
$697K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
24.1KNew |
$1.41M - $4.24M
|
24.1K
$2.29M
|
|
|
May 03, 2024
Q1 2024
|
Opus Investment Management Inc
|
BUY
|
- |
64K+ 200.0% |
$3.75M - $11.3M
|
96K
$9.12M
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
2.93K+ 200.0% |
$172K - $516K
|
4.4K
$418K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
43.4K+ 199.31% |
$2.54M - $7.63M
|
65.1K
$6.18M
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.54KNew |
$207K - $622K
|
3.54K
$336K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2.18K+ 159.88% |
$128K - $383K
|
3.54K
$336K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
CALL |
3.9KNew |
$229K - $686K
|
3.9K
$370K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
17.1K+ 205.93% |
$1M - $3M
|
25.3K
$2.41M
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
3.51K+ 200.0% |
$206K - $617K
|
5.27K
$500K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
14.8K+ 200.0% |
$867K - $2.6M
|
22.2K
$2.11M
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
4K+ 200.0% |
$234K - $703K
|
6K
$570K
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
3.1K+ 200.0% |
$182K - $545K
|
4.65K
$442K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
25.6K+ 207.3% |
$1.5M - $4.49M
|
37.9K
$3.6M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
68.1KNew |
$3.99M - $12M
|
68.1K
$6.47M
|
|
|
May 02, 2024
Q1 2024
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
26K+ 200.0% |
$1.52M - $4.57M
|
39K
$3.7M
|
|
|
May 02, 2024
Q1 2024
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
80K+ 200.0% |
$4.69M - $14.1M
|
120K
$11.4M
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
32.3K+ 200.0% |
$1.89M - $5.68M
|
48.5K
$4.6M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
208+ 200.0% |
$12.2K - $36.6K
|
312
$29.6K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.95K+ 200.68% |
$173K - $518K
|
4.42K
$419K
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
6.42K+ 200.0% |
$376K - $1.13M
|
9.63K
$914K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
10.6K+ 433.8% |
$620K - $1.86M
|
13K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.49K+ 200.0% |
$263K - $790K
|
6.74K
$640K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.6K+ 35.14% |
$152K - $457K
|
10K
$950K
|
|
|
May 01, 2024
Q1 2024
|
Members Capital Advisors Inc
|
BUY
|
- |
2.98K+ 200.0% |
$175K - $525K
|
4.48K
$425K
|
|
|
May 01, 2024
Q1 2024
|
Harbor Advisors LLC
|
BUY
|
- |
22K+ 200.0% |
$1.29M - $3.87M
|
33K
$3.13M
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
4.79K+ 200.0% |
$281K - $842K
|
7.19K
$682K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
7.74K+ 200.0% |
$454K - $1.36M
|
11.6K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
62K+ 227.84% |
$3.63M - $10.9M
|
89.2K
$8.47M
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
8.41K+ 279.93% |
$493K - $1.48M
|
11.4K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
10.1K+ 225.01% |
$594K - $1.78M
|
14.6K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9.21K+ 188.73% |
$540K - $1.62M
|
14.1K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
19.6K+ 200.0% |
$1.15M - $3.45M
|
29.4K
$2.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
185+ 198.92% |
$10.8K - $32.5K
|
278
$26.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
3KNew |
$176K - $528K
|
3K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
137K+ 111.25% |
$8M - $24M
|
259K
$24.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.2K+ 200.0% |
$70.6K - $212K
|
1.81K
$171K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-530- 10.54% |
$31.1K - $93.2K
|
4.5K
$427K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.87K+ 154.88% |
$168K - $505K
|
4.72K
$448K
|
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
BUY
|
- |
21.2K+ 200.0% |
$1.24M - $3.72M
|
31.7K
$3.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
3.41K+ 200.0% |
$200K - $600K
|
5.12K
$486K
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
BUY
|
- |
20.3K+ 166.11% |
$1.19M - $3.56M
|
32.5K
$3.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.67K- 31.99% |
$97.6K - $293K
|
3.54K
$336K
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
7.7K+ 200.0% |
$451K - $1.35M
|
11.6K
$1.1M
|