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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
136+ 200.0% |
$7.97K - $23.9K
|
204
$19.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3.23K+ 200.0% |
$189K - $568K
|
4.85K
$460K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
12.7K+ 205.23% |
$742K - $2.23M
|
18.8K
$1.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
23.9K+ 200.7% |
$1.4M - $4.21M
|
35.8K
$3.4M
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$17.6K - $52.8K
|
300
$28.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
32.3K+ 211.68% |
$1.89M - $5.67M
|
47.5K
$4.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
5.42KNew |
$317K - $952K
|
5.42K
$514K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.1K+ 190.77% |
$182K - $545K
|
4.73K
$449K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
3.9K+ 181.93% |
$228K - $685K
|
6.04K
$573K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
144+ 2400.0% |
$8.44K - $25.3K
|
150
$14.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-106K- 58.24% |
$6.18M - $18.6M
|
75.7K
$7.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
390+ 200.0% |
$22.9K - $68.6K
|
585
$55.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
99.5K+ 200.0% |
$5.83M - $17.5M
|
149K
$14.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
24.5K+ 200.0% |
$1.44M - $4.32M
|
36.8K
$3.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
6.03K+ 199.01% |
$354K - $1.06M
|
9.06K
$861K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
200+ 15.38% |
$11.7K - $35.2K
|
1.5K
$142K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
48New |
$2.81K - $8.44K
|
48
$4.56K
|
|
|
Apr 24, 2024
Q1 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
315K+ 200.0% |
$18.5M - $55.5M
|
473K
$44.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.62K+ 192.51% |
$94.9K - $285K
|
2.46K
$234K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
3.41KNew |
$200K - $600K
|
3.41K
$324K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.9K+ 200.0% |
$170K - $510K
|
4.35K
$413K
|
|
|
Apr 23, 2024
Q1 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
2.78K+ 189.77% |
$163K - $489K
|
4.25K
$403K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
8.23K+ 136.04% |
$482K - $1.45M
|
14.3K
$1.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.2K+ 190.94% |
$188K - $563K
|
4.88K
$463K
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
BUY
|
- |
11.1KNew |
$651K - $1.95M
|
11.1K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
93KNew |
$5.45M - $16.4M
|
93K
$8.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
13.4KNew |
$783K - $2.35M
|
13.4K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
11.1K+ 179.39% |
$648K - $1.94M
|
17.2K
$1.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
4+ 200.0% |
$234 - $703
|
6
$570
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
4.04K+ 200.0% |
$237K - $710K
|
6.06K
$575K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
742+ 200.0% |
$43.5K - $130K
|
1.11K
$106K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
5.1K+ 197.41% |
$299K - $897K
|
7.69K
$730K
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
5K+ 200.0% |
$293K - $879K
|
7.5K
$712K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.7K+ 200.22% |
$158K - $475K
|
4.05K
$385K
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.33KNew |
$195K - $586K
|
3.33K
$316K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
20.1K+ 154.08% |
$1.18M - $3.54M
|
33.2K
$3.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-41.5K- 99.13% |
$2.43M - $7.3M
|
364
$34.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-105K- 99.71% |
$6.12M - $18.4M
|
300
$28.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
687KNew |
$40.2M - $121M
|
687K
$65.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
288New |
$16.9K - $50.6K
|
288
$27.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 230.82% |
$59.3K - $178K
|
1.45K
$138K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
20.1KNew |
$1.18M - $3.53M
|
20.1K
$1.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
716+ 208.75% |
$42K - $126K
|
1.06K
$101K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
5.13K+ 200.0% |
$300K - $901K
|
7.69K
$730K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.6KNew |
$211K - $633K
|
3.6K
$342K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
4KNew |
$234K - $704K
|
4K
$380K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
6.29K+ 200.0% |
$369K - $1.11M
|
9.43K
$896K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
4.75K+ 200.0% |
$279K - $836K
|
7.13K
$677K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.09K+ 199.61% |
$240K - $720K
|
6.15K
$584K
|
|
|
Apr 18, 2024
Q1 2024
|
Iyo Bank, Ltd.
|
BUY
|
- |
85.1K+ 200.0% |
$4.99M - $15M
|
128K
$12.1M
|