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 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
CALL |
100New |
$5.86K - $17.6K
|
100
$9.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
68.7K+ 200.0% |
$4.03M - $12.1M
|
103K
$9.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
172+ 200.0% |
$10.1K - $30.2K
|
258
$24.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.07K+ 200.0% |
$239K - $716K
|
6.11K
$580K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5.95K+ 200.03% |
$349K - $1.05M
|
8.92K
$847K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
808+ 200.0% |
$47.4K - $142K
|
1.21K
$115K
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
3.84K+ 200.0% |
$225K - $676K
|
5.76K
$547K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
7.89K+ 184.78% |
$462K - $1.39M
|
12.2K
$1.15M
|
|
|
Apr 16, 2024
Q1 2024
|
R.H. Dinel Investment Counsel, Inc.
|
BUY
|
- |
28.1K+ 200.0% |
$1.65M - $4.94M
|
42.2K
$4M
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
4.88K+ 160.54% |
$286K - $859K
|
7.92K
$752K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
446+ 200.0% |
$26.1K - $78.4K
|
669
$63.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
4.04K+ 200.0% |
$237K - $710K
|
6.06K
$575K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
23.1K+ 131.76% |
$1.36M - $4.07M
|
40.7K
$3.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
1.43K+ 157.47% |
$84K - $252K
|
2.34K
$222K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6.6K+ 175.87% |
$387K - $1.16M
|
10.4K
$983K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.9K+ 200.0% |
$170K - $510K
|
4.35K
$413K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.13K+ 182.27% |
$183K - $550K
|
4.84K
$460K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
BUY
|
- |
13.7K+ 200.0% |
$805K - $2.41M
|
20.6K
$1.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
210+ 200.0% |
$12.3K - $36.9K
|
315
$29.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
857+ 779.09% |
$50.2K - $151K
|
967
$91.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
80.6K+ 200.0% |
$4.72M - $14.2M
|
121K
$11.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.03K+ 181.17% |
$178K - $533K
|
4.7K
$447K
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
111+ 201.82% |
$6.51K - $19.5K
|
166
$15.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
4.11K+ 200.0% |
$241K - $723K
|
6.17K
$585K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
14.6KNew |
$856K - $2.57M
|
14.6K
$1.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
8.4KNew |
$492K - $1.48M
|
8.4K
$798K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
8.42K+ 197.65% |
$493K - $1.48M
|
12.7K
$1.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
40.6KNew |
$2.38M - $7.13M
|
40.6K
$3.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
3.61KNew |
$211K - $634K
|
3.61K
$342K
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
364+ 200.0% |
$21.3K - $64K
|
546
$51.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
4.33K+ 234.91% |
$254K - $762K
|
6.18K
$587K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
16.8K+ 205.16% |
$986K - $2.96M
|
25K
$2.38M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
15.3K+ 200.0% |
$897K - $2.69M
|
23K
$2.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.71KNew |
$217K - $652K
|
3.71K
$352K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.79K+ 201.44% |
$164K - $491K
|
4.18K
$397K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
5.78K+ 202.63% |
$339K - $1.02M
|
8.64K
$820K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
8.89K+ 192.53% |
$521K - $1.56M
|
13.5K
$1.28M
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 277.76% |
$119K - $358K
|
2.77K
$263K
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
4.37K+ 200.0% |
$256K - $769K
|
6.56K
$623K
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
20+ 200.0% |
$1.17K - $3.52K
|
30
$2.85K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
7.2K+ 205.71% |
$422K - $1.27M
|
10.7K
$1.02M
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
6.98K+ 0.37% |
$1.05M - $1.18M
|
1.88M
$178M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.25KClosed |
$189K - $213K
|
0
$0
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
19.4KNew |
$2.92M - $3.29M
|
19.4K
$1.84M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.96KNew |
$597K - $671K
|
3.96K
$376K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-346- 18.08% |
$52.2K - $58.7K
|
1.57K
$149K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.73KNew |
$714K - $804K
|
4.73K
$449K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
674+ 151.12% |
$102K - $114K
|
1.12K
$106K
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
5K+ 200.0% |
$754K - $849K
|
7.5K
$712K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
27+ 2700.0% |
$4.07K - $4.58K
|
28
$2.66K
|
|