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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-578- 3.41% |
$88.7K - $95.5K
|
16.4K
$1.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
65.5KNew |
$10.1M - $10.8M
|
65.5K
$6.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
100New |
$15.3K - $16.5K
|
100
$9.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
50+ 3.89% |
$7.67K - $8.26K
|
1.34K
$127K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-87.5K- 37.13% |
$13.4M - $14.5M
|
148K
$14.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
BUY
|
- |
6.2KNew |
$951K - $1.02M
|
6.2K
$588K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
11+ 0.77% |
$1.69K - $1.82K
|
1.45K
$137K
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
22KNew |
$3.38M - $3.64M
|
22K
$2.09M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-2.05K- 19.35% |
$314K - $338K
|
8.52K
$809K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-3- 0.05% |
$460 - $496
|
5.83K
$553K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3.46K- 7.41% |
$505K - $545K
|
43.2K
$4.1M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2.73K- 78.9% |
$399K - $431K
|
730
$69.3K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-418- 69.67% |
$61.1K - $65.9K
|
182
$17.3K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-47.1K- 65.54% |
$6.87M - $7.42M
|
24.7K
$2.35M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-107K- 56.88% |
$15.6M - $16.9M
|
81.1K
$7.7M
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-721- 33.74% |
$105K - $114K
|
1.42K
$134K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-68- 2.41% |
$9.93K - $10.7K
|
2.76K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
CALL |
-53.5K- 72.79% |
$7.81M - $8.44M
|
20K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-4.57K- 62.0% |
$667K - $720K
|
2.8K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
20KNew |
$2.92M - $3.15M
|
20K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.43KNew |
$209K - $226K
|
1.43K
$136K
|
|
|
Aug 14, 2023
Q2 2023
|
Difesa Capital Management, LP
New York, NY |
SELL
|
- |
-125- 6.73% |
$18.3K - $19.7K
|
1.73K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
21.8KNew |
$3.18M - $3.43M
|
21.8K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-292K- 90.69% |
$42.7M - $46.1M
|
30K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-2.76K- 58.8% |
$403K - $435K
|
1.93K
$183K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-72- 5.22% |
$10.5K - $11.4K
|
1.31K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-93- 0.82% |
$13.6K - $14.7K
|
11.3K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Point State Capital LP
New York, NY |
BUY
|
- |
684KNew |
$99.9M - $108M
|
684K
$64.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-1.79K- 48.22% |
$261K - $282K
|
1.92K
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
8.6KNew |
$1.26M - $1.36M
|
8.6K
$817K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
1.92MNew |
$280M - $303M
|
1.92M
$182M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
289+ 1.89% |
$42.2K - $45.6K
|
15.6K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
181K+ 90.65% |
$26.5M - $28.6M
|
381K
$36.2M
|
|
|
Aug 14, 2023
Q2 2023
|
North Fourth Asset Management, LP
New York, NY |
SELL
|
- |
-46.3K- 56.27% |
$6.77M - $7.31M
|
36K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Resonate Capital, LLC
San Francisco, CA |
BUY
|
- |
3.89KNew |
$568K - $613K
|
3.89K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
7.43KNew |
$1.09M - $1.17M
|
7.43K
$706K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
607K+ 14159.51% |
$88.6M - $95.7M
|
611K
$58M
|
|
|
Aug 14, 2023
Q2 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-37.5K- 40.39% |
$5.47M - $5.91M
|
55.3K
$5.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.47K- 18.26% |
$506K - $547K
|
15.5K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Advent Capital Management
New York, NY |
BUY
|
CALL |
150KNew |
$21.9M - $23.7M
|
150K
$14.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
PUT |
75KNew |
$11M - $11.8M
|
75K
$7.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
20KNew |
$2.92M - $3.15M
|
20K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
361+ 10.96% |
$52.7K - $56.9K
|
3.66K
$347K
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-208- 2.63% |
$30.4K - $32.8K
|
7.69K
$730K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-6.61K- 0.64% |
$965K - $1.04M
|
1.03M
$97.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-815- 1.75% |
$119K - $129K
|
45.7K
$4.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-401- 22.25% |
$58.6K - $63.2K
|
1.4K
$133K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.44K+ 23.75% |
$210K - $227K
|
7.48K
$710K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
127+ 2.2% |
$18.5K - $20K
|
5.89K
$560K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-326- 3.51% |
$47.6K - $51.4K
|
8.97K
$852K
|
|