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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Zenyatta Capital Management LP
|
BUY
|
- |
7.5KNew |
$1.1M - $1.18M
|
7.5K
$712K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1+ 0.05% |
$146 - $158
|
1.97K
$187K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
39+ 2.04% |
$5.7K - $6.15K
|
1.95K
$185K
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-8.8K- 34.04% |
$1.29M - $1.39M
|
17.1K
$1.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-15- 1.03% |
$2.19K - $2.37K
|
1.44K
$137K
|
|
|
Aug 03, 2023
Q2 2023
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
1.81KNew |
$264K - $285K
|
1.81K
$172K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
38KNew |
$5.55M - $5.99M
|
38K
$3.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-16K- 75.64% |
$2.33M - $2.52M
|
5.14K
$488K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-70- 3.34% |
$10.2K - $11K
|
2.03K
$192K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-147- 10.02% |
$21.5K - $23.2K
|
1.32K
$125K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-47.7K- 32.27% |
$6.97M - $7.52M
|
100K
$9.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Spartan Fund Management Inc.
|
SELL
|
- |
-1.57K- 27.49% |
$229K - $247K
|
4.13K
$392K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
325+ 31.31% |
$47.5K - $51.3K
|
1.36K
$129K
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
41+ 2.74% |
$5.99K - $6.47K
|
1.54K
$146K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-535- 25.22% |
$78.1K - $84.4K
|
1.59K
$151K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
1.44KNew |
$210K - $226K
|
1.44K
$136K
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-530- 22.26% |
$77.4K - $83.6K
|
1.85K
$176K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
30.5KNew |
$4.46M - $4.81M
|
30.5K
$2.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
9.53KNew |
$1.39M - $1.5M
|
9.53K
$905K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.72% |
$438 - $473
|
422
$40.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
877+ 7.51% |
$128K - $138K
|
12.6K
$1.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-287- 1.06% |
$41.9K - $45.3K
|
26.7K
$2.54M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
50+ 0.65% |
$7.3K - $7.89K
|
7.8K
$740K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-542- 13.46% |
$79.2K - $85.5K
|
3.49K
$331K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
50+ 0.65% |
$7.3K - $7.89K
|
7.8K
$740K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-600- 37.5% |
$87.6K - $94.6K
|
1K
$95K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
314+ 5.08% |
$45.9K - $49.5K
|
6.49K
$616K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.12% |
$876 - $946
|
4.97K
$472K
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.66K- 28.54% |
$242K - $262K
|
4.16K
$395K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
424+ 8.51% |
$61.9K - $66.9K
|
5.41K
$513K
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-216- 14.01% |
$31.5K - $34.1K
|
1.33K
$126K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-244- 4.34% |
$35.6K - $38.5K
|
5.38K
$511K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-80- 4.72% |
$11.7K - $12.6K
|
1.61K
$153K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
CALL |
1.1KNew |
$161K - $174K
|
1.1K
$104K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.62KNew |
$529K - $571K
|
3.62K
$344K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
6+ 0.54% |
$876 - $946
|
1.12K
$107K
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-542- 28.75% |
$79.2K - $85.5K
|
1.34K
$128K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.37KClosed |
$324K - $349K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
100+ 8.97% |
$13.7K - $14.7K
|
1.22K
$115K
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-106K- 19.33% |
$14.5M - $15.6M
|
441K
$41.9M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-802- 15.5% |
$110K - $118K
|
4.37K
$415K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-282- 1.43% |
$38.6K - $41.6K
|
19.4K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
250KNew |
$34.2M - $36.9M
|
250K
$23.7M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
78.4K+ 3786.18% |
$10.7M - $11.6M
|
80.4K
$7.64M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
6.1KNew |
$836K - $899K
|
6.1K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5- 0.31% |
$685 - $737
|
1.59K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
57+ 1.7% |
$7.81K - $8.4K
|
3.42K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
13.2KNew |
$1.81M - $1.95M
|
13.2K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
9.77K+ 217.94% |
$1.34M - $1.44M
|
14.3K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
2.57KNew |
$353K - $380K
|
2.57K
$244K
|
|