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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
118New |
$7.9K - $9.61K
|
118
$11.2K
|
|
Nov 13, 2024
Q3 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-700- 0.86% |
$46.8K - $57K
|
80.3K
$7.64M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
10.5K+ 200.02% |
$703K - $855K
|
15.8K
$1.5M
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
30+ 0.36% |
$2.01K - $2.44K
|
8.4K
$798K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
47+ 16.67% |
$3.14K - $3.83K
|
329
$31.3K
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
164KNew |
$11M - $13.3M
|
164K
$15.6M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
200New |
$13.4K - $16.3K
|
200
$19K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-133K- 27.83% |
$8.88M - $10.8M
|
344K
$32.7M
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
26+ 0.15% |
$1.74K - $2.12K
|
17.2K
$1.63M
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
167K+ 28.98% |
$11.2M - $13.6M
|
744K
$70.7M
|
|
Nov 13, 2024
Q3 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
132New |
$8.83K - $10.7K
|
132
$12.6K
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-5.96K- 56.23% |
$399K - $485K
|
4.64K
$441K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
2.89KNew |
$194K - $235K
|
2.89K
$275K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.35K+ 1.41% |
$559K - $680K
|
601K
$57.2M
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
PUT |
1.5MNew |
$100M - $122M
|
1.5M
$143M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
47.9K+ 16.09% |
$3.2M - $3.9M
|
345K
$32.8M
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.12K+ 1.37% |
$142K - $173K
|
157K
$14.9M
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-897- 8.84% |
$60K - $73K
|
9.25K
$880K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.76K+ 11.87% |
$117K - $143K
|
16.5K
$1.57M
|
|
Nov 12, 2024
Q3 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-6.5K- 39.39% |
$435K - $529K
|
10K
$951K
|
|
Nov 12, 2024
Q3 2024
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
116KNew |
$7.75M - $9.42M
|
116K
$11M
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-114- 0.13% |
$7.63K - $9.28K
|
86.1K
$8.19M
|
|
Nov 12, 2024
Q3 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
9.6KNew |
$642K - $781K
|
9.6K
$913K
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-6.03K- 22.06% |
$403K - $491K
|
21.3K
$2.02M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
22.7KNew |
$1.52M - $1.85M
|
22.7K
$2.16M
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
33New |
$2.21K - $2.69K
|
33
$3.14K
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-171- 1.75% |
$11.4K - $13.9K
|
9.63K
$915K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-301- 0.75% |
$20.1K - $24.5K
|
40K
$3.8M
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-1.45K- 3.79% |
$97K - $118K
|
36.8K
$3.5M
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$184K - $223K
|
2.74K
$261K
|
|
Nov 12, 2024
Q3 2024
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
2.75KNew |
$184K - $224K
|
2.75K
$262K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.03K+ 25.18% |
$604K - $735K
|
44.9K
$4.27M
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-162- 2.51% |
$10.8K - $13.2K
|
6.29K
$598K
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
226K+ 621.82% |
$15.1M - $18.4M
|
262K
$24.9M
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
2.23KNew |
$149K - $182K
|
2.23K
$212K
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
3KNew |
$201K - $244K
|
3K
$285K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-139- 0.24% |
$9.3K - $11.3K
|
57.1K
$5.43M
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-3.57K- 46.19% |
$239K - $291K
|
4.16K
$396K
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.61K- 36.98% |
$108K - $131K
|
2.74K
$261K
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-28.1K- 69.85% |
$1.88M - $2.29M
|
12.1K
$1.16M
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-57.1K- 95.33% |
$3.82M - $4.65M
|
2.8K
$266K
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
7.98KNew |
$534K - $650K
|
7.98K
$759K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
33.9KNew |
$2.27M - $2.76M
|
33.9K
$3.23M
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
112+ 1.56% |
$7.49K - $9.12K
|
7.29K
$693K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
54+ 4.14% |
$3.61K - $4.4K
|
1.36K
$129K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.04K+ 17.49% |
$270K - $329K
|
27.1K
$2.58M
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
70+ 0.11% |
$4.68K - $5.7K
|
65.7K
$6.25M
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
54+ 7.71% |
$3.61K - $4.4K
|
754
$71.7K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-281- 12.39% |
$18.8K - $22.9K
|
1.99K
$189K
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
32New |
$2.14K - $2.6K
|
32
$3.04K
|