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 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-9.78K- 13.26% |
$654K - $796K
|
64K
$6.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
324New |
$21.7K - $26.4K
|
324
$30.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
BUY
|
- |
2.5KNew |
$167K - $204K
|
2.5K
$238K
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
13.5K+ 182.63% |
$900K - $1.09M
|
20.8K
$1.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
PUT |
2.6KNew |
$174K - $212K
|
2.6K
$247K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
CALL |
14.2KNew |
$950K - $1.16M
|
14.2K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-145- 42.03% |
$9.7K - $11.8K
|
200
$19K
|
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-1.36M- 99.49% |
$91.3M - $111M
|
6.96K
$662K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
CALL |
1.1KNew |
$73.6K - $89.5K
|
1.1K
$105K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-255- 4.64% |
$17.1K - $20.8K
|
5.24K
$498K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
2.56KNew |
$171K - $209K
|
2.56K
$244K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2.71KNew |
$181K - $220K
|
2.71K
$258K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
30.1KNew |
$2.01M - $2.45M
|
30.1K
$2.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-117- 8.07% |
$7.83K - $9.52K
|
1.33K
$127K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
2.87KNew |
$192K - $233K
|
2.87K
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-1.11K- 22.5% |
$74.1K - $90.2K
|
3.82K
$363K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.01KNew |
$201K - $245K
|
3.01K
$286K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.97K+ 1.63% |
$199K - $242K
|
185K
$17.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-383- 4.69% |
$25.6K - $31.2K
|
7.79K
$740K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-86- 1.69% |
$5.75K - $7K
|
4.99K
$474K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.94KNew |
$197K - $239K
|
2.94K
$279K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-3.02KClosed |
$202K - $246K
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-2.75K- 2.55% |
$184K - $224K
|
105K
$9.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
2.58KNew |
$173K - $210K
|
2.58K
$246K
|
|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
BUY
|
- |
2.7KNew |
$181K - $220K
|
2.7K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
456New |
$30.5K - $37.1K
|
456
$43.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-48- 0.88% |
$3.21K - $3.91K
|
5.39K
$512K
|
|
|
Oct 30, 2024
Q3 2024
|
Canal Insurance CO
|
BUY
|
CALL |
250New |
$16.7K - $20.4K
|
250
$23.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-521- 11.64% |
$34.9K - $42.4K
|
3.95K
$376K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
12+ 0.26% |
$803 - $977
|
4.6K
$438K
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-8.59K- 10.75% |
$574K - $699K
|
71.3K
$6.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
21+ 0.32% |
$1.41K - $1.71K
|
6.68K
$636K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-450- 7.6% |
$30.1K - $36.6K
|
5.47K
$520K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-26- 0.16% |
$1.74K - $2.12K
|
16.4K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
469+ 4.59% |
$31.4K - $38.2K
|
10.7K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
145+ 1.19% |
$9.7K - $11.8K
|
12.3K
$1.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
56+ 1.87% |
$3.75K - $4.56K
|
3.05K
$290K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$71.3K - $86.8K
|
1.07K
$101K
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
4.5KNew |
$301K - $366K
|
4.5K
$427K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-214- 5.32% |
$14.3K - $17.4K
|
3.81K
$362K
|
|
|
Oct 28, 2024
Q3 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
2.66KNew |
$178K - $217K
|
2.66K
$253K
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
256New |
$17.1K - $20.8K
|
256
$24.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-4.3K- 35.54% |
$288K - $350K
|
7.8K
$742K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
174+ 77.33% |
$11.6K - $14.2K
|
399
$37.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-342- 10.23% |
$22.9K - $27.8K
|
3K
$285K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
2.56KNew |
$171K - $208K
|
2.56K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-13K- 6.91% |
$868K - $1.06M
|
175K
$16.6M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
2.59KNew |
$173K - $211K
|
2.59K
$246K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.01K+ 10.35% |
$134K - $163K
|
21.4K
$2.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
2.71KNew |
$182K - $221K
|
2.71K
$258K
|