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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
174New |
$22.4K - $26.7K
|
174
$16.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
20New |
$2.57K - $3.07K
|
20
$1.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
185New |
$23.8K - $28.4K
|
185
$17.6K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-344Closed |
$42K - $48K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.95K- 42.4% |
$237K - $271K
|
2.64K
$251K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
5K+ 13.16% |
$610K - $698K
|
43K
$4.08M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-906- 14.75% |
$111K - $126K
|
5.24K
$497K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-376- 0.39% |
$45.9K - $52.5K
|
96.7K
$9.18M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
21.8KNew |
$2.65M - $3.04M
|
21.8K
$2.07M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.35K+ 6.04% |
$164K - $188K
|
23.6K
$2.24M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.04K- 40.15% |
$126K - $144K
|
1.54K
$147K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
597+ 0.31% |
$72.8K - $83.3K
|
194K
$18.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.51K- 30.33% |
$184K - $211K
|
3.47K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
181+ 8.15% |
$22.1K - $25.3K
|
2.4K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-3.5K- 50.0% |
$427K - $488K
|
3.5K
$332K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-23- 15.13% |
$2.81K - $3.21K
|
129
$12.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.99KClosed |
$608K - $696K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-346- 2.12% |
$42.2K - $48.3K
|
16K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
7.15KNew |
$872K - $997K
|
7.15K
$679K
|
|
|
Nov 14, 2022
Q3 2022
|
Kehrs Ridge Capital,Llc
|
BUY
|
- |
70K+ 70.0% |
$8.54M - $9.77M
|
170K
$16.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-200- 2.49% |
$24.4K - $27.9K
|
7.83K
$744K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-432K- 30.7% |
$52.8M - $60.3M
|
976K
$92.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
89K+ 99.64% |
$10.9M - $12.4M
|
178K
$16.9M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.6K+ 128.78% |
$1.53M - $1.75M
|
22.3K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.16KNew |
$141K - $162K
|
1.16K
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-7.95K- 0.77% |
$969K - $1.11M
|
1.02M
$97M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
423New |
$51.6K - $59K
|
423
$40.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-372- 1.51% |
$45.4K - $51.9K
|
24.3K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-3- 1.35% |
$366 - $419
|
219
$20.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-71.4KClosed |
$8.71M - $9.97M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
75KNew |
$9.15M - $10.5M
|
75K
$7.12M
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-2.55K- 96.23% |
$311K - $356K
|
100
$9.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-1.67K- 7.85% |
$204K - $233K
|
19.6K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearline Capital LP
New York, NY |
BUY
|
- |
51KNew |
$6.23M - $7.12M
|
51K
$4.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
CALL |
-397K- 94.62% |
$48.5M - $55.4M
|
22.6K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-448- 8.2% |
$54.6K - $62.5K
|
5.01K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-73.9K- 87.3% |
$9.01M - $10.3M
|
10.7K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
PUT |
-563K- 87.55% |
$68.6M - $78.5M
|
80K
$7.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
148+ 0.27% |
$18.1K - $20.6K
|
55.7K
$5.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 52.07% |
$149K - $170K
|
1.12K
$107K
|
|
|
Nov 10, 2022
Q3 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-101K- 99.62% |
$12.3M - $14.1M
|
390
$37K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-74- 2.15% |
$9.03K - $10.3K
|
3.37K
$320K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-1.22K- 1.74% |
$149K - $170K
|
68.8K
$6.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
BUY
|
PUT |
5K+ 25.0% |
$610K - $698K
|
25K
$2.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.49K- 5.45% |
$303K - $347K
|
43.1K
$4.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-288K- 57.6% |
$35.1M - $40.1M
|
212K
$20.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22.9KNew |
$2.79M - $3.2M
|
22.9K
$2.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
12New |
$1.46K - $1.67K
|
12
$1.14K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
318+ 1.48% |
$38.8K - $44.4K
|
21.8K
$2.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-225- 10.24% |
$27.4K - $31.4K
|
1.97K
$187K
|
|