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 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
67+ 0.47% |
$8.17K - $9.35K
|
14.3K
$1.36M
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-61.7K- 88.27% |
$7.53M - $8.61M
|
8.2K
$779K
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
114+ 6.61% |
$13.9K - $15.9K
|
1.84K
$175K
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
30+ 0.13% |
$3.66K - $4.19K
|
23.6K
$2.24M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
190New |
$23.2K - $26.5K
|
190
$18K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-37- 1.16% |
$4.51K - $5.16K
|
3.14K
$298K
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
2KNew |
$244K - $279K
|
2K
$190K
|
|
Nov 02, 2022
Q3 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-6.2KClosed |
$756K - $865K
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
484+ 0.73% |
$59K - $67.5K
|
66.6K
$6.32M
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
17+ 0.31% |
$2.07K - $2.37K
|
5.51K
$523K
|
|
Oct 31, 2022
Q3 2022
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-943- 29.88% |
$115K - $132K
|
2.21K
$210K
|
|
Oct 28, 2022
Q3 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.54KNew |
$188K - $215K
|
1.54K
$146K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
14.1KNew |
$1.72M - $1.97M
|
14.1K
$1.34M
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-445- 9.28% |
$54.3K - $62.1K
|
4.35K
$413K
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
11.5KNew |
$1.4M - $1.6M
|
11.5K
$1.09M
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.54KNew |
$188K - $215K
|
1.54K
$146K
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
8+ 0.28% |
$976 - $1.12K
|
2.84K
$270K
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-156- 8.85% |
$19K - $21.8K
|
1.61K
$153K
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-699- 1.9% |
$85.3K - $97.5K
|
36K
$3.42M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
4.37K+ 13.48% |
$533K - $610K
|
36.8K
$3.5M
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-96- 26.3% |
$11.7K - $13.4K
|
269
$25.5K
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
300+ 7.94% |
$36.6K - $41.9K
|
4.08K
$387K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-18.1KClosed |
$2.21M - $2.52M
|
0
$0
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
102New |
$12.4K - $14.2K
|
102
$9.69K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
317+ 9.69% |
$38.7K - $44.2K
|
3.59K
$341K
|
|
Oct 17, 2022
Q3 2022
|
Oppenheimer & Close, LLC
|
BUY
|
- |
650+ 29.48% |
$79.3K - $90.7K
|
2.86K
$271K
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-67- 1.37% |
$8.17K - $9.35K
|
4.84K
$459K
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-3.69K- 10.12% |
$450K - $515K
|
32.8K
$3.11M
|
|
Oct 13, 2022
Q3 2022
|
New Century Advisors, LLC
|
SELL
|
- |
-2.1K- 49.65% |
$256K - $293K
|
2.13K
$202K
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
100+ 2.92% |
$12.2K - $14K
|
3.53K
$335K
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
300New |
$36.6K - $41.9K
|
300
$28.5K
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
39+ 390.0% |
$4.76K - $5.44K
|
49
$4.65K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-841- 7.17% |
$103K - $117K
|
10.9K
$1.03M
|
|
Q2 2022 | |||||||
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-36- 0.7% |
$4.26K - $5.76K
|
5.13K
$487K
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.64KClosed |
$786K - $1.06M
|
0
$0
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-18- 0.56% |
$2.13K - $2.88K
|
3.22K
$306K
|
|
Sep 14, 2022
Q2 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-1.67KClosed |
$197K - $267K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-238Closed |
$28.2K - $38K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
15.8KNew |
$1.87M - $2.53M
|
15.8K
$1.5M
|
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
75KNew |
$8.87M - $12M
|
75K
$7.12M
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-108- 6.41% |
$12.8K - $17.3K
|
1.58K
$150K
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-1.99KClosed |
$235K - $318K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
18+ 0.81% |
$2.13K - $2.88K
|
2.24K
$213K
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
10.5KNew |
$1.24M - $1.67M
|
10.5K
$995K
|
|
Aug 15, 2022
Q2 2022
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-34.5K- 31.13% |
$4.08M - $5.52M
|
76.3K
$7.25M
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.17KClosed |
$256K - $346K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-96- 96.0% |
$11.4K - $15.3K
|
4
$380
|
|
Aug 15, 2022
Q2 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.41KClosed |
$167K - $226K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
22.9K+ 55.29% |
$2.71M - $3.66M
|
64.3K
$6.1M
|
|
Aug 15, 2022
Q2 2022
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
- |
-14.5K- 14.31% |
$1.72M - $2.32M
|
87K
$8.26M
|