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 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.7K- 7.81% |
$630K - $737K
|
126K
$12M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$5.89K - $6.89K
|
100
$9.51K
|
|
Aug 12, 2024
Q2 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-5.28M- 99.98% |
$311M - $364M
|
1.29K
$123K
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-51- 3.36% |
$3K - $3.51K
|
1.47K
$139K
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
3.35KNew |
$197K - $231K
|
3.35K
$318K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
115New |
$6.77K - $7.92K
|
115
$10.9K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
366K+ 159.27% |
$21.5M - $25.2M
|
596K
$56.6M
|
|
Aug 12, 2024
Q2 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
2.96KNew |
$174K - $204K
|
2.96K
$281K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
800New |
$47.1K - $55.1K
|
800
$76.1K
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
200+ 1.09% |
$11.8K - $13.8K
|
18.6K
$1.76M
|
|
Aug 09, 2024
Q2 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
4KNew |
$235K - $276K
|
4K
$380K
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
201+ 5.75% |
$11.8K - $13.8K
|
3.7K
$352K
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.8K+ 94.35% |
$341K - $400K
|
11.9K
$1.14M
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1.15K+ 0.58% |
$67.9K - $79.4K
|
201K
$19.1M
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$285K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-958- 2.28% |
$56.4K - $66K
|
41.1K
$3.91M
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$285K
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-20- 1.21% |
$1.18K - $1.38K
|
1.64K
$156K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.84K- 36.49% |
$402K - $471K
|
11.9K
$1.13M
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
15KNew |
$883K - $1.03M
|
15K
$1.43M
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-55- 1.41% |
$3.24K - $3.79K
|
3.85K
$366K
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-500- 8.33% |
$29.4K - $34.5K
|
5.5K
$523K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-564- 0.95% |
$33.2K - $38.9K
|
58.9K
$5.61M
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
3.2KNew |
$188K - $220K
|
3.2K
$304K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
7.96K+ 25.31% |
$469K - $549K
|
39.4K
$3.75M
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-35- 1.01% |
$2.06K - $2.41K
|
3.45K
$328K
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-3.68K- 37.98% |
$216K - $253K
|
6K
$571K
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-355- 6.07% |
$20.9K - $24.5K
|
5.49K
$522K
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
10New |
$589 - $689
|
10
$951
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-900- 14.12% |
$53K - $62K
|
5.47K
$520K
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
2.55K+ 4.0% |
$150K - $175K
|
66.2K
$6.3M
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
926KNew |
$54.5M - $63.8M
|
926K
$88.1M
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
7.82KNew |
$460K - $539K
|
7.82K
$744K
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.3KNew |
$194K - $227K
|
3.3K
$314K
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.4K+ 6.95% |
$141K - $165K
|
36.9K
$3.51M
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
36+ 0.32% |
$2.12K - $2.48K
|
11.3K
$1.07M
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
3.32KNew |
$195K - $228K
|
3.32K
$315K
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
3.44KNew |
$203K - $237K
|
3.44K
$327K
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 1.08% |
$58.9 - $68.9
|
94
$8.94K
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2+ 0.02% |
$118 - $138
|
9.06K
$862K
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
4.02KNew |
$236K - $277K
|
4.02K
$382K
|
|
Jul 30, 2024
Q2 2024
|
Semanteon Capital Management, LP
Newton, MA |
SELL
|
- |
-2.06K- 36.71% |
$121K - $142K
|
3.55K
$338K
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
42+ 0.52% |
$2.47K - $2.89K
|
8.17K
$777K
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-195- 4.4% |
$11.5K - $13.4K
|
4.24K
$403K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
253+ 13.74% |
$14.9K - $17.4K
|
2.09K
$199K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
636New |
$37.4K - $43.8K
|
636
$60.5K
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
3.17KNew |
$186K - $218K
|
3.17K
$301K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
63New |
$3.71K - $4.34K
|
63
$5.99K
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$285K
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
166KNew |
$9.75M - $11.4M
|
166K
$15.8M
|