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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
3.51K+ 200.0% |
$206K - $617K
|
5.27K
$501K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
14.8K+ 200.0% |
$867K - $2.6M
|
22.2K
$2.11M
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
4K+ 200.0% |
$234K - $703K
|
6K
$571K
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
32.3K+ 200.0% |
$1.89M - $5.68M
|
48.5K
$4.61M
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
6.42K+ 200.0% |
$376K - $1.13M
|
9.63K
$916K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
10.6K+ 433.8% |
$620K - $1.86M
|
13K
$1.24M
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.6K+ 35.14% |
$152K - $457K
|
10K
$951K
|
|
|
May 01, 2024
Q1 2024
|
Members Capital Advisors Inc
|
BUY
|
- |
2.98K+ 200.0% |
$175K - $525K
|
4.48K
$426K
|
|
|
May 01, 2024
Q1 2024
|
Harbor Advisors LLC
|
BUY
|
- |
22K+ 200.0% |
$1.29M - $3.87M
|
33K
$3.14M
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
4.79K+ 200.0% |
$281K - $842K
|
7.19K
$683K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
62K+ 227.84% |
$3.63M - $10.9M
|
89.2K
$8.48M
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
8.41K+ 279.93% |
$493K - $1.48M
|
11.4K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
10.1K+ 225.01% |
$594K - $1.78M
|
14.6K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
19.6K+ 200.0% |
$1.15M - $3.45M
|
29.4K
$2.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
185+ 198.92% |
$10.8K - $32.5K
|
278
$26.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
3KNew |
$176K - $528K
|
3K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
137K+ 111.25% |
$8M - $24M
|
259K
$24.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.2K+ 200.0% |
$70.6K - $212K
|
1.81K
$172K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-530- 10.54% |
$31.1K - $93.2K
|
4.5K
$428K
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
BUY
|
- |
20.3K+ 166.11% |
$1.19M - $3.56M
|
32.5K
$3.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3.23K+ 200.0% |
$189K - $568K
|
4.85K
$461K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
12.7K+ 205.23% |
$742K - $2.23M
|
18.8K
$1.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
23.9K+ 200.7% |
$1.4M - $4.21M
|
35.8K
$3.41M
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$17.6K - $52.8K
|
300
$28.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
32.3K+ 211.68% |
$1.89M - $5.67M
|
47.5K
$4.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
390+ 200.0% |
$22.9K - $68.6K
|
585
$55.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
200+ 15.38% |
$11.7K - $35.2K
|
1.5K
$143K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.62K+ 192.51% |
$94.9K - $285K
|
2.46K
$234K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
8.23K+ 136.04% |
$482K - $1.45M
|
14.3K
$1.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
13.4KNew |
$783K - $2.35M
|
13.4K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
4+ 200.0% |
$234 - $703
|
6
$571
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
742+ 200.0% |
$43.5K - $130K
|
1.11K
$106K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
5.1K+ 197.41% |
$299K - $897K
|
7.69K
$731K
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
5K+ 200.0% |
$293K - $879K
|
7.5K
$713K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
20.1K+ 154.08% |
$1.18M - $3.54M
|
33.2K
$3.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-41.5K- 99.13% |
$2.43M - $7.3M
|
364
$34.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-105K- 99.71% |
$6.12M - $18.4M
|
300
$28.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
687KNew |
$40.2M - $121M
|
687K
$65.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
288New |
$16.9K - $50.6K
|
288
$27.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 230.82% |
$59.3K - $178K
|
1.45K
$138K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
20.1KNew |
$1.18M - $3.53M
|
20.1K
$1.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
5.13K+ 200.0% |
$300K - $901K
|
7.69K
$731K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
4.75K+ 200.0% |
$279K - $836K
|
7.13K
$678K
|
|
|
Apr 18, 2024
Q1 2024
|
Iyo Bank, Ltd.
|
BUY
|
- |
85.1K+ 200.0% |
$4.99M - $15M
|
128K
$12.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
CALL |
100New |
$5.86K - $17.6K
|
100
$9.51K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
68.7K+ 200.0% |
$4.03M - $12.1M
|
103K
$9.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
172+ 200.0% |
$10.1K - $30.2K
|
258
$24.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5.95K+ 200.03% |
$349K - $1.05M
|
8.92K
$848K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
808+ 200.0% |
$47.4K - $142K
|
1.21K
$115K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
7.89K+ 184.78% |
$462K - $1.39M
|
12.2K
$1.16M
|