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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.1K+ 3.92% |
$165K - $186K
|
29K
$2.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$5.43K - $6.11K
|
36
$3.42K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
CALL |
134New |
$20.2K - $22.8K
|
134
$12.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-66- 3.0% |
$9.96K - $11.2K
|
2.13K
$203K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
807+ 15.07% |
$122K - $137K
|
6.16K
$586K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
365New |
$55.1K - $62K
|
365
$34.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
2.16KNew |
$326K - $367K
|
2.16K
$205K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
1.74K+ 23.98% |
$262K - $295K
|
8.97K
$853K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-41- 0.27% |
$6.19K - $6.96K
|
14.9K
$1.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
21.1KNew |
$3.18M - $3.58M
|
21.1K
$2.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.17K- 57.23% |
$780K - $878K
|
3.87K
$368K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
99+ 0.16% |
$14.9K - $16.8K
|
62.9K
$5.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3K+ 0.99% |
$453K - $509K
|
305K
$29M
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
17.6KNew |
$2.66M - $2.99M
|
17.6K
$1.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.65K+ 4.59% |
$399K - $449K
|
60.2K
$5.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Westwood Management Corp
|
SELL
|
- |
-5.5K- 16.26% |
$830K - $934K
|
28.3K
$2.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-19- 0.15% |
$2.87K - $3.23K
|
12.5K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-11- 0.43% |
$1.66K - $1.87K
|
2.56K
$243K
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
2+ 0.0% |
$302 - $340
|
93.1K
$8.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
CALL |
993KNew |
$150M - $169M
|
993K
$94.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
5.65KNew |
$852K - $959K
|
5.65K
$537K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-85- 1.6% |
$12.8K - $14.4K
|
5.21K
$496K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-171- 3.81% |
$25.8K - $29K
|
4.31K
$410K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-5.92K- 63.15% |
$893K - $1.01M
|
3.46K
$329K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-627- 27.44% |
$94.6K - $106K
|
1.66K
$158K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
20New |
$3.02K - $3.4K
|
20
$1.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
40New |
$6.03K - $6.79K
|
40
$3.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
135+ 7.48% |
$20.4K - $22.9K
|
1.94K
$184K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-104- 4.94% |
$15.7K - $17.7K
|
2K
$190K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-26- 1.99% |
$3.92K - $4.41K
|
1.28K
$122K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
20+ 0.96% |
$3.02K - $3.4K
|
2.1K
$200K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-236- 3.1% |
$35.6K - $40.1K
|
7.37K
$701K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-298- 5.68% |
$45K - $50.6K
|
4.95K
$470K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.35K- 0.97% |
$204K - $230K
|
139K
$13.2M
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.76K- 97.35% |
$423K - $456K
|
75
$7.13K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.2% |
$153 - $165
|
500
$47.5K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-27.5K- 59.25% |
$4.22M - $4.55M
|
18.9K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-54- 0.94% |
$8.29K - $8.92K
|
5.69K
$541K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.67K+ 14.11% |
$410K - $442K
|
21.6K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
7.94K+ 466.78% |
$1.22M - $1.31M
|
9.64K
$917K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
26.8K+ 211.02% |
$4.11M - $4.43M
|
39.5K
$3.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 11.78% |
$330K - $355K
|
20.4K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Dorsal Capital Management, LLC
Redwood City, CA |
SELL
|
- |
-100K- 10.0% |
$15.3M - $16.5M
|
900K
$85.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-5.82K- 69.55% |
$893K - $962K
|
2.55K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-9- 0.08% |
$1.38K - $1.49K
|
11K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
5.2KNew |
$798K - $859K
|
5.2K
$494K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
596+ 2.75% |
$91.5K - $98.5K
|
22.3K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-572- 17.01% |
$87.8K - $94.5K
|
2.79K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
167+ 1.27% |
$25.6K - $27.6K
|
13.3K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$460 - $496
|
1.58K
$150K
|
|