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 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-179Closed |
$22.8K - $26.7K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2.51KClosed |
$321K - $375K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-80KClosed |
$10.2M - $11.9M
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-1.4KClosed |
$179K - $209K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Waverton Investment Management LTD
|
SELL
|
- |
-25.4KClosed |
$3.25M - $3.79M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
BUY
|
- |
38New |
$4.85K - $5.66K
|
38
$3.59K
|
|
|
Apr 26, 2021
Q1 2021
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1.52KClosed |
$193K - $226K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Exane Asset Management
|
SELL
|
- |
-22.8KClosed |
$2.91M - $3.4M
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
S.E.E.D. Planning Group LLC
|
SELL
|
CALL |
-1KClosed |
$128K - $149K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-13.1KClosed |
$1.66M - $1.94M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-3.11KClosed |
$396K - $463K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-709Closed |
$90.4K - $106K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-11.9K- 59.68% |
$1.65M - $1.81M
|
8.02K
$759K
|
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-95- 0.76% |
$13.2K - $14.5K
|
12.5K
$1.18M
|
|
|
Mar 08, 2022
Q4 2020
|
Chelsea Counsel CO
|
BUY
|
- |
400+ 16.49% |
$55.5K - $61.1K
|
2.83K
$267K
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-14Closed |
$1.94K - $2.14K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-335Closed |
$46.5K - $51.2K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.02KClosed |
$281K - $309K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Islet Management, LP
New York, NY |
SELL
|
- |
-75KClosed |
$10.4M - $11.5M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Manatuck Hill Partners, LLC
Westport, CT |
SELL
|
- |
-25KClosed |
$3.47M - $3.82M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Sculptor Capital LP
New York, NY |
BUY
|
PUT |
1.4MNew |
$194M - $214M
|
1.4M
$132M
|
|
|
Feb 16, 2021
Q4 2020
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.83KClosed |
$254K - $280K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Ulysses Management LLC
New York, NY |
SELL
|
CALL |
-15KClosed |
$2.08M - $2.29M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
CALL |
-2.6K- 78.79% |
$361K - $397K
|
700
$66.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-9.01KClosed |
$1.25M - $1.38M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
27.6KNew |
$3.83M - $4.21M
|
27.6K
$2.61M
|
|
|
Feb 12, 2021
Q4 2020
|
Myda Advisors LLC
Inwood, NY |
SELL
|
CALL |
-4.2KClosed |
$583K - $642K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-4.62KClosed |
$640K - $705K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Aperture Investors, LLC
New York, NY |
SELL
|
- |
-18.3KClosed |
$2.54M - $2.8M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
2New |
$278 - $306
|
2
$189
|
|
|
Feb 09, 2021
Q4 2020
|
Franklin Street Capital Partners, LLC
New York, NY |
SELL
|
- |
-5KClosed |
$694K - $764K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
CALL |
20New |
$2.78K - $3.06K
|
20
$1.89K
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-51Closed |
$7.08K - $7.79K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Camden Capital, LLC
|
BUY
|
PUT |
1.4KNew |
$194K - $214K
|
1.4K
$132K
|
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
CALL |
-100- 9.09% |
$13.9K - $15.3K
|
1K
$94.6K
|
|
|
Feb 03, 2021
Q4 2020
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.76KClosed |
$938K - $1.03M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Birch Capital Management, LLC
|
SELL
|
- |
-4Closed |
$555 - $611
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.46KClosed |
$202K - $222K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Orca Investment Management, LLC
|
SELL
|
- |
-25.3KClosed |
$3.51M - $3.86M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Asset Management Corp
|
BUY
|
CALL |
9.5KNew |
$1.32M - $1.45M
|
9.5K
$898K
|
|
|
Jan 20, 2021
Q4 2020
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.65KClosed |
$368K - $405K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Peregrine Capital Management LLC
|
SELL
|
- |
-5.73KClosed |
$795K - $875K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.87KClosed |
$260K - $286K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Private Wealth Strategies, L.L.C.
|
BUY
|
CALL |
3K+ 100.0% |
$416K - $458K
|
6K
$567K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
SELL
|
PUT |
-9.54K- 25.49% |
$1.32M - $1.46M
|
27.9K
$2.64M
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-4.45KClosed |
$529K - $657K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
-340K- 85.0% |
$40.4M - $50.2M
|
60K
$5.67M
|
|
|
Nov 16, 2020
Q3 2020
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
CALL |
100KNew |
$11.9M - $14.8M
|
100K
$9.46M
|
|
|
Nov 16, 2020
Q3 2020
|
Advent Capital Management
New York, NY |
SELL
|
- |
-35KClosed |
$4.16M - $5.17M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Gobi Capital LLC
San Francisco, CA |
SELL
|
- |
-455KClosed |
$54.1M - $67.2M
|
0
$0
|
|