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 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
28K+ 718.82% |
$3.83M - $4.12M
|
31.9K
$3.03M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
10.2K+ 107.5% |
$1.39M - $1.5M
|
19.6K
$1.87M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
269+ 27.85% |
$36.8K - $39.7K
|
1.24K
$117K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
169+ 2414.29% |
$23.1K - $24.9K
|
176
$16.7K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
105New |
$14.4K - $15.5K
|
105
$9.98K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
300New |
$41.1K - $44.2K
|
300
$28.5K
|
|
|
May 05, 2023
Q1 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-7.57K- 20.26% |
$1.04M - $1.12M
|
29.8K
$2.83M
|
|
|
May 04, 2023
Q1 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
1.47KNew |
$202K - $217K
|
1.47K
$140K
|
|
|
May 04, 2023
Q1 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
29.2KNew |
$4M - $4.31M
|
29.2K
$2.78M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-152- 4.37% |
$20.8K - $22.4K
|
3.33K
$316K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
23.4K+ 98.84% |
$3.2M - $3.45M
|
47K
$4.47M
|
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
932New |
$128K - $137K
|
932
$88.6K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
100+ 1.57% |
$13.7K - $14.7K
|
6.46K
$614K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
11+ 8.73% |
$1.51K - $1.62K
|
137
$13K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
400+ 5.43% |
$54.8K - $59K
|
7.76K
$738K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-2.39K- 46.81% |
$327K - $352K
|
2.71K
$258K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
540+ 28.39% |
$74K - $79.6K
|
2.44K
$232K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
78+ 0.48% |
$10.7K - $11.5K
|
16.3K
$1.55M
|
|
|
May 01, 2023
Q1 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-308- 85.56% |
$42.2K - $45.4K
|
52
$4.94K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
75New |
$10.3K - $11.1K
|
75
$7.13K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-726- 15.07% |
$99.4K - $107K
|
4.09K
$389K
|
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
SELL
|
- |
-40- 2.17% |
$5.48K - $5.9K
|
1.8K
$171K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
11+ 0.2% |
$1.51K - $1.62K
|
5.56K
$528K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
4.24K+ 36.57% |
$581K - $626K
|
15.8K
$1.51M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
1.14KNew |
$156K - $168K
|
1.14K
$108K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2+ 0.4% |
$274 - $295
|
498
$47.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.32K- 0.5% |
$318K - $342K
|
458K
$43.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
269+ 6.45% |
$36.8K - $39.7K
|
4.44K
$422K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.2K- 11.99% |
$164K - $177K
|
8.8K
$837K
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-100- 6.52% |
$13.7K - $14.7K
|
1.43K
$136K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-59- 1.92% |
$8.08K - $8.7K
|
3.02K
$287K
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
350+ 33.33% |
$47.9K - $51.6K
|
1.4K
$133K
|
|
|
Apr 12, 2023
Q1 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-8.07K- 13.13% |
$1.1M - $1.19M
|
53.4K
$5.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-150- 9.99% |
$20.5K - $22.1K
|
1.35K
$128K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
419+ 3.89% |
$57.4K - $61.8K
|
11.2K
$1.07M
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
100New |
$13.7K - $14.7K
|
100
$9.51K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
2.07KNew |
$284K - $306K
|
2.07K
$197K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.76K- 4.58% |
$378K - $407K
|
57.5K
$5.46M
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
297+ 7.66% |
$38.2K - $45.6K
|
4.17K
$397K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.47K- 45.71% |
$189K - $226K
|
1.75K
$166K
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.44KNew |
$186K - $222K
|
1.44K
$137K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.33KNew |
$299K - $357K
|
2.33K
$221K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.78KNew |
$871K - $1.04M
|
6.78K
$644K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
80KNew |
$10.3M - $12.3M
|
80K
$7.61M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
59+ 0.3% |
$7.59K - $9.06K
|
19.9K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
656+ 381.4% |
$84.3K - $101K
|
828
$78.7K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-139- 2.01% |
$17.9K - $21.3K
|
6.78K
$644K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-26- 0.27% |
$3.34K - $3.99K
|
9.59K
$912K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.7K- 22.22% |
$219K - $261K
|
5.95K
$566K
|
|
|
Feb 14, 2023
Q4 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
1.5KNew |
$193K - $230K
|
1.5K
$143K
|
|